Australia Wealth Report 2016

Australia Wealth Report 2016

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.

Summary

This report reviews the performance and asset allocations of HNWIs and ultra-HNWIs in Australia. It also includes an evaluation of the local wealth management market.

Scope

  • Independent market sizing of the Australian HNWIs for five wealth bands
  • HNWI volume, wealth and allocation trends from 2011 to 2015
  • HNWI volume, wealth and allocation forecasts to 2020
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Geographical breakdown of all foreign assets
  • Alternative breakdown of liquid vs investable assets
  • Details of the development, challenges and opportunities related to the wealth management and private banking sector in Australia
  • The size of Australian wealth management industry
  • Information on private banks
  • Detailed wealth management and family office information
  • Insights into the drivers of HNWI wealth
Reasons To Buy
  • Australia Wealth Report 2016 is an unparalleled resource, and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the report comprises a wide variety of data, created based on over 125,000 HNWIs from around the world in WealthInsight's database.
  • With the wealth reports as the foundation for its research and analysis, WealthInsight is able to obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions it covers.
  • The report reviews the performance and asset allocations of HNWIs and ultra-HNWIs. The report also includes projections of the volume, wealth and asset allocations of HNWIs to 2019, and a comprehensive background of the local economy.
  • The report provides a thorough analysis of the private banking and wealth management sector, the latest merger and acquisition activity, and the opportunities and challenges that the sector faces.
Key Highlights
  • There were 313,027 HNWIs in Australia in 2015, which collectively held US$987.1 billion in wealth.
  • The Australian HNWI population rose by 2.1% in 2015, following a 1.5% increase in 2014.
  • The Australian HNWI population is forecast to grow by 17.8% to reach 381,966 in 2020, while HNWI wealth is projected to grow by 31.3% to reach US$1.4 trillion.


