connected strategy for asian wealth management ^Top 8 Figure 1: Asian consumers’ wealth management goals 0% 5% 10% 15% 20% Debt pay down Big ticket Home purchase Lifestyle Education “Rainy day” Retirement Healthcare 20% 19% 14% 14% 10% 9% 6% 3% % of consumers surveyed Figure 2: Do clients in Asia rely on financial advisors? “I make the decisions and do not rely on financial advisors” “I make most of the investment decisions but will seek help from financial advisors” “I rely on my financial advisor on making most, or even all investment decisions” 55% 5% 40% % of consumers in Asia Source: Manulife Asia research, 2015 Source: RFI research, 2017
Connected Strategy for Asian Wealth Management Page 7 Page 9