Summary Global private banks such as Barclays and HSBC have recently scaled back operations in emerging markets in an effort to become simpler and more profitable. They are focusing on domestic and core markets such as the UK, Switzerland and Germany. However, emerging markets still represent opportunities for those willing to raise the bar in the provision of high quality product and services. Tightening regulations and a weak macroeconomic environment have impacted the profitability of wealth management firms, encouraging them to re-examine their strategies. They are approaching HNWIs with a wide variety of products and services to capture a greater share of the market. In the post-financial crisis environment private banks and wealth managers have also been observed to be building lending solutions to cater to the strong HNWI demand for credit and access to liquidity. Synopsis This report looks at a detailed breakdown from WealthInsight’s proprietary country report model of HNWI population and wealth. It provides an analysis of HNWI demographics based on a unique analysis of HNWI dossier database. It analyses trends in HNWIs investment by asset class and looks at a breakdown of foreign and alternative investments. It provides an in-depth analysis of competitor product strategy, mergers and acquisitions, and innovation and identifies current and future opportunities available to providers in selected core markets. The report provides five-year historical (2011-2015) and five-year forecast data (2016-2020) in core markets in the Americas, Europe, Asia-Pacific and the Middle East and Africa. Countries covered in the report include the US, Canada, Brazil, Mexico, Chile, Argentina, Germany, France, Switzerland, Italy, Turkey, Russia, the UK, Spain, Japan, China, Hong Kong, Singapore, Australia, India, South Africa, Nigeria, Saudi Arabia, the UAE and Israel. Scope The report is divided into three chapters, which cover the following areas: • HNWI Wealth and Population • HNWI Asset Allocation • Competitor Strategy, Products and Services Reasons To Buy • Understand the investment behavior of HNWIs with respect to onshore and offshore locations and current economic conditions. • Gain insight into HNWI demographics based on a unique analysis of WealthInsight’s proprietary HNWI database comprising 140,000 dossiers. • Be informed about HNWIs’ preferred asset class allocations in the Americas, Europe, Asia-Pacific and Middle East and Africa as well as their foreign and alternative investment allocations. • Analyze competitor strategy with regard to products and services, international expansion, pricing and innovation. • Identify new approaches to take when targeting HNWI clients and identify where the competitive advantage offers opportunities to increase market share. Key Highlights • In 2015, HNWI wealth was estimated at US$60 trillion, of this 25.9% were invested in international markets. • HNWIs in Asia-Pacific held 21.5% of their wealth outside of their home country in 2011, which increased to 22.5% in 2015. • In the Americas alternative assets registered a CAGR of 4.9% during 2011–2015, they are expected to grow by CAGR8.8% between 2016 and 2020. • Globally, 12.5% of HNWIs were over the age of 70 in 2015. HNWIs below the age of 40 formed the smallest HNWI group.
Table of Content Executive Summary TABLE OF CONTENTS LIST OF TABLES LIST OF FIGURES 1 Introduction 1.1 What is this Report About? 1.2 Methodology 1.3 Definitions 2 HNWI Wealth and Population Market Sizing, Demographics and Economic Outlook 2.1 HNWIs Market Sizing and Forecast 2.2 Trends in Age Demographic 2.3 Trends in Gender Demographic 2.4 Trends in HNWI Volume and Value Segmented by Wealth Band 2.5 Review of the Global Economy 3 HNWI Asset Allocation 2011–2020 3.1 HNWI Asset Allocation in International Markets 3.2 Trends in Alternative Assets 3.3 Trends in Real Estate Investments 3.4 Trends in Cash and Deposits 3.5 Trends in Fixed-Income Products 3.6 Trends in Equities 3.7 Trends in Business Interests 3.8 Asset Allocation Distribution by Country 3.9 Asset allocation Distribution by Geography 4 Competitor Strategy, Products and Services 4.1 Current and Future Outlook 4.2 M&A and International Strategy 4.3 Customers and Services 4.4 Channels and Synergies 4.5 Investment Products 4.6 Regulation 4.7 Innovation 4.8 Pricing Strategy 5 Appendix 6 About WealthInsight
List of Tables Table 1: HNWI Wealth Band and Group Definitions Table 2: Macroeconomic Indicators: GDP Per Capita, GDP Growth and Interest rate by Country, 2015 Table 4: Total Investment in Foreign Markets, 2011–2020F, in US$ Billions Table 6: Global HNWIs – Foreign Investment Allocation Breakdown (%), 2011–2020F Table 7: Wealth Management – Current Dynamics and Outlook, 2016 Table 8: Competitor Strategy Summary Examples Table 9: Key Trends and Outlook in Client Segments Table 10: Philanthropic Wealth Management Services in Developed Economies, 2016 Table 11: Philanthropic Wealth Management Services in Emerging Economies, 2016 Table 12: Selected Wealth Management Services for Entrepreneurs, 2016 Table 13: Wealth Management Workshops and Conferences for Young HNWIs, 2016 Table 14: Wealth Management Needs of Female HNWIs Table 16: Wealth Management Services on Collectables-Related Investments, 2016 Table 17: Emerging Pricing Strategies in Wealth Management Table 18: Global HNWI Populations, 2011–2020F Table 19: Global HNWI Wealth, 2011–2020F, US$ Billion Table 20: HNWI Population and Wealth by Country, 2015 Table 21: Americas HNWIs – Assets Allocations (%), 2011–2020F Table 22: Americas HNWIs – Holdings Growth (%), 2011–2020F Table 23: Europe HNWIs – Assets Allocations (%), 2011–2020F Table 24: Europe HNWIs – Holdings Growth (%), 2011–2020F Table 25: Asia–Pacific HNWIs – Assets Allocations (%), 2011–2020F Table 26: Asia-Pacific HNWIs – Holdings Growth (%), 2011–2020F Table 27: Middle East and Africa HNWIs – Assets Allocations (%), 2011–2020F Table 28: Middle East and Africa HNWIs – Holdings Growth (%), 2011–2020F Table 29: Global HNWIs – Alternative Asset Composition (%), 2011–2020F Table 30: Global HNWIs – Investment Trend in Alternative Assets (%), 2011–2020F Table 31: Global Trends in ‘Art, Wine and Wheels’, 2011–2015 List of Figures Figure 1: Global HNWI Population, 2011–2020F Figure 2: Global HNWI Wealth, 2011–2020F Figure 3: Global HNWI Population By Region and Age Group, 2015 Figure 4: Global HNWI Population by Gender, 2015 Figure 5: Global HNWI Population by Region and Wealth Band, 2015 Figure 6: Global HNWI Wealth by Region and Wealth Band, 2015 Figure 7: Asset Allocation in International Markets by Region, 2011–2020F Figure 12: Global – Trends in Alternative Assets by Region (US$ Billion), 2011–2020F Figure 13: Global Trends in ‘Art, Wine and Wheels’, 2011–2015 Figure 14: Breakdown of HNWI Assets in the Americas by Asset Class, 2015 Figure 15: Breakdown of HNWIs Assets in Europe by Asset Class, 2015 Figure 16: Breakdown of HNWI Assets in Asia-Pacific by Asset Class, 2015 Figure 17: Breakdown of HNWIs Assets in the Middle East and Africa by Asset Class, 2015 Figure 18: The Americas – Asset Allocation by Geography, 2015 Figure 19: Europe – Asset Allocation By Geography, 2015 Figure 20: Asia-Pacific – Asset Allocation By Geography, 2015 Figure 21: The Middle East and Africa–Asset Allocation By Geography, 2015
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