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HNWI Asset Allocation in the USA 2015

HNWI Asset Allocation in the USA 2015


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Executive Summary

This report provides the latest asset allocations of USA HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of USA HNWIs to 2019 and a comprehensive and robust background of the local economy.

Summary

This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in USA.

The report focuses on HNWI performance between the end of 2010 and the end of 2014. This enables us to determine how well the country's HNWIs have performed through the crisis.

Scope

Independent market sizing of USA HNWIs across five wealth bands

HNWI volume and wealth trends from 2010 to 2014

HNWI volume and wealth forecasts to 2019

HNWI and UHNWI asset allocations across 13 asset classes

Insights into the drivers of HNWI wealth

Reasons To Buy

The HNWI Asset Allocation in USA 2015 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 2019.

Key Highlights

Business interests were the largest asset class for US HNWIs in 2014, with 29.9% of total HNWI assets. This was followed by equities with 29.2%, real estate with 16.6%, fixed income with 10.6%, cash with 8.1% and alternatives with 5.5%.

Equities recorded growth at a rate of 66.5%, real estate at 28.4%, business interests at 27.7%, and alternatives and fixed income at 20.2% during the review period.

Alternative assets held by HNWIs in the US decreased during the review period, going from 6% of total HNWI assets in 2010 to 5.5% in 2014. HNWI allocations to commodities also decreased from 1.5% to 1.3% of total assets over the same period.

WealthInsight expects allocations in commodities to decline over the forecast period, to reach 1% of total HNWI assets by 2019, as global liquidity tightens due to a forecast near-term drop in demand for raw materials from China. This is expected to cause global commodity prices to flatten out.

The US HNWI liquid assets valued USD9.8 trillion as of 2014, representing 47.9% of total wealth holdings.

1 Introduction

1.1 Details of this Report

1.2 Definitions

2 Executive Summary

3 US Key Facts

4 Distribution of Wealth in US

4.1 HNWI Volume and Wealth Trends

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 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 US UHNWI Investments

6 APPENDIX

6.1 Key Drivers

6.1.1 Real GDP growth

6.1.2 Per capita GDP

6.1.3 Domestic market capitalization

6.1.4 Commodity index

6.1.5 Foreign direct investments (FDI) - inflows and outflows

6.1.6 Inflation rate

6.1.7 Interest rate

6.1.8 Balance of payments

6.1.9 Government debt

6.1.10 Stock market performance

6.1.11 Wealth Breakdowns

7 About WealthInsight

Figure 1: HNWI Wealth Band Definitions

Figure 2: Map of the US

Figure 3: The US - Asset Price Performance (%), 2010-2014

Figure 4: The US - HNWI Performance (USD Billion and HNWI Volume), 2010-2019

Figure 5: The US - vs Global HNWIs (%), 2010-2019

Figure 6: The US - HNWI Asset Class Composition (%), 2010-2019

Figure 7: The US - HNWI Trends in Alternative Assets (USD Billion), 2010-2019

Figure 8: The US - Trends in 'Art, Wine and Wheels', 2010-2014

Figure 9: The US - HNWI Foreign Investment Allocation and Growth (%), 2014

Figure 10: The US - HNWIs - Global Distribution of Foreign Investments (%), 2010-2019

Figure 11: The US - HNWI Liquidity Breakdown (%), 2010-2019

Figure 12: The US - UHNWI Asset Class Composition (%), 2010-2019

Figure 13: The US - Real GDP Growth (%), 2010-2019

Figure 14: The US - GDP Per Capita (USD), 2010-2019

Figure 15: The US - Domestic Market Capitalization (USD Billion), 2010-2014

Figure 16: The US - Commodity Indices, 2010-2019

Figure 17: The US - Foreign Direct Investments (USD Billion), 2010-2019

Figure 18: The US - Inflation Rate (%), 2010-2019

Figure 19: The US - Money Market Rate (%), 2010-2019

Figure 20: The US - Balance of Payments (USD Billion), 2010-2014

Figure 21: The US - Government Debt as a Percentage of GDP (%), 2010-2019

Figure 22: The US - Stock Market Performance (Index), 2010-2014

Figure 23: The US - HNWI Wealth vs GDP Ratio (%), 2010-2019

Figure 24: The US - HNWIs - Volume by Wealth Band (USD Millions), 2010-2019

Figure 25: The US - HNWIs - Wealth by Wealth Band (USD Trillions), 2010-2019

Figure 26: The US - HNWIs - Wealth per Capita (USD Million), 2010-2019

Table 1: HNWI Wealth Band and Group Definitions

Table 2: The US - Allocations of HNWI Assets (%), 2010-2019

Table 3: The US - HNWIs ? Holdings Growth (%), 2010-2019

Table 4: The US - HNWI Alternative Asset Composition (%), 2010-2019

Table 5: The US - HNWI Trends of Investments in Alternative Assets (%), 2010-2019

Table 6: The US - Trends in 'Art, Wine and Wheels', 2010-2014

Table 7: Global Prime Real Estate Prices per m2 (USD), 2014

Table 8: The US - HNWI Foreign Investment Allocations (%), 2010-2019

Table 9: The US - HNWI Liquidity Breakdown (USD Billion), 2010-2019

Table 10: The US - HNWI Liquidity Breakdown (%), 2010-2019

Table 11: The US - UHNWI Allocations and Share of HNWI Assets (%), 2014

Table 12: The US - Real GDP Growth (%), 2010-2019

Table 13: The US - GDP Per Capita (USD), 2010-2019

Table 14: The US - Domestic Market Capitalization (USD Billion), 2010-2014

Table 15: The US - Commodity Indices, 2010-2019

Table 16: The US - Foreign Direct Investments (USD Billion), 2010-2019

Table 17: The US - Inflation Rate (%), 2010-2019

Table 18: The US - Money Market Rate (%), 2010-2019

Table 19: The US - Balance of Payments (USD Billion), 2010-2014

Table 20: The US - Government Debt as a Percentage of GDP (%), 2010-2019

Table 21: The US - Stock Market Performance (Index), 2010-2014

Table 22: The US - HNWI Wealth vs GDP Ratio (%), 2010-2019

Table 23: The US - Appendix One

Table 24: The US - Appendix Two

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Merrill Lynch Wealth Management

Morgan Stanley Wealth Management

UBS Wealth Management USA

LPL Financial LLC

Robert W Baird & Co

Northern Trust Family Office

Rockefeller Wealth Advisors

US 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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