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Published: Nov, 2013 | Pages:
85 | Publisher: WealthInsight
Industry: Wealth Management | Report Format: Electronic (PDF)
Synopsis
This report is the result of WealthInsight's 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 HNWIs have performed through the crisis.
Summary
This report provides projections of the volume and wealth of US HNWIs. This includes demographic trends (2008-2012) and findings of the proprietary Wealth Insight HNWI Database.
Scope
Independent market sizing of the US HNWIs across five wealth bands HNWI volume and wealth trends from 2008 to 2012 HNWI volume and wealth forecasts to 2017 HNWI and 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) Insights into the drivers of HNWI wealth
Reason 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.
Key Highlights
There were approximately 5.8 million HNWIs in the US in 2012. These HNWIs held US$21.7 trillion in wealth, which equated to around 35% of total individual wealth held in the country. US HNWI numbers rose by 14.1% in 2012, following a marginal increase of 3.9% in 2011. Growth in both HNWI wealth and volumes is expected to improve over the forecast period. The total number of the US HNWIs is forecast to grow by 42.3% to reach around 9.8 million in 2017. HNWI wealth will see a significant percentage increase, growing by 83% to reach US$39.6 trillion by 2017.
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 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 Appendix 5.1 Regulations on Taxes 5.2 Key Drivers 5.2.1 Real GDP growth 5.2.2 Per capita GDP 5.2.3 Domestic market capitalization 5.2.4 Commodity index 5.2.5 Foreign direct investments - inflow and outflow 5.2.6 Inflation rate 5.2.7 Interest rate 5.2.8 Balance of payments 5.2.9 Government debt 5.2.10 Stock market performance 5.3 Wealth Breakdowns 6 About WealthInsight
Table 1: HNWI Wealth Band and Group Definitions Table 2: Major States in the US, 2012 Table 3: Largest Cities in the US, 2012 Table 4: US Top 10 States by GDP, 2012 Table 5: Fastest-Growing Cities in the US by Population, 2010-2012 Table 6: US HNWIs - Volume Distribution Wealth Pyramid, 2012 Table 7: US HNWIs - Wealth Distribution Wealth Pyramid (%), 2012 Table 8: US HNWI Industry Performance, 2008-2012 Table 9: US HNWIs - Cities, 2012 Table 10: US HNWI Growth in Top Cities, 2008-2012 Table 11: US HNWIs - Population Density in Major Cities, 2012 Table 12: US HNWIs in Top Cities, 2008-2017 Table 13: US HNWI Growth Rates for Top Cities, 2008-2017 Table 14: US HNWIs - by States, 2012 Table 15: US HNWIs - State Performance, 2008-2012 Table 16: US HNWIs - Population Density in States, 2012 Table 17: US UHNWIs - Gender Performance, 2008-2012 Table 18: US UHNWIs - Source of Wealth (%), 2012 Table 19: US UHNWIs in Top Cities, 2008-2017 Table 20: US UHNWI Growth Rates for Top Cities, 2008-2017 Table 21: US Billionaires - Market Overview (US$ Billions) 2008-2017 Table 22: US Billionaire Wealth Growth, 2008?2012 Table 23: US Centimillionaires - Market Overview, 2008-2017 Table 24: US Affluent Millionaires - Market Overview, 2008-2017 Table 25: US Mid-Tier Millionaires - Market Overview, 2008-2017 Table 26: US Lower-Tier Millionaires - Market Overview, 2008-2017 Table 27: US Income Tax Bands, 2012-2013 Table 28: US: Income Tax Bands, 2013-2014 (Due on April 15, 2014) Table 29: US Corporate Tax Structure, 2013 Table 30: US Real GDP Growth (%), 2008-2017 Table 31: US GDP Per Capita (US$), 2008-2017 Table 32: US Domestic Market Capitalization (US$ Billion) 2008-2012 Table 33: US Commodity Indices, 2008-2017 Table 34: US Foreign Direct Investments (US$ Billion), 2008-2017 Table 35: US Inflation Rate (%), 2008-2017 Table 36: US Money Market Rate (%), 2008-2017 Table 37: US Balance of Payments (US$ Billion) 2008-2012 Table 38: US Government Debt as a Percentage of GDP, 2008-2017 Table 39: US Stock Market Performance, 2008-2012 Table 40: US HNWI Wealth vs GDP Ratio, 2008-2017 Table 41: US Appendix One Table 42: US Appendix Two
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