Challenges and Opportunities for the Wealth Sector in Australia 2016

 Published On: Feb, 2016 |    No of Pages: 42 |  Published By: WealthInsight | Format: PDF
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Synopsis
This report is a thorough analysis of Australia's Wealth Management and Private Banking sector, and the opportunities and challenges that it faces.

Summary
- This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Australia.

- The report focuses on HNWI performance between the end of 2011 and the end of 2015. This enables us to determine how well the country's HNWIs have performed through the crisis.

Scope
- Independent market sizing of Australia HNWIs across five wealth bands

- HNWI volume and wealth trends from 2011 to 2015

- HNWI volume and wealth forecasts to 2020

- 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 (2010-2014)

- Insights into the drivers of HNWI wealth

Reasons To Buy
- The Challenges and Opportunities for the Wealth Sector in Australia 2016 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.

- With the wealth reports 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 2020.

Key Highlights
- Australian HNWIs held 23.1% (US$227.6 billion) of their wealth outside their home country in 2015.

- Foreign asset holdings are expected to increase to US$297.6 billion by 2020, accounting for 21.9% of the country’s total HNWI assets.

- North America accounted for 35.6% of Australian HNWIs’ foreign assets in 2015. This was followed by Europe with 22.7%, Africa with 21.3%, Asia-Pacific with 10%, Latin America with 8.1% and the Middle East with 2.4%.

- Australian HNWI allocations to Africa increased rapidly compared with other regions during the review period, rising from 2.8% in 2011 to 21.3% in 2015.

- WealthInsight expects HNWIs to increase their level of investment slightly in Africa over the forecast period, reaching 37.8% of foreign HNWI assets by 2019.
Table of Contents
1 Introduction
1.1 Details of this Report
1.2 Definitions
2 Executive Summary
3 Australia Key Facts
4 Distribution of Wealth in Australia
4.1 HNWI Volume and Wealth Trends
5 Competitive Landscape
5.1 Domestic Private Banks
5.2 Foreign Private Banks
5.3 Wealth Managers
5.4 Family Offices
6 Key Drivers
6.1 AUD–US$ Exchange Rate
6.2 Real GDP Growth
6.3 Per Capita GDP
6.4 Domestic Market Capitalization
6.5 Commodity Index
6.6 Foreign Direct Investment (FDI) – Inflows and Outflows
6.7 Inflation
6.8 Interest Rate
6.9 Balance of Payments
6.1 Government Debt
6.11 Stock Market Performance
6.12 Wealth Breakdowns
7 About WealthInsight

List of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Australian Exchange Rate – AUD–US$ Exchange Rate, 2011–2020
Table 3: Australian Real GDP Growth (%), 2011–2020
Table 4: Australian GDP per Capita (US$), 2011–2020
Table 5: Australian Domestic Market Capitalization (US$ Billion), 2011–2015
Table 6: Australian Commodity Indices, 2011–2020
Table 7: Australian Foreign Direct Investment (US$ Billion), 2011–2020
Table 8: Australian Inflation Rate (%), 2011–2020
Table 9: Australian Money Market Rate (%), 2011–2020
Table 10: Australian Balance of Payments (US$ Billion), 2011–2015
Table 11: Australian Government Debt as a Percentage of GDP (%), 2011–2020
Table 12: Australian Stock Market Performance (Index), 2011–2015
Table 13: Australian HNWI Wealth vs. GDP Ratio (%), 2011–2020
Table 14: Australia – Appendix One
Table 15: Australia – Appendix Two

List of Figures
Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Australia
Figure 3: Australian Asset Price Performance (%), 2011–2015
Figure 4: Australian HNWI Performance (US$ Billion and HNWI Volume), 2011–2020
Figure 5: Australian vs Global HNWIs (%), 2011–2015
Figure 6: Australian Exchange Rate – AUD–US$, 2011–2020
Figure 7: Australian Real GDP Growth (%), 2011–2020
Figure 8: Australian GDP per Capita (US$), 2011–2020
Figure 9: Australian Domestic Market Capitalization (US$ Billion), 2011–2015
Figure 10: Australian Commodity Indices, 2011–2020
Figure 11: Australian Foreign Direct Investment (US$ Billion), 2011–2020
Figure 12: Australian Inflation Rate (%), 2011–2020
Figure 13: Australian Money Market Rate (%), 2011–2020
Figure 14: Australian Balance of Payments (US$ Billion), 2011–2015
Figure 15: Australian Government Debt as a Percentage of GDP (%), 2011–2020
Figure 16: Australian Stock Market Performance (Index), 2011–2015
Figure 17: Australian HNWI Wealth vs GDP Ratio (%), 2011–2020
Figure 18: Australian HNWIs – Volume by Wealth Band, 2011–2020
Figure 19: Australian HNWIs – Wealth by Wealth Band (US$ Billion), 2011–2020
Figure 20: Australian HNWIs – Wealth per Capita (US$ Million), 2011–2020

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