HNWI Asset Allocation in the United States 2012


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HNWI Asset Allocation in the United States 2012

  1. 1. HNWI Asset Allocation in the United States 2012Report Details:Published:December 2012No. of Pages: 71Price: 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 provides the latest asset allocations of US HNWIs across 13 asset classes. The reportalso includes projections of the volume, wealth and asset allocation of US HNWIs to 2016 and acomprehensive and robust background of the local economy.ScopeThe report features:•Independent market sizing of US HNWIs across five wealth bands•HNWI volume, wealth and allocation trends from 2007 to 2011•HNWI volume, wealth and allocation forecasts to 2016•HNWI and UHNWI asset allocations across 13 asset classes•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 WealthInsight 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.•Comprehensive forecasts to 2016.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.•Over the forecast period, the total number of US HNWIs is forecast to grow by 19.4%, to reach 6.1 million in 2016.
  2. 2. •In 2011, business interests were the largest asset class for HNWIs in the US (29% of total HNWI assets), followed by equities (26.7%), real estate (17.4%), fixed income (11.1%), cash (8.6%) and alternatives (7.3%).•As of 2011, HNWI liquid assets amounted to US$3 trillion, representing approximately 16.1% of the wealth holdings of US HNWIs.•WealthInsight’s research showed that in 2011, 26% of US HNWIs have second homes abroad. The largest destination for these homes is Mexico, followed by Canada and the UK.•At the end of 2011, HNWIs in the US held 24% (US$4.5 trillion) of their wealth outside of the US, which is in line with the average for worldwide HNWIs of between 20% and 30%.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 Analysis of US HNWI investments4.1 Analysis by Asset Classes4.1.1 Trends in Alternative Assets4.1.2 Trends in “Art, Wine and Wheels”4.1.3 Trends of Investments in Real Estate4.1.4 Trends of Investments in Cash and Deposits4.1.5 Trends of investments in fixed income4.1.6 Trends of investments in equity4.1.7 Trends of investments in business interest4.2 Analysis of Foreign Investments4.2.1 Investments in Europe4.2.2 Investments in Asia Pacific4.2.3 Investments in Latin America4.2.4 Investments in the Middle East4.2.5 Investments in Africa4.3 Alternative Breakdown: Liquid vs. Investable Assets4.4 Analysis of US UHNWI Investments
  3. 3. 4.5 Case Study: Luxury homes in the US5 Appendix5.1 Additional Components of the Wealth Sector5.1.1 Philanthropy5.1.2 Demand for Intergenerational Wealth Transfer5.1.3 Human Resource Availability5.2 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 GDP 505.3.3 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: Allocations of HNWI Assets, 20072016Table 7: USA: HNWIs Holdings Growth (%), 2007–2016Table 8: USA: HNWIs – Trends of Investments in Alternative Assets (%), 2007–2016Table 9: USA: HNWIs – Alternative Asset Composition (%), 2007–2016Table 10: USA: Trends in “Art, Wine and Wheels”, 2007–2011Table 11: USA: HNWIs –Prime Cities, 2007–2011Table 12: USA: Prime real estate prices, US$ terms, 2011Table 13: Global: Prime International Cities, US$ terms, 2007–2011Table 14: Global: Prime real estate prices per square meters, US$ terms, 2011Table 15: USA: Top 10 HNWI 2nd home destinations, 2007- 2011Table 16: USA: Other 2nd home hotspots for HNWIs, 2011
  4. 4. Table 17: USA: HNWIs – % Foreign allocation, 2007–2016Table 18: USA: HNWIs – Liquidity Breakdown (US$ Billion), 2007–2016Table 19: USA: HNWIs – Liquidity Breakdown (%), 2007–2016Table 20: USA: UHNWIs – Allocations and Share of HNWI Assets, 2011Table 21: USA: Homes for sale, 2011Table 22: USA: Income Tax Bands, 2012Table 23: USA: Corporate Tax Structure, 2012Table 24: USA: Real GDP Growth, 2006–2016Table 25: USA: GDP Per Capita, 2006–2016Table 26: USA: Domestic Market Capitalization (US$ Billions) 2006–2011Table 27: USA: Housing Price Index, 2006–2011Table 28: USA: Commodity Indices, 2006–2016Table 29: USA: Foreign Direct Investments (US$ Billions) 2006–2016Table 30: USA: Investments of FIIs in Equity Products (US$ Billion) 2007–2010Table 31: USA: Inflation Rate, 2006–2016Table 32: USA: Money Market Rate, 2006–2016Table 33: USA: Balance of Payments (US$ Billions) 2006-2011Table 34: USA: Government Debt to GDP, 2006–2016Table 35: USA: Stock Market Performance, 2006–2011Table 36: USA: HNWI Wealth vs GDP Ratio, 2007–2016Table 37: USA: Appendix OneTable 38: USA: Appendix TwoTable 39: 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: HNWIs – Asset Class Composition, 2007–2016Figure 7: USA: HNWIs – Trends in Alternative Assets (in US$ Billion), 2007–2016Figure 8: USA: Trends in “Art, Wine and Wheels”, 2007–2011Figure 9: USA: HNWIs – Foreign Investment Allocation and Growth (%), 2011–2016Figure 10: USA: HNWIs – Global Distribution of Foreign Investments, 2007–2016Figure 11: USA: HNWIs – Liquidity Breakdown (%), 2007-2016Figure 12: USA: UHNWIs – Asset Class Composition, 2007–2016Figure 13: USA: Real GDP Growth (%), 2006–2016Figure 14: USA: GDP Per Capita, 2006–2016Figure 15: USA: Domestic Market Capitalization (US$ Billion) 2006–2011Figure 16: USA: Housing Price Index, 2006–2011Figure 17: USA: Commodity Indices, 2006–2016Figure 18: USA: Foreign Direct Investments (US$ Billion) 2006–2016
  5. 5. Figure 19: USA: Investments of FIIs in Equity Products (US$ Billion) 2007–2010Figure 20: USA: Inflation Rate, 2006–2016Figure 21: USA: Money Market Rate, 2006-2016Figure 22: USA: Balance of Payments (US$ Billion) 2006-2011Figure 23: USA: Government Debt to GDP, 2006–2016Figure 24: USA: Stock Market Performance, 2006–2011Figure 25: USA: HNWI Wealth vs GDP Ratio, 2007–2016Figure 26: USA: HNWIs – Volume by Wealth Band, 2007–2016Figure 27: USA: HNWIs – Wealth by Wealth Band (in US$ Billion), 2007–2016Figure 28: USA: HNWIs – Wealth per Capita (in US$ million), 2007–2016Contact: for more information.