  • Introduction
    • Details of this Report
    • Definitions
      • Table HNWI Wealth Band and Group Definitions
  • Executive Summary
  • Australia Key Facts
  • Distribution of Wealth in Australia
    • HNWI Volume and Wealth Trends
  • Findings from the WealthInsight HNWI Database
    • Trends in HNWI Wealth to 2020
      • HNWI trend analysis
      • Wealth band trends
        • Table Australian HNWIs - Volume Distribution (%), 2015
        • Table Australian HNWIs - Wealth Distribution Wealth Pyramid (%), 2015
      • Demographic breakdown of HNWIs
      • HNWIs - job titles
      • HNWIs - industry breakdown
      • HNWIs - industry performance
        • Table Australian HNWIs - Industry Performance (%), 2011-2015
      • HNWIs - breakdown by city
        • Table Australian HNWIs - Cities, 2015
      • HNWIs - city performance
        • Table Australian HNWIs - Growth in Top Cities (Thousand), 2011-2015
      • HNWIs - city population densities
        • Table Australian HNWIs - Population Density in Major Cities 2015
      • HNWIs - city forecasts
        • Table Australian HNWIs - Populations in Top Cities (Thousand), 2011-2020
        • Table Australian HNWIs - Growth Rates for Top Cities (%), 2011-2020
        • Table Australian HNWIs - Sources of Wealth (%), 2015
    • UHNWIs
      • UHNWI volume trend analysis
      • UHNWI wealth trend analysis
      • Demographic breakdown of UHNWIs
        • Table Australian UHNWIs - Gender Performance (%), 2011-2015
      • UHNWIs - industry breakdown
      • UHNWIs - city breakdown and performance
        • Table Australian UHNWIs - Populations in Top Cities, 2011-2020
        • Table Australian UHNWIs - Growth Rates for Top Cities (%), 2011-2020
    • UHNWIs - Billionaires
      • Table Australian Billionaires - Market Overview (Volume and US$ Billions) 2011-2020
      • Billionaire volume trend analysis
      • Billionaire wealth trend analysis
      • Billionaire per capita net worth trend analysis
      • List of billionaires
        • Table Australian Top Billionaires (US$ Billion), 2015
        • Table Australian Billionaires - Wealth Growth (US$ Billion), 2011-2015
    • UHNWIs - Centimillionaires
      • Table Australian Centimillionaires - Market Overview (Volume and US$ Million/Billion), 2011-2020
      • Centimillionaire volume trend analysis
      • Centimillionaire wealth trend analysis
      • Centimillionaire per capita net worth trend analysis
    • UHNWIs - Affluent Millionaires
      • Table Australian Affluent Millionaires - Market Overview (Volume and US$ Million/Billion), 2011-2020
      • Affluent millionaire volume trend analysis
      • Affluent millionaire wealth trend analysis
      • Affluent millionaire per capita net worth trend analysis
    • Core HNWIs
      • Core HNWI volume trend analysis
    • Core HNWIs - Mid-Tier Millionaires
      • Table Australian Mid-Tier Millionaires - Market Overview (Volume and US$ Million/Billion), 2011-2020
      • Mid-tier millionaire volume trend analysis
      • Mid-tier millionaire wealth trend analysis
      • Mid-tier millionaire per capita net worth trend analysis
    • Core HNWIs - Lower-Tier Millionaires
      • Table Australian Lower-Tier Millionaires - Market Overview (Volume and US$ Million/Billion), 2011-2020
      • Lower-tier millionaire volume trend analysis
      • Lower-tier millionaire wealth trend analysis
      • Lower-tier millionaire per capita net worth trend analysis
  • Analysis of Australian HNWI Investments
    • Analysis by Asset Class
      • Table Australian HNWIs - Assets Allocations (%), 2011-2020
      • Table Australian HNWIs - Holdings Growth (%), 2011-2020
      • Trends in alternative assets
        • Table Australian HNWIs - Alternative Asset Composition (%), 2011-2020
        • Table Australian HNWIs - Trends of Investments in Alternative Assets (%), 2011-2020
      • Trends in `art, wine and wheels'
        • Table Australian Trends in `Art, Wine and Wheels', 2011-2015
      • Trends of investment in real estate
        • Table Global Prime Real Estate Prices per m2 (US$), 2015
      • Trends of investment in cash and deposits
      • Trends of investment in fixed-income
      • Investment trends in equity
      • Investments trends in business interests
    • Analysis of Foreign Investments
      • Table Australian HNWIs - Foreign Investment Allocations (%), 2011-2020
      • Investments in Europe
      • Investments in North America (including the US, Mexico and the Caribbean)
      • Investments in Asia-Pacific
      • Investments in South America
      • Investments in the Middle East
      • Investments in Africa
    • Alternative Breakdown: Liquid vs Investable Assets
      • Table Australian HNWIs - Liquidity Breakdown (US$ Billion), 2011-2020
      • Table Australian HNWIs - Liquidity Breakdown (%), 2011-2020
    • Analysis of Australian UHNWI Investments
      • Table Australian UHNWIs - Allocations and Share of HNWI Assets (%), 2015
  • Competitive Landscape
    • Domestic Private Banks
    • Foreign Private Banks
    • Wealth Managers
    • Family Offices
  • Key Drivers
    • AUD-US$ Exchange Rate
      • Table Australian Exchange Rate - AUD-US$ Exchange Rate, 2011-2020
    • Real GDP Growth
      • Table Australian Real GDP Growth (%), 2011-2020
    • Per Capita GDP
      • Table Australian GDP per Capita (US$), 2011-2020
    • Domestic Market Capitalization
      • Table Australian Domestic Market Capitalization (US$ Billion), 2011-2015
    • Commodity Index
      • Table Australian Commodity Indices, 2011-2020
    • Foreign Direct Investment (FDI) - Inflows and Outflows
      • Table Australian Foreign Direct Investment (US$ Billion), 2011-2020
    • Inflation
      • Table Australian Inflation Rate (%), 2011-2020
    • Interest Rate
      • Table Australian Money Market Rate (%), 2011-2020
    • Balance of Payments
      • Table Australian Balance of Payments (US$ Billion), 2011-2015
    • Government Debt
      • Table Australian Government Debt as a Percentage of GDP (%), 2011-2020
    • Stock Market Performance
      • Table Australian Stock Market Performance (Index), 2011-2015
    • Wealth Breakdowns
      • Table Australian HNWI Wealth vs. GDP Ratio (%), 2011-2020
      • Table Australia - Appendix One
      • Table Australia - Appendix Two
  • About WealthInsight

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