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Published: Oct, 2014 | Pages:
116 | 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.
Summary
This report reviews the performance and asset allocations of HNWIs and ultra-HNWIs in the UK. It also includes an evaluation of the local wealth management market.
Scope
Independent market sizing of UK HNWIs across five wealth bands HNWI volume, wealth and allocation trends from 2009 to 2013 HNWI volume, wealth and allocation forecasts to 2018 HNWI and UHNWI asset allocations across 13 asset classes Geographical breakdown of all foreign assets Alternative breakdown of liquid vs investable assets UHNWI numbers in major cities Numbers of wealth managers in each city City ratings of wealth management saturation and potential Details of the development, challenges and opportunities of the wealth management and private banking sector in the UK The size of the UK's wealth management industry The largest private banks by AuM Detailed wealth management and family office information Insights into the drivers of HNWI wealth
Reason To Buy
The UK Wealth Report 2014 is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the report comprises a wide variety of data based on over 110,000 HNWIs from around the world in our database. With the wealth reports as the foundation for its research and analysis, WealthInsight is able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions it covers. The report reviews the performance and asset allocations of HNWIs and ultra-HNWIs. The report also includes projections of the volume, wealth and asset allocations of the HNWIs to 2018 and a comprehensive background of the local economy. The report provides a thorough analysis of the private banking and wealth management sector, the latest merger and acquisition activity, and the opportunities and challenges that it faces. It also provides detailed information on HNWIs volumes in each major city.
Key Highlights
There were 675,139 HNWIs in the UK in 2013. These HNWIs held US$2.5 trillion in wealth, and wealth per HNWI was US$3,769,324. In 2013, the UK's HNWI numbers rose by 2.8%, following a 1.2% decrease in 2012. Growth in HNWI wealth and volumes is expected to improve over the forecast period. The number of UK HNWIs is forecast to grow by 12.7% to reach 783,549 by 2018, and HNWI wealth is expected to grow by 27.0%, to reach US$3.4 trillion by 2018. In the UK at the end of 2013, UK HNWIs held 30.4% (US$774 billion) of their wealth outside the country, above the global average of 20-30%.
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 Social Background 3.4 Benchmarking UK Wealth in Context 3.4.1 Distribution of wealth in the UK 3.5 HNWI Volume and Wealth Trends 4 Findings from the WealthInsight HNWI Database 4.1 Trends in HNWI Wealth to 2018 4.1.1 HNWI trend analysis 4.1.2 Wealth band trends 4.1.3 Demographic breakdown of HNWIs 4.1.4 HNWIs - job titles 4.1.5 HNWIs - industry breakdown 4.1.6 HNWIs - industry performance 4.1.7 HNWIs - breakdown by city 4.1.8 HNWIs - city performance 4.1.9 HNWIs - city population densities 4.1.10 HNWIs - city forecasts 4.1.11 HNWIs - breakdown by state 4.1.12 HNWIs - state performance 4.1.13 HNWIs - state population densities 4.2 UHNWIs 4.2.1 UHNWI volume trend analysis 4.2.2 UHNWI wealth trend analysis 4.2.3 Demographic breakdown of UHNWIs 4.2.4 UHNWIs - industry breakdown 4.2.5 UHNWIs - city breakdown and performance 4.3 UHNWIs - Billionaires 4.3.1 Billionaire volume trend analysis 4.3.2 Billionaire wealth trend analysis 4.3.3 Billionaire per capita net worth trend analysis 4.3.4 List of billionaires 4.4 UHNWIs - Centimillionaires 4.4.1 Centimillionaire volume trend analysis 4.4.2 Centimillionaire wealth trend analysis 4.4.3 Centimillionaire per capita net worth trend analysis 4.5 UHNWIs - Affluent Millionaires 4.5.1 Affluent millionaire volume trend analysis 4.5.2 Affluent millionaire wealth trend analysis 4.5.3 Affluent millionaire per capita net worth trend analysis 4.6 Core HNWIs 4.6.1 Core HNWI volume trend analysis 4.7 Core HNWIs - Mid-Tier Millionaires 4.7.1 Mid-tiermillionaire volume trend analysis 4.7.2 Mid-tier millionaire wealth trend analysis 4.7.3 Mid-tier millionaire per capita net worth trend analysis 4.8 Core HNWIs - Lower-Tier Millionaires 4.8.1 Lower-tier millionaire volume trend analysis 4.8.2 Lower-tier millionaire wealth trend analysis 4.8.3 Lower-tier millionaire per capita net worth trend analysis 5 Analysis of UK 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 