This report is the result of WealthInsight's extensive research covering the ultra high net worth individual (UHNWI) population and wealth management market in Canada. 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 UHNWIs have performed through the crisis.
This report reviews the performance and asset allocations of Ultra HNWIs in Canada and highlights top-performing cities. It also includes an evaluation of the local wealth management industry.
UHNWI volume, wealth and allocation trends from 2007 to 2012 UHNWI volume, wealth and allocation forecasts to 2017 UHNWI asset allocations across 13 asset classes Number of UHNWIs in each state and all major cities Fastest growing cities and states for UHNWIs (2007-2012) Number of wealth managers in each city City wise ratings of wealth management saturation and potential Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in Canada Size of the Canadian wealth management industry Largest domestic private banks by AuM Detailed wealth management and family office information Insights into the drivers of HNWI wealth
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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. Also provides detailed information on UHNWIs in each major city.
There are 4,248 UHNWIs in Canada, with an average wealth of US$112 million per person. Of this total, there are 24 billionaires, 705 centimillionaires and 3,519 affluent millionaires as of year-end 2012. UHNWIs account for 1.0% of the total HNWI population of Canada, which is above the global average of 0.7%. During the review period, the number of UHNWIs in Canada increased by 1.3% from 4,192 individuals in 2007 to 4,248 in 2012. There was a wide range of performance between the different UHNWI wealth bands: The number of billionaires decreased by 4.0%, while the number of centimillionaires and affluent millionaires rose by 0.7% and 1.5% respectively. WealthInsight expects the number of UHNWIs to increase by 29%, to reach 5,478 individuals in 2017. This will include 28 billionaires, 913 centimillionaires and 4,537 affluent millionaires. The global private banking industry was estimated to have AuM of just over US$19.3 trillion at the end of 2012. The Canadian wealth management sector accounted for approximately US$600 billion of this, equating to 3.1% of the global total.
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 Canada Wealth in Context 3.3.1 World Statistics 3.3.2 Distribution of wealth in Canada 3.4 HNWI Volume and Wealth Trends 4 Findings from the WealthInsight HNWI Database 4.1 Trends in HNWI Wealth to 2017 4.1.1 HNWI trend analysis 4.1.2 Trends of the wealth bands 4.1.3 Demographic breakdown of HNWI 4.1.4 HNWIs - job titles 4.1.5 HNWIs - industry breakdown 4.1.6 HNWIs - industry performance 4.1.7 HNWI 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 HNWI 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 5 Analysis of Canadian HNWI investments 5.1 Analysis of Canadian Ultra HNWI Investments 6 Competitive Landscape of the Wealth Sector 6.1 Competitive landscape 6.1.1 Private Banks 6.1.2 Wealth Managers 6.1.3 Family offices 6.1.4 Financial Advisors 6.2 Developments in Canada's Private Banking Industry 6.3 Canada's Wealth Management Industry - Clientele Model and Maturity 6.4 Behavioral Mapping of Wealth Management and Private Banking Industry in Canada 6.5 Porter's Five Force Analysis - Wealth Management Industry in the Canada 6.6 Financial Services Review 6.6.1 Retail banks 6.6.2 Fund Management 7 Appendix 7.1 Additional Components of the Wealth Sector in Canada 7.2 Regulations on Taxes 7.3 Regulations Related to Immigration, Investment and Employment 7.4 Key Drivers 7.4.1 LC 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 investment 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: CANADA: Regions in Canada, 2012 Table 3: CANADA: Largest 10 Cities in Canada, 2012 Table 4: CANADA: Fastest growing cities in Canada by population, 2006 - 2011 Table 5: CANADA: Fastest growing cities in Canada (economic growth), 2011 - 2012 Table 6: CANADA: HNWIs - Volume Distribution Wealth Pyramid, 2012 Table 7: CANADA: HNWIs - Wealth Distribution Wealth Pyramid (% share), 2012 Table 8: CANADA: HNWI Sector Performance, 2007-2012 Table 9: CANADA: HNWIs - Cities, 2012 Table 10: CANADA: HNWIs in Top Cities, 2007-2012 Table 11: CANADA: HNWIs - Population Density in Major Cities, 2012 Table 12: CANADA: HNWI in Top Cities, 2007-2017 Table 13: CANADA: HNWI Growth Rates for Top Cities, 2007-2017 Table 14: CANADA: HNWIs - States, 2012 Table 15: CANADA: HNWIs - State Performance, 2007 - 2012 Table 16: CANADA: HNWIs - Population Density in Major Cities, 2012 Table 17: CANADA: UHNWI -Gender Performance, 2007- 2012 Table 18: CANADA: UHNWI -Source of Wealth (%), 2012 Table 19: CANADA: UHNWIs in Top Cities, 2007-2017 Table 20: CANADA: UHNWI Growth Rates for Top Cities, 2007-2017 Table 21: CANADA: Billionaires - Market Overview (US$ Billions) 2007-2017 Table 22: CANADA: Top 10 Billionaires (US$ billions), 2012 Table 23: CANADA: Billionaire Wealth Growth, 2007?2012 Table 24: CANADA: Centimillionaires - Market Overview, 2007-2017 Table 25: CANADA: Affluent Millionaires - Market Overview, 2007-2017 Table 26: CANADA: UHNWIs - Allocations and Share of HNWI Assets, 2012 Table 27: CANADA: Major Private Banks by local AuM, 2012 Table 28: CANADA: Other Private Banks by global AuM, 2012 Table 29: CANADA: Wealth Managers Per City Table 30: CANADA: Largest Wealth Managers, 2012 Table 31: CANADA: Other Wealth Managers, 2012 Table 32: CANADA: Family Offices, 2012 Table 33: CANADA: Financial Advisors by City, 2012 Table 34: CANADA: Wealth Management Industry - Recent M&A Activity Table 35: CANADA: Income Tax Brackets, 2012 Table 36: CANADA: VAT by State, 2012 Table 37: CANADA: Provincial corporate tax rates, 2012 Table 38: CANADA: LC to USD Exchange Rate, 2007-2017 Table 39: CANADA: Real GDP Growth, 2007-2017 Table 40: CANADA: GDP Per Capita, 2007-2017 Table 41: CANADA: Domestic Market Capitalization (US$ Billions) 2007-2011 Table 42: CANADA: Commodity Indices, 2007-2017 Table 43: CANADA: Foreign Direct Investments (US$ Billions) 2007-2017 Table 44: CANADA: Inflation Rate, 2007-2017 Table 45: CANADA: Money Market Rate, 2007-2017 Table 46: CANADA: Balance of Payments (US$ Billions) 2007-2012 Table 47: CANADA: Government Debt to GDP, 2007-2017 Table 48: CANADA: Stock Market Performance, 2007-2012 Table 49: CANADA: HNWI Wealth vs GDP Ratio, 2007-2017 Table 50: CANADA: Appendix One Table 51: CANADA: Appendix Two
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