United States 2012 Wealth Book: The American DreamRevisitedReport Details:Published:December 2012No. of Pages: 138Price: S...
Reasons To Buy• The WealthInsight Intelligence Center Database is an unparalleled resource and the leadingresource of its ...
3.3.1 World Statistics3.3.2 Distribution of wealth in the US3.1 HNWI Volume and Wealth Trends4 Findings from the WealthIns...
4.5.2 Affluent millionaire wealth trend analysis4.5.3 Affluent millionaire per capita net worth trend analysis4.6 Core HNW...
6.6.1 Retail banks6.6.2 Fund Management7 Appendix7.1 Additional Components of the Wealth Sector7.1.1 Philanthropy7.1.2 Dem...
Table 15: USA: UHNWI in Top Cities, 2007–2016Table 16: USA: UHNWI Growth Rates for Top Cities, 2007–2016Table 17: USA: UHN...
Table 57: USA: Corporate Tax Structure, 2012Table 58: USA: Real GDP Growth, 2006–2016Table 59: USA: GDP Per Capita, 2006–2...
Figure 24: USA: Mid-Tier Millionaires – Market Overview, 2007–2016Figure 25: USA: Lower-Tier Millionaires – Market Overvie...
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United States 2012 Wealth Book: The American Dream Revisited

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United States 2012 Wealth Book: The American Dream Revisited

  1. 1. United States 2012 Wealth Book: The American DreamRevisitedReport Details:Published:December 2012No. of Pages: 138Price: Single User License – US$4995Synopsis• This report is the result of WealthInsight’s extensive research covering the high net worthindividual (HNWI) population and wealth management market in the United States.• The report focuses on HNWI performance between the end of 2007 (the peak before the globalfinancial crisis) and the end of 2011. This enables us to determine how well the countrys HNWIshave performed through the crisis.SummaryThe US is the largest wealth market in the world, accounting for 5.1 million or 30% of the totalnumber of worldwide HNWIs in 2011. This report reviews the performance and asset allocations ofHNWIs and Ultra HNWIs in the US and highlights the top performing cities. It also includes anevaluation of the local wealth management industry.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• Number of UHNWIs and UHNWI growth rates in every state• Number of UHNWIs in all major cities• Fastest growing cities for UHNWIs• 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 PrivateBanking sector in the US• Size of local wealth management industry• Detailed wealth management and family office information• Insights into the drivers of HNWI wealth
  2. 2. Reasons To Buy• The WealthInsight Intelligence Center Database is an unparalleled resource and the leadingresource of its kind. Compiled and curated by a team of expert research specialists, the databasecomprises 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 onover 100,000 HNWIs from around the world. With the database as the foundation for our researchand analysis, we are able obtain an unsurpassed level of granularity, insight and authority on theHNWI and wealth management universe in each of the countries and regions we cover.• Comprehensive forecasts to 2016.• Detailed information on UHNWIs in each major city.Key Highlights• The number of HNWIs in the United States decreased by 3.1% over the review period from 5.3million 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 reach6.1 million in 2016.• In 2011, business interests were the largest asset class for HNWIs in the US (29% of total HNWIassets), followed by equities (26.7%), real estate (17.4%), fixed income (11.1%), cash (8.6%) andalternatives (7.3%).• With 39,378 UHNWIs, the US accounts for a high 32% of the total number of worldwide UHNWIsin 2011.