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Ultra HNWIs in the US in 2014 Product Image Special Offer Sale Banner

Ultra HNWIs in the US in 2014

  • ID: 3055235
  • December 2014
  • Region: United States
  • 109 Pages
  • WealthInsight Ltd
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This report reviews the performance and asset allocations of Ultra HNWIs in the US, and highlights top-performing cities

FEATURED COMPANIES

  • Citigroup Private Bank
  • JP Morgan Private Bank
  • PNC Wealth Management
  • Wells Fargo Private Bank
  • MORE

Synopsis:

- This report is the result of extensive research covering the high net worth individual (HNWI) population and wealth management market in the US.
- The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013. This enables us to determine how well the country's UHNWIs have performed through the crisis.

Summary:

This report reviews the performance and asset allocations of Ultra HNWIs in the US, and highlights top-performing cities. It also includes an evaluation of the local wealth management industry.

Scope

- UHNWI volume, wealth and allocation trends from 2009 to 2013
- UHNWI volume, wealth and allocation forecasts to 2018
- UHNWI asset allocations across 13 asset classes
- Number of UHNWIs in each state and all major cities
- Fastest growing cities and states for UHNWIs (2009-2013)
- 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 the US wealth management industry
- READ MORE >

Note: Product cover images may vary from those shown
This report reviews the performance and asset allocations of Ultra HNWIs in the US, and highlights top-performing cities

FEATURED COMPANIES

  • Citigroup Private Bank
  • JP Morgan Private Bank
  • PNC Wealth Management
  • Wells Fargo Private Bank
  • MORE

1 Introduction
1.1 Details of this Report
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 Distribution of wealth in the US
3.4 HNWI Volume and Wealth Trends

4 Findings from the HNWI Database
4.1 Trends in HNWI Wealth to 2018
4.1.1 HNWI trend analysis
4.1.2 Wealth band trends
4.1.3 Demographic breakdown of HNWIs
4.1.4 HNWIs - job titles
4.1.5 HNWIs - industry breakdown
4.1.6 HNWIs - industry performance
4.1.7 HNWIs - breakdown by city
4.1.8 HNWIs - city performance
4.1.9 HNWIs - city population densities
4.1.10 HNWIs - city forecasts
4.1.11 HNWIs - breakdown by state
4.1.12 HNWIs - state performance
4.1.13 HNWIs - state population densities
4.2 UHNWIs
4.2.1 UHNWI volume trend analysis
4.2.2 UHNWI wealth trend analysis
4.2.3 Demographic breakdown of UHNWIs
4.2.4 UHNWIs - industry breakdown
4.2.5 UHNWIs - city breakdown and performance
4.3 UHNWIs - Billionaires
4.3.1 Billionaire volume trend analysis
4.3.2 Billionaire wealth trend analysis
4.3.3 Billionaire per capita net worth trend analysis
4.3.4 List of billionaires
4.4 UHNWIs - Centimillionaires
4.4.1 Centimillionaire volume trend analysis
4.4.2 Centimillionaire wealth trend analysis
4.4.3 Centimillionaire per capita net worth trend analysis
4.5 UHNWIs - Affluent Millionaires
4.5.1 Affluent millionaire volume trend analysis
4.5.2 Affluent millionaire wealth trend analysis
4.5.3 Affluent millionaire per capita net worth trend analysis
4.6 Core HNWIs
4.6.1 Core HNWI volume trend analysis
4.7 Core HNWIs - Mid-Tier Millionaires
4.7.1 Mid-tier millionaire volume trend analysis
4.7.2 Mid-tier millionaire wealth trend analysis
4.7.3 Mid-tier millionaire per capita net worth trend analysis
4.8 Core HNWIs - Lower-Tier Millionaires
4.8.1 Lower-tier millionaire volume trend analysis
4.8.2 Lower-tier millionaire wealth trend analysis
4.8.3 Lower-tier millionaire per capita net worth trend analysis

