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Challenges and Opportunities for the Wealth Sector in the UK 2014

Published: Oct, 2014 | Pages: 59 | 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 UK. The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013. This enables us to determine how well the country's HNWIs have performed through the crisis.
Summary
This report is a thorough analysis of the UK's Wealth Management and Private Banking sector, and the opportunities and challenges that it faces.
Scope
Independent market sizing of the UK HNWIs across five wealth bands HNWI volume and wealth trends from 2009 to 2013 HNWI volume and wealth forecasts to 2018 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 (2009-2013) Insights into the drivers of HNWI wealth
Reason To Buy
The Challenges and Opportunities for the Wealth Sector in the UK 2014 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. With the wealth reports 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 2018.
Key Highlights
In the UK at the end of 2013, UK HNWI shield 30.4% (US$774 billion) of their wealth outside the country, above the global average of 20-30%. WealthInsight expects foreign asset holdings to increase to US$999 billion by 2018, accounting for 29.1% of total HNWI assets. Europe accounted for 46.8% of UK HNWIs foreign assets in 2013. North America followed Europe with 20.9%, followed by Asia-Pacific with 17.1%, Latin America with 9.7%, the Middle East with 3.0%, and Africa with 2.6%. UK HNWI allocations to Europe decreased during the review period, from 55.9% in 2009 to 46.8% in 2013.Latin America and Asia-Pacific were the emerging regions in terms of global investment. HNWIs are further expected to increase their levels of investment in Asia-Pacific to 20.8% of foreign HNWI assets by 2018, with investments increasingly being diverted to emerging economies.
 1 Introduction
1.1 Details of this Report
1.2 Definitions
2 Executive Summary
3 Wealth Sector Fundamentals
3.1 Political Background
3.2 Economic Background
3.3 Benchmarking UK Wealth in Context
3.3.1 Distribution of wealth in the UK
3.4 HNWI Volume and Wealth Trends
4 Competitive Landscape of the Wealth Sector
4.1 Competitive Landscape
4.1.1 Domestic banks
4.1.2 Foreign private banks
4.1.3 Wealth managers
4.1.4 Family offices
4.1.5 Financial advisors
4.2 Developments in the Private Banking Industry
4.3 Wealth Management and the Private Banking Industry
4.3.1 The UK wealth management industry - clientele model and maturity
4.4 Behavioral Mapping of Wealth Management and Private Banking in the UK
5 Appendix
5.1 Additional Components of the Wealth Sector in the UK
5.1.1 Philanthropy
5.1.2 Demand for intergenerational wealth transfer
5.2 Tax Regulations
5.3 Regulations Related to Immigration, Investment and Employment
5.4 Key Drivers
5.4.1 GDP to US$ exchange rate
5.4.2 Real GDP growth
5.4.3 Per capita GDP
5.4.4 Domestic market capitalization
5.4.5 Commodity index
5.4.6 Foreign direct investments - inflow and outflow
5.4.7 Inflation rate
5.4.8 Interest rate
5.4.9 Balance of payments
5.4.10 Government debt
5.4.11 Stock market performance
5.5 Wealth Breakdowns
6 About WealthInsight
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Cities in the UK by Population (Volume), 2013
Table 3: Leading Domestic Banks in the UK by Local AuM (US Million), 2013
Table 4: Leading Foreign Private Banks in the UK by Local AuM (US$ Million), 2013
Table 5: Leading Wealth Managers in the UK by AuM (US$ Million), 2013
Table 6: Leading UK Family Offices by AuM (US$ Million), 2013
Table 7: UK Wealth Management Industry - Recent Deal Activity, 2013
Table 8: UK Income Tax Bands (GBP), 2013-2014
Table 9: GBP per US$ Exchange Rate, 2009-2018
Table 10: UK Real GDP Growth (%), 2009-2018
Table 11: UK GDP per Capita (US$), 2009-2018
Table 12: UK Domestic Market Capitalization (US$ Billion),2009-2013
Table 13: UK Commodity Indices, 2009-2018
Table 14: UK Foreign Direct Investment (US$ Billion), 2009-2018
Table 15: UK Inflation Rate (%), 2009-2018
Table 16: UK Money Market Rate (%), 2009-2018
Table 17: UK Balance of Payments (US$ Billion), 2009-2013
Table 18: UK Government Debt as a Percentage of GDP, 2009-2018
Table 19: UK Stock Market Performance, 2009-2013
Table 20: UK HNWI Wealth vs. GDP Ratio, 2009-2018
Table 21: UK - Appendix One
Table 22: UK - Appendix Two 



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