Understanding Investors In China’s Greater Bay Area

Wealth management firms commonly segment clients by investable assets — but this isn’t enough to help those firms decide which new products and services will optimize customer engagement. Self-directedness is a crucial dimension that reliably predicts many investor attitudes and behaviors. As fintech startups flood the market with new digital-first offerings, customer insights professionals need to understand how they can best serve the four primary investor segments in China’s Greater Bay Area (GBA), which includes Hong Kong, Guangdong, and Macau. This report focuses on investors in Hong Kong and two major cities in Guangdong: Guangzhou and Shenzhen.