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HNWI Asset Allocation in the United States 2012 Product Image

HNWI Asset Allocation in the United States 2012

  • ID: 2334485
  • December 2012
  • Region: United States
  • 71 Pages
  • WealthInsight Ltd

FEATURED COMPANIES

  • Citigroup Private Bank
  • Fifth Third Private Bank
  • Huntington Family Office
  • J.P. Morgan Private Bank
  • Key Private Bank
  • PNC Wealth Management
  • MORE

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 United States.

Summary
This report provides the latest asset allocations of US HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocation of US HNWIs to 2016 and a comprehensive and robust background of the local economy.

Scope
The report features:

- Independent market sizing of US HNWIs across five wealth bands

- HNWI volume, wealth and allocation trends from 2007 to 2011

- HNWI volume, wealth and allocation forecasts to 2016

- HNWI and UHNWI asset allocations across 13 asset classes

- Insights into the drivers of HNWI wealth

Reasons To Buy

- 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 profiles on major private banks, wealth managers and family offices in each country.

- The WealthInsight Intelligence Center Database also includes READ MORE >

FEATURED COMPANIES

  • Citigroup Private Bank
  • Fifth Third Private Bank
  • Huntington Family Office
  • J.P. Morgan Private Bank
  • Key Private Bank
  • PNC Wealth Management
  • MORE

Table of Contents

1 Introduction
1.1 What is this Report About?
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 World Statistics
3.3.2 Distribution of wealth in the US
3.4 HNWI Volume and Wealth Trends

4 Analysis of US HNWI investments
4.1 Analysis by Asset Classes
4.1.1 Trends in Alternative Assets
4.1.2 Trends in “Art, Wine and Wheels”
4.1.3 Trends of Investments in Real Estate
4.1.4 Trends of Investments in Cash and Deposits
4.1.5 Trends of investments in fixed income
4.1.6 Trends of investments in equity
4.1.7 Trends of investments in business interest
4.2 Analysis of Foreign Investments
4.2.1 Investments in Europe
4.2.2 Investments in Asia Pacific
4.2.3 Investments in Latin America
4.2.4 Investments in the Middle East
4.2.5 Investments in Africa
4.3 Alternative Breakdown: Liquid vs. Investable Assets
4.4 Analysis of US UHNWI Investments
4.5 Case Study: Luxury homes in the US

5 Appendix
5.1 Additional Components of the Wealth Sector
5.1.1 Philanthropy
5.1.2 Demand for Intergenerational Wealth Transfer
5.1.3 Human Resource Availability
5.2 Financial Regulators in United States
5.2.1 Banking Regulations
5.2.2 Regulations on Taxes
5.2.3 Regulations related to immigration, investment and employment
5.3 Key Economic Trends and Drivers
5.3.1 Real GDP growth
5.3.2 Per capita GDP 50
5.3.3 Domestic market capitalization
5.3.4 Housing price index
5.3.5 Commodity index
5.3.6 Foreign direct investment
5.3.7 Investments of FIIs in equity products
5.3.8 Inflation rate
5.3.9 Interest rate
5.3.10 Balance of payments
5.3.11 Government debt
5.3.12 Stock market performance
5.4 Wealth Breakdowns

