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HNWI Asset Allocation in China 2016

HNWI Asset Allocation in China 2016

Synopsis

This report provides the latest asset allocations of China HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of China 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 China.
  • 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 China 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 China 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 125,000 HNWIs from around the world.
  • With the wealth report as the foundation for our research and analysis, we are 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 we cover.
  • Report includes comprehensive forecasts to 2020.
Key Highlights
  • Equities was the largest asset class for Chinese HNWIs in 2015, accounting for 30.6% of the total, followed by real estate (27.9%), business interest (22.1%), cash and deposits (13.1%), fixed income (3.5%) and alternatives (2.8%).
  • Business interest recorded the highest growth during the review period, at a rate of 59.4%. Real estate recorded the second-highest rate, at 46.5%.
  • Alternative assets held by Chinese HNWIs decreased from 3.5% to 2.8% between 2011 and 2015. HNWI allocations to commodities decreased from 1.8% to 1.0% of total assets during this period.
  • Chinese HNWI liquid assets valued US$2.4 trillion as of 2015, representing 47.2% of total wealth holdings.


  • Definitions and Methodology
    • Definitions
      • Table HNWI Wealth Band and Group Definitions
    • Reports
    • Methodology
  • Executive Summary
  • Introduction
    • Definitions
  • China Key Facts
  • Distribution of Wealth in China
    • HNWI Volume and Wealth Trends
  • Analysis of Chinese HNWI Investments
    • Analysis by Asset Class
      • Table Chinese HNWIs - Assets Allocations (%), 2011-2020
      • Table Chinese HNWIs - Holdings Growth (%), 2011-2020
      • Trends in alternative assets
        • Table Chinese HNWIs - Alternative Asset Composition (%), 2011-2020
        • Table Chinese HNWIs - Trends of Investments in Alternative Assets (%), 2011-2020
      • Trends in art, wine and wheels
        • Table Chinese Trends in Art, Wine and Wheels, 2011-2015
      • Trends of investment in real estate
        • Table Global Prime Real estate Prices per m2 (US$), 2015
      • Trends of investment in cash and deposits
      • Trends of investment in fixed-income
      • Trends of investment in equities
      • Trends of investments in business interests
    • Analysis of Foreign Investments
      • Table Chinese HNWIs - Foreign Investment Allocations (%), 2011-2020
      • Investments in Europe
      • Investments in North America (including the US, Mexico and the Caribbean)
      • Investments in the Asia-Pacific
      • Investments in South America
      • Investments in the Middle East
      • Investments in Africa
    • Alternative Breakdown: Liquid vs Investable Assets
      • Table Chinese HNWIs – Liquidity Breakdown (US$ Billion), 2011-2020
      • Table Chinese HNWIs – Liquidity Breakdown (%), 2011-2020
    • Analysis of Chinese UHNWI
      • Table Chinese HNWIs - Allocations and Share of HNWI Assets (%), 2015
  • Key Drivers
    • CNY-US$ Exchange Rate
      • Table Chinese Exchange Rate - CNY-US$ Exchange Rate, 2011-2020
    • Real GDP Growth
      • Table Chinese Real GDP Growth (%), 2011-2020
    • Per Capita GDP
      • Table Chinese GDP per Capita (US$), 2011-2020
    • Domestic Market Capitalization
      • Table Chinese Domestic Market Capitalization (US$ Billion), 2011-2015
    • Commodity Index
      • Table Chinese Commodity Indices, 2011-2020
    • Foreign Direct Investment (FDI) - Inflows and Outflows
      • Table Chinese Foreign Direct Investment (US$ Billion), 2011-2020
    • Inflation Rate
      • Table Chinese Inflation Rate (%), 2011-2020
    • Interest Rates
      • Table Chinese Money Market Rates (%), 2011-2020
    • Balance of Payments
      • Table Chinese Balance of Payments (US$ Billion), 2011-2015
    • Government Debt
      • Table Chinese Government Debt as a Percentage of GDP (%), 2011-2020
    • Stock Market Performance
      • Table Chinese Stock Market Performance (Index), 2011-2015
    • Wealth Breakdowns
      • Table Chinese HNWI Wealth vs GDP Ratio (%), 2011-2020
      • Table China - Appendix One
      • Table China - Appendix Two
  • About WealthInsight

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