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HNWI Asset Allocation in Australia 2016

HNWI Asset Allocation in Australia 2016


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Executive Summary

Synopsis

This report provides the latest asset allocations of Australia HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Australia HNWIs to 2020 and a comprehensive and robust background of the local economy.

Summary

This report is the result of WealthInsights extensive research covering the high net worth individual (HNWI) population and wealth management market in Australia.

The report focuses on HNWI performance between the end of 2011 and the end of 2015. This enables us to determine how well the countrys HNWIs have performed through the crisis.

Scope

Independent market sizing of Australia HNWIs across five wealth bands

HNWI volume and wealth trends from 2011 to 2015

HNWI volume and wealth forecasts to 2020

HNWI and UHNWI asset allocations across 13 asset classes

Insights into the drivers of HNWI wealth

Reasons To Buy

The HNWI Asset Allocation in Australia 2016 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 2020.

Key Highlights

Real estate was the largest asset class for Australian HNWIs in 2015, accounting for 26.8% of total HNWI assets. This was followed by business interests with 24.8%, equities with 18.1%, cash and deposits with 11.8%, fixed-income with 11.2% and alternatives with 7.2%.

Equities, Business interests and real estate recorded growth during the review period, at respective rates of 35.7%, 29.8% and 29.4%.

Alternative assets held by Australian HNWIs increased from 8.2% to 7.2% between 2011 and 2015. HNWI allocations to commodities decreased from 4% to 2.4% of total assets during this period.

WealthInsight expects allocations in commodities to decline over the forecast period to reach 2.3% of total HNWI assets by 2019.

Australian HNWI liquid assets valued USD406 billion as of 2014, representing 41.1% of total wealth holdings.

1 Introduction

1.1 Details of this Report

1.2 Definitions

2 Executive Summary

3 Australia Key Facts

4 Distribution of Wealth in Australia

4.1 HNWI Volume and Wealth Trends

5 Analysis of Australian 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 investment in real estate

5.1.4 Trends of investment in cash and deposits

5.1.5 Trends of investment 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 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 Australian UHNWI Investments

6 Key Drivers

6.1 AUD-USD Exchange Rate

6.2 Real GDP Growth

6.3 Per Capita GDP

6.4 Domestic Market Capitalization

6.5 Commodity Index

6.6 Foreign Direct Investment (FDI)-Inflows and Outflows

6.7 Inflation

6.8 Interest Rate

6.9 Balance of Payments

6.1 Government Debt

6.11 Stock Market Performance

6.12 Wealth Breakdowns

7 About WealthInsight

Figure 1: HNWI Wealth Band Definitions

Figure 2: Map of Australia

Figure 3: Australian Asset Price Performance (%), 2011-2015

Figure 4: Australian HNWI Performance (USD Billion and HNWI Volume), 2011-2020

Figure 5: Australian vs Global HNWIs (%), 2011-2015

Figure 6: Australian HNWs-Asset Class Composition (%), 2011-2020

Figure 7: Australian HNWIs-Trends in Alternative Assets (USD Billion), 2011-2020

Figure 8: Australian Trends in Art, Wine and Wheels, 2011-2015

Figure 9: Australian HNWIs-Foreign Investment Allocation and Growth (%), 2015

Figure 10: Australian HNWIs-Global Distribution of Foreign Investments (%), 2011-2020

Figure 11: Australian HNWIs-Liquidity Breakdown (%), 2011-2020

Figure 12: Australian UHNWIs-Asset Class Composition (%), 2011-2020

Figure 13: Australian Exchange Rate-AUD-USD, 2011-2020

Figure 14: Australian Real GDP Growth (%), 2011-2020

Figure 15: Australian GDP per Capita (USD), 2011-2020

Figure 16: Australian Domestic Market Capitalization (USD Billion), 2011-2015

Figure 17: Australian Commodity Indices, 2011-2020

Figure 18: Australian Foreign Direct Investment (USD Billion), 2011-2020

Figure 19: Australian Inflation Rate (%), 2011-2020

Figure 20: Australian Money Market Rate (%), 2011-2020

Figure 21: Australian Balance of Payments (USD Billion), 2011-2015

Figure 22: Australian Government Debt as a Percentage of GDP (%), 2011-2020

Figure 23: Australian Stock Market Performance (Index), 2011-2015

Figure 24: Australian HNWI Wealth vs GDP Ratio (%), 2011-2020

Figure 25: Australian HNWIs-Volume by Wealth Band, 2011-2020

Figure 26: Australian HNWIs-Wealth by Wealth Band (USD Billion), 2011-2020

Figure 27: Australian HNWIs-Wealth per Capita (USD Million), 2011-2020

Table 1: HNWI Wealth Band and Group Definitions

Table 2: Australian HNWIs-Assets Allocations (%), 2011-2020

Table 3: Australian HNWIs-Holdings Growth (%), 2011-2020

Table 4: Australian HNWIs-Alternative Asset Composition (%), 2011-2020

Table 5: Australian HNWIs-Trends of Investments in Alternative Assets (%), 2011-2020

Table 6: Australian Trends in Art, Wine and Wheels, 2011-2015

Table 7: Global Prime Real Estate Prices per m2 (USD), 2015

Table 8: Australian HNWIs-Foreign Investment Allocations (%), 2011-2020

Table 9: Australian HNWIs-Liquidity Breakdown (USD Billion), 2011-2020

Table 10: Australian HNWIs-Liquidity Breakdown (%), 2011-2020

Table 11: Australian UHNWIs-Allocations and Share of HNWI Assets (%), 2015

Table 12: Australian Exchange Rate-AUD-USD Exchange Rate, 2011-2020

Table 13: Australian Real GDP Growth (%), 2011-2020

Table 14: Australian GDP per Capita (USD), 2011-2020

Table 15: Australian Domestic Market Capitalization (USD Billion), 2011-2015

Table 16: Australian Commodity Indices, 2011-2020

Table 17: Australian Foreign Direct Investment (USD Billion), 2011-2020

Table 18: Australian Inflation Rate (%), 2011-2020

Table 19: Australian Money Market Rate (%), 2011-2020

Table 20: Australian Balance of Payments (USD Billion), 2011-2015

Table 21: Australian Government Debt as a Percentage of GDP (%), 2011-2020

Table 22: Australian Stock Market Performance (Index), 2011-2015

Table 23: Australian HNWI Wealth vs. GDP Ratio (%), 2011-2020

Table 24: Australia-Appendix One

Table 25: Australia-Appendix Two

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National Australia Bank

Commonwealth Bank

ANZ Private Bank

WestPac

Deutshe Bank

Credit Suisse

Macquarie Group

JBWere Pty Ltd

Hillross Financial Services

Australia, Wealth, High Net Worth, Ultra High Net Worth, Uhnwi, Hnwi, Hnw, Wealth Management, Private Banking, Asset Allocation, Private Banks, Wealth Manager, Family Offices, Offshore


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