RC Bratislava Danube - World of Investments (5. 5. 2025, 18:00)

Adresa konání

Hotel Albrecht
Mudroňova 4237/82, Bratislava, 811 03

Přednáška

Ivo Petrenčík: World of Investment

Program

- High net worth individuals are located in: 46,1 % US, 17% in China and 7% in Germany

- fastest growing number of millionaires (more then USD 10M of disposal investments) are in Africa 17,8% annual growth rate YoY

wealth by reagions

- EMEA (Eastern EU, Middle East and Africa, Western Europe) 25,8%

- APAC (greater China, Oceania, Southeast Asia) 36,9%

- Americas (Latina and South America) 37,3%

- Sample of 56 markets World 92,2%

 

where are the assets (where the ultra rich keep the investments)

- Real estatearound 30%, rising when pandemic or other 

- Cash and cash equivalents 25% in cash for opportunities for quick decisions

- after Covid cash and cash quivalents rose to 34% due to companies loosing value during covid and investors swithing to cash and waiting for opportunitities

 

Where do men invest the most?

1) stocks, 2) property, 3)cash

Where do female invest the most?

1) property, 2) cash, 3) stocks

 

Trends

- prioritiy in sustainable and impact investing, reflecting their values

- Environmental, social and governance factors become crucial components of investments

- awareness of social responsibility drives investments into ethical investing practices

- digital assets gain traction in high net worth invidivual portfolios, offering new investment opportunities, digital tokenization

- digital assets involve higher volatility and risks compared to traditional investments

- blockchain technology underpins many digital assets and represents a significant innovation in finance

 

RalEstate markets centers Top 3 markets:

1) Dubai

2) Palm Beach

3) Manila