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Challenges and Opportunities for the Wealth Sector in the US 2014 Product Image Special Offer Sale Banner

Challenges and Opportunities for the Wealth Sector in the US 2014

  • ID: 3055288
  • December 2014
  • Region: United States
  • 57 Pages
  • WealthInsight Ltd
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This report is a thorough analysis of the US's Wealth Management and Private Banking sector, and the opportunities and challenges that it faces

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 is a thorough analysis of the US's Wealth Management and Private Banking sector, and the opportunities and challenges that it faces.

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
- Number of UHNWIs in each state and all major cities
- Fastest growing cities and states for UHNWIs (2009-2013)
- Insights into the drivers of HNWI wealth

Reasons To Purchase:

- The Challenges and Opportunities for the Wealth Sector 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, READ MORE >

Note: Product cover images may vary from those shown
This report is a thorough analysis of the US's Wealth Management and Private Banking sector, and the opportunities and challenges that it faces

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 Competitive Landscape of the Wealth Sector
4.1 Competitive Landscape
4.1.1 Foreign private banks
4.1.2 Wealth managers
4.1.3 Family offices
4.1.4 Financial advisors
4.2 Developments in the Private Banking Industry
4.3 Wealth Management and the Private Banking Industry
4.3.1 The US wealth management industry - clientele model and maturity
4.4 Behavioral Mapping of Wealth Management and Private Banking in the US

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: Leading Foreign Private Banks in the US by Local AuM (US$ Million), 2013
Table 4: Leading Wealth Managers in the US by AuM (US$ Million), 2013
Table 5: Leading US Family Offices by AuM (US$ Million), 2013
Table 6: US Wealth Management Industry - Recent Deal Activity, 2014
Table 7: US Income Tax Bands (USD), 2013-2014
Table 8: US Real GDP Growth (%), 2009-2018
Table 9: US GDP per Capita (US$), 2009-2018
Table 10: US Domestic Market Capitalization (US$ Billion),2009-2013
Table 11: US Commodity Indices, 2009-2018
Table 12: US Foreign Direct Investment (US$ Billion), 2009-2018
Table 13: US Inflation Rate (%), 2009-2018
Table 14: US Money Market Rate (%), 2009-2018
Table 15: US Balance of Payments (US$ Billion), 2009-2013
Table 16: US Government Debt as a Percentage of GDP, 2009-2018
Table 17: US Stock Market Performance, 2009-2013
Table 18: US HNWI Wealth vs GDP Ratio, 2009-2018
Table 19: US - Appendix One
Table 20: 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 Wealth Management Industry - Maturity Level of Operators, 2014
Figure 7: The US Wealth Management Industry - Behavioral Mapping, 2013
Figure 8: US Real GDP Growth (%), 2009-2018
Figure 9: US GDP per Capita (US$), 2009-2018
Figure 10: US Domestic Market Capitalization (US$ Billion), 2009-2013
Figure 11: US Commodity Indices, 2009-2018
Figure 12: US Foreign Direct Investment (US$ Billion), 2009-2018
Figure 13: US Inflation Rate (%), 2009-2018
Figure 14: US Money Market Rate (%), 2009-2018
Figure 15: US Balance of Payments (US$ Billion), 2009-2013
Figure 16: US Government Debt as a Percentage of GDP, 2009-2018
Figure 17: US Stock Market Performance, 2009-2013
Figure 18: US HNWI Wealth vs GDP Ratio, 2009-2018
Figure 19: US HNWIs - Volume by Wealth Band, 2009-2018
Figure 20: US HNWIs - Wealth by Wealth Band (US$ Billion), 2009-2018
Figure 21: US HNWIs - Wealth per Capita (US$ Million), 2009-2018

Note: Product cover images may vary from those shown
This report is a thorough analysis of the US's Wealth Management and Private Banking sector, and the opportunities and challenges that it faces

- 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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