1 / 6

Ultra HNWIs in australia 2014: Wealth Management, Trends, De

• This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Australia. • The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013. This enables us to determine how well the country's UHNWIs have performed through the crisis. Get more details of report at: http://www.reportscue.com/hnwi-asset-allocation-in-australia-2014-market

dessiew8
Download Presentation

Ultra HNWIs in australia 2014: Wealth Management, Trends, De

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Main Title Market Research Report Ultra HNWIs in Australia in 2014 ©reportscue

  2. Synopsis: This report reviews the performance and asset allocations of Ultra HNWIs in Australia, and highlights top-performing cities. It also includes an evaluation of the local wealth management industry. Report Overview:• This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Australia. • The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013. This enables us to determine how well the country's UHNWIs have performed through the crisis.

  3. Scope : • UHNWI volume, wealth and allocation trends from 2009 to 2013• UHNWI volume, wealth and allocation forecasts to 2018• UHNWI asset allocations across 13 asset classes • Number of UHNWIs in each state and all major cities• Fastest growing cities and states for UHNWIs (2009-2013)• Number of wealth managers in each city• City wise ratings of wealth management saturation and potential• Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in Australia• Size of Australia wealth management industry• Largest domestic private banks by AuM• Detailed wealth management and family office information• Insights into the drivers of HNWI wealth

  4. Key Highlights :• There were 2,740 UHNWIs in Australia in 2013, with an average per capita wealth of US$120.1 million, making them a prime target group for wealth sector professionals. Of this total, there were 26 billionaires, 585 centimillionaires and 2,129 affluent millionaires. • UHNWIs accounted for 0.9% of the total Australian HNWI population in 2013; above the global average of 0.7%. The number of Australian UHNWIs increased by 90.8% during the review period, from 1,436 in 2009 to 2,740 in 2013.  • There was a wide range of performance between the different UHNWI wealth bands: while the number of billionaires increased by 100.0%, the number of centimillionaires and affluent millionaires increased by just 90.6% and 90.6% respectively.  • The number of UHNWIs is predicted to increase by 12.8%, to reach 3,167 in 2018. This will include 30 billionaires, 681 centimillionaires and 2,456 affluent millionaires.

  5. Table of Contents: 1 Introduction 2 Executive Summary 3 Wealth Sector Fundamentals 4 Findings from the WealthInsight HNWI Database 5 Analysis of Australian HNWI Investments6 Institutional Construction 6 Competitive Landscape of the Wealth Sector 7 Appendix 8 About WealthInsight

  6. Reason To Buy :• The Ultra HNWIs in Australia 2014 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 reports 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 2018. • Also provides detailed information on UHNWIs in each major city. To Get Details: http://www.reportscue.com/ultra-hnwis-in-australia-in-2014-market

More Related