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HNWI Asset Allocation in the USA 2015

HNWI Asset Allocation in the USA 2015

Synopsis

This report provides the latest asset allocations of USA HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of USA 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 USA.
  • 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 USA 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 USA 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
  • Business interests were the largest asset class for US HNWIs in 2014, with 29.9% of total HNWI assets. This was followed by equities with 29.2%, real estate with 16.6%, fixed income with 10.6%, cash with 8.1% and alternatives with 5.5%.
  • Equities recorded growth at a rate of 66.5%, real estate at 28.4%, business interests at 27.7%, and alternatives and fixed income at 20.2% during the review period.
  • Alternative assets held by HNWIs in the US decreased during the review period, going from 6% of total HNWI assets in 2010 to 5.5% in 2014. HNWI allocations to commodities also decreased from 1.5% to 1.3% of total assets over the same period.
  • WealthInsight expects allocations in commodities to decline over the forecast period, to reach 1% of total HNWI assets by 2019, as global liquidity tightens due to a forecast near-term drop in demand for raw materials from China. This is expected to cause global commodity prices to flatten out.
  • The US HNWI liquid assets valued US$9.8 trillion as of 2014, representing 47.9% of total wealth holdings.


  • Introduction
    • Details of this Report
    • Definitions
      • Table HNWI Wealth Band and Group Definitions
  • Executive Summary
  • US Key Facts
  • Distribution of Wealth in US
    • HNWI Volume and Wealth Trends
  • Analysis of US HNWI Investments
    • Analysis by Asset Class
      • Table The US - Allocations of HNWI Assets (%), 2010-2019
      • Table The US - HNWIs - Holdings Growth (%), 2010-2019
      • Trends in alternative assets
        • Table The US - HNWI Alternative Asset Composition (%), 2010-2019
        • Table The US - HNWI Trends of Investments in Alternative Assets (%), 2010-2019
      • Trends in `art, wine and wheels'
        • Table The US - Trends in `Art, Wine and Wheels', 2010-2014
      • Trends of investment in real estate
        • Table Global Prime Real Estate Prices per m2 (US$), 2014
      • Trends of investment in cash and deposits
      • Trends of investment in fixed income
      • Investment trends in equity
      • Investments t rends in business interests
    • Analysis of Foreign Investments
      • Table The US - HNWI Foreign Investment Allocations (%), 2010-2019
      • Investments in Europe
      • Investments in North America (including the US, Mexico and the Caribbean)
      • Investments in Asia-Pacific
      • Investments in South America
      • Investments in the Middle East
      • Investments in Africa
    • Alternative Breakdown: Liquid vs. Investable Assets
      • Table The US - HNWI Liquidity Breakdown (US$ Billion), 2010-2019
      • Table The US - HNWI Liquidity Breakdown (%), 2010-2019
    • Analysis of US UHNWI Investments
      • Table The US - UHNWI Allocations and Share of HNWI Assets (%), 2014
  • APPENDIX
    • Key Drivers
      • Real GDP growth
        • Table The US - Real GDP Growth (%), 2010-2019
      • Per capita GDP
        • Table The US - GDP Per Capita (US$), 2010-2019
      • Domestic market capitalization
        • Table The US - Domestic Market Capitalization (US$ Billion), 2010-2014
      • Commodity index
        • Table The US - Commodity Indices, 2010-2019
      • Foreign direct investments (FDI) - inflows and outflows
        • Table The US - Foreign Direct Investments (US$ Billion), 2010-2019
      • Inflation rate
        • Table The US - Inflation Rate (%), 2010-2019
      • Interest rate
        • Table The US - Money Market Rate (%), 2010-2019
      • Balance of payments
        • Table The US - Balance of Payments (US$ Billion), 2010-2014
      • Government debt
        • Table The US - Government Debt as a Percentage of GDP (%), 2010-2019
      • Stock market performance
        • Table The US - Stock Market Performance (Index), 2010-2014
      • Wealth Breakdowns
        • Table The US - HNWI Wealth vs GDP Ratio (%), 2010-2019
        • Table The US - Appendix One
        • Table The US - Appendix Two
  • About WealthInsight

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