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US Wealth Report 2015

US Wealth Report 2015


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Executive Summary

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.

Summary

This report reviews the performance and asset allocations of HNWIs and ultra-HNWIs in the US. It also includes an evaluation of the local wealth management market.

Scope

Independent market sizing of the US HNWIs for five wealth bands

HNWI volume, wealth and allocation trends from 2010 to 2014

HNWI volume, wealth and allocation forecasts to 2019

HNWI and UHNWI asset allocations across 13 asset classes

Geographical breakdown of all foreign assets

Alternative breakdown of liquid vs investable assets

Details of the development, challenges and opportunities related to the wealth management and private banking sector in US

The size of the US wealth management industry

Information on private banks

Detailed wealth management and family office information

Insights into the drivers of HNWI wealth

Reasons To Buy

US Wealth Report 2015 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, created based on over 125,000 HNWIs from around the world in WealthInsight's database.

With the wealth reports as the foundation for its research and analysis, WealthInsight is able to 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 HNWIs to 2019, 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 the sector faces.

Key Highlights

There were 5,376,392 HNWIs in the US in 2014, which held US$20.5 trillion in wealth.

The HNWI population in the US increased by 2.8% in 2014, following an incline of 3.8% in 2013.

Growth in HNWI wealth and numbers is expected to improve over the forecast period. The number of HNWIs in the US is forecast to grow by 8.6%, to reach 6,038,381 in 2019, while HNWI wealth is projected to grow by 27.7%, to reach US$27.7 trillion.

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 Findings from the WealthInsight HNWI Database

5.1 Trends in HNWI Wealth to 2019

5.1.1 HNWI trend analysis

5.1.2 Wealth band trends

5.1.3 Demographic breakdown of HNWIs

5.1.4 HNWIs - job titles

5.1.5 HNWIs - industry breakdown

5.1.6 HNWIs - industry performance

5.1.7 HNWIs - breakdown by city

5.1.8 HNWIs - city performance

5.1.9 HNWIs - city population densities

5.1.10 HNWIs - city forecasts

5.2 UHNWIs

5.2.1 UHNWI volume trend analysis

5.2.2 UHNWI wealth trend analysis

5.2.3 Demographic breakdown of UHNWIs

5.2.4 UHNWIs - industry breakdown

5.2.5 UHNWIs - city breakdown and performance

5.3 UHNWIs - Billionaires

5.3.1 Billionaire volume trend analysis

5.3.2 Billionaire wealth trend analysis

5.3.3 Billionaire per capita net worth trend analysis

5.3.4 List of billionaires

5.4 UHNWIs - Centimillionaires

5.4.1 Centimillionaire volume trend analysis

5.4.2 Centimillionaire wealth trend analysis

5.4.3 Centimillionaire per capita net worth trend analysis

5.5 UHNWIs - Affluent Millionaires

5.5.1 Affluent millionaire volume trend analysis

5.5.2 Affluent millionaire wealth trend analysis

5.5.3 Affluent millionaire per capita net worth trend analysis

5.6 Core HNWIs

5.6.1 Core HNWI volume trend analysis

5.7 Core HNWIs - Mid-Tier Millionaires

5.7.1 Mid-tier millionaire volume trend analysis

5.7.2 Mid-tier millionaire wealth trend analysis

5.7.3 Mid-tier millionaire per capita net worth trend analysis

5.8 Core HNWIs - Lower-Tier Millionaires

5.8.1 Lower-tier millionaire volume trend analysis

5.8.2 Lower-tier millionaire wealth trend analysis

5.8.3 Lower-tier millionaire per capita net worth trend analysis

6 Analysis of US HNWI Investments

6.1 Analysis by Asset Class

6.1.1 Trends in alternative assets

6.1.2 Trends in 'art, wine and wheels'

6.1.3 Trends of investment in real estate

6.1.4 Trends of investment in cash and deposits

6.1.5 Trends of investment in fixed income

6.1.6 Investment trends in equity

6.1.7 Investments trends in business interests

6.2 Analysis of Foreign Investments

6.2.1 Investments in Europe

6.2.2 Investments in North America (including the US, Mexico and the Caribbean)

6.2.3 Investments in Asia-Pacific

6.2.4 Investments in South America

6.2.5 Investments in the Middle East

6.2.6 Investments in Africa

6.3 Alternative Breakdown: Liquid vs. Investable Assets

6.4 Analysis of US UHNWI Investments

7 Competitive Landscape

7.1 Additional Components of the Wealth Sector in US

7.1.1 Domestic private banks

7.1.2 Foreign private banks

7.1.3 Wealth managers

7.1.4 Family offices

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 (FDI) - inflows and outflows

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

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 (US$ Billion and HNWI Volume), 2010-2019

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

Figure 6: The US - HNWIs - Growth Factor Correlation, 2010-2014

Figure 7: The US - HNWIs - Wealth Pyramid (Volume Distribution), 2014

Figure 8: The US - HNWIs - Wealth Pyramid (Wealth Distribution), 2014

Figure 9: The US - HNWIs - Age Distribution (%), 2014

Figure 10: The US - HNWIs - Job Titles (%), 2010-2014

Figure 11: The US - HNWIs - Distribution by Industry (%), 2014

Figure 12: The US - HNWIs - City Performance (%), 2010-2014

Figure 13: The US - HNWIs - Volume of HNWIs by City (Thousand), 2010 and 2014

Figure 14: The US - HNWIs - City Forecasts (%), 2015-2019

Figure 15: The US - Volume of HNWIs by City (Thousand), 2015-2019

Figure 16: The US - UHNWIs Wealth Share vs Volume Growth (%), 2010-2014

Figure 17: The US - UHNWIs Volume by Wealth Band (Thousand), 2010-2019

Figure 18: The US - UHNWI Wealth by Wealth Band (US$ Billion), 2010-2019

Figure 19: The US - UHNWI Age Distribution (Percentage Share), 2014

Figure 20: The US - UHNWI Distribution by Industry (%), 2014

Figure 20: The US - Billionaires Market Overview (Volume and US$ Billion), 2010-2019

