HNWI Asset Allocation 2020

  • ID: 3950058
  • Report
  • Region: Global
  • 66 Pages
  • GlobalData
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The Global HNWI Population was Estimated at Nearly 15 Million in 2015, with a Total Wealth of US$60 Trillion

FEATURED COMPANIES

  • ABN AMRO
  • Bethmann Bank
  • DBS
  • GPS Investimentos
  • LGT Bank Deutschland
  • Oracle Capital Group
  • MORE

In an uncertain economic and political environment banks are no longer prioritizing rapid expansion strategies to achieve growth. Banks are divesting and exiting non-core markets, with some targeting emerging markets with increasing HNWI populations. The main objective for providers is to focus on domestic markets, remain profitable and achieve sustainable steady growth in their core markets.

On the same time tightening regulations and a weak macroeconomic environment have impacted the profitability of wealth management firms, encouraging them to re-examine their strategies. To maximize returns, wealth management firms are now focused on reviving their firms’ brand values, and product and service offerings.

Both Banks and Wealth Management firms are approaching HNWIs with a wide variety of products and services to capture a greater share of the market. In the post-financial crisis environment they have also been observed to be building lending solutions to cater to the strong HNWI demand for credit and access to liquidity.

Furthermore, fearing the disruption that alternative digital platforms can bring, the automated advice space has been entered by traditional financial service providers. By including a digital advice option, providers can appeal to a broader range of clients and meet investors’ needs through their lifetimes.

With wealthy clients, and especially UHNWIs, behaving like institutional clients, banks are using cross-selling opportunities between investment and private banking, and it has become common for private banking divisions to be positioned with investment banking and asset management. As regulatory requirements pose ever greater challenges, private bankers and wealth managers are likely to experience further changes to their business models, products and services.

The key findings that emerged from this study on HNWI Asset Allocations; are presented below:

  • The global HNWI population was estimated at nearly 15 million in 2015, with a total wealth of US$60 trillion.
  • HNWI wealth is projected to grow by CAGR6.7% over 2016–2020 to reach US$82.1 trillion by 2020.
  • In the post-financial-crisis environment, private banks and wealth managers are building lending solutions to meet strong HNWI demand for credit and access to liquidity.
  • Wealth managers are focused on providing higher customization by targeting specific client segments such as females, entrepreneurs and young HNWIs.
  • Increased focus is being observed on relationship-based pricing to encourage brand loyalty.
  • Wealth management firms are utilizing synergies by leveraging cross-selling opportunities between retail, private and investment banking.
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FEATURED COMPANIES

  • ABN AMRO
  • Bethmann Bank
  • DBS
  • GPS Investimentos
  • LGT Bank Deutschland
  • Oracle Capital Group
  • MORE

1 Introduction
1.1 What is this Report About?
1.2 Methodology
1.3 Definitions

2 HNWI Wealth and Population Market Sizing, Demographics and Economic Outlook
2.1 HNWIs Market Sizing and Forecast
2.2 Trends in Age Demographic
2.3 Trends in Gender Demographic
2.4 Trends in HNWI Volume and Value Segmented by Wealth Band
2.5 Review of the Global Economy

3 HNWI Asset Allocation 2011–2020
3.1 HNWI Asset Allocation in International Markets
3.2 Trends in Alternative Assets
3.3 Trends in Real Estate Investments
3.4 Trends in Cash and Deposits
3.5 Trends in Fixed-Income Products
3.6 Trends in Equities
3.7 Trends in Business Interests
3.8 Asset Allocation Distribution by Country
3.9 Asset allocation Distribution by Geography

4 Competitor Strategy, Products and Services
4.1 Current and Future Outlook
4.2 M&A and International Strategy
4.3 Customers and Services
4.4 Channels and Synergies
4.5 Investment Products
4.6 Regulation
4.7 Innovation
4.8 Pricing Strategy

