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在外界看来,许多私人银行客户已经完成了境外资产转移,目前更加关注如何在境外市场进行投资。“私人银行客户投资境外的主要原因在于资产的安全性、增值和对冲内地金融市场风险。”何大勇坦言。本次调研数据显示,使用过境外财富管理产品和服务的私行客户比例超过40%,较前次调研的结果有所提升。据介绍,在投资产品方面,各类资产分布较为平均,其中股票、金融衍生品和房地产是客户目前拥有比例较多的产品。未来,高净值人群对于境外投资产品品类的关注度仍将持续
To the outside world, many private banking clients have completed the transfer of overseas assets and are now paying more attention to how to invest in overseas markets. “The main reasons for private bank customers investing overseas are the safety of assets, value added and hedging of financial market risks in the Mainland.” He Dayong said frankly. According to the survey data, over 40% of private-sector clients using overseas wealth management products and services have shown an improvement over the previous survey. According to reports, in the investment products, the distribution of various types of assets is more average, of which stocks, financial derivatives and real estate customers are currently owns a larger proportion of products. In the future, the attention of high-net-worth individuals to the overseas investment product category will continue