• New York City is the largest city for US UHNWIs, accounting by 7.4% of total US UHNWIs with2,929 individuals. There are also sizable UHNWI populations in Los Angeles (950 UHNWIs),Chicago (804 UHNWIs), Houston (777 UHNWIs), Dallas (564 UHNWIs) and San Francisco (511UHNWIs).• Greenwich was the top performing city for UHNWIs, with numbers rising by 39% from 252 in2007 to over 350 in 2011. This was boosted by the movement of a large number UHNWIs out ofManhattan and into Connecticut.Get your copy of this report @http://www.reportsnreports.com/reports/208322-united-states-2012-wealth-book-the-american-dream-revisited.htmlMajor 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 Context
  3. 3. 3.3.1 World Statistics3.3.2 Distribution of wealth in the US3.1 HNWI Volume and Wealth Trends4 Findings from the WealthInsight HNWI Database4.1 Trends in HNWI Wealth to 20164.1.1 HNWI trend analysis4.1.2 Trends of the wealth bands4.1.3 Demographic breakdown of HNWI4.2 UHNWIs4.2.1 UHNWI volume trend analysis4.2.2 UHNWI wealth trend analysis4.2.3 Demographic breakdown of UHNWIs4.2.4 UHNWIs – job titles4.2.5 UHNWIs – industry breakdown4.2.6 UHNWIs – industry performance4.2.7 UHNWIs – Top 25 States4.2.8 UHNWIs – States by sector4.2.9 UHNWIs – Smaller States4.2.10 UHNWI breakdown by top 10 city4.2.11 UHNWIs – top 10 city performance4.2.12 UHNWIs – population densities4.2.13 UHNWIs – city forecasts4.2.14 UHNWIs – Top 30 US Cities4.2.15 UHNWIs – California Review4.2.16 UHNWIs – New York State Review4.2.17 UHNWIs – Texas Review4.2.18 UHNWIs – Florida Review4.3 UHNWIs – Billionaires4.3.1 Billionaire volume trend analysis4.3.2 Billionaire wealth trend analysis4.3.3 Billionaire per capita net worth trend analysis4.3.4 Billionaires by industry4.3.5 Billionaires by city4.3.1 Billionaires by state4.3.2 Billionaires – state by sector4.3.3 List of billionaires4.4 UHNWIs – Centimillionaires4.4.1 Centimillionaire volume trend analysis4.4.2 Centimillionaire wealth trend analysis4.4.3 Centimillionaire per capita net worth trend analysis4.5 UHNWIs – Affluent Millionaires4.5.1 Affluent millionaire volume trend analysis
  4. 4. 4.5.2 Affluent millionaire wealth trend analysis4.5.3 Affluent millionaire per capita net worth trend analysis4.6 Core HNWIs4.6.1 Core HNWI volume trend analysis4.6.2 Core HNWI wealth trend analysis4.7 Core HNWIs – Mid-Tier Millionaires4.7.1 Mid-tier millionaire volume trend analysis4.7.2 Mid-tier millionaire wealth trend analysis4.7.3 Mid-tier millionaire per capita net worth trend analysis4.8 Core HNWIs – Lower-Tier Millionaires4.8.1 Lower-tier millionaire volume trend analysis4.8.2 Lower-tier millionaire wealth trend analysis4.8.3 Lower-tier millionaire per capita net worth trend analysis5 Analysis of US HNWI investments5.1 Analysis by Asset Classes5.1.1 Trends in Alternative Assets5.1.2 Trends in “Art, Wine and Wheels”5.1.3 Trends of Investments in Real Estate5.1.4 Trends of Investments in Cash and Deposits5.1.5 Trends of investments in fixed income5.1.6 Trends of investments in equity5.1.7 Trends of investments in business interest5.2 Analysis of Foreign Investments5.2.1 Investments in Europe5.2.2 Investments in Asia Pacific5.2.3 Investments in Latin America5.2.4 Investments in the Middle East5.2.5 Investments in Africa5.3 Alternative Breakdown: Liquid vs. Investable Assets5.4 Analysis of US UHNWI Investments5.5 Case Study: Luxury homes in the US6 Competitive Landscape of the Wealth Sector6.1 Competitive landscape6.1.1 Private Banks6.1.2 Wealth Managers6.1.3 Family offices6.1.4 Financial Advisors6.2 Developments in the US Private Banking Industry6.3 United States Wealth Management Industry – Clientele Model and Maturity6.4 Behavioral Mapping of Wealth Management and Private Banking Industry in the US6.5 Porter’s Five Force Analysis – Wealth Management Industry in the United States6.6 Financial Services Review
