Australia Wealth Report 2014

 Table of Contents

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 Australian Wealth in Context 
3.4.1 Distribution of wealth in Australia 
3.5 HNWI Volume and Wealth Trends

4 Findings from the WealthInsight HNWI Database
4.1 Trends in HNWI Wealth to 2018 
4.1.1 HNWI trend analysis 
4.1.2 Wealth band trends 
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 Centimillionaire 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 Australian HNWI Investments
5.1 Analysis by Asset Class 
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 Investment trends in equity 
5.1.7 Investments trends in business interests 
5.2 Analysis of Foreign Investments 
5.2.1 Investments in Europe 
5.2.2 Investments in North America (including Mexico and the Caribbean) 
5.2.3 Investments in the Asia-Pacific 
5.2.4 Investments in Central 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 Australian UHNWI Investments 

6 Competitive Landscape of the Wealth Sector
6.1 Competitive Landscape 
6.1.1 Domestic private banks 
6.1.2 Foreign private banks 
6.1.3 Wealth managers 
6.1.4 Family offices 
6.1.5 Financial advisors 
6.2 Developments in the Australian Private Banking Industry 
6.3 Wealth Management and the Private Banking Industry 
6.4 Australian Wealth Management Industry – Clientele Model and Maturity 
6.5 Behavioral Mapping of Wealth Management and Private Banking in Australia 
6.6 Porter’s Five Force Analysis – the Wealth Management Industry 

7 Appendix
7.1 Additional Components of the Wealth Sector in Australia 
7.1.1 Philanthropy 
7.1.2 Demand for intergenerational wealth transfer 
7.2 Tax Regulations 
7.3 Regulations Related to Immigration, Investment and Employment 
7.4 Key Drivers 
7.4.1 AUS to US$ exchange rate 
7.4.2 Real GDP growth 
7.4.3 Per capita GDP 
7.4.4 Domestic market capitalization 
7.4.5 Commodity index 
7.4.6 Foreign direct investments – inflow and outflow 
7.4.7 Inflation rate 
7.4.8 Interest rate 
7.4.9 Balance of payments 
7.4.10 Government debt 
7.4.11 Stock market performance 
7.5 Wealth Breakdowns 

8 About WealthInsight

List of Tables/Figures
Table 1: HNWI Wealth Band and Group Definitions 
Table 2: Cities in Australia by Population (Volume), 2013 
Table 3: Australian HNWIs – Volume Distribution (%), 2013 
Table 4: Australian HNWIs – Wealth Distribution Wealth Pyramid (%), 2013 
Table 5: Australian HNWIs – Industry Performance, 2009–2013 
Table 6: Australian HNWIs – Cities, 2013 
Table 7: Australian HNWI Growth in Top Cities (Thousand), 2009–2013 
Table 8: Australian HNWI Population Density in Major Cities (Thousand), 2013 
Table 9: Australian HNWIs in Top Cities (Thousand), 2009–2018 
Table 10: Australian HNWIs – Growth Rates for Top Cities (%), 2009–2018 
Table 11: Australian Volume of HNWI by States (Thousand), 2013 
Table 12: Australian HNWI State Performance (%), 2009–2013 
Table 13: Australian HNWIs Population Density by State (Thousand), 2013 
Table 14: Australian UHNWI Gender Performance (%), 2009–2013 
Table 15: Australian UHNWI Source of Wealth (%), 2013 
Table 16: Australian Volume of UHNWI in Top Cities (Hundred), 2009–2018 
Table 17: Australian UHNWI Growth Rates in Top Cities (%), 2009–2018 
Table 18: Australian Billionaires Market Overview (Volume and US$ Billion), 2009–2018 
Table 19: Australia’s Top 10 Billionaires (US$ Billions), 2013 
Table 20: Australian Billionaire Wealth Growth (US$ Billion), 2009−2013 
Table 21: Australian Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009–2018 
Table 22: Australian Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009–2018 
Table 23: Australian Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009–2018 
Table 24: Australian Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009–2018 
Table 25: Australian Allocations of HNWI Assets (%), 2009–2018 
Table 26: Australian HNWI Holdings Growth (%), 2009–2018 
Table 27: Australian HNWI Alternative Asset Composition (%), 2009–2018 
Table 28: Australian HNWI Trends of Investments in Alternative Assets (%), 2009–2018 
Table 29: Australian Trends in ‘Art, Wine and Wheels’, 2009–2013 
Table 30: Global Prime Real Estate Prices per m2 (US$), 2012 
Table 31: Australian HNWI Foreign Investment Allocations (%), 2009–2018 
Table 32: Australian HNWI Liquidity Breakdown (US$ Billion), 2009–2018 
Table 33: Australian HNWI Liquidity Breakdown (%), 2009–2018 
Table 34: Australian UHNWI Allocations and Share of HNWI Assets (%), 2013 
Table 35: Leading Domestic Private Banks in Australia by Local and Global AuM (US$ Million), 2013 
Table 36: Leading Foreign Private Banks in Australia by Local AuM (US$ Million), 2013 
Table 37: Leading Wealth Managers in Australia by AuM (US$m), 2013 
Table 38: Top Australian Family Offices by AuM (US$m), 2013 
Table 39: Wealth Management Industry – Recent Deal Activity in Australia, 2014 
Table 40: Australian Income Tax Bands (EUR), 2013–2014 
Table 41: AU$ per US$ Exchange Rate, 2009–2018 
Table 42: Australian Real GDP Growth (%), 2009–2018 
Table 43: Australian GDP per Capita (US$), 2009–2018 
Table 44: Australian Domestic Market Capitalization (US$ Billion), 2009–2013 
Table 45: Australian Commodity Indices, 2009–2018 
Table 46: Australian Foreign Direct Investment (US$ Billion), 2009–2018 
Table 47: Australian Inflation Rate (%), 2009–2018 
Table 48: Australian Money Market Rate (%), 2009–2018 
Table 49: Australian Balance of Payments (US$ Billion), 2009–2013 
Table 50: Australian Government Debt as a Percentage of GDP, 2009–2018 
Table 51: Australian Stock Market Performance, 2009–2013 
Table 52: Australian HNWI Wealth vs GDP Ratio, 2009–2018 
Table 53: Australia – Appendix One 
Table 54: Australia – Appendix Two

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