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HNWI Asset Allocation in Spain 2015

HNWI Asset Allocation in Spain 2015

Synopsis

This report provides the latest asset allocations of Spain HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Spain 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 Spain.
  • 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 Spain 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 Spain 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
  • Real estate was the largest asset class for HNWIs in Spain in 2014, with 22.5% of total HNWI assets, followed by business interests with 17.8%, equities with 17.2%, fixed-income with 16.3%, cash and deposits with 15.9% and alternatives with 10.3%.
  • Equities, business interests and alternatives recorded growth during the review period, at 48.9%, 18.9% and 31.6% respectively.
  • Alternative assets held by Spanish HNWIs increased during the review period, from 9.1% of total HNWI assets in 2010 to 10.3% in 2014. HNWI allocations to commodities increased from 2.0% of total assets in 2010 to 2.2% in 2014.
  • WealthInsight expects allocations in commodities to decline over the forecast period, to reach 1.8% of total HNWI assets by 2019, as global liquidity tightens due to a forecast near-term drop in demand from China for raw materials, which will cause global commodity prices to fall, as was seen in the second half of 2014.
  • As of 2014, Spanish HNWI liquid assets amounted to US$479.2 billion, representing 49.5% of wealth holdings


  • Introduction
    • Details of this Report
    • Definitions
      • Table HNWI Wealth Band and Group Definitions
  • Executive Summary
  • Wealth Sector Fundamentals
    • Political Background
      • Table Regional Populations in Spain (Thousand), 2014
    • Economic Background
    • Benchmarking Spain's Wealth in Context
      • Distribution of wealth in Spain
    • HNWI Volume and Wealth Trends
  • Analysis of Spanish HNWI Investments
    • Analysis by Asset Class
      • Table Spanish Allocations of HNWI Assets (%), 2010-2019
      • Table Spanish HNWIs - Holdings Growth (%), 2010-2019
      • Trends in alternative assets
        • Table Spanish HNWIs - Alternative Asset Composition (%), 2010-2019
        • Table Spanish HNWIs - Trends of Investments in Alternative Assets (%), 2010-2019
      • Trends in `art, wine and wheels'
        • Table Spanish Trends in `Art, Wine and Wheels', 2010-2014
      • Trends of investments in real estate
        • Table Global Prime Real Estate Prices per m² (US$), 2012
      • Trends of investments in cash and deposits
      • Trends of investments in fixed-income
      • Trends of investments in equity
      • Trends of investments in business interests
    • Analysis of Foreign Investments
      • Table Spanish HNWIs - Percentage of Foreign Investment Allocations, 2010-2019
      • Investments in Europe
      • Investments in North America (including the US, Mexico and the Caribbean)
      • Investments in the Asia-Pacific
      • Investments in South America
      • Investments in the Middle East
      • Investments in Africa
    • Alternative Breakdown: Liquid vs Investable Assets
      • Table Spanish HNWIs - Liquidity Breakdown (US$ Billion), 2010-2019
      • Table Spanish HNWIs - Liquidity Breakdown (%), 2010-2019
    • Analysis of Spanish UHNWI Investments
      • Table Spanish UHNWIs - Allocations and Share of HNWI Assets, 2014
  • Appendix
    • Additional Components of the Wealth Sector in Spain
      • Philanthropy
      • Demand for intergenerational wealth transfer
    • Regulations on Taxes
      • Table Spanish Income Tax Bands (EUR), 2014
    • Regulations Related to Immigration, Investment and Employment
    • Key Drivers
      • EUR to US$ exchange rate
        • Table EUR per US$ Exchange Rate (%), 2010-2019
      • Real GDP growth
        • Table Spanish Real GDP Growth (%), 2010-2019
      • Per capita GDP
        • Table Spanish GDP Per Capita (US$), 2010-2019
      • Domestic market capitalization
        • Table Spanish Domestic Market Capitalization (US$ Billion), 2010-2014
      • Commodity index
        • Table Spanish Commodity Indices, 2010-2019
      • Foreign direct investments - inflow and outflow
        • Table Spanish Foreign Direct Investments (US$ Billion), 2007-2011
      • Inflation rate
        • Table Spanish Inflation Rate (%), 2010-2019
      • Interest rate
        • Table Spanish Money Market Rate (%), 2010-2019
      • Balance of payments
        • Table Spanish Balance of Payments (US$ Billion), 2010-2014
      • Government debt
        • Table Spanish Government Debt as a Percentage of GDP (%), 2010-2019
      • Stock market performance
        • Table Spanish Stock Market Performance, 2010-2014
    • Wealth Breakdowns
      • Table Spanish HNWI Wealth vs GDP Ratio (%), 2010-2019
      • Table Spain - Appendix One
      • Table Spain - Appendix Two
  • About WealthInsight

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