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Ultra HNWIs Market in the US to 2013


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Ultra HNWIs Market in the US to 2013

  1. 1. Ultra HNWIs in the US to 2013 Synopsis This report is the result of WealthInsights extensive research covering the high net worth individual (HNWI) population and wealth management market in the US. 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 UHNWIs have performed through the crisis. Summary This report reviews the performance and asset allocations of Ultra HNWIs in the US, and highlights top-performing cities. It also includes an evaluation of the local wealth management industry. Scope UHNWI volume, wealth and allocation trends from 2008 to 2012 UHNWI volume, wealth and allocation forecasts to 2017 UHNWI asset allocations across 13 asset classes Number of UHNWIs in each state and all major cities Fastest growing cities and states for UHNWIs (2008-2012) 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 the US 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 There were 44,934 UHNWIs in the US in 2012, with an average wealth of US$138 million per person, making them the prime target group for wealth sector professionals. Of this total, there were 443 billionaires, 13,080 centimillionaires and 31,411 affluent millionaires in 2012. UHNWIs accounted for close to 0.8% of the total US HNWI population, close to the global average of 0.7%. During the review period, the number of UHNWIs in the US increased by 46% from 30,807 in 2008 to 44,934 in 2012. This was very similar to the increase of 46.8% experienced by core HNWIs. There was a wide range of performance between the different UHNWI wealth bands: The number of billionaires increased by 33%, while the number of centimillionaires and affluent millionaires increased significantly by 46% each. WealthInsight expects the number of UHNWIs to increase by 67.7% to reach 75,352 in 2017. This will include 543 billionaires, 21,996 centimillionaires and 52,813 affluent millionaires. table Of Content Ultra HNWIs in the US to 2013
  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 Us Wealth In Context 3.4.1 Distribution Of Wealth In The Us 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 4.3.2 Billionaire Wealth Trend Analysis Ultra HNWIs in the US to 2013
  3. 3. 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 Centimillionaire Wealth Trend Analysis 4.4.3 Centimillionaire 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 Us 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 Interests 5.2 Analysis Of Foreign Investments 5.2.1 Investments In Europe 5.2.2 Investments In North America (including The Us, Mexico & The Caribbean) 5.2.3 Investments In Asia Pacific 5.2.4 Investments In Latin And South America 5.2.5 Investments In The Middle East 5.2.6 Investments In Africa 5.3 Alternative Breakdown: Liquid Vs Investable Assets 5.4 Analysis Of Us Uhnwi Investments 6 Competitive Landscape Of The Wealth Sector Ultra HNWIs in the US to 2013
  4. 4. 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 The Us Private Banking Industry 6.3 The Us Wealth Management Industry Clientele Model And Maturity 6.4 Behavioral Mapping Of Wealth Management And Private Banking In The Us 6.5 Financial Services Review 6.5.1 Retail Banks 6.5.2 Funds Management 7 Appendix 7.1 Regulations On Taxes 7.2 Regulations Related To Immigration, Investment And Employment 7.3 Key Drivers 7.3.1 Real Gdp Growth 7.3.2 Per Capita Gdp 7.3.3 Domestic Market Capitalization 7.3.4 Commodity Index 7.3.5 Foreign Direct Investments Inflow And Outflow 7.3.6 Inflation Rate 7.3.7 Interest Rate 7.3.8 Balance Of Payments 7.3.9 Government Debt 7.3.10 Stock Market Performance 7.4 Wealth Breakdowns 8 About Wealthinsight ResearchMoz( 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. Contact: M/s Sheela, 90 State Street, Suite 700, Ultra HNWIs in the US to 2013
  5. 5. Albany NY - 12207 United States Tel: +1-518-618-1030 USA - Canada Toll Free 866-997-4948 Email: Website: Ultra HNWIs in the US to 2013