  5. 5. 6.6.1 Retail banks6.6.2 Fund Management7 Appendix7.1 Additional Components of the Wealth Sector7.1.1 Philanthropy7.1.2 Demand for Intergenerational Wealth Transfer7.1.3 Human Resource Availability7.2 Financial Regulators in United States7.2.1 Banking Regulations7.2.2 Regulations on Taxes7.2.3 Regulations related to immigration, investment and employment7.3 Key Economic Trends and Drivers7.3.1 Real GDP growth7.3.2 Per capita GDP7.3.3 Domestic market capitalization7.3.4 Housing price index7.3.5 Commodity index7.3.6 Foreign direct investment7.3.7 Investments of FIIs in equity products7.3.8 Inflation rate7.3.9 Interest rate7.3.10 Balance of payments7.3.11 Government debt7.3.12 Stock market performance7.4 Wealth Breakdowns8 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: HNWIs – Volume Distribution Wealth Pyramid, 2011Table 7: USA: HNWIs – Wealth Distribution Wealth Pyramid (% share), 2011Table 8: USA: UHNWI –Sector performance, 2007- 2011Table 9: USA: UHNWIs – Top 25 states, 2011Table 10: USA: UHNWIs – Top 25 States by UHNWI growth, 2007-2011Table 11: USA: UHNWIs – Top 5 States by Sector, 2011Table 12: USA: UHNWIs - Smaller States, 2011Table 13: USA: UHNWIs – Top 10 Cities, 2011Table 14: USA: UHNWI - Population Density in Major Cities, 2011
  6. 6. Table 15: USA: UHNWI in Top Cities, 2007–2016Table 16: USA: UHNWI Growth Rates for Top Cities, 2007–2016Table 17: USA: UHNWIs - Top 30 cities, 2011Table 18: USA: UHNWIs - Top 30 cities by UHNWI growth, 2007 - 2011Table 19: USA: UHNWIs – California, Top 20 cities, 2011Table 20: USA: UHNWIs – New York, Top 10 cities, 2011Table 21: USA: UHNWIs – Texas, Top 10 cities, 2011Table 22: USA: UHNWIs – Florida, Top 10 cities, 2011Table 23: USA: Billionaires – Market Overview (US$ Billions) 2007–2016Table 24: USA: Billionaires – Industry Breakdown, 2011Table 25: USA: Billionaires – City Breakdown, 2011Table 26: USA: Billionaires – State Breakdown, 2011Table 27: USA: Billionaires – State by sector, 2011Table 28: USA: Top 25 Billionaire’s (US$ Billions), 2011Table 29: USA: Billionaire Wealth Growth, 2007-2011Table 30: USA: Centimillionaires – Market Overview, 2007–2016Table 31: USA: Affluent Millionaires – Market Overview, 2007–2016Table 32: USA: Mid-Tier Millionaires – Market Overview, 2007–2016Table 33: USA: Lower-Tier Millionaires – Market Overview, 2007–2016Table 34: USA: Allocations of HNWI Assets, 2007-2016Table 35: USA: HNWIs - Holdings Growth (%), 2007–2016Table 36: USA: HNWIs – Trends of Investments in Alternative Assets (%), 2007–2016Table 37: USA: HNWIs – Alternative Asset Composition (%), 2007–2016Table 38: USA: Trends in “Art, Wine and Wheels”, 2007–2011Table 39: USA: HNWIs –Prime Cities, 2007–2011Table 40: USA: Prime real estate prices, US$ terms, 2011Table 41: Global: Prime International Cities, US$ terms, 2007–2011Table 42: Global: Prime real estate prices per square meters, US$ terms, 2011Table 43: USA: Top 10 HNWI 2nd home destinations, 2007- 2011Table 44: USA: Other 2nd home hotspots for HNWIs, 2011Table 45: USA: HNWIs – % Foreign allocation, 2007–2016Table 46: USA: HNWIs – Liquidity Breakdown (US$ Billion), 2007–2016Table 47: USA: HNWIs – Liquidity Breakdown (%), 2007–2016Table 48: USA: UHNWIs – Allocations and Share of HNWI Assets, 2011Table 49: USA: Homes for sale, 2011Table 50: USA: Top 20 Private Banks by AuM, 2011Table 51: USA: Wealth Managers per City, 2011Table 52: USA: Top 20 Wealth Managers by AuM, 2011Table 53: USA: Family Offices, 2011Table 54: USA: Family Offices per City, 2011Table 55: USA: Financial Advisors in United States Cities, 2011Table 56: USA: Income Tax Bands, 2012
