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HNWI Asset Allocation in Hong Kong 2016

HNWI Asset Allocation in Hong Kong 2016

Synopsis

This report provides the latest asset allocations of Hong Kong HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Hong Kong 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 Hong Kong.
  • 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 Hong Kong 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 Hong Kong 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
  • Real estate was the largest asset class for Hong Kong HNWIs in 2015, accounting for 34.1% of total HNWI assets. This was followed by business interests with 24%, equities with 18.5%, cash and deposits with 11.4%, fixed-income with 8.2% and alternatives with 3.9%.
  • Real estate, equities and business interests recorded the highest growth during the review period, at respective rates of 67.2%, 51.7% and 22.4%.
  • Alternative assets held by Hong Kong HNWIs decreased from 5.1% to 3.9% between 2011 and 2015. HNWI allocations to commodities decreased from 2.4% to 1.2% of total assets during this period.
  • WealthInsight expects allocations in commodities to remain same over the forecast period at 1.2% of total HNWI assets by 2020.
  • Hong Kong HNWI liquid assets valued US$434.3 billion as of 2015, representing 38% of total wealth holdings.


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

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