2025年香港 私人财富管理报告 毕马威 创见不同·智启未来 kpmg.com/cn 执行摘要 行业动态 拓展市场 愿景 2030 关于 PWMA 关于毕马威 联系我们 目录 03 05 行业动态 11 拓展市场 18 | | 愿景2030 | | --- | --- | | 19 | 合作伙伴关系 | | 25 | 数字资产 | | 36 | 技术 | | 44 | 展望未来 | 执行摘要 46 关于PWMA 47 48 联系我们 2 2025年香港私人财富管理报告 © 2025 毕马威会计师事务所 — 香港特别行政区合伙制事务所，是与毕马威国际有限公司(英国私营担保有限公司)相关联的独立成员所 全球组织中的成员。版权所有，不得转载。 关于毕马威 执行摘要 行业动态 拓展市场 愿景 2030 关于 PWMA 关于毕马威 联系我们 执行摘要 尽管关税驱动的贸易争端和外部环境的影响仍然持 续，客户对香港作为首选财富管理中心的信心达到了 三年来的最高水平。 第十届香港私人财富管理报告由私人财富管理公会 （PWMA）和毕马威中国联合撰写，提供了对该行业 格局、关键挑战及新兴增长机会的深入见解。今年我 们还提出了对2 ...

Core Insights - The UBS report indicates that the number of billionaires globally has reached 2,919, with a total wealth of $15.8 trillion, marking a 13% increase from the previous year [3] - The report highlights that 287 new billionaires were added this year, the second-highest record since 2015, only behind 2021 [3] - Altrata's analysis shows a record 3,508 billionaires with a combined wealth of $13.4 trillion, with the U.S. accounting for 1,135 billionaires, representing one-third of the global total [3] Self-Made vs. Inherited Billionaires - Among the new billionaires, 196 are self-made, with a total wealth of $386.5 billion, coming from diverse sectors such as marketing software, infrastructure, and LNG [5] - There are 91 billionaires who inherited their wealth, totaling $298 billion, which has increased by over one-third compared to last year [5] - The report anticipates that in the next 15 years, children of billionaires will inherit at least $5.9 trillion, primarily in the U.S., Western Europe, and India [5] Wealth Mobility and Taxation - The report notes a high mobility among billionaires, with 36% of surveyed billionaires having relocated at least once, and 9% considering relocation [5] - Reasons for relocation include seeking better quality of life, more efficient tax handling, and geopolitical influences [5] - There is a divergence in tax policies for the ultra-wealthy, with countries like Italy, the UK, and Spain proposing stricter tax burdens, while Dubai, Abu Dhabi, and Singapore attract wealth through tax incentives [5][6] Tax Policy Reactions - Within Europe, some countries are cautious about implementing stricter tax policies for the wealthy, as seen in France's rejection of a minimum tax proposal for individuals with net assets over €100 million [6] - Switzerland also recently voted against a proposal to impose a 50% inheritance tax on the wealthy, reflecting concerns about maintaining its status as an international wealth hub [6]