5 Appendix

6 About

List of Tables

Table 1: HNWI Wealth Band and Group Definitions
Table 2: Macroeconomic Indicators: GDP Per Capita, GDP Growth and Interest rate by Country, 2015
Table 4: Total Investment in Foreign Markets, 2011–2020F, in US$ Billions
Table 6: Global HNWIs – Foreign Investment Allocation Breakdown (%), 2011–2020F
Table 7: Wealth Management – Current Dynamics and Outlook, 2016
Table 8: Competitor Strategy Summary Examples
Table 9: Key Trends and Outlook in Client Segments
Table 10: Philanthropic Wealth Management Services in Developed Economies, 2016
Table 11: Philanthropic Wealth Management Services in Emerging Economies, 2016
Table 12: Selected Wealth Management Services for Entrepreneurs, 2016
Table 13: Wealth Management Workshops and Conferences for Young HNWIs, 2016
Table 14: Wealth Management Needs of Female HNWIs
Table 16: Wealth Management Services on Collectables-Related Investments, 2016
Table 17: Emerging Pricing Strategies in Wealth Management
Table 18: Global HNWI Populations, 2011–2020F
Table 19: Global HNWI Wealth, 2011–2020F, US$ Billion
Table 20: HNWI Population and Wealth by Country, 2015
Table 21: Americas HNWIs – Assets Allocations (%), 2011–2020F
Table 22: Americas HNWIs – Holdings Growth (%), 2011–2020F
Table 23: Europe HNWIs – Assets Allocations (%), 2011–2020F
Table 24: Europe HNWIs – Holdings Growth (%), 2011–2020F
Table 25: Asia–Pacific HNWIs – Assets Allocations (%), 2011–2020F
Table 26: Asia-Pacific HNWIs – Holdings Growth (%), 2011–2020F
Table 27: Middle East and Africa HNWIs – Assets Allocations (%), 2011–2020F
Table 28: Middle East and Africa HNWIs – Holdings Growth (%), 2011–2020F
Table 29: Global HNWIs – Alternative Asset Composition (%), 2011–2020F
Table 30: Global HNWIs – Investment Trend in Alternative Assets (%), 2011–2020F
Table 31: Global Trends in ‘Art, Wine and Wheels’, 2011–2015

List of Figures

Figure 1: Global HNWI Population, 2011–2020F
Figure 2: Global HNWI Wealth, 2011–2020F
Figure 3: Global HNWI Population By Region and Age Group, 2015
Figure 4: Global HNWI Population by Gender, 2015
Figure 5: Global HNWI Population by Region and Wealth Band, 2015
Figure 6: Global HNWI Wealth by Region and Wealth Band, 2015
Figure 7: Asset Allocation in International Markets by Region, 2011–2020F
Figure 12: Global – Trends in Alternative Assets by Region (US$ Billion), 2011–2020F
Figure 13: Global Trends in ‘Art, Wine and Wheels’, 2011–2015
Figure 14: Breakdown of HNWI Assets in the Americas by Asset Class, 2015
Figure 15: Breakdown of HNWIs Assets in Europe by Asset Class, 2015
Figure 16: Breakdown of HNWI Assets in Asia-Pacific by Asset Class, 2015
Figure 17: Breakdown of HNWIs Assets in the Middle East and Africa by Asset Class, 2015
Figure 18: The Americas – Asset Allocation by Geography, 2015
Figure 19: Europe – Asset Allocation By Geography, 2015
Figure 20: Asia-Pacific – Asset Allocation By Geography, 2015
Figure 21: The Middle East and Africa–Asset Allocation By Geography, 2015

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  • ABN AMRO
  • Acumen Partners
  • Altamount Capital Management
  • Babyloan
  • Bank of America
  • Bank of Montreal
  • Banque Neuflize OBC
  • Baoshang Bank
  • Barclays
  • Berenberg Bank
  • Bessemer Trust
  • Bethmann Bank
  • BlackRock
  • BNP Paribas
  • BNY Mellon
  • BSI
  • BTG Pactual
  • Citi Private Bank
  • Coutts
  • Credit Agricole
  • Credit Suisse
  • DBS
  • Deutsche Bank
  • deVere
  • Ellevest
  • Female Wealth Management and Wealthcare for Women
  • Fidelity investments
  • Financeiros e Participacoes
  • Finter Bank Zurich
  • Fransad Gestion
  • FutureAdvisor
  • Generali
  • Goldman Sachs
  • GPS Investimentos
  • HoyleCohen
  • HSBC
  • ICICI
  • Indosuez Wealth Management
  • ING Group
  • Itau Private Bank
  • JP Morgan Chase
  • Julius Baer
  • Kairos
  • Kotak Mahindra Private Banking
  • Leumi Private Bank
  • LGT Bank Deutschland
  • Lloyds
  • Lombard International Assurance
  • Macquarie Group
  • Merrill Lynch
  • Metro Bank
  • MoneyZen
  • Monument Wealth Management
  • Morgan Stanley Smith Barnet
  • NatWest
  • Northern Trust
  • OCBC
  • OECD
  • Oracle Capital Group
  • RBC
  • RBS
  • Societe Generale
  • St. James's Place
  • SunTrust
  • The Henley Group
  • The Mulligan Group
  • the Zinn-Ray and Svatora group
  • UBP
  • UBS
  • US Trust
  • Vontobel
  • WaterStreet Family Offices
  • Well Fargo
  • Yes Bank
  • Zafin Asset Management
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