Ultra HNWIs in the United States 2012


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Ultra HNWIs in the United States 2012

  1. 1. Ultra HNWIs in the United States 2012Report Details:Published:December 2012No. of Pages: 108Price: Single User License – US$3495Synopsis•This report is the result of WealthInsight’s extensive research covering the ultra high net worth individual (UHNWI) population and wealth management market in the United States.•The report focuses on UHNWI performance between the end of 2007 (the peak before the global financial crisis) and the end of 2011. This enables us to determine how well the countrys UHNWIs have performed through the crisis.SummaryThe US is the largest wealth market in the world, accounting for 32% of the total number ofworldwide UHNWIs in 2011. This report reviews the performance and asset allocations ofUHNWIs in the US and highlights the top performing cities. It also includes an evaluation of thelocal wealth management industry.ScopeThe report features:•UHNWI volume, wealth and allocation trends from 2007 to 2011•UHNWI volume, wealth and allocation forecasts to 2016•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 Private Banking sector in the US•Size of the local wealth management industry•Detailed wealth management and family office information•Insights into the drivers of UHNWI 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
  2. 2. 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.•Detailed information on UHNWIs in each major city.Key Highlights•With 39,378 UHNWIs, the US accounted for a high 32% of the total number of worldwide UHNWIs in 2011.•New York City is the largest city for US UHNWIs, accounting for 7.4% of total US UHNWIs with 2,929 individuals. There are also sizable UHNWI populations in Los Angeles (950 UHNWIs), Chicago (804 UHNWIs), Houston (777 UHNWIs), Dallas (564 UHNWIs) and San Francisco (511 UHNWIs).•Greenwich was the top performing city for UHNWIs, with numbers rising by 39% from 252 in 2007 to over 350 in 2011. This was boosted by the movement of a large number UHNWIs out of Manhattan and into Connecticut.Get your copy of this report @http://www.reportsnreports.com/reports/209038-ultra-hnwis-in-the-united-states-2012.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 Context3.3.1 World Statistics3.3.2 Distribution of wealth in the US3.4 HNWI Volume and Wealth Trends4 Findings from the WealthInsight HNWI Database4.1 Trends in HNWI Wealth to 20164.1.1 HNWI trend analysis4.2 UHNWIs4.2.1 UHNWI volume trend analysis4.2.2 UHNWI wealth trend analysis4.2.3 Demographic breakdown of UHNWIs
  3. 3. 4.2.4 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 city4.3.6 Billionaires by state4.3.7 Billionaires – state by sector4.3.8 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 analysis4.5.2 Affluent millionaire wealth trend analysis4.5.3 Affluent millionaire per capita net worth trend analysis5 Analysis of US HNWI investments5.1 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 Maturity
  4. 4. 6.4 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 Review6.6.1 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: UHNWI –Sector performance, 2007- 2011Table 7: USA: UHNWIs – Top 25 states, 2011Table 8: USA: UHNWIs – Top 25 States by UHNWI growth, 2007-2011Table 9: USA: UHNWIs – Top 5 States by Sector, 2011Table 10: USA: UHNWIs - Smaller States, 2011Table 11: USA: UHNWIs – Top 10 Cities, 2011Table 12: USA: UHNWI - Population Density in Major Cities, 2011