  7. 7. Table 57: USA: Corporate Tax Structure, 2012Table 58: USA: Real GDP Growth, 2006–2016Table 59: USA: GDP Per Capita, 2006–2016Table 60: USA: Domestic Market Capitalization (US$ Billions) 2006–2011Table 61: USA: Housing Price Index, 2006–2011Table 62: USA: Commodity Indices, 2006–2016Table 63: USA: Foreign Direct Investments (US$ Billions) 2006–2016Table 64: USA: Investments of FIIs in Equity Products (US$ Billion) 2007–2010Table 65: USA: Inflation Rate, 2006–2016Table 66: USA: Money Market Rate, 2006–2016Table 67: USA: Balance of Payments (US$ Billions) 2006-2011Table 68: USA: Government Debt to GDP, 2006–2016Table 69: USA: Stock Market Performance, 2006–2011Table 70: USA: HNWI Wealth vs GDP Ratio, 2007–2016Table 71: USA: Appendix OneTable 72: USA: Appendix TwoTable 73: 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 – Growth Factor Correlation, 2007–2011Figure 7: USA: HNWIs – Volume Distribution Wealth Pyramid, 2011Figure 8: USA: HNWIs – Wealth Distribution Wealth Pyramid (% share), 2011Figure 9: USA: HNWIs – Age Distribution, 2011Figure 10: USA: UHNWIs – Wealth Share vs Volume Growth, 2007–2011Figure 11: USA: UHNWIs – Volume by Wealth Band, 2007–2016Figure 12: USA: UHNWIs – Wealth by Wealth Band (US$ Billion), 2007–2016Figure 13: USA: UHNWIs – Age Distribution (% Share), 2011Figure 14: USA: UHNWIs – Job Titles, 2007–2011Figure 15: USA: UHNWIs – Distribution by Industry, 2011Figure 16: USA: UHNWIs – Sector Performance, 2007–2011Figure 17: USA: UHNWIs – City Performance, 2007–2011Figure 18: USA: UHNWIs – City Numbers, 2007–2011Figure 19: USA: UHNWIs – City Forecasts, 2011–2016Figure 20: USA: UHNWIs – City numbers, 2011–2016Figure 21: USA: Billionaires – Market Overview, 2007–2016Figure 22: USA: Centimillionaires – Market Overview, 2007–2016Figure 23: USA: Affluent Millionaires – Market Overview, 2007–2016
  8. 8. Figure 24: USA: Mid-Tier Millionaires – Market Overview, 2007–2016Figure 25: USA: Lower-Tier Millionaires – Market Overview, 2007–2016Figure 26: USA: HNWIs – Asset Class Composition, 2007–2016Figure 27: USA: HNWIs – Trends in Alternative Assets (in US$ Billion), 2007–2016Figure 28: USA: Trends in “Art, Wine and Wheels”, 2007–2011Figure 29: USA: HNWIs – Foreign Investment Allocation and Growth (%), 2011–2016Figure 30: USA: HNWIs – Global Distribution of Foreign Investments, 2007–2016Figure 31: USA: HNWIs – Liquidity Breakdown (%), 2007-2016Figure 32: USA: UHNWIs – Asset Class Composition, 2007–2016Figure 33: USA: Wealth Management Industry – Maturity Level of PlayersFigure 34: USA: Wealth Management Industry – Behavioral Mapping, 2011Figure 35: USA: Wealth Management Industry – Five Forces AnalysisFigure 36: USA: Real GDP Growth (%), 2006–2016Figure 37: USA: GDP Per Capita, 2006–2016Figure 38: USA: Domestic Market Capitalization (US$ Billion) 2006–2011Figure 39: USA: Housing Price Index, 2006–2011Figure 40: USA: Commodity Indices, 2006–2016Figure 41: USA: Foreign Direct Investments (US$ Billion) 2006–2016Figure 42: USA: Investments of FIIs in Equity Products (US$ Billion) 2007–2010Figure 43: USA: Inflation Rate, 2006–2016Figure 44: USA: Money Market Rate, 2006-2016Figure 45: USA: Balance of Payments (US$ Billion) 2006-2011Figure 46: USA: Government Debt to GDP, 2006–2016Figure 47: USA: Stock Market Performance, 2006–2011Figure 48: USA: HNWI Wealth vs GDP Ratio, 2007–2016Figure 49: USA: HNWIs – Volume by Wealth Band, 2007–2016Figure 50: USA: HNWIs – Wealth by Wealth Band (in US$ Billion), 2007–2016Figure 51: USA: HNWIs – Wealth per Capita (in US$ million), 2007–2016Contact: sales@reportsandreports.com for more information.

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