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HNWI Asset Allocation in the US to 2013

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Published Date: Nov, 2013
Format: PDF
No of Pages: 66

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  • Abstract
  • Table of Contents

- This report is the result of WealthInsight’s 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 2007 (the peak before the global financial crisis) and the end of 2012. This enables us to determine how well the country's HNWIs have performed through the crisis.

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 2017 and a comprehensive and robust background of the local economy.

- Independent market sizing of the US HNWIs across five wealth bands
- HNWI volume and wealth trends from 2008 to 2012
- HNWI volume and wealth forecasts to 2017
- HNWI and UHNWI asset allocations across 13 asset classes
- 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 dossiers on over 60,000 HNWIs from around the world.
- The Intelligence Center also includes tracking of wealth and liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market.
- With the Database as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.
- Report includes comprehensive forecasts to 2017.

Key Highlights
- In 2012, business interests were the largest asset class for HNWIs in the US, accounting for 30.3% of total HNWI assets, followed by equities with 27.4%, real estate with 16.9%, fixed-income with 11%, cash with 8.8%, and alternatives with 5.6%.
- Equities and alternative products recorded the strongest growth during the review period, driven by strong recovery in the US economy.
- The value of business interests decreased slightly during the review period, from 31.8% of US HNWI assets in 2008 to 30.3% in 2012.
- Over the forecast period, HNWI holdings in cash and fixed-income are expected to decline further as an asset class. After substantial growth during the review period, equities and alternative holdings are expected to decrease substantially over the forecast period.
- As of 2012, HNWI liquid assets amounted to US$4.01 trillion, representing 18.9% of the wealth holdings of US HNWIs.

Table of Contents
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 Social Background
3.4 Benchmarking US Wealth in Context
3.4.1 Distribution of wealth in the US
3.5 HNWI Volume and Wealth Trends
4 Analysis of US HNWI Investments
4.1 Analysis by Asset Classes
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 Trends of investments in equity
4.1.7 Trends of Investments 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 & the Caribbean)
4.2.3 Investments in Asia Pacific
4.2.4 Investments in Latin 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
5.1.3 Human resource availability for the wealth management industry
5.2 Regulations on Taxes
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 WealthInsight

List of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Major States in the US, 2012
Table 3: Largest Cities in the US, 2012
Table 4: US Top 10 States by GDP, 2012
Table 5: Fastest-Growing Cities in the US by Population, 2010–2012
Table 6: US Allocations of HNWI Assets, 2008−2017
Table 7: US HNWIs − Holdings Growth (%), 2008–2017
Table 8: US HNWIs – Trends of Investments in Alternative Assets (%), 2008–2017
Table 9: US HNWIs – Alternative Asset Composition (%), 2008–2017
Table 10: US Trends in ‘Art, Wine and Wheels’, 2008–2012
Table 11: Global Prime Real Estate Prices per Square Meter in US$, 2012
Table 12: US HNWIs – Percentage of Foreign Investment Allocations, 2008–2017
Table 13: US HNWIs – Liquidity Breakdown (US$ Billion), 2008–2017
Table 14: US HNWIs – Liquidity Breakdown (%), 2008–2017
Table 15: US UHNWIs – Allocations and Share of HNWI Assets, 2012
Table 16: US Income Tax Bands, 2012–2013
Table 17: US: Income Tax Bands, 2013–2014 (Due on April 15, 2014)
Table 18: US Corporate Tax Structure, 2013
Table 19: US Real GDP Growth (%), 2008–2017
Table 20: US GDP Per Capita (US$), 2008–2017
Table 21: US Domestic Market Capitalization (US$ Billion) 2008–2012
Table 22: US Commodity Indices, 2008–2017
Table 23: US Foreign Direct Investments (US$ Billion), 2008–2017
Table 24: US Inflation Rate (%), 2008–2017
Table 25: US Money Market Rate (%), 2008–2017
Table 26: US Balance of Payments (US$ Billion) 2008–2012
Table 27: US Government Debt as a Percentage of GDP, 2008–2017
Table 28: US Stock Market Performance, 2008–2012
Table 29: US HNWI Wealth vs GDP Ratio, 2008–2017
Table 30: US Appendix One
Table 31: US Appendix Two

List of Figures
Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of the US
Figure 3: US Asset Price Performance, 2008–2012
Figure 4: US HNWI Performance, 2008–2017
Figure 5: US vs Global HNWIs
Figure 6: US HNWIs – Asset Class Composition, 2008–2017
Figure 7: US HNWIs – Trends in Alternative Assets (in US$ Billion), 2008–2017
Figure 8: US Trends in ‘Art, Wine and Wheels’, 2008–2012
Figure 9: US HNWIs – Foreign Investment Allocation and Growth (%), 2013–2017
Figure 10: US HNWIs – Global Distribution of Foreign Investments, 2008–2017
Figure 11: US HNWIs – Liquidity Breakdown (%), 2008–2017
Figure 12: US UHNWIs – Asset Class Composition, 2008–2017
Figure 13: US Real GDP Growth (%), 2008–2017
Figure 14: US GDP Per Capita (US$), 2008–2017
Figure 15: US Domestic Market Capitalization (US$ Billion), 2008–2012
Figure 16: US Commodity Indices, 2008–2017
Figure 17: US Foreign Direct Investments (US$ Billion), 2008–2017
Figure 18: US Inflation Rate (%), 2008–2017
Figure 19: US Money Market Rate (%), 2008–2017
Figure 20: US Balance of Payments (US$ Billion) 2008–2012
Figure 21: US Government Debt as a Percentage of GDP, 2008–2017
Figure 22: US Stock Market Performance, 2008–2012
Figure 23: US HNWI Wealth vs GDP Ratio, 2008–2017
Figure 24: US HNWIs – Volume by Wealth Band, 2008–2017
Figure 25: US HNWIs – Wealth by Wealth Band (in US$ Billions), 2008–2017
Figure 26: US HNWIs – Wealth Per Capita (in US$ Millions), 2008–2017

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