investments in real estate 5.1.4 Trends of investments in cash and deposits 5.1.5 Trends of investments 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 Asia-Pacific 5.2.4 Investments in Central and 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 UK UHNWI Investments 6 Competitive Landscape of the Wealth Sector 6.1 Competitive Landscape 6.1.1 Domestic banks 6.1.2 Foreign private banks 6.1.3 Wealth managers 6.1.4 Family offices 6.1.5 Financial advisors 6.2 Developments in the Private Banking Industry 6.3 Wealth Management and the Private Banking Industry 6.3.1 The UK Wealth Management Industry - Clientele Model and Maturity 6.4 Behavioral Mapping of Wealth Management and Private Banking in the UK 6.5 Porter's Five Force Analysis - The Wealth Management Industry 7 Appendix 7.1 Additional Components of the Wealth Sector in the UK 7.1.1 Philanthropy 7.1.2 Demand for intergenerational wealth transfer 7.2 Tax Regulations 7.3 Regulations Related to Immigration, Investment and Employment 7.4 Key Drivers 7.4.1 GDP to US$ exchange rate 7.4.2 Real GDP growth 7.4.3 Per capita GDP 7.4.4 Domestic market capitalization 7.4.5 Commodity index 7.4.6 Foreign direct investments - inflow and outflow 7.4.7 Inflation rate 7.4.8 Interest rate 7.4.9 Balance of payments 7.4.10 Government debt 7.4.11 Stock market performance 7.5 Wealth Breakdowns 8 About WealthInsight
Table 1: HNWI Wealth Band and Group Definitions Table 2: Cities in the UK by Population (Volume), 2013 Table 3: UK HNWIs - Volume Distribution (%), 2013 Table 4: UK HNWIs - Wealth Distribution (%), 2013 Table 5: UK HNWIs - Industry Performance, 2009-2013 Table 6: UK HNWIs - Cities, 2013 Table 7: UK HNWI Growth in Top Cities (Thousand), 2009-2013 Table 8: UK HNWI Population Density in Major Cities (Thousand), 2013 Table 9: UK HNWIs in Top Cities (Thousand), 2009-2018 Table 10: UK HNWIs - Growth Rates for Top Cities (%), 2009-2018 Table 11: UK Volume of HNWI by States (Thousand), 2013 Table 12: UK HNWI State Performance (%), 2009-2013 Table 13: UK HNWIs Population Density by State (Thousand), 2013 Table 14: UK UHNWI Gender Performance (%), 2009-2013 Table 15: UK UHNWI Sources of Wealth (%), 2013 Table 16: UK Volume of UHNWIs in Top Cities, 2009-2018 Table 17: UK UHNWI Growth Rates in Top Cities (%), 2009-2018 Table 18: UK Billionaires Market Overview (Volume and US$ Billion), 2009-2018 Table 19: UK Top-10 Billionaires (US$ Billion), 2013 Table 20: UK Billionaire Wealth Growth (US$ Billion), 2009?2013 Table 21: UK Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009-2018 Table 22: UK Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018 Table 23: UK Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018 Table 24: UK Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018 Table 25: UK Allocations of HNWI Assets (%), 2009-2018 Table 26: UK HNWI Holdings Growth (%), 2009-2018 Table 27: UK HNWI Alternative Asset Composition (%), 2009-2018 Table 28: UK HNWI Trends of Investments in Alternative Assets (%), 2009-2018 Table 29: UK Trends in 'Art, Wine and Wheels', 2009-2013 Table 30: Global Prime Real Estate Prices per m2 (US$), 2014 Table 31: UK HNWI Foreign Investment Allocations (%), 2009-2018 Table 32: UK HNWI Liquidity Breakdown (US$ Billion), 2009-2018 Table 33: UK HNWI Liquidity Breakdown (%), 2009-2018 Table 34: UK UHNWI Allocations and Share of HNWI Assets (%), 2013 Table 35: Leading Domestic Banks in the UK by Local AuM (US$ Million), 2013 Table 36: Leading Foreign Private Banks in the UK by Local AuM (US$ Million), 2013 Table 37: Leading Wealth Managers in the UK by AuM (US$ Million), 2013 Table 38: Leading UK Family Offices by AuM (US$ Million), 2013 Table 39: UK Wealth Management Industry - Recent Deal Activity, 2013 Table 40: UK Income Tax Bands (GBP), 2013-2014 Table 41: GBP per US$ Exchange Rate, 2009-2018 Table 42: UK Real GDP Growth (%), 2009-2018 Table 43: UK GDP per Capita (US$), 2009-2018 Table 44: UK Domestic Market Capitalization (US$ Billion),2009-2013 Table 45: UK Commodity Indices, 2009-2018 Table 46: UK Foreign Direct Investment (US$ Billion), 2009-2018 Table 47: UK Inflation Rate (%), 2009-2018 Table 48: UK Money Market Rate (%), 2009-2018 Table 49: UK Balance of Payments (US$ Billion), 2009-2013 Table 50: UK Government Debt as a Percentage of GDP, 2009-2018 Table 51: UK Stock Market Performance, 2009-2013 Table 52: UK HNWI Wealth vs GDP Ratio, 2009-2018 Table 53: UK - Appendix One Table 54: UK - Appendix Two
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