Challenges and Opportunities for the Wealth Sector in the United States 2012


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Challenges and Opportunities for the Wealth Sector in the United States 2012

  1. 1. Challenges and Opportunities for the Wealth Sector in theUnited States 2012Report Details:Published:December 2012No. of Pages: 65Price: Single User License – US$1995Synopsis•This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in the United States.SummaryThis report is a thorough analysis of the US Wealth Management and Private Banking sector, andthe opportunities and challenges that it faces.ScopeThe report features:•Independent market sizing of US HNWIs across five wealth bands•Number of wealth managers in each city•City wise ratings of wealth management saturation and potential•Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in the US•Size of local wealth management industry•Detailed wealth management and family office information•Insights into the drivers of HNWI wealthReasons 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 profiles on major private banks, wealth managers and family offices in each country.•The Wealth Insight Intelligence Center Database also includes up to one hundred data-points on over 100,000 HNWIs from around the world. 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.Key Highlights•The number of HNWIs in the United States decreased by 3.1% over the review period from 5.3 million HNWIs in 2007 to 5.1 million HNWIs in 2011.
  2. 2. •Over the forecast period, the total number of US HNWIs is forecast to grow by 19.4%, to reach 6.1 million in 2016.•The global private banking industry was estimated to have AuM of just over US$19.3 trillion at the end of 2011. The US wealth management sector accounted for US$6.9 trillion of this, over a third of the global total.•The US wealth management industry is likely to expand over the forecast period as HNWIs begin to keep more funds onshore.Get your copy of this report @ points covered in Table of Contents of this report includeTable of Contents1 Introduction1.1 What is this Report About?1.2 Definitions2 Executive Summary3 Wealth Sector Fundamentals3.1 Political Background3.2 Economic Background3.3 Benchmarking US Wealth in Context3.3.1 World Statistics3.3.2 Distribution of wealth in the US3.4 HNWI Volume and Wealth Trends4 Competitive Landscape of the Wealth Sector4.1 Competitive landscape4.1.1 Private Banks4.1.2 Wealth Managers4.1.3 Family offices4.1.4 Financial Advisors4.2 Developments in the US Private Banking Industry4.3 United States Wealth Management Industry – Clientele Model and Maturity4.4 Behavioral Mapping of Wealth Management and Private Banking Industry in the US4.5 Porter’s Five Force Analysis – Wealth Management Industry in the United States4.6 Financial Services Review4.6.1 Retail banks4.6.2 Fund Management5 Appendix5.1 Additional Components of the Wealth Sector5.1.1 Philanthropy5.1.2 Demand for Intergenerational Wealth Transfer5.1.3 Human Resource Availability
  3. 3. 5.2 Financial Regulators in United States5.2.1 Banking Regulations5.2.2 Regulations on Taxes5.2.3 Regulations related to immigration, investment and employment5.3 Key Economic Trends and Drivers5.3.1 Real GDP growth5.3.2 Per capita GDP5.3.3 Domestic market capitalization5.3.4 Housing price index5.3.5 Commodity index5.3.6 Foreign direct investment5.3.7 Investments of FIIs in equity products5.3.8 Inflation rate5.3.9 Interest rate5.3.10 Balance of payments5.3.11 Government debt5.3.12 Stock market performance5.4 Wealth Breakdowns6 About WealthInsightList of TablesTable 1: HNWI Wealth Band and Group DefinitionsTable 2: USA: Top 10 States by GDP, 2011Table 3: USA: Top 10 States by GDP per capita, 2011Table 4: USA: High Income Counties (US$), 2011Table 5: USA: The largest 10 cities by population, 2011Table 6: USA: Top 20 Private Banks by AuM, 2011Table 7: USA: Wealth Managers per City, 2011Table 8: USA: Top 20 Wealth Managers by AuM, 2011Table 9: USA: Family Offices, 2011Table 10: USA: Family Offices per City, 2011Table 11: USA: Financial Advisors in United States Cities, 2011Table 12: USA: Income Tax Bands, 2012Table 13: USA: Corporate Tax Structure, 2012Table 14: USA: Real GDP Growth, 2006–2016Table 15: USA: GDP Per Capita, 2006–2016Table 16: USA: Domestic Market Capitalization (US$ Billions) 2006–2011Table 17: USA: Housing Price Index, 2006–2011Table 18: USA: Commodity Indices, 2006–2016Table 19: USA: Foreign Direct Investments (US$ Billions) 2006–2016Table 20: USA: Investments of FIIs in Equity Products (US$ Billion) 2007–2010Table 21: USA: Inflation Rate, 2006–2016Table 22: USA: Money Market Rate, 2006–2016
  4. 4. Table 23: USA: Balance of Payments (US$ Billions) 2006-2011Table 24: USA: Government Debt to GDP, 2006–2016Table 25: USA: Stock Market Performance, 2006–2011Table 26: USA: HNWI Wealth vs GDP Ratio, 2007–2016Table 27: USA: Appendix OneTable 28: USA: Appendix TwoTable 29: USA: UHNWI –Source of wealth (%), 2011List of FiguresFigure 1: HNWI Wealth Band DefinitionsFigure 2: USA: MapFigure 3: USA: Asset Price Performance, 2007-2011Figure 4: USA: HNWI Performance, 2007–2016Figure 5: USA: US HNWIs vs the WorldFigure 6: USA: Wealth Management Industry – Maturity Level of PlayersFigure 7: USA: Wealth Management Industry – Behavioral Mapping, 2011Figure 8: USA: Wealth Management Industry – Five Forces AnalysisFigure 9: USA: Real GDP Growth (%), 2006–2016Figure 10: USA: GDP Per Capita, 2006–2016Figure 11: USA: Domestic Market Capitalization (US$ Billion) 2006–2011Figure 12: USA: Housing Price Index, 2006–2011Figure 13: USA: Commodity Indices, 2006–2016Figure 14: USA: Foreign Direct Investments (US$ Billion) 2006–2016Figure 15: USA: Investments of FIIs in Equity Products (US$ Billion) 2007–2010Figure 16: USA: Inflation Rate, 2006–2016Figure 17: USA: Money Market Rate, 2006-2016Figure 18: USA: Balance of Payments (US$ Billion) 2006-2011Figure 19: USA: Government Debt to GDP, 2006–2016Figure 20: USA: Stock Market Performance, 2006–2011Figure 21: USA: HNWI Wealth vs GDP Ratio, 2007–2016Figure 22: USA: HNWIs – Volume by Wealth Band, 2007–2016Figure 23: USA: HNWIs – Wealth by Wealth Band (in US$ Billion), 2007–2016Figure 24: USA: HNWIs – Wealth per Capita (in US$ million), 2007–2016Contact: for more information.