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Published: Dec, 2014 | Pages:
109 | 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 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 UHNWIs have performed through the crisis.
Summary
This report reviews the performance and asset allocations of Ultra HNWIs in the US, and highlights top-performing cities. It also includes an evaluation of the local wealth management industry.
Scope
UHNWI volume, wealth and allocation trends from 2009 to 2013 UHNWI volume, wealth and allocation forecasts to 2018 UHNWI asset allocations across 13 asset classes Number of UHNWIs in each state and all major cities Fastest growing cities and states for UHNWIs (2009-2013) 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 the US Size of the US wealth management industry Largest domestic private banks by AuM Detailed wealth management and family office information Insights into the drivers of HNWI wealth
Reason To Buy
The Ultra HNWIs 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 reports 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. Also provides detailed information on UHNWIs in each major city.
Key Highlights
There were 39,378 UHNWIs in the US in 2013, with an average per capita wealth of US$135.2 million, making them a prime target group for wealth sector professionals. Of this total, there were 500 billionaires, 11,454 centimillionaires and 27,424 affluent millionaires. UHNWIs accounted for 0.8% of the total HNWI population in 2013, higher than the global average of 0.7%. The number of US UHNWIs increased by 25.6% during the review period, from 31,346 in 2009 to 39,378 in 2013. There was a range of performance between the different UHNWI wealth bands. While the number of billionaires rose by 13.9%, the number of centimillionaires and affluent millionaires rose by 25.3% and 26.0% respectively. WealthInsight expects the number of UHNWIs to increase by 12.2% to reach 45,543 in 2018. This will include 612 billionaires, 13,210 centimillionaires and 31,721 affluent millionaires.
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 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-tier millionaire 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 US 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 US UHNWI Investments 6 Competitive Landscape of the Wealth Sector 6.1 Competitive Landscape 6.1.1 Foreign private banks 6.1.2 Wealth managers 6.1.3 Family offices 6.1.4 Financial advisors 6.2 Developments in the Private Banking Industry 6.3 Wealth Management and the Private Banking Industry 6.3.1 The US wealth management industry - clientele model and maturity 6.4 Behavioral Mapping of Wealth Management and Private Banking in the US 7 Appendix 7.1 Tax Regulations 7.2 Key Drivers 7.2.1 Real GDP growth 7.2.2 Per capita GDP 7.2.3 Domestic market capitalization 7.2.4 Commodity index 7.2.5 Foreign direct investments - inflow and outflow 7.2.6 Inflation rate 7.2.7 Interest rate 7.2.8 Balance of payments 7.2.9 Government debt 7.2.10 Stock market performance 7.3 Wealth Breakdowns 8 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 HNWIs - Volume Distribution (%), 2013 Table 4: US HNWIs - Wealth Distribution (%), 2013 Table 5: US HNWIs - Industry Performance, 2009-2013 Table 6: US HNWIs - Cities, 2013 Table 7: US HNWI Growth in Top Cities (Thousand), 2009-2013 Table 8: US HNWI Population Density in Major Cities (Thousand), 2013 Table 9: US HNWIs in Top Cities, 2009-2018 Table 10: US HNWIs - Growth Rates for Top Cities (%), 2009-2018 Table 11: US Volume of HNWI by States, 2013 Table 12: US HNWI State Performance (%), 2009-2013 Table 13: US HNWIs Population Density by State, 2013 Table 14: US UHNWI Gender Performance (%), 2009-2013 Table 15: US UHNWI Sources of Wealth (%), 2013 Table 16: US Volume of UHNWIs in Top Cities, 2009-2018 Table 17: US UHNWI Growth Rates in Top Cities (%), 2009-2018 Table 18: US Billionaires Market Overview (Volume and US$ Billion), 2009-2018 Table 19: US Top-10 Billionaires (US$ Billion), 2013 Table 20: US Billionaire Wealth Growth (US$ Billion), 2009?2013 Table 21: US Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009-2018 Table 22: US Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018 Table 23: US Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018 Table 24: US Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018 Table 25: US Allocations of HNWI Assets (%), 2009-2018 Table 26: US HNWI Holdings Growth (%), 2009-2018 Table 27: US HNWI Alternative Asset Composition (%), 2009-2018 Table 28: US HNWI Trends of Investments in Alternative Assets (%), 2009-2018 Table 29: US Trends in 'Art, Wine and Wheels', 2009-2013 Table 30: Global Prime Real Estate Prices per m2 (US$), 2014 Table 31: US HNWI Foreign Investment Allocations (%), 2009-2018 Table 32: US HNWI Liquidity Breakdown (US$ Billion), 2009-2018 Table 33: US HNWI Liquidity Breakdown (%), 2009-2018 Table 34: US UHNWI Allocations and Share of HNWI Assets (%), 2013 Table 35: Leading Foreign Private Banks in the US by Local AuM (US$ Million), 2013 Table 36: Leading Wealth Managers in the US by AuM (US$ Million), 2013 Table 37: Leading US Family Offices by AuM (US$ Million), 2013 Table 38: US Wealth Management Industry - Recent Deal Activity, 2014 Table 39: US Income Tax Bands (USD), 2013-2014 Table 40: US Real GDP Growth (%), 2009-2018 Table 41: US GDP per Capita (US$), 2009-2018 Table 42: US Domestic Market Capitalization (US$ Billion),2009-2013 Table 43: US Commodity Indices, 2009-2018 Table 44: US Foreign Direct Investment (US$ Billion), 2009-2018 Table 45: US Inflation Rate (%), 2009-2018 Table 46: US Money Market Rate (%), 2009-2018 Table 47: US Balance of Payments (US$ Billion), 2009-2013 Table 48: US Government Debt as a Percentage of GDP, 2009-2018 Table 49: US Stock Market Performance, 2009-2013 Table 50: US HNWI Wealth vs GDP Ratio, 2009-2018 Table 51: US - Appendix One Table 52: US - Appendix Two
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