  5. 5. Table 13: USA: UHNWI in Top Cities, 2007–2016Table 14: USA: UHNWI Growth Rates for Top Cities, 2007–2016Table 15: USA: UHNWIs - Top 30 cities by UHNWI growth, 2007 - 2011Table 16: USA: UHNWIs – California, Top 20 cities, 2011Table 17: USA: UHNWIs – New York, Top 10 cities, 2011Table 18: USA: UHNWIs – Texas, Top 10 cities, 2011Table 19: USA: UHNWIs – Florida, Top 10 cities, 2011Table 20: USA: Billionaires – Market Overview (US$ Billions) 2007–2016Table 21: USA: Billionaires – Industry Breakdown, 2011Table 22: USA: Billionaires – City Breakdown, 2011Table 23: USA: Billionaires – State Breakdown, 2011Table 24: USA: Billionaires – State by sector, 2011Table 25: USA: Top 25 Billionaire’s (US$ Billions), 2011Table 26: USA: Billionaire Wealth Growth, 20072011Table 27: USA: Centimillionaires – Market Overview, 2007–2016Table 28: USA: Affluent Millionaires – Market Overview, 2007–2016Table 29: USA: UHNWIs – Allocations and Share of HNWI Assets, 2011Table 30: USA: Homes for sale, 2011Table 31: USA: Top 20 Private Banks by AuM, 2011Table 32: USA: Wealth Managers per City, 2011Table 33: USA: Top 20 Wealth Managers by AuM, 2011Table 34: USA: Family Offices, 2011Table 35: USA: Family Offices per City, 2011Table 36: USA: Financial Advisors in United States Cities, 2011Table 37: USA: Income Tax Bands, 2012Table 38: USA: Corporate Tax Structure, 2012Table 39: USA: Real GDP Growth, 2006–2016Table 40: USA: GDP Per Capita, 2006–2016Table 41: USA: Domestic Market Capitalization (US$ Billions) 2006–2011Table 42: USA: Housing Price Index, 2006–2011Table 43: USA: Commodity Indices, 2006–2016Table 44: USA: Foreign Direct Investments (US$ Billions) 2006–2016Table 45: USA: Investments of FIIs in Equity Products (US$ Billion) 2007–2010Table 46: USA: Inflation Rate, 2006–2016Table 47: USA: Money Market Rate, 2006–2016Table 48: USA: Balance of Payments (US$ Billions) 2006-2011Table 49: USA: Government Debt to GDP, 2006–2016Table 50: USA: Stock Market Performance, 2006–2011Table 51: USA: HNWI Wealth vs GDP Ratio, 2007–2016Table 52: USA: Appendix OneTable 53: USA: Appendix TwoTable 54: USA: UHNWI –Source of wealth (%), 2011
  6. 6. List 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: UHNWIs – Wealth Share vs Volume Growth, 2007–2011Figure 8: USA: UHNWIs – Volume by Wealth Band, 2007–2016Figure 9: USA: UHNWIs – Wealth by Wealth Band (US$ Billion), 2007–2016Figure 10: USA: UHNWIs – Age Distribution (% Share), 2011Figure 11: USA: UHNWIs – Job Titles, 2007–2011Figure 12: USA: UHNWIs – Distribution by Industry, 2011Figure 13: USA: UHNWIs – Sector Performance, 2007–2011Figure 14: USA: UHNWIs – City Performance, 2007–2011Figure 15: USA: UHNWIs – City Numbers, 2007–2011Figure 16: USA: UHNWIs – City Forecasts, 2011–2016Figure 17: USA: UHNWIs – City numbers, 2011–2016Figure 18: USA: UHNWIs - Top 30 cities, 2011Figure 19: USA: Billionaires – Market Overview, 2007–2016Figure 20: USA: Centimillionaires – Market Overview, 2007–2016Figure 21: USA: Affluent Millionaires – Market Overview, 2007–2016Figure 22: USA: UHNWIs – Asset Class Composition, 2007–2016Figure 23: USA: Wealth Management Industry – Maturity Level of PlayersFigure 24: USA: Wealth Management Industry – Behavioral Mapping, 2011Figure 25: USA: Wealth Management Industry – Five Forces AnalysisFigure 26: USA: Real GDP Growth (%), 2006–2016Figure 27: USA: GDP Per Capita, 2006–2016 87Figure 28: USA: Domestic Market Capitalization (US$ Billion) 2006–2011Figure 29: USA: Housing Price Index, 2006–2011Figure 30: USA: Commodity Indices, 2006–2016Figure 31: USA: Foreign Direct Investments (US$ Billion) 2006–2016Figure 32: USA: Investments of FIIs in Equity Products (US$ Billion) 2007–2010Figure 33: USA: Inflation Rate, 2006–2016Figure 34: USA: Money Market Rate, 2006-2016Figure 35: USA: Balance of Payments (US$ Billion) 2006-2011Figure 36: USA: Government Debt to GDP, 2006–2016Figure 37: USA: Stock Market Performance, 2006–2011Figure 38: USA: HNWI Wealth vs GDP Ratio, 2007–2016Figure 39: USA: HNWIs – Volume by Wealth Band, 2007–2016Figure 40: USA: HNWIs – Wealth by Wealth Band (in US$ Billion), 2007–2016Figure 41: USA: HNWIs – Wealth per Capita (in US$ million), 2007–2016
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