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Challenges and Opportunities for the Wealth Sector in Australia 2013

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Published Date: Aug, 2013
Format: PDF
No of Pages: 56

 
 
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  • Abstract
  • Table of Contents

Synopsis

- 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 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.

Summary

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

Scope

- Independent market sizing of Australia HNWIs across five wealth bands
- HNWI volume and wealth trends from 2007 to 2012
- HNWI volume and wealth forecasts to 2017
- 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 (2008-2012)
- 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

- There were just over 302,000 HNWIs in Australia in 2012. These HNWIs collectively held US$899 billion in wealth, which equated to 15.5% of the total individual wealth held in the country.
- Australian HNWIs overperformed compared to the global average during the review period. Australian HNWI numbers increased by 19.7%. while worldwide HNWI volumes declined by 0.3%.
- In 2012, Australian HNWI numbers rose by 9.9%, following a drop of 2.7% in 2011.
- Growth in HNWI wealth and volumes is expected over the forecast period. The total number of Australian HNWIs is forecast to grow by 33%, to reach over 401,887 in 2017. HNWI wealth is projected to grow by 58% to reach US$1,418 billion by 2017.

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 Benchmarking Australia Wealth in Context
3.3.1 World statistics
3.3.2 Distribution of wealth in Australia
3.4 HNWI Volume and Wealth Trends
4 Competitive Landscape of the Wealth Sector
4.1 Competitive Landscape
4.1.1 Private banks
4.1.2 Wealth managers
4.1.3 Family offices
4.1.4 Financial advisors
4.2 Australian Wealth Management Industry – Clientele Model and Maturity
4.3 Behavioral Mapping of Wealth Management and Private Banking in Australia
4.4 Financial Services Review
4.4.1 Retail banks
4.4.2 Hedge funds
5 Appendix
5.1 Additional Components of the Wealth Sector in Australia
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 LC to US$ exchange rate
5.4.2 Real GDP growth
5.4.3 Per capita GDP
5.4.4 Domestic market capitalization
5.4.5 Commodity index
5.4.6 Foreign direct investment
5.4.7 Inflation rate
5.4.8 Interest rate
5.4.9 Balance of payments
5.4.10 Government debt
5.4.11 Stock market performance
5.5 Wealth Breakdown
6 About WealthInsight

List of Tables

Table 1: HNWI Wealth Band and Group Definitions
Table 2: Major States in Australia 2012
Table 3: Largest Cities in Australia 2012
Table 4: Fastest Growing Cities in Australia by Population, 2006–2011
Table 5: Top Six Private Banks in Australia, 2012
Table 6: Top Wealth Management Companies in Australia, 2012
Table 7: Australian Wealth Managers per City
Table 8: Australia Family Offices, 2012
Table 9: Financial Advisors by City in Australia, 2012
Table 10: Hedge Funds in Australia
Table 11: Income Tax Structure and Taxable Bands
Table 12: Australian LC to US$ Exchange Rate, 2007–2017F
Table 13: Australian Real GDP Growth (%), 2007–2017F
Table 14: Australian GDP Per Capita (US$), 2007–2017
Table 15: Australian Domestic Market Capitalization (US$ Billion), 2007–2012
Table 16: Australian Commodity Indices, 2007–2017F
Table 17: Australian Foreign Direct Investments (US$ Billion), 2007–2017
Table 18: Australian Inflation Rate (%), 2007–2017F
Table 19: Australian Interest Rate (%), 2007–2017F
Table 20: Australian Balance of Payments (US$ Billion) 2007–2012
Table 21: Australian Government Debt to GDP (%), 2007–2017
Table 22: Australian Stock Market Performance, 2007–2012
Table 23: Australia HNWI Wealth vs GDP Ratio (%), 2007–2017
Table 24: Appendix 1
Table 25: Appendix 2

List of Figures

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Australia
Figure 3: Australia: Asset Price Performance, 2007–2012
Figure 4: Australian HNWI Performance, 2007–2017
Figure 5: Australian HNWIs vs the World
Figure 6: Wealth Management Industry in Australia – Maturity Level of Players
Figure 7: Australian Wealth Management Industry – Behavioral Mapping, 2012
Figure 8: Australian LC to US$ Exchange Rate, 2007–2017F
Figure 9: Australian Real GDP Growth (%), 2007–2017F
Figure 10: Australian GDP Per Capita (US$), 2007–2017
Figure 11: Australian Domestic Market Capitalization (US$ Billion), 2007–2012
Figure 12: Australian Commodity Indices, 2007–2017F
Figure 13: Australian Foreign Direct Investments (US$ Billion), 2007–2017F
Figure 14: Australian Inflation Rate (%), 2007–2017F
Figure 15: Australian Interest Rate (%), 2007–2012
Figure 16: Australian Balance of Payments (US$ Billion), 2007–2012
Figure 17: Australian Government Debt to GDP (%), 2007–2017
Figure 18: Australian Stock Market Performance, 2007–2012
Figure 19: Australian HNWI Wealth vs. GDP Ratio (%), 2007–2017
Figure 20: Australian HNWIs – Volume by Wealth Band (Thousand), 2007–2017
Figure 21: Australian HNWIs – Wealth by Wealth Band (US$ Billion), 2007–2017
Figure 22: Australian HNWIs – Wealth Per Capita (US$ Billion), 2007–2017

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