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 investments in real estate
5.1.4 Trends of investments in cash and deposits
5.1.5 Trends of investments 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 Central and 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 Competitive Landscape of the Wealth Sector
6.1 Competitive Landscape
6.1.1 Foreign private banks
6.1.2 Wealth managers
6.1.3 Family offices
6.1.4 Financial advisors
6.2 Developments in the Private Banking Industry
6.3 Wealth Management and the Private Banking Industry
6.3.1 The US wealth management industry - clientele model and maturity
6.4 Behavioral Mapping of Wealth Management and Private Banking in the US

7 Appendix
7.1 Tax Regulations
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 - inflow and outflow
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 the Publisher

List of Tables:
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Cities in the US by Population (Volume), 2013
Table 3: US HNWIs - Volume Distribution (%), 2013
Table 4: US HNWIs - Wealth Distribution (%), 2013
Table 5: US HNWIs - Industry Performance, 2009-2013
Table 6: US HNWIs - Cities, 2013
Table 7: US HNWI Growth in Top Cities (Thousand), 2009-2013
Table 8: US HNWI Population Density in Major Cities (Thousand), 2013
Table 9: US HNWIs in Top Cities, 2009-2018
Table 10: US HNWIs - Growth Rates for Top Cities (%), 2009-2018
Table 11: US Volume of HNWI by States, 2013
Table 12: US HNWI State Performance (%), 2009-2013
Table 13: US HNWIs Population Density by State, 2013
Table 14: US UHNWI Gender Performance (%), 2009-2013
Table 15: US UHNWI Sources of Wealth (%), 2013
Table 16: US Volume of UHNWIs in Top Cities, 2009-2018
Table 17: US UHNWI Growth Rates in Top Cities (%), 2009-2018
Table 18: US Billionaires Market Overview (Volume and US$ Billion), 2009-2018
Table 19: US Top-10 Billionaires (US$ Billion), 2013
Table 20: US Billionaire Wealth Growth (US$ Billion), 2009-2013
Table 21: US Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Table 22: US Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Table 23: US Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Table 24: US Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Table 25: US Allocations of HNWI Assets (%), 2009-2018
Table 26: US HNWI Holdings Growth (%), 2009-2018
Table 27: US HNWI Alternative Asset Composition (%), 2009-2018
Table 28: US HNWI Trends of Investments in Alternative Assets (%), 2009-2018
Table 29: US Trends in ‘Art, Wine and Wheels’, 2009-2013
Table 30: Global Prime Real Estate Prices per m2 (US$), 2014
Table 31: US HNWI Foreign Investment Allocations (%), 2009-2018
Table 32: US HNWI Liquidity Breakdown (US$ Billion), 2009-2018
Table 33: US HNWI Liquidity Breakdown (%), 2009-2018
Table 34: US UHNWI Allocations and Share of HNWI Assets (%), 2013
Table 35: Leading Foreign Private Banks in the US by Local AuM (US$ Million), 2013
Table 36: Leading Wealth Managers in the US by AuM (US$ Million), 2013
Table 37: Leading US Family Offices by AuM (US$ Million), 2013
Table 38: US Wealth Management Industry - Recent Deal Activity, 2014
Table 39: US Income Tax Bands (USD), 2013-2014
Table 40: US Real GDP Growth (%), 2009-2018
Table 41: US GDP per Capita (US$), 2009-2018
Table 42: US Domestic Market Capitalization (US$ Billion),2009-2013
Table 43: US Commodity Indices, 2009-2018
Table 44: US Foreign Direct Investment (US$ Billion), 2009-2018
Table 45: US Inflation Rate (%), 2009-2018
Table 46: US Money Market Rate (%), 2009-2018
Table 47: US Balance of Payments (US$ Billion), 2009-2013
Table 48: US Government Debt as a Percentage of GDP, 2009-2018
Table 49: US Stock Market Performance, 2009-2013
Table 50: US HNWI Wealth vs GDP Ratio, 2009-2018
Table 51: US - Appendix One
Table 52: US - Appendix Two

