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High Net Worth Trends in the United States 2012 Product Image

High Net Worth Trends in the United States 2012

  • Published: December 2012
  • Region: United States
  • 70 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 projections of the volume and wealth of US HNWIs. This includes demographic trends (2007-2011) and findings of the proprietary WealthInsight HNWI Database.

Scope
The report features:

- Independent market sizing of US HNWIs across five wealth bands

- HNWI volume and wealth trends from 2007 to 2011

- HNWI volume and wealth forecasts to 2016

- 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 up to one hundred data-points on over 100,000 HNWIs from around the world. With the Database as the foundation for our research and analysis, we are able obtain READ MORE >

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 Findings from the WealthInsight HNWI Database
4.1 Trends in HNWI Wealth to 2016
4.1.1 HNWI trend analysis
4.1.2 Trends of the wealth bands
4.1.3 Demographic breakdown of HNWI
4.2 UHNWIs – Billionaires
4.2.1 Billionaire volume trend analysis
4.2.2 Billionaire wealth trend analysis
4.2.3 Billionaire per capita net worth trend analysis
4.2.4 Billionaires by industry
4.2.5 Billionaires by city
4.2.6 Billionaires by state
4.2.7 Billionaires – state by sector
4.2.8 List of billionaires
4.3 UHNWIs – Centimillionaires
4.3.1 Centimillionaire volume trend analysis
4.3.2 Centimillionaire wealth trend analysis
4.3.3 Centimillionaire per capita net worth trend analysis
4.4 UHNWIs – Affluent Millionaires
4.4.1 Affluent millionaire volume trend analysis
4.4.2 Affluent millionaire wealth trend analysis
4.4.3 Affluent millionaire per capita net worth trend analysis
4.5 Core HNWIs
4.5.1 Core HNWI volume trend analysis
4.5.2 Core HNWI wealth trend analysis
4.6 Core HNWIs – Mid-Tier Millionaires
4.6.1 Mid-tier millionaire volume trend analysis
4.6.2 Mid-tier millionaire wealth trend analysis
4.6.3 Mid-tier millionaire per capita net worth trend analysis
4.7 Core HNWIs – Lower-Tier Millionaires
4.7.1 Lower-tier millionaire volume trend analysis
4.7.2 Lower-tier millionaire wealth trend analysis
4.7.3 Lower-tier millionaire per capita net worth trend analysis

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

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$), 2011
Table 5: USA: The largest 10 cities by population, 2011
Table 6: USA: HNWIs – Volume Distribution Wealth Pyramid, 2011
Table 7: USA: HNWIs – Wealth Distribution Wealth Pyramid (% share), 2011
Table 8: USA: Billionaires – Market Overview (US$ Billions) 2007–2016
Table 9: USA: Billionaires – Industry Breakdown, 2011
Table 10: USA: Billionaires – City Breakdown, 2011
Table 11: USA: Billionaires – State Breakdown, 2011
Table 12: USA: Billionaires – State by sector, 2011
Table 13: USA: Top 25 Billionaire’s (US$ Billions), 2011
Table 14: USA: Billionaire Wealth Growth, 2007-2011
Table 15: USA: Centimillionaires – Market Overview, 2007–2016
Table 16: USA: Affluent Millionaires – Market Overview, 2007–2016
Table 17: USA: Mid-Tier Millionaires – Market Overview, 2007–2016
Table 18: USA: Lower-Tier Millionaires – Market Overview, 2007–2016
Table 19: USA: Income Tax Bands, 2012
Table 20: USA: Corporate Tax Structure, 2012
Table 21: USA: Real GDP Growth, 2006–2016
Table 22: USA: GDP Per Capita, 2006–2016
Table 23: USA: Domestic Market Capitalization (US$ Billions) 2006–2011
Table 24: USA: Housing Price Index, 2006–2011
Table 25: USA: Commodity Indices, 2006–2016
Table 26: USA: Foreign Direct Investments (US$ Billions) 2006–2016
Table 27: USA: Investments of FIIs in Equity Products (US$ Billion) 2007–2010
Table 28: USA: Inflation Rate, 2006–2016
Table 29: USA: Money Market Rate, 2006–2016
Table 30: USA: Balance of Payments (US$ Billions) 2006-2011
Table 31: USA: Government Debt to GDP, 2006–2016
Table 32: USA: Stock Market Performance, 2006–2011
Table 33: USA: HNWI Wealth vs GDP Ratio, 2007–2016
Table 34: USA: Appendix One
Table 35: USA: Appendix Two
Table 36: 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 – Growth Factor Correlation, 2007–2011
Figure 7: USA: HNWIs – Volume Distribution Wealth Pyramid, 2011
Figure 8: USA: HNWIs – Wealth Distribution Wealth Pyramid (% share), 2011
Figure 9: USA: HNWIs – Age Distribution, 2011
Figure 10: USA: Billionaires – Market Overview, 2007–2016
Figure 11: USA: Centimillionaires – Market Overview, 2007–2016
Figure 12: USA: Affluent Millionaires – Market Overview, 2007–2016
Figure 13: USA: Mid-Tier Millionaires – Market Overview, 2007–2016
Figure 14: USA: Lower-Tier Millionaires – Market Overview, 2007–2016
Figure 15: USA: Real GDP Growth (%), 2006–2016
Figure 16: USA: GDP Per Capita, 2006–2016
Figure 17: USA: Domestic Market Capitalization (US$ Billion) 2006–2011
Figure 18: USA: Housing Price Index, 2006–2011
Figure 19: USA: Commodity Indices, 2006–2016
Figure 20: USA: Foreign Direct Investments (US$ Billion) 2006–2016
Figure 21: USA: Investments of FIIs in Equity Products (US$ Billion) 2007–2010
Figure 22: USA: Inflation Rate, 2006–2016
Figure 23: USA: Money Market Rate, 2006-2016
Figure 24: USA: Balance of Payments (US$ Billion) 2006-2011
Figure 25: USA: Government Debt to GDP, 2006–2016
Figure 26: USA: Stock Market Performance, 2006–2011
Figure 27: USA: HNWI Wealth vs GDP Ratio, 2007–2016
Figure 28: USA: HNWIs – Volume by Wealth Band, 2007–2016
Figure 29: USA: HNWIs – Wealth by Wealth Band (in US$ Billion), 2007–2016
Figure 30: 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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