Ultra HNWIs in the US to 2013


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119pages

WealthInsight

$ 1995

In Stock


Synopsis

This report is the result of WealthInsights extensive research covering the high net worth individual (HNWI) population and wealth management market in the US.
The report focuses on HNWI performance between the end of 2007 (the peak before the global financial crisis) and the end of 2012. This enables us to determine how well the country's UHNWIs have performed through the crisis.

Summary

This report reviews the performance and asset allocations of Ultra HNWIs in the US, and highlights top-performing cities. It also includes an evaluation of the local wealth management industry.

Scope

  • UHNWI volume, wealth and allocation trends from 2008 to 2012
  • UHNWI volume, wealth and allocation forecasts to 2017
  • UHNWI asset allocations across 13 asset classes 
  • Number of UHNWIs in each state and all major cities
  • Fastest growing cities and states for UHNWIs (2008-2012)
  • 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 the US
  • Size of the US wealth management industry
  • Largest domestic private banks by AuM
  • Detailed wealth management and family office information
  • Insights into the drivers of HNWI wealth

Reasons To Buy

  • The WealthInsight Intelligence Center Database 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.
  • The Intelligence Center also includes tracking of wealth and liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market.
  • With the Database 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 2017.
  • Also provides detailed information on UHNWIs in each major city.

Key Highlights

  • There were 44,934 UHNWIs in the US in 2012, with an average wealth of US$138 million per person, making them the prime target group for wealth sector professionals. Of this total, there were 443 billionaires, 13,080 centimillionaires and 31,411 affluent millionaires in 2012.
  • UHNWIs accounted for close to 0.8% of the total US HNWI population, close to the global average of 0.7%. During the review period, the number of UHNWIs in the US increased by 46% from 30,807 in 2008 to 44,934 in 2012. This was very similar to the increase of 46.8% experienced by core HNWIs.
  • There was a wide range of performance between the different UHNWI wealth bands: The number of billionaires increased by 33%, while the number of centimillionaires and affluent millionaires increased significantly by 46% each.
  • WealthInsight expects the number of UHNWIs to increase by 67.7% to reach 75,352 in 2017. This will include 543 billionaires, 21,996 centimillionaires and 52,813 affluent millionaires.
Table of Content

1 Introduction
1.1 Details of this Report
1.2 Definitions

2 Executive Summary

3 Wealth Sector Fundamentals
3.1 Political Background
3.2 Economic Background
3.3 Social Background
3.4 Benchmarking US Wealth in Context
3.4.1 Distribution of wealth in the US
3.5 HNWI Volume and Wealth Trends

4 Findings from the WealthInsight HNWI Database
4.1 Trends in HNWI Wealth to 2017
4.1.1 HNWI trend analysis
4.1.2 Trends of the wealth bands
4.1.3 Demographic breakdown of HNWIs
4.1.4 HNWIs job titles
4.1.5 HNWIs industry breakdown
4.1.6 HNWIs industry performance
4.1.7 HNWIs breakdown by city
4.1.8 HNWIs city performance
4.1.9 HNWIs city population densities
4.1.10 HNWIs city forecasts
4.1.11 HNWIs breakdown by state
4.1.12 HNWIs state performance
4.1.13 HNWIs state population densities
4.2 UHNWIs
4.2.1 UHNWI volume trend analysis
4.2.2 UHNWI wealth trend analysis
4.2.3 Demographic breakdown of UHNWIs
4.2.4 UHNWIs industry breakdown
4.2.5 UHNWIs city breakdown and performance
4.3 UHNWIs Billionaires
4.3.1 Billionaire volume trend analysis
4.3.2 Billionaire wealth trend analysis
4.3.3 Billionaire per capita net worth trend analysis
4.3.4 List of billionaires
4.4 UHNWIs Centimillionaires
4.4.1 Centimillionaires volume trend analysis
4.4.2 Centimillionaire wealth trend analysis
4.4.3 Centimillionaire per capita net worth trend analysis
4.5 UHNWIs Affluent Millionaires
4.5.1 Affluent millionaire volume trend analysis
4.5.2 Affluent millionaire wealth trend analysis
4.5.3 Affluent millionaire per capita net worth trend analysis
4.6 Core HNWIs
4.6.1 Core HNWI volume trend analysis
4.7 Core HNWIs Mid-Tier Millionaires
4.7.1 Mid-tier millionaire volume trend analysis
4.7.2 Mid-tier millionaire wealth trend analysis
4.7.3 Mid-tier millionaire per capita net worth trend analysis
4.8 Core HNWIs Lower-Tier Millