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HNWI Asset Allocation in the UK 2016

HNWI Asset Allocation in the UK 2016

Synopsis

This report provides the latest asset allocations of UK HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of UK 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 UK.
  • 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 UK 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 UK 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 UK HNWIs in 2015, with 30.2% of total HNWI assets, followed by business interests with 25.3%, real estate with 16.4%, fixed-income with 15.9%, cash and deposits with 6.6%, and alternatives with 5.7%.
  • Equities recorded the highest growth during the review period, at a rate of 70.2%, followed by business interests and real estate, at respective rates of 27.4% and 21.6%.
  • Alternative assets held by UK HNWIs decreased from 6.7% to 5.7% between 2011 and 2015. HNWI allocations to commodities decreased from 2.3% to 1.2% of total assets during this period.
  • WealthInsight expects allocations in commodities to decrease over the forecast period, to reach 1.1% of total HNWI assets by 2020.
  • UK HNWI liquid assets valued US$1.5 trillion as of 2015, representing 52.7% of total wealth holdings.


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

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