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US Wealth Report 2015

US Wealth Report 2015

Synopsis

This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in the US.

Summary

This report reviews the performance and asset allocations of HNWIs and ultra-HNWIs in the US. It also includes an evaluation of the local wealth management market.

Scope

  • Independent market sizing of the US HNWIs for five wealth bands
  • HNWI volume, wealth and allocation trends from 2010 to 2014
  • HNWI volume, wealth and allocation forecasts to 2019
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Geographical breakdown of all foreign assets
  • Alternative breakdown of liquid vs investable assets
  • Details of the development, challenges and opportunities related to the wealth management and private banking sector in US
  • The size of the US wealth management industry
  • Information on private banks
  • Detailed wealth management and family office information
  • Insights into the drivers of HNWI wealth
Reasons To Buy
  • US Wealth Report 2015 is an unparalleled resource, and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the report comprises a wide variety of data, created based on over 125,000 HNWIs from around the world in WealthInsight's database.
  • With the wealth reports as the foundation for its research and analysis, WealthInsight is 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 it covers.
  • The report reviews the performance and asset allocations of HNWIs and ultra-HNWIs. The report also includes projections of the volume, wealth and asset allocations of HNWIs to 2019, and a comprehensive background of the local economy.
  • The report provides a thorough analysis of the private banking and wealth management sector, the latest merger and acquisition activity, and the opportunities and challenges that the sector faces.
Key Highlights
  • There were 5,376,392 HNWIs in the US in 2014, which held US$20.5 trillion in wealth.
  • The HNWI population in the US increased by 2.8% in 2014, following an incline of 3.8% in 2013.
  • Growth in HNWI wealth and numbers is expected to improve over the forecast period. The number of HNWIs in the US is forecast to grow by 8.6%, to reach 6,038,381 in 2019, while HNWI wealth is projected to grow by 27.7%, to reach US$27.7 trillion."


  • 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
  • Findings from the WealthInsight HNWI Database
    • Trends in HNWI Wealth to 2019
      • HNWI trend analysis
      • Wealth band trends
        • Table The US - HNWIs - Volume Distribution (%), 2014
        • Table The US - HNWIs - Wealth Distribution Wealth Pyramid (%), 2014
      • Demographic breakdown of HNWIs
      • HNWIs - job titles
      • HNWIs - industry breakdown
      • HNWIs - industry performance
        • Table The US - HNWIs - Industry Performance (%), 2010-2014
      • HNWIs - breakdown by city
        • Table The US - HNWIs - Cities, 2014
      • HNWIs - city performance
        • Table The US - HNWI Growth in Top Cities (Thousand), 2010-2014
      • HNWIs - city population densities
        • Table The US - HNWIs Population Density in Major Cities (Thousand), 2014
      • HNWIs - city forecasts
        • Table The US - HNWIs in Top Cities, 2010-2019
        • Table The US - HNWIs - Growth Rates for Top Cities (%), 2010-2019
        • Table The US - HNWI Source of Wealth (%), 2014
    • UHNWIs
      • UHNWI volume trend analysis
      • UHNWI wealth trend analysis
      • Demographic breakdown of UHNWIs
        • Table The US - UHNWI Gender Performance (%), 2010-2014
      • UHNWIs - industry breakdown
      • UHNWIs - city breakdown and performance
        • Table The US - Volume of UHNWI in Top Cities, 2010-2019
        • Table The US - UHNWIs Growth Rates for Top Cities (%), 2010-2019
    • UHNWIs - Billionaires
      • Table The US - Billionaires Market Overview (Volume and US$ Billion), 2010-2019
      • Billionaire volume trend analysis
      • Billionaire wealth trend analysis
      • Billionaire per capita net worth trend analysis
      • List of billionaires
        • Table The US - Top 10 Billionaires (US$ Billion), 2014
        • Table The US - Billionaire Wealth Growth (US$ Billion), 2010-2014
    • UHNWIs - Centimillionaires
      • Table The US - Centimillionaires Market Overview (Volume and US$ Million/Billion), 2010-2019
      • Centimillionaire volume trend analysis
      • Centimillionaire wealth trend analysis
      • Centimillionaire per capita net worth trend analysis
    • UHNWIs - Affluent Millionaires
      • Table The US - Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2010-2019
      • Affluent millionaire volume trend analysis
      • Affluent millionaire wealth trend analysis
      • Affluent millionaire per capita net worth trend analysis
    • Core HNWIs
      • Core HNWI volume trend analysis
    • Core HNWIs - Mid-Tier Millionaires
      • Table The US - Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2010-2019
      • Mid-tier millionaire volume trend analysis
      • Mid-tier millionaire wealth trend analysis
      • Mid-tier millionaire per capita net worth trend analysis
    • Core HNWIs - Lower-Tier Millionaires
      • Table The US - Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2010-2019
      • Lower-tier millionaire volume trend analysis
      • Lower-tier millionaire wealth trend analysis
      • Lower-tier millionaire per capita net worth trend analysis
  • 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$), 2014
      • Trends of investment in cash and deposits
      • Trends of investment in fixed income
      • Investment trends in equity
      • Investments trends in business interests
    • Analysis of Foreign Investments
      • Table The US - HNWI Foreign Investment Allocations (%), 2010-2019
      • Investments in Europe
      • Investments in North America (including the US, Mexico and the Caribbean)
      • Investments in Asia-Pacific
      • Investments in South America
      • Investments in the Middle East
      • Investments in Africa
    • Alternative Breakdown: Liquid vs. Investable Assets
      • Table The US - HNWI Liquidity Breakdown (US$ 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
  • Competitive Landscape
    • Domestic private banks
      • Table Leading Domestic Private Banks in US by AuM (US$), 2014
    • Foreign private banks
      • Table Leading Foreign Private Banks in US by AuM (US$), 2014
    • Wealth managers
      • Table Leading Wealth Mangers in US by AuM (US$), 2014
    • Family offices
      • Table Leading Family Officers in the US by AuM (US$), 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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