List of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: USA: Top 10 States by GDP, 2011
Table 3: USA: Top 10 States by GDP per capita, 2011
Table 4: USA: High Income Counties (US$), 2011
Table 5: USA: The largest 10 cities by population, 2011
Table 6: USA: Allocations of HNWI Assets, 2007-2016
Table 7: USA: HNWIs - Holdings Growth (%), 2007–2016
Table 8: USA: HNWIs – Trends of Investments in Alternative Assets (%), 2007–2016
Table 9: USA: HNWIs – Alternative Asset Composition (%), 2007–2016
Table 10: USA: Trends in “Art, Wine and Wheels”, 2007–2011
Table 11: USA: HNWIs –Prime Cities, 2007–2011
Table 12: USA: Prime real estate prices, US$ terms, 2011
Table 13: Global: Prime International Cities, US$ terms, 2007–2011
Table 14: Global: Prime real estate prices per square meters, US$ terms, 2011
Table 15: USA: Top 10 HNWI 2nd home destinations, 2007- 2011
Table 16: USA: Other 2nd home hotspots for HNWIs, 2011
Table 17: USA: HNWIs – % Foreign allocation, 2007–2016
Table 18: USA: HNWIs – Liquidity Breakdown (US$ Billion), 2007–2016
Table 19: USA: HNWIs – Liquidity Breakdown (%), 2007–2016
Table 20: USA: UHNWIs – Allocations and Share of HNWI Assets, 2011
Table 21: USA: Homes for sale, 2011
Table 22: USA: Income Tax Bands, 2012
Table 23: USA: Corporate Tax Structure, 2012
Table 24: USA: Real GDP Growth, 2006–2016
Table 25: USA: GDP Per Capita, 2006–2016
Table 26: USA: Domestic Market Capitalization (US$ Billions) 2006–2011
Table 27: USA: Housing Price Index, 2006–2011
Table 28: USA: Commodity Indices, 2006–2016
Table 29: USA: Foreign Direct Investments (US$ Billions) 2006–2016
Table 30: USA: Investments of FIIs in Equity Products (US$ Billion) 2007–2010
Table 31: USA: Inflation Rate, 2006–2016
Table 32: USA: Money Market Rate, 2006–2016
Table 33: USA: Balance of Payments (US$ Billions) 2006-2011
Table 34: USA: Government Debt to GDP, 2006–2016
Table 35: USA: Stock Market Performance, 2006–2011
Table 36: USA: HNWI Wealth vs GDP Ratio, 2007–2016
Table 37: USA: Appendix One
Table 38: USA: Appendix Two
Table 39: USA: UHNWI –Source of wealth (%), 2011

List of Figures
Figure 1: HNWI Wealth Band Definitions
Figure 2: USA: Map
Figure 3: USA: Asset Price Performance, 2007-2011
Figure 4: USA: HNWI Performance, 2007–2016
Figure 5: USA: US HNWIs vs the World
Figure 6: USA: HNWIs – Asset Class Composition, 2007–2016
Figure 7: USA: HNWIs – Trends in Alternative Assets (in US$ Billion), 2007–2016
Figure 8: USA: Trends in “Art, Wine and Wheels”, 2007–2011
Figure 9: USA: HNWIs – Foreign Investment Allocation and Growth (%), 2011–2016
Figure 10: USA: HNWIs – Global Distribution of Foreign Investments, 2007–2016
Figure 11: USA: HNWIs – Liquidity Breakdown (%), 2007-2016
Figure 12: USA: UHNWIs – Asset Class Composition, 2007–2016
Figure 13: USA: Real GDP Growth (%), 2006–2016
Figure 14: USA: GDP Per Capita, 2006–2016
Figure 15: USA: Domestic Market Capitalization (US$ Billion) 2006–2011
Figure 16: USA: Housing Price Index, 2006–2011
Figure 17: USA: Commodity Indices, 2006–2016
Figure 18: USA: Foreign Direct Investments (US$ Billion) 2006–2016
Figure 19: USA: Investments of FIIs in Equity Products (US$ Billion) 2007–2010
Figure 20: USA: Inflation Rate, 2006–2016
Figure 21: USA: Money Market Rate, 2006-2016
Figure 22: USA: Balance of Payments (US$ Billion) 2006-2011
Figure 23: USA: Government Debt to GDP, 2006–2016
Figure 24: USA: Stock Market Performance, 2006–2011
Figure 25: USA: HNWI Wealth vs GDP Ratio, 2007–2016
Figure 26: USA: HNWIs – Volume by Wealth Band, 2007–2016
Figure 27: USA: HNWIs – Wealth by Wealth Band (in US$ Billion), 2007–2016
Figure 28: USA: HNWIs – Wealth per Capita (in US$ million), 2007–2016

- Morgan Stanley Smith Barney
- Bank of America Merrill Lynch
- J.P. Morgan Private Bank
- Citigroup Private Bank
- Goldman Sachs Private Wealth Management
- US. Trust, Bank of America Private Wealth Management
- Northern Trust Wealth Management
- BNY Mellon Wealth Management
- Wells Fargo Private Bank
- Key Private Bank
- PNC Wealth Management
- Alliance Bernstein Private Clients
- Huntington Family Office
- US Bancorp Wealth Management
- City National Wealth Management
- Fifth Third Private Bank
- Wells Fargo Family Wealth
- First Republic Private Wealth Management
- Huntington Private Financial Group
- The Commerce Trust Company

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