Figure 21: The US - Centimillionaires Market Overview (Volume and US$ Million/Billion), 2010-2019

Figure 22: The US - Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2010-2019

Figure 23: The US - Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2010-2019

Figure 24: The US - Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2010-2019

Figure 25: The US - HNWI Asset Class Composition (%), 2010-2019

Figure 26: The US - HNWI Trends in Alternative Assets (US$ Billion), 2010-2019

Figure 27: The US - Trends in 'Art, Wine and Wheels', 2010-2014

Figure 28: The US - HNWI Foreign Investment Allocation and Growth (%), 2014

Figure 29: The US - HNWIs - Global Distribution of Foreign Investments (%), 2010-2019

Figure 30: The US - HNWI Liquidity Breakdown (%), 2010-2019

Figure 31: The US - UHNWI Asset Class Composition (%), 2010-2019

Figure 32: The US - Real GDP Growth (%), 2010-2019

Figure 33: The US - GDP Per Capita (US$), 2010-2019

Figure 34: The US - Domestic Market Capitalization (US$ Billion), 2010-2014

Figure 35: The US - Commodity Indices, 2010-2019

Figure 36: The US - Foreign Direct Investments (US$ Billion), 2010-2019

Figure 37: The US - Inflation Rate (%), 2010-2019

Figure 38: The US - Money Market Rate (%), 2010-2019

Figure 39: The US - Balance of Payments (US$ Billion), 2010-2014

Figure 40: The US - Government Debt as a Percentage of GDP (%), 2010-2019

Figure 41: The US - Stock Market Performance (Index), 2010-2014

Figure 42: The US - HNWI Wealth vs GDP Ratio (%), 2010-2019

Figure 43: The US - HNWIs - Volume by Wealth Band, 2010-2019

Figure 44: The US - HNWIs - Wealth by Wealth Band (US$ Billion), 2010-2019

Figure 45: The US - HNWIs - Wealth per Capita (US$ Million), 2010-2019

Table 1: HNWI Wealth Band and Group Definitions

Table 2: The US - HNWIs - Volume Distribution (%), 2014

Table 3: The US - HNWIs - Wealth Distribution Wealth Pyramid (%), 2014

Table 4: The US - HNWIs - Industry Performance (%), 2010-2014

Table 5: The US - HNWIs - Cities, 2014

Table 6: The US - HNWI Growth in Top Cities (Thousand), 2010-2014

Table 7: The US - HNWIs Population Density in Major Cities (Thousand), 2014

Table 8: The US - HNWIs in Top Cities, 2010-2019

Table 9: The US - HNWIs - Growth Rates for Top Cities (%), 2010-2019

Table 10: The US - HNWI Source of Wealth (%), 2014

Table 11: The US - UHNWI Gender Performance (%), 2010-2014

Table 12: The US - Volume of UHNWI in Top Cities, 2010-2019

Table 13: The US - UHNWIs Growth Rates for Top Cities (%), 2010-2019

Table 14: The US - Billionaires Market Overview (Volume and US$ Billion), 2010-2019

Table 15: The US - Top 10 Billionaires (US$ Billion), 2014

Table 16: The US - Billionaire Wealth Growth (US$ Billion), 2010?2014

Table 17: The US - Centimillionaires Market Overview (Volume and US$ Million/Billion), 2010-2019

Table 18: The US - Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2010-2019

Table 19: The US - Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2010-2019

Table 20: The US - Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2010-2019

Table 21: The US - Allocations of HNWI Assets (%), 2010-2019

Table 22: The US - HNWIs ? Holdings Growth (%), 2010-2019

Table 23: The US - HNWI Alternative Asset Composition (%), 2010-2019

Table 24: The US - HNWI Trends of Investments in Alternative Assets (%), 2010-2019

Table 25: The US - Trends in 'Art, Wine and Wheels', 2010-2014

Table 26: Global Prime Real Estate Prices per m2 (US$), 2014

Table 27: The US - HNWI Foreign Investment Allocations (%), 2010-2019

Table 28: The US - HNWI Liquidity Breakdown (US$ Billion), 2010-2019

Table 29: The US - HNWI Liquidity Breakdown (%), 2010-2019

Table 30: The US - UHNWI Allocations and Share of HNWI Assets (%), 2014

Table 31: Leading Domestic Private Banks in US by AuM (US$), 2014

Table 32: Leading Foreign Private Banks in US by AuM (US$), 2014

Table 33: Leading Wealth Mangers in US by AuM (US$), 2014

Table 34: Leading Family Officers in the US by AuM (US$), 2014

Table 35: The US - Real GDP Growth (%), 2010-2019

Table 36: The US - GDP Per Capita (US$), 2010-2019

Table 37: The US - Domestic Market Capitalization (US$ Billion), 2010-2014

Table 38: The US - Commodity Indices, 2010-2019

Table 39: The US - Foreign Direct Investments (US$ Billion), 2010-2019

Table 40: The US - Inflation Rate (%), 2010-2019

Table 41: The US - Money Market Rate (%), 2010-2019

Table 42: The US - Balance of Payments (US$ Billion), 2010-2014

Table 43: The US - Government Debt as a Percentage of GDP (%), 2010-2019

Table 44: The US - Stock Market Performance (Index), 2010-2014

Table 45: The US - HNWI Wealth vs GDP Ratio (%), 2010-2019

Table 46: The US - Appendix One

Table 47: The US - Appendix Two

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