Australia 2013 Wealth Book: Western Wealth, Eastern Growth:Industry Analysis Report

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This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Australia
The report focuses on HNWI performance between the end of 2007 (the peak before the global financial crisis) and the end of 2012. This enables us to determine how well the country’s HNWIs have performed through the crisis.

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Australia 2013 Wealth Book: Western Wealth, Eastern Growth:Industry Analysis Report

  1. 1. Australia 2013 Wealth Book: Western Wealth, Eastern Growth Synopsis This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Australia The report focuses on HNWI performance between the end of 2007 (the peak before the global financial crisis) and the end of 2012. This enables us to determine how well the country’s HNWIs have performed through the crisis Summary There were just over 302,000 HNWIs in Australia in 2012. These HNWIs collectively held US$899 billion in wealth, which equated to 15.5% of the total individual wealth held in the country. Australian HNWIs over performed compared to the global average during the review period – worldwide HNWI volumes decreased by 0.3%, while Australian HNWI numbers increased by 19.7%. Scope Independent market sizing of Australian HNWIs across five wealth bands HNWI volume, wealth and allocation trends from 2007 to 2012 HNWI volume, wealth and allocation forecasts to 2017 HNWI and UHNWI asset allocations across 13 asset classes Geographical breakdown of all foreign assets Alternative breakdown of liquid vs. investable assets Number of UHNWIs in major cities Number of wealth managers in each city City wise ratings of wealth management saturation and potential Details of the development, challenges and opportunities in the wealth management and private banking sector in Australia Size of the Australian wealth management industry Largest domestic private banks by AuM Detailed wealth management and family office information Insights into the drivers of HNWI wealth Reasons To Buy The WealthInsight Intelligence Center Database is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the database comprises dossiers on over 60,000 HNWIs from around the world The Intelligence Center also includes tracking of wealth and liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market With the Database as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover Report includes comprehensive forecasts to 2017 Also provides detailed information on UHNWIs in each major city Key Highlights At the end of 2012, Australian HNWIs held 22% (US$198 billion) of their wealth outside their home country, which is in line with the global average of 20–30%. There were 2,741 UHNWIs in Australia in 2012, with an average wealth of US$121 million per person, making them the prime target group for wealth sector professionals. Of this total, there were 23 billionaires, 625 centimillionaires and 2,093 affluent millionaires. Sydney has the largest number of HNWIs in the country with a 27% share, equivalent to 81,400 individuals. Sydney is followed by Melbourne with 16.6% of HNWIs, equivalent to 50,000 individuals. There are also sizable HNWI populations in Brisbane (25,300) and Perth (21,860). table Of Content Australia 2013 Wealth Book: Western Wealth, Eastern Growth
  2. 2. 1 Introduction 1.1 Details Of This Report 1.2 Definitions 2 Executive Summary 3 Wealth Sector Fundamentals 3.1 Political Background 3.2 Economic Background 3.3 Social Background 3.4 Benchmarking Australia Wealth In Context 3.4.1 World Statistics 3.4.2 Distribution Of Wealth In Australia 3.5 Hnwi Volume And Wealth Trends 4 Findings From The Wealthinsight Hnwi Database 4.1 Trends In Hnwi Wealth To 2017 4.1.1 Hnwi Trend Analysis 4.1.2 Trends Of The Wealth Bands 4.1.3 Demographic Breakdown Of Hnwis 4.1.4 Hnwis – Job Titles 4.1.5 Hnwis – Industry Breakdown 4.1.6 Hnwis – Industry Performance 4.1.7 Hnwis – Breakdown By City 4.1.8 Hnwis – City Performance 4.1.9 Hnwis – City Population Densities 4.1.10 Hnwis – City Forecasts 4.1.11 Hnwis – Breakdown By State 4.1.12 Hnwis – State Performance 4.1.13 Hnwis – State Population Densities 4.2 Uhnwis 4.2.1 Uhnwi Volume Trend Analysis 4.2.2 Uhnwi Wealth Trend Analysis 4.2.3 Demographic Breakdown Of Uhnwis 4.2.4 Uhnwis – Industry Breakdown 4.2.5 Uhnwis – City Breakdown And Performance 4.3 Uhnwis – Billionaires 4.3.1 Billionaire Volume Trend Analysis Australia 2013 Wealth Book: Western Wealth, Eastern Growth
