Malaysia’s high-net-worth (HNW) demographic is predominantly male, but female representation is growing. Expats represent a minor proportion of Malaysia’s HNW population, and they are attracted primarily by tax efficiencies and better lifestyle conditions. HNW investors allocate the largest proportion of onshore wealth to advisory mandates.
Report Scope
- Expats constitute a minor share of the local HNW population. They represent an attractive target market thanks to their more complex service requirements.
- Advisory mandates have the highest allocation in the average Malaysian HNW portfolio, with strong forecast demand.
- Offshore investments are crucial for Malaysian HNW investors, with China and Singapore major booking centers.
Reasons to Buy
- Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.
- Enhance your marketing strategies and capture new clients using insights from our data on HNW investors’ asset management style preferences.
- Tailor your investment product portfolio to match the current and future demand for different asset classes among HNW individuals.
- Develop your service proposition to match the demand expressed by Malaysia HNW investors and react proactively to forecast changes in demand.
Table of Contents
1. Executive Summary2. Demographics
3. Expats
4. Investment Style Preferences
5. Asset Allocation Preferences
6. Offshore Investment Preferences
7. Products and Services
8. Appendix
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Bank Rakyat
- Hong Leong Private Bank
- CIMB
- AmBank
- AmWealth
- StashAway
- Hong Leong Bank
- Kenanga
- HSBC Malaysia

