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HNWI Asset Allocation in Canada 2016

HNWI Asset Allocation in Canada 2016

Synopsis

This report provides the latest asset allocations of Canada HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Canada HNWIs to 2020 and a comprehensive and robust background of the local economy.

Summary

  • This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Canada.
  • 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 Canada 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 Canada 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 ofgranularity, 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
  • Equities were the largest asset class for Canadian HNWIs in 2015, accounting for 31.5% of total HNWI assets. This was followed by business interests with 25.8%, real estate with 18.5%, fixed-income with 11.3%, alternatives with 7.3%, and cash and deposits with 5.6%.
  • Equities, business interests and alternatives recorded the highest growth during the review period, at respective rates of 39.4%, 28.2% and 18.1%.
  • Alternative assets held by Canadian HNWIs decreased from 7.5% to 7.3% between 2011 and 2015. HNWI allocations to commodities decreased from 2.6% to 1.5% of total assets during this period.
  • WealthInsight expects allocations in commodities to remain the same over the forecast period, at 1.5% of total HNWI assets by 2020.
  • Canadian HNWI liquid assets valued US$886.8 billion as of 2015, representing 48.4% of total wealth holdings.


  • INTRODUCTION
    • Details of this Report
    • Definitions
      • Table HNWI Wealth Band and Group Definitions
  • EXECUTIVE SUMMARY
  • CANADA KEY FACTS
  • DISTRIBUTION OF WEALTH IN CANADA
    • HNWI Volume and Wealth Trends
  • ANALYSIS OF CANADIAN HNWI INVESTMENTS
    • Analysis by Asset Class
      • Table Canadian HNWIs - Assets Allocations (%), 2011-2020
      • Table Canadian HNWIs - Holdings Growth (%), 2011-2020
      • Trends in alternative assets
        • Table Canadian HNWIs - Alternative Asset Composition (%), 2011-2020
        • Table Canadian HNWIs - Trends of Investments in Alternative Assets (%), 2011-2020
      • Trends in `art, wine and wheels'
        • Table Canadian Trends in `Art, Wine and Wheels', 2011-2015
      • Trends of investment in real estate
        • Table Global Prime Real Estate Prices per m2 (US$), 2015
      • Trends of investment in cash and deposits
      • Trends of investment in fixed-income
      • Investment trends in equity
      • Investments trends in business interests
    • Analysis of Foreign Investments
      • Table Canadian HNWIs - Foreign Investment Allocations (%), 2011-2020
      • Investments in Europe
      • Investments in North America (including the US, Mexico and the Caribbean)
      • Investments in the Asia-Pacific
      • Investments in South America
      • Investments in the Middle East
      • Investments in Africa
    • Alternative Breakdown: Liquid vs Investable Assets
      • Table Canadian HNWIs - Liquidity Breakdown (US$ Billion), 2011-2020
      • Table Canadian HNWIs - Liquidity Breakdown (%), 2011-2020
    • Analysis of Canadian UHNWI Investments
      • Table Canadian UHNWIs - Allocations and Share of HNWI Assets (%), 2015
  • KEY DRIVERS
    • CAD-US$ Exchange Rate
      • Table Canadian Exchange Rate - CAD-US$ Exchange Rate, 2011-2020
    • Real GDP Growth
      • Table Canadian Real GDP Growth (%), 2011-2020
    • Per Capita GDP
      • Table Canadian GDP per Capita (US$), 2011-2020
    • Domestic Market Capitalization
      • Table Canadian Domestic Market Capitalization (US$ Billion), 2011-2015
    • Commodity Index
      • Table Canadian Commodity Indices, 2011-2020
    • Foreign Direct Investment (FDI) - Inflows and Outflows
      • Table Canadian Foreign Direct Investment (US$ Billion), 2011-2020
    • Inflation Rate
      • Table Canadian Inflation Rate (%), 2011-2020
    • Interest Rate
      • Table Canadian Money Market Rate (%), 2011-2020
    • Balance of Payments
      • Table Canadian Balance of Payments (US$ Billion), 2011-2015
    • Government Debt
      • Table Canadian Government Debt as a Percentage of GDP (%), 2011-2020
    • Stock Market Performance
      • Table Canadian Stock Market Performance (Index), 2011-2015
    • Wealth Breakdowns
      • Table Canadian HNWI Wealth vs GDP Ratio (%), 2011-2020
      • Table Canada - Appendix One
      • Table Canada - Appendix Two
  • ABOUT WEALTHINSIGHT

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