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HNWI Asset Allocation in Australia to 2015

57 Pages WealthInsight March 01, 2012 SKU: WLIN3797886

Synopsis

This report is the result of WealthInsight’s extensive research covering the HNWI population and Wealth Management industry in Australia. It provides detailed figures on the current and expected HNWI asset allocations of Australian HNWIs to 2015.

Summary

This report provides the latest asset allocations of Australian HNWIs. The report also includes projections of the volume, wealth and asset allocation of Australian HNWIs to 2015 and a comprehensive and robust background of the local economy, including, uniquely, detailed analysis of economic and political risks to HNWI wealth creation.

Scope

The report features:
  • Independent market sizing of Australia’s HNWIs
  • Volume, wealth and allocation trends from 2007 to 2011
  • Volume, wealth and allocation forecasts to 2015
  • 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 up to one hundred data-points on over 100,000 HNWIs from around the world. It also includes profiles on major private banks, wealth managers and family offices in each country. 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
  • Comprehensive forecasts to 2015
Key Highlights
  • There are just over 274,000 HNWIs in Australia, with an average wealth of US$3.1 million per person and a combined wealth of US$845 billion.
  • HNWI wealth accounts for roughly 17% of Australia’s total wealth. This percentage is low compared to the worldwide norm of over 30% which is indicative of the relatively even wealth distribution within Australia.
  • The number of Australia’s HNWIs increased by 8.9% (2.2% pa) over the review period (2007-2011), while total wealth grew by 0.9% (0.2% pa).
  • Real estate is the largest asset class for HNWIs in Australia (29% of total HNWI assets), followed by business interests (23%), equities (17%), cash (12%), fixed income (11%) and alternatives (7.7%). Allocations to real estate and alternative assets are significantly higher in Australia than global and regional norms.
  • Real estate, fixed income and cash holdings were the best performing segments over the review period (2007-2011), driven by the rise in the local property market and high local interest rates during the second half of the review period.

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HNWI Asset Allocation in Australia to 2015

WealthInsight
March 01, 2012

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