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HNWI Asset Allocation in the US 2014 Product Image Special Offer Sale Banner

HNWI Asset Allocation in the US 2014

  • ID: 3055238
  • December 2014
  • Region: United States
  • 61 Pages
  • WealthInsight Ltd
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This report provides the latest asset allocations of the US HNWIs across 13 asset classes

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 HNWIs have performed through the crisis.

Summary:

This report provides the latest asset allocations of the US HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of the US HNWIs to 2018 and a comprehensive and robust background of the local economy.

Scope:

- Independent market sizing of the US HNWIs across five wealth bands
- HNWI volume and wealth trends from 2009 to 2013
- HNWI volume and wealth forecasts to 2018
- HNWI and UHNWI asset allocations across 13 asset classes
- Insights into the drivers of HNWI wealth

Reasons To Purchase:

- The HNWI Asset Allocation in the US 2014 is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the database comprises READ MORE >

Note: Product cover images may vary from those shown
This report provides the latest asset allocations of the US HNWIs across 13 asset classes

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 Analysis of US HNWI Investments
4.1 Analysis by Asset Class
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 Investment trends in equity
4.1.7 Investments trends in business interests
4.2 Analysis of Foreign Investments
4.2.1 Investments in Europe
4.2.2 Investments in North America (including the US, Mexico and the Caribbean)
4.2.3 Investments in Asia-Pacific
4.2.4 Investments in Central and South America
4.2.5 Investments in the Middle East
4.2.6 Investments in Africa
4.3 Alternative Breakdown: Liquid vs Investable Assets
4.4 Analysis of US UHNWI Investments

5 Appendix
5.1 Additional Components of the Wealth Sector in the US
5.1.1 Philanthropy
5.1.2 Demand for intergenerational wealth transfer
5.2 Tax Regulations
5.3 Regulations Related to Immigration, Investment and Employment
5.4 Key Drivers
5.4.1 Real GDP growth
5.4.2 Per capita GDP
5.4.3 Domestic market capitalization
5.4.4 Commodity index
5.4.5 Foreign direct investments - inflow and outflow
5.4.6 Inflation rate
5.4.7 Interest rate
5.4.8 Balance of payments
5.4.9 Government debt
5.4.10 Stock market performance
5.5 Wealth Breakdowns

6 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 Allocations of HNWI Assets (%), 2009-2018
Table 4: US HNWI Holdings Growth (%), 2009-2018
Table 5: US HNWI Alternative Asset Composition (%), 2009-2018
Table 6: US HNWI Trends of Investments in Alternative Assets (%), 2009-2018
Table 7: US Trends in ‘Art, Wine and Wheels’, 2009-2013
Table 8: Global Prime Real Estate Prices per m2 (US$), 2014
Table 9: US HNWI Foreign Investment Allocations (%), 2009-2018
Table 10: US HNWI Liquidity Breakdown (US$ Billion), 2009-2018
Table 11: US HNWI Liquidity Breakdown (%), 2009-2018
Table 12: US UHNWI Allocations and Share of HNWI Assets (%), 2013
Table 13: US Income Tax Bands (USD), 2013-2014
Table 14: US Real GDP Growth (%), 2009-2018
Table 15: US GDP per Capita (US$), 2009-2018
Table 16: US Domestic Market Capitalization (US$ Billion),2009-2013
Table 17: US Commodity Indices, 2009-2018
Table 18: US Foreign Direct Investment (US$ Billion), 2009-2018
Table 19: US Inflation Rate (%), 2009-2018
Table 20: US Money Market Rate (%), 2009-2018
Table 21: US Balance of Payments (US$ Billion), 2009-2013
Table 22: US Government Debt as a Percentage of GDP, 2009-2018
Table 23: US Stock Market Performance, 2009-2013
Table 24: US HNWI Wealth vs GDP Ratio, 2009-2018
Table 25: US - Appendix One
Table 26: 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 HNWI Asset Class Composition (%), 2009-2018
Figure 7: US HNWI Trends in Alternative Assets (US$ Billion), 2009-2018
Figure 8: US Trends in ‘Art, Wine and Wheels’, 2009-2013
Figure 9: US HNWI Foreign Investment Allocations and Growth (%), 2013
Figure 10: US HNWI Global Distribution of Foreign Investments (%), 2009-2018
Figure 11: US HNWI Liquidity Breakdown (%), 2009-2018
Figure 12: US UHNWI Asset Class Composition (%), 2009-2018
Figure 13: US Real GDP Growth (%), 2009-2018
Figure 14: US GDP per Capita (US$), 2009-2018
Figure 15: US Domestic Market Capitalization (US$ Billion), 2009-2013
Figure 16: US Commodity Indices, 2009-2018
Figure 17: US Foreign Direct Investment (US$ Billion), 2009-2018
Figure 18: US Inflation Rate (%), 2009-2018
Figure 19: US Money Market Rate (%), 2009-2018
Figure 20: US Balance of Payments (US$ Billion), 2009-2013
Figure 21: US Government Debt as a Percentage of GDP, 2009-2018
Figure 22: US Stock Market Performance, 2009-2013
Figure 23: US HNWI Wealth vs GDP Ratio, 2009-2018
Figure 24: US HNWIs - Volume by Wealth Band, 2009-2018
Figure 25: US HNWIs - Wealth by Wealth Band (US$ Billion), 2009-2018
Figure 26: US HNWIs - Wealth per Capita (US$ Million), 2009-2018

Note: Product cover images may vary from those shown
This report provides the latest asset allocations of the US HNWIs across 13 asset classes

- 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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