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总的来说,2005年的经济增长减缓了,主要的原因包括两大经济因素：国内生产总值(GDP)和市场资本总额。富裕人士的投资组合在这段时间依旧相当稳健,但随着对另类投资工具和股票的配置增加,变得更加积极。虽然其整体资产配置类似于2004年富裕人士采用的模式,但是和2002年相比则有显著的不同,进一步证明富裕人士的确是在观察市场的变动,并且视变动情况重新配置。今年特别报导的主题是全球化的成长以及财富的世代转移。不久,这些市场的新兴力量将会改变富裕人士的投资组合,并且进一步改变财富管理服务的内容。
Overall, the economic growth slowed in 2005, mainly due to two major economic factors: gross domestic product (GDP) and total market capitalization. HNWI’s portfolio remained fairly robust during this period, but became more active as the allocation of alternative investment vehicles and equities increased. Although its overall asset allocation is similar to that adopted by HNWIs in 2004, there is a marked difference from 2002 as evidence that HNWIs are indeed observing changes in the markets and reconfiguring them according to changes. The special topics covered this year are the growth of globalization and the transfer of wealth from generation to generation. Soon, the emerging forces in these markets will change the HNWI portfolio and further change the content of wealth management services.