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Published: Apr, 2016 | Pages:
54 | Publisher: WealthInsight
Industry: Wealth Management | Report Format: Electronic (PDF)
Synopsis This report provides the latest asset allocations of Canada HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Canada HNWIs to 2020 and a comprehensive and robust background of the local economy. Summary • This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Canada. • The report focuses on HNWI performance between the end of 2011 and the end of 2015. This enables us to determine how well the country's HNWIs have performed through the crisis. Scope • Independent market sizing of Canada HNWIs across five wealth bands • HNWI volume and wealth trends from 2011 to 2015 • HNWI volume and wealth forecasts to 2020 • HNWI and UHNWI asset allocations across 13 asset classes • Insights into the drivers of HNWI wealth Reasons To Buy • The HNWI Asset Allocation in Canada 2016 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 report as the foundation for our research and analysis, we are able obtain an unsurpassed level ofgranularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover. • Report includes comprehensive forecasts to 2020. Key Highlights • Equities were the largest asset class for Canadian HNWIs in 2015, accounting for 31.5% of total HNWI assets. This was followed by business interests with 25.8%, real estate with 18.5%, fixed-income with 11.3%, alternatives with 7.3%, and cash and deposits with 5.6%. • Equities, business interests and alternatives recorded the highest growth during the review period, at respective rates of 39.4%, 28.2% and 18.1%. • Alternative assets held by Canadian HNWIs decreased from 7.5% to 7.3% between 2011 and 2015. HNWI allocations to commodities decreased from 2.6% to 1.5% of total assets during this period. • WealthInsight expects allocations in commodities to remain the same over the forecast period, at 1.5% of total HNWI assets by 2020. • Canadian HNWI liquid assets valued US$886.8 billion as of 2015, representing 48.4% of total wealth holdings.
Table of Contents 1 INTRODUCTION 1.1 Details of this Report 1.2 Definitions 2 EXECUTIVE SUMMARY 3 CANADA KEY FACTS 4 DISTRIBUTION OF WEALTH IN CANADA 4.1 HNWI Volume and Wealth Trends 5 ANALYSIS OF CANADIAN HNWI INVESTMENTS 5.1 Analysis by Asset Class 5.1.1 Trends in alternative assets 5.1.2 Trends in ‘art, wine and wheels’ 5.1.3 Trends of investment in real estate 5.1.4 Trends of investment in cash and deposits 5.1.5 Trends of investment in fixed-income 5.1.6 Investment trends in equity 5.1.7 Investments trends in business interests 5.2 Analysis of Foreign Investments 5.2.1 Investments in Europe 5.2.2 Investments in North America (including the US, Mexico and the Caribbean) 5.2.3 Investments in the Asia-Pacific 5.2.4 Investments in South America 5.2.5 Investments in the Middle East 5.2.6 Investments in Africa 5.3 Alternative Breakdown: Liquid vs Investable Assets 5.4 Analysis of Canadian UHNWI Investments 6 KEY DRIVERS 6.1 CAD–US$ Exchange Rate 6.2 Real GDP Growth 6.3 Per Capita GDP 6.4 Domestic Market Capitalization 6.5 Commodity Index 6.6 Foreign Direct Investment (FDI) – Inflows and Outflows 6.7 Inflation Rate 6.8 Interest Rate 6.9 Balance of Payments 6.1 Government Debt 6.11 Stock Market Performance 6.12 Wealth Breakdowns 7 ABOUT WEALTHINSIGHT
List of Tables Table 1: HNWI Wealth Band and Group Definitions Table 2: Canadian HNWIs – Assets Allocations (%), 2011–2020 Table 3: Canadian HNWIs – Holdings Growth (%), 2011–2020 Table 4: Canadian HNWIs – Alternative Asset Composition (%), 2011–2020 Table 5: Canadian HNWIs – Trends of Investments in Alternative Assets (%), 2011–2020 Table 6: Canadian Trends in ‘Art, Wine and Wheels’, 2011–2015 Table 7: Global Prime Real Estate Prices per m2 (US$), 2015 Table 8: Canadian HNWIs – Foreign Investment Allocations (%), 2011–2020 Table 9: Canadian HNWIs – Liquidity Breakdown (US$ Billion), 2011–2020 Table 10: Canadian HNWIs – Liquidity Breakdown (%), 2011–2020 Table 11: Canadian UHNWIs – Allocations and Share of HNWI Assets (%), 2015 Table 12: Canadian Exchange Rate – CAD–US$ Exchange Rate, 2011–2020 Table 13: Canadian Real GDP Growth (%), 2011–2020 Table 14: Canadian GDP per Capita (US$), 2011–2020 Table 15: Canadian Domestic Market Capitalization (US$ Billion), 2011–2015 Table 16: Canadian Commodity Indices, 2011–2020 Table 17: Canadian Foreign Direct Investment (US$ Billion), 2011–2020 Table 18: Canadian Inflation Rate (%), 2011–2020 Table 19: Canadian Money Market Rate (%), 2011–2020 Table 20: Canadian Balance of Payments (US$ Billion), 2011–2015 Table 21: Canadian Government Debt as a Percentage of GDP (%), 2011–2020 Table 22: Canadian Stock Market Performance (Index), 2011–2015 Table 23: Canadian HNWI Wealth vs GDP Ratio (%), 2011–2020 Table 24: Canada – Appendix One Table 25: Canada – Appendix Two List of Figures Figure 1: HNWI Wealth Band Definitions Figure 2: Map of Canada Figure 3: Canadian Asset Price Performance (%), 2011–2015 Figure 4: Canadian HNWI Performance (US$ Billion and HNWI Volume), 2011–2020 Figure 5: Canadian vs Global HNWIs (%), 2011–2015 Figure 6: Canadian HNWs – Asset Class Composition (%), 2011–2020 Figure 7: Canadian HNWIs – Trends in Alternative Assets (US$ Billion), 2011–2020 Figure 8: Canadian Trends in ‘Art, Wine and Wheels’, 2011–2015 Figure 9: Canadian HNWIs – Foreign Investment Allocation and Growth (%), 2015 Figure 10: Canadian HNWIs – Global Distribution of Foreign Investments (%), 2011–2020 Figure 11: Canadian HNWIs – Liquidity Breakdown (%), 2011–2020 Figure 12: Canadian UHNWIs – Asset Class Composition (%), 2011–2020 Figure 13: Canadian Exchange Rate – CAD–US$, 2011–2020 Figure 14: Canadian Real GDP Growth (%), 2011–2020 Figure 15: Canadian GDP per Capita (US$), 2011–2020 Figure 16: Canadian Domestic Market Capitalization (US$ Billion), 2011–2015 Figure 17: Canadian Commodity Indices, 2011–2020 Figure 18: Canadian Foreign Direct Investment (US$ Billion), 2011–2020 Figure 19: Canadian Inflation Rate (%), 2011–2020 Figure 20: Canadian Money Market Rate (%), 2011–2020 Figure 21: Canadian Balance of Payments (US$ Billion), 2011–2015 Figure 22: Canadian Government Debt as a Percentage of GDP (%), 2011–2020 Figure 23: Canadian Stock Market Performance (Index), 2011–2015 Figure 24: Canadian HNWI Wealth vs GDP Ratio (%), 2011–2020 Figure 25: Canadian HNWIs – Volume by Wealth Band, 2011–2020 Figure 26: Canadian HNWIs – Wealth by Wealth Band (US$ Billion), 2011–2020 Figure 27: Canadian HNWIs – Wealth per Capita (US$ Million), 2011–2020
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