  3. 3. 4.3.2 Billionaire Wealth Trend Analysis 4.3.3 Billionaire Per Capita Net Worth Trend Analysis 4.3.4 List Of Billionaires 4.4 Uhnwis – Centimillionaires 4.4.1 Centimillionaires Volume Trend Analysis 4.4.2 Centimillionaires Wealth Trend Analysis 4.4.3 Centimillionaires Per Capita Net Worth Trend Analysis 4.5 Uhnwis – Affluent Millionaires 4.5.1 Affluent Millionaire Volume Trend Analysis 4.5.2 Affluent Millionaire Wealth Trend Analysis 4.5.3 Affluent Millionaire Per Capita Net Worth Trend Analysis 4.6 Core Hnwis 4.6.1 Core Hnwi Volume Trend Analysis 4.7 Core Hnwis – Mid-tier Millionaires 4.7.1 Mid-tier Millionaire Volume Trend Analysis 4.7.2 Mid-tier Millionaire Wealth Trend Analysis 4.7.3 Mid-tier Millionaire Per Capita Net Worth Trend Analysis 4.8 Core Hnwis – Lower-tier Millionaires 4.8.1 Lower-tier Millionaire Volume Trend Analysis 4.8.2 Lower-tier Millionaire Wealth Trend Analysis 4.8.3 Lower-tier Millionaire Per Capita Net Worth Trend Analysis 5 Analysis Of Australian Hnwi Investments 5.1 Analysis By Asset Classes 5.1.1 Trends In Alternative Assets 5.1.2 Trends In Art, Wine And Wheels 5.1.3 Trends Of Investments In Real Estate 5.1.4 Trends Of Investments In Cash And Deposits 5.1.5 Trends Of Investments In Fixed Income 5.1.6 Trends Of Investments In Equity 5.1.7 Trends Of Investments In Business Interest 5.2 Analysis Of Foreign Investments 5.2.1 Europe 5.2.2 North America 5.2.3 Asia-pacific 5.2.4 South America 5.2.5 Middle East 5.2.6 Africa 5.3 Alternative Breakdown: Liquid Vs Investable Assets 5.4 Analysis Of Australian Uhnwi Investments Australia 2013 Wealth Book: Western Wealth, Eastern Growth
  4. 4. 6 Competitive Landscape Of The Wealth Sector 6.1 Competitive Landscape 6.1.1 Private Banks 6.1.2 Wealth Managers 6.1.3 Family Offices 6.1.4 Financial Advisors 6.2 Developments In Australian Private Banking Industry 6.3 Australian Wealth Management Industry – Clientele Model And Maturity 6.4 Behavioral Mapping Of Wealth Management And Private Banking In Australia 6.5 Porter’s Five Force Analysis – Wealth Management Industry 6.6 Financial Services Review 6.6.1 Retail Banks 6.6.2 Hedge Funds 7 Appendix 7.1 Additional Components Of The Wealth Sector In Australia 7.1.1 Philanthropy 7.1.2 Demand For Intergenerational Wealth Transfer 7.1.3 Human Resource Availability For The Wealth Management Industry 7.2 Regulations On Taxes 7.3 Regulations Related To Immigration, Investment And Employment 7.4 Key Drivers 7.4.1 Lc To Us$ Exchange Rate 7.4.2 Real Gdp Growth 7.4.3 Per Capita Gdp 7.4.4 Domestic Market Capitalization 7.4.5 Commodity Index 7.4.6 Foreign Direct Investment 7.4.7 Inflation Rate 7.4.8 Interest Rate 7.4.9 Balance Of Payments 7.4.10 Government Debt 7.4.11 Stock Market Performance 7.5 Wealth Breakdown 8 About Wealthinsight ResearchMoz(http://www.researchmoz.us/) is the one stop online destination to find and buy market research reports & Industry Analysis. We fulfill all your research needs spanning across industry verticals with our huge collection of market research reports. We provide our services to all sizes of organizations and across all industry verticals and markets. Our Research Coordinators have in-depth knowledge of reports as well as publishers and will assist you in making an informed decision by giving you unbiased and deep insights on which reports will satisfy your needs at the best price. Australia 2013 Wealth Book: Western Wealth, Eastern Growth
  5. 5. Contact: M/s Sheela, 90 State Street, Suite 700, Albany NY - 12207 United States Tel: +1-518-618-1030 USA - Canada Toll Free 866-997-4948 Email: sales@researchmoz.us Website: http://www.researchmoz.us/ Australia 2013 Wealth Book: Western Wealth, Eastern Growth

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