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Challenges and Opportunities for the Wealth Sector in the United States 2012 Product Image

Challenges and Opportunities for the Wealth Sector in the United States 2012

  • Published: December 2012
  • Region: United States
  • 65 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 is a thorough analysis of the US Wealth Management and Private Banking sector, and the opportunities and challenges that it faces.

Scope
The report features:

- Independent market sizing of US HNWIs across five wealth bands

- 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 local wealth management industry

- Detailed wealth management and family office information

- 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.

- READ 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 Competitive Landscape of the Wealth Sector
4.1 Competitive landscape
4.1.1 Private Banks
4.1.2 Wealth Managers
4.1.3 Family offices
4.1.4 Financial Advisors
4.2 Developments in the US Private Banking Industry
4.3 United States Wealth Management Industry – Clientele Model and Maturity
4.4 Behavioral Mapping of Wealth Management and Private Banking Industry in the US
4.5 Porter’s Five Force Analysis – Wealth Management Industry in the United States
4.6 Financial Services Review
4.6.1 Retail banks
4.6.2 Fund Management

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
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

6 About WealthInsight

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$), 2011
Table 5: USA: The largest 10 cities by population, 2011
Table 6: USA: Top 20 Private Banks by AuM, 2011
Table 7: USA: Wealth Managers per City, 2011
Table 8: USA: Top 20 Wealth Managers by AuM, 2011
Table 9: USA: Family Offices, 2011
Table 10: USA: Family Offices per City, 2011
Table 11: USA: Financial Advisors in United States Cities, 2011
Table 12: USA: Income Tax Bands, 2012
Table 13: USA: Corporate Tax Structure, 2012
Table 14: USA: Real GDP Growth, 2006–2016
Table 15: USA: GDP Per Capita, 2006–2016
Table 16: USA: Domestic Market Capitalization (US$ Billions) 2006–2011
Table 17: USA: Housing Price Index, 2006–2011
Table 18: USA: Commodity Indices, 2006–2016
Table 19: USA: Foreign Direct Investments (US$ Billions) 2006–2016
Table 20: USA: Investments of FIIs in Equity Products (US$ Billion) 2007–2010
Table 21: USA: Inflation Rate, 2006–2016
Table 22: USA: Money Market Rate, 2006–2016
Table 23: USA: Balance of Payments (US$ Billions) 2006-2011
Table 24: USA: Government Debt to GDP, 2006–2016
Table 25: USA: Stock Market Performance, 2006–2011
Table 26: USA: HNWI Wealth vs GDP Ratio, 2007–2016
Table 27: USA: Appendix One
Table 28: USA: Appendix Two
Table 29: 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: Wealth Management Industry – Maturity Level of Players
Figure 7: USA: Wealth Management Industry – Behavioral Mapping, 2011
Figure 8: USA: Wealth Management Industry – Five Forces Analysis
Figure 9: USA: Real GDP Growth (%), 2006–2016
Figure 10: USA: GDP Per Capita, 2006–2016
Figure 11: USA: Domestic Market Capitalization (US$ Billion) 2006–2011
Figure 12: USA: Housing Price Index, 2006–2011
Figure 13: USA: Commodity Indices, 2006–2016
Figure 14: USA: Foreign Direct Investments (US$ Billion) 2006–2016
Figure 15: USA: Investments of FIIs in Equity Products (US$ Billion) 2007–2010
Figure 16: USA: Inflation Rate, 2006–2016
Figure 17: USA: Money Market Rate, 2006-2016
Figure 18: USA: Balance of Payments (US$ Billion) 2006-2011
Figure 19: USA: Government Debt to GDP, 2006–2016
Figure 20: USA: Stock Market Performance, 2006–2011
Figure 21: USA: HNWI Wealth vs GDP Ratio, 2007–2016
Figure 22: USA: HNWIs – Volume by Wealth Band, 2007–2016
Figure 23: USA: HNWIs – Wealth by Wealth Band (in US$ Billion), 2007–2016
Figure 24: 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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