This report provides the latest asset allocations of Australia HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Australia HNWIs to 2020 and a comprehensive and robust background of the local economy.
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.
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
Insights into the drivers of HNWI wealth
Reasons To Buy
The HNWI Asset Allocation 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 report 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.
Real estate was the largest asset class for Australian HNWIs in 2015, accounting for 26.8% of total HNWI assets. This was followed by business interests with 24.8%, equities with 18.1%, cash and deposits with 11.8%, fixed-income with 11.2% and alternatives with 7.2%.
Equities, Business interests and real estate recorded growth during the review period, at respective rates of 35.7%, 29.8% and 29.4%.
Alternative assets held by Australian HNWIs increased from 8.2% to 7.2% between 2011 and 2015. HNWI allocations to commodities decreased from 4% to 2.4% of total assets during this period.
WealthInsight expects allocations in commodities to decline over the forecast period to reach 2.3% of total HNWI assets by 2019.
Australian HNWI liquid assets valued US$406 billion as of 2014, representing 41.1% of total wealth holdings.