List of Figures:
Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of the US
Figure 3: US Asset Price Performance (%), 2009-2013
Figure 4: US HNWI Performance (US$ Billion and HNWI Volume), 2009-2018
Figure 5: US Vs Global HNWIs (%), 2009-2018
Figure 6: US HNWIs - Growth Factor Correlation, 2009-2013
Figure 7: US HNWIs - Wealth Pyramid (Volume Distribution), 2013
Figure 8: US HNWIs - Wealth Pyramid (Distribution), 2013
Figure 9: US HNWIs - Age Distribution (%), 2013
Figure 10: US HNWIs - Job Titles (%), 2009-2013
Figure 11: US HNWIs - Distribution by Industry (%), 2013
Figure 12: US HNWIs - City Performance (%), 2009-2013
Figure 13: US HNWIs - Volume of HNWIs by City (Thousand), 2009 and 2013
Figure 14: US HNWIs - City Forecasts (%), 2014-2018
Figure 15: US Volume of HNWIs by City (Thousand), 2014-2018
Figure 16: US UHNWI Wealth Share vs Volume Growth (%), 2009-2013
Figure 17: US UHNWI Volume by Wealth Band (Thousand), 2009-2018
Figure 18: US UHNWI Wealth by Wealth Band (US$ Billion), 2009-2018
Figure 19: US UHNWI Age Distribution (Percentage Share), 2013
Figure 20: US UHNWI Distribution by Industry (%), 2013
Figure 21: US Billionaires Market Overview (Volume and US$ Billion), 2009-2018
Figure 22: US Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Figure 23: US Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Figure 24: US Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Figure 25: US Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Figure 26: US HNWI Asset Class Composition (%), 2009-2018
Figure 27: US HNWI Trends in Alternative Assets (US$ Billion), 2009-2018
Figure 28: US Trends in ‘Art, Wine and Wheels’, 2009-2013
Figure 29: US HNWI Foreign Investment Allocations and Growth (%), 2013
Figure 30: US HNWI Global Distribution of Foreign Investments (%), 2009-2018
Figure 31: US HNWI Liquidity Breakdown (%), 2009-2018
Figure 32: US UHNWI Asset Class Composition (%), 2009-2018
Figure 33: US Wealth Management Industry - Maturity Level of Operators, 2014
Figure 34: The US Wealth Management Industry - Behavioral Mapping, 2013
Figure 35: US Real GDP Growth (%), 2009-2018
Figure 36: US GDP per Capita (US$), 2009-2018
Figure 37: US Domestic Market Capitalization (US$ Billion), 2009-2013
Figure 38: US Commodity Indices, 2009-2018
Figure 39: US Foreign Direct Investment (US$ Billion), 2009-2018
Figure 40: US Inflation Rate (%), 2009-2018
Figure 41: US Money Market Rate (%), 2009-2018
Figure 42: US Balance of Payments (US$ Billion), 2009-2013
Figure 43: US Government Debt as a Percentage of GDP, 2009-2018
Figure 44: US Stock Market Performance, 2009-2013
Figure 45: US HNWI Wealth vs GDP Ratio, 2009-2018
Figure 46: US HNWIs - Volume by Wealth Band, 2009-2018
Figure 47: US HNWIs - Wealth by Wealth Band (US$ Billion), 2009-2018
Figure 48: US HNWIs - Wealth per Capita (US$ Million), 2009-2018

Note: Product cover images may vary from those shown
This report reviews the performance and asset allocations of Ultra HNWIs in the US, and highlights top-performing cities

- BNY Mellon Wealth Management
- Bank of America Merrill Lynch
- Citigroup Private Bank
- Goldman Sachs Private Wealth Management
- JP Morgan Private Bank
- Morgan Stanley Wealth Management
- Northern Trust Wealth Management
- PNC Wealth Management
- SunTrust Wealth Management
- US Bancorp Wealth Management
- Wells Fargo Private Bank

Note: Product cover images may vary from those shown
Note: Product cover images may vary from those shown

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