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HNWI Asset Allocation in the United Kingdom 2013

Published: Jul, 2013 | Pages: 62 | 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 2007 (the peak before the global financial crisis) and the end of 2012. This enables us to determine how well the country's HNWIs have performed through the crisis.
Summary
This report provides the latest asset allocations of UK HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of UK HNWIs to 2017 and a comprehensive and robust background of the local economy.
Scope
Independent market sizing of UK HNWIs across five wealth bands HNWI volume and wealth trends from 2007 to 2012 HNWI volume and wealth forecasts to 2017 HNWI and UHNWI asset allocations across 13 asset classes Insights into the drivers of HNWI wealth
Reason To Buy
The WealthInsight Intelligence Center Database 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. The Intelligence Center also includes tracking of wealth and liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market. With the Database 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 2017.
Key Highlights
There were just over 736,000 HNWIs in the UK in 2012. These HNWIs collectively hold US$2,810 billion in wealth which equates to 23% of the total individual wealth held in the country. UK HNWIs underperformed compared to the global average during the review period ? worldwide HNWI volumes decreased by 0.3% whilst UK HNWI numbers decreased by 4%. In 2012, UK HNWI numbers rose by 8.9%, following a decline of 1.0% in 2011. Growth in HNWI wealth and volumes are expected to improve over the forecast period. The total number of UK HNWIs is forecast to grow by 43%, to reach over 1,053,037 in 2017. HNWI wealth is projected to grow by 55% to reach US$4,350 billion by 2017.
 1 Introduction 
1.1 Details of this Report 
1.2 Definitions 
2 Executive Summary 
3 Wealth Sector Fundamentals 
3.1 Political Background 
3.2 Economic Background 
3.3 Benchmarking UK Wealth in Context 
3.1.1 World statistics 
3.1.2 Distribution of wealth in the UK 
3.4 HNWI Volume and Wealth Trends 
4 Analysis of UK HNWI investments 
4.1 Analysis by Asset Classes 
4.1.1 Trends in alternative assets 
4.1.2 Trends in "Art, Wine and Wheels" 
4.1.3 Trends of Investments in Real Estate 
4.1.4 Trends of Investments in Cash and Deposits 
4.1.5 Trends of investments in fixed income 
4.1.6 Trends of investments in equity 
4.1.7 Trends of investments in business interest 
4.2 Analysis of Foreign Investments 
4.2.1 Investments in Europe 
4.2.2 Investments in North America (including the USA, Mexico and the Caribbean) 
4.2.3 Investments in Asia Pacific 
4.2.4 Investments in South America 
4.2.5 Investments in Middle East 
4.2.6 Investments in Africa 
4.3 Alternative Breakdown: Liquid vs Investable Assets 
4.4 Analysis of UK Ultra HNWI Investments 
5 Appendix 
5.1 Regulations on Taxes 
5.2 Key Drivers 
5.2.1 GBP to US$ exchange rate 
5.2.2 Real GDP growth 
5.2.3 Per capita GDP 
5.2.4 Domestic market capitalization 
5.2.5 Commodity index 
5.2.6 FDI 
5.2.7 Inflation rate 
5.2.8 Interest rate 
5.2.9 Balance of payments 
5.2.10 Government debt 
5.2.11 Stock market performance 
5.3 Wealth Breakdowns 
6 About WealthInsight 
Table 1: HNWI Wealth Band and Group Definitions 
Table 2: UK's Main Regions/Cities/Countries 
Table 3: UK's Largest Cities 
Table 4: UK's Fastest-Growing Cities/Towns by Population 
Table 5: UK Allocations of HNWI Assets, 2007?2017 
Table 6: UK HNWIs ? Holdings Growth (%), 2007-2017 
Table 7: UK HNWIs - Trends of Investments in Alternative Assets (%), 2007-2017 
Table 8: UK HNWIs - Alternative Asset Composition (%), 2007-2017 
Table 9: UK Trends in "Art, Wine and Wheels", 2007-2012 
Table 10: Global Prime Real Estate Prices per Square Meter, US$ Terms, 2012 
Table 11: Global Prime International Cities, US$ Terms, 2007-2012 
Table 12: UK HNWIs ? Percentage of Foreign Allocation, 2007-2017 
Table 13: UK HNWIs - Liquidity Breakdown (US$ Billion), 2007-2017 
Table 14: UK HNWIs - Liquidity Breakdown (%), 2007-2017 
Table 15: UK UHNWIs - Allocations and Share of HNWI Assets, 2012 
Table 16: UK Income Tax Structure and Taxable Bands, 2011?2014 
Table 17: UK GBP to US$ Exchange Rate, 2007-2017 
Table 18: UK Real GDP Growth, 2007-2017 
Table 19: UK GDP Per Capita, 2007-2017 
Table 20: UK Domestic Market Capitalization (US$ Billions) 2007-2011 
Table 21: UK Commodity Indices, 2007-2017 
Table 22: UK FDI Inflows (US$ Billions) 2007-2017 
Table 23: UK Inflation Rate, 2007-2017 
Table 24: UK Money Market Rate, 2007-2017 
Table 25: UK: Balance of Payments (US$ Billions) 2007?2012 
Table 26: UK Government Debt as a Percentage of GDP, 2007-2017 
Table 27: UK Stock Market Performance, 2007-2012 
Table 28: UK HNWI Wealth vs GDP Ratio, 2007-2017 
Table 29: UK Appendix One 
Table 30: UK Appendix Two  



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