Synopsis This report is a thorough analysis of USA's Wealth Management and Private Banking sector, and the opportunities and challenges that it faces. Summary • This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in USA. • The report focuses on HNWI performance between the end of 2010 and the end of 2014. This enables us to determine how well the country's HNWIs have performed through the crisis. Scope • Independent market sizing of USA HNWIs across five wealth bands • HNWI volume and wealth trends from 2010 to 2014 • HNWI volume and wealth forecasts to 2019 • 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 (2010-2014) • Insights into the drivers of HNWI wealth Reasons to Buy • The Challenges and Opportunities for the Wealth Sector in USA 2015 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 2019. Key Highlights • HNWIs in the US held 23.7% (US$4.9 trillion) of their wealth outside their home country in 2014; the worldwide average is 20–30%. • Foreign asset holdings are expected to increase to US$7 trillion by 2019, accounting for 25.1% of the country’s total HNWI assets. • Europe accounted for 41.2% of US HNWIs’ foreign assets in 2014. It was followed by North America with 26.3%, the Asia-Pacific with 17.7%, Latin America with 8.8%, the Middle East with 3% and Africa with 2.9%. • US HNWI allocations to Europe decreased sharply compared with other regions during the review period, going from 52.3% in 2010 to 41.2% in 2014. • WealthInsight expects HNWIs to reduce their level of investment in Europe over the forecast period, resulting in 33.8% of foreign HNWI assets by 2019, with investments increasing due to growing confidence in Asian economies.
Table of Contents 1 Introduction 1.1 Details of this Report 1.2 Definitions 2 Executive Summary 3 US Key Facts 4 Distribution of Wealth in US 4.1 HNWI Volume and Wealth Trends 5 Competitive Landscape 5.1 Domestic private banks 5.2 Foreign private banks 5.3 Wealth managers 5.4 Family offices 6 APPENDIX 6.1 Key Drivers 6.1.1 Real GDP growth 6.1.2 Per capita GDP 6.1.3 Domestic market capitalization 6.1.4 Commodity index 6.1.5 Foreign direct investments (FDI) – inflows and outflows 6.1.6 Inflation rate 6.1.7 Interest rate 6.1.8 Balance of payments 6.1.9 Government debt 6.1.10 Stock market performance 6.1.11 Wealth Breakdowns 7 About WealthInsight
List of Tables Table 1: HNWI Wealth Band and Group Definitions Table 2: Leading Domestic Private Banks in US by AuM (US$), 2014 Table 3: Leading Foreign Private Banks in US by AuM (US$), 2014 Table 4: Leading Wealth Mangers in US by AuM (US$), 2014 Table 5: Leading Family Officers in the US by AuM (US$), 2014 Table 6: The US – Real GDP Growth (%), 2010–2019 Table 7: The US – GDP Per Capita (US$), 2010–2019 Table 8: The US – Domestic Market Capitalization (US$ Billion), 2010–2014 Table 9: The US – Commodity Indices, 2010–2019 Table 10: The US – Foreign Direct Investments (US$ Billion), 2010–2019 Table 11: The US – Inflation Rate (%), 2010–2019 Table 12: The US – Money Market Rate (%), 2010–2019 Table 13: The US – Balance of Payments (US$ Billion), 2010–2014 Table 14: The US – Government Debt as a Percentage of GDP (%), 2010–2019 Table 15: The US – Stock Market Performance (Index), 2010–2014 Table 16: The US – HNWI Wealth vs GDP Ratio (%), 2010–2019 Table 17: The US – Appendix One Table 18: The US – Appendix Two List of Figures Figure 1: HNWI Wealth Band Definitions Figure 2: Map of the US Figure 3: The US – Asset Price Performance (%), 2010–2014 Figure 4: The US – HNWI Performance (US$ Billion and HNWI Volume), 2010–2019 Figure 5: The US – vs Global HNWIs (%), 2010–2019 Figure 6: The US – Real GDP Growth (%), 2010–2019 Figure 7: The US – GDP Per Capita (US$), 2010–2019 Figure 8: The US – Domestic Market Capitalization (US$ Billion), 2010–2014 Figure 9: The US – Commodity Indices, 2010–2019 Figure 10: The US – Foreign Direct Investments (US$ Billion), 2010–2019 Figure 11: The US – Inflation Rate (%), 2010–2019 Figure 12: The US – Money Market Rate (%), 2010–2019 Figure 13: The US – Balance of Payments (US$ Billion), 2010–2014 Figure 14: The US – Government Debt as a Percentage of GDP (%), 2010–2019 Figure 15: The US – Stock Market Performance (Index), 2010–2014 Figure 16: The US – HNWI Wealth vs GDP Ratio (%), 2010–2019 Figure 17: The US – HNWIs – Volume by Wealth Band (US$ Millions), 2010–2019 Figure 18: The US – HNWIs – Wealth by Wealth Band (US$ Trillions), 2010–2019 Figure 19: The US – HNWIs – Wealth per Capita (US$ Million), 2010–2019
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