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HNWI Asset Allocation in Japan 2015

HNWI Asset Allocation in Japan 2015

Synopsis

This report provides the latest asset allocations of Japan HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Japan HNWIs to 2019 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 Japan.
  • The report focuses on HNWI performance between the end of 2010 and the end of 2014. This enables us to determine how well the country's HNWIs have performed through the crisis.
Scope
  • Independent market sizing of Japan HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2010 to 2014
  • HNWI volume and wealth forecasts to 2019
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Insights into the drivers of HNWI wealth
Reasons To Buy
  • The HNWI Asset Allocation in Japan 2015 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 2019.
Key Highlights
  • In 2014, business interests was the largest asset class for Japanese HNWIs, with 29.8% of total HNWI assets, followed by equities with 25.6%, real estate with 19.7%, fixed-income with 9.8%, cash and deposits with 7.9% and alternatives with 7.1%.
  • Equities grew at a review-period CAGR of 90.3%, business interests grew by 34.0%, alternatives by 29.7%, fixed-income by 13.3%, and cash and deposits by 10.2%.
  • Alternative assets held by Japanese HNWIs increased during the review period, from 7.0% of total HNWI assets in 2010 to 7.1% in 2014; HNWI allocations to commodities decreased from 1.6% of total assets in 2010 to 1.5% in 2014.
  • Over the forecast period, WealthInsight expects allocations in commodities to decline to 1.3% of total HNWI assets by 2019.
  • As of 2014, Japanese HNWI liquid assets valued US$4.0 trillion, representing 43.3% of total wealth holdings.


  • Introduction
    • Details of this Report
    • Definitions
      • Table HNWI Wealth Band and Group Definitions
  • Executive Summary
  • Wealth Sector Fundamentals
  • Distribution of Wealth in Japan
    • HNWI Population and Wealth Trends
  • Analysis of Japanese HNWI Investments
    • Analysis by Asset Class
      • Table Japanese HNWIs - Asset Allocations (%), 2010-2019
      • Table Japanese HNWIs - Holdings Growth (%), 2010-2019
      • Trends in alternative assets
        • Table Japanese HNWIs - Alternative Asset Composition (%), 2010-2019
        • Table Japanese HNWIs - Investments in Alternative Assets (%), 2010-2019
      • Trends in `art, wine and wheels'
        • Table Japanese Trends in `Art, Wine and Wheels', 2010-2014
      • Trends of investment in real estate
        • Table Global Prime Real Estate Prices per m2 (US$), 2014
      • Trends of investment in cash and deposits
      • Trends of investment in fixed-income
      • Investment trends in equity
      • Investments trends in business interests
    • Analysis of Foreign Investments
      • Table Japanese HNWIs - Foreign Investment Allocations (%), 2010-2019
      • Investments in Europe
      • Investments in North America (including the US, Mexico and the Caribbean)
      • Investments in Asia-Pacific
      • Investments in South America
      • Investments in the Middle East
      • Investments in Africa
    • Alternative Breakdown: Liquid vs Investable Assets
      • Table Japanese HNWIs - Liquidity Breakdown (US$ Billion), 2010-2019
      • Table Japanese HNWIs - Liquidity Breakdown (%), 2010-2019
    • Analysis of Japanese UHNWI Investments
      • Table Japanese UHNWIs - Allocations and Share of HNWI Assets (%), 2014
    • Key Drivers
      • JPY to US$ exchange rate
        • Table JPY to US$ Exchange Rate, 2010-2019
      • Real GDP growth
        • Table Japanese Real GDP Growth (%), 2010-2019
      • Per capita GDP
        • Table Japanese GDP Per Capita (US$), 2010-2019
      • Domestic market capitalization
        • Table Japanese Domestic Market Capitalization (US$ Billion), 2010-2014
      • Commodity index
        • Table Japanese Commodity Indices, 2010-2019
      • Foreign direct investment (FDI) - inflows and outflows
        • Table Japanese Foreign Direct Investments (US$ Billion), 2010-2019
      • Inflation rate
        • Table Japanese Inflation Rate (%), 2010-2019
      • Interest rate
        • Table Japanese Money Market Rate (%), 2010-2019
      • Balance of payments
        • Table Japanese Balance of Payments (US$ Billion), 2010-2014
      • Government debt
        • Table Japanese Government Debt as a Percentage of GDP (%), 2010-2019
      • Stock market performance
        • Table Japanese Stock Market Performance (Index), 2010-2014
    • Wealth Breakdowns
      • Table Japanese HNWI Wealth vs. GDP Ratio (%), 2010-2019
      • Table Japan- Appendix One
      • Table Japan - Appendix Two
  • About WealthInsight

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