This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in the US. 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.
This report provides the latest asset allocations of the US HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of the US HNWIs to 2018 and a comprehensive and robust background of the local economy.
Independent market sizing of the US 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 Insights into the drivers of HNWI wealth
Reason To Buy
The HNWI Asset Allocation in the US 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 report 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.
In 2013, business interests made up the largest asset class for US HNWIs, accounting for 29.9% of the total HNWI assets, followed by equities with 28.8%, real estate with 16.8%, fixed-income with 10.5%, cash and deposits with 8.3%, and alternatives with 5.8%. Equities, business interests and alternatives recorded growth at respective review-period rates of 86.2%, 38.5% and 32.7%. Alternative assets held by US HNWIs decreased during the review period from 6.1% of the total HNWI assets in 2009 to 5.8% in 2013. HNWI allocations to commodities increased from 1.2% of the total assets in 2009 to 1.4% in 2013. Allocations in commodities are expected to decline over the forecast period, reaching 1.1% of the total HNWI assets by 2018, as global liquidity tightens from an expected drop in demand from China for raw materials, which will cause global commodity prices to flatten. In 2013, US HNWI liquid assets amounted to US$10.0 trillion, representing 47.4% of the total wealth holdings.
Table of Contents
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 US Wealth in Context 3.3.1 Distribution of wealth in the US 3.4 HNWI Volume and Wealth Trends 4 Analysis of US HNWI Investments 4.1 Analysis by Asset Class 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 Investment trends in equity 4.1.7 Investments trends in business interests 4.2 Analysis of Foreign Investments 4.2.1 Investments in Europe 4.2.2 Investments in North America (including the US, Mexico and the Caribbean) 4.2.3 Investments in Asia-Pacific 4.2.4 Investments in Central and South America 4.2.5 Investments in the Middle East 4.2.6 Investments in Africa 4.3 Alternative Breakdown: Liquid vs Investable Assets 4.4 Analysis of US UHNWI Investments 5 Appendix 5.1 Additional Components of the Wealth Sector in the US 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 Real GDP growth 5.4.2 Per capita GDP 5.4.3 Domestic market capitalization 5.4.4 Commodity index 5.4.5 Foreign direct investments - inflow and outflow 5.4.6 Inflation rate 5.4.7 Interest rate 5.4.8 Balance of payments 5.4.9 Government debt 5.4.10 Stock market performance 5.5 Wealth Breakdowns 6 About WealthInsight
List of Tables
Table 1: HNWI Wealth Band and Group Definitions Table 2: Cities in the US by Population (Volume), 2013 Table 3: US Allocations of HNWI Assets (%), 2009-2018 Table 4: US HNWI Holdings Growth (%), 2009-2018 Table 5: US HNWI Alternative Asset Composition (%), 2009-2018 Table 6: US HNWI Trends of Investments in Alternative Assets (%), 2009-2018 Table 7: US Trends in 'Art, Wine and Wheels', 2009-2013 Table 8: Global Prime Real Estate Prices per m2 (US$), 2014 Table 9: US HNWI Foreign Investment Allocations (%), 2009-2018 Table 10: US HNWI Liquidity Breakdown (US$ Billion), 2009-2018 Table 11: US HNWI Liquidity Breakdown (%), 2009-2018 Table 12: US UHNWI Allocations and Share of HNWI Assets (%), 2013 Table 13: US Income Tax Bands (USD), 2013-2014 Table 14: US Real GDP Growth (%), 2009-2018 Table 15: US GDP per Capita (US$), 2009-2018 Table 16: US Domestic Market Capitalization (US$ Billion),2009-2013 Table 17: US Commodity Indices, 2009-2018 Table 18: US Foreign Direct Investment (US$ Billion), 2009-2018 Table 19: US Inflation Rate (%), 2009-2018 Table 20: US Money Market Rate (%), 2009-2018 Table 21: US Balance of Payments (US$ Billion), 2009-2013 Table 22: US Government Debt as a Percentage of GDP, 2009-2018 Table 23: US Stock Market Performance, 2009-2013 Table 24: US HNWI Wealth vs GDP Ratio, 2009-2018 Table 25: US - Appendix One Table 26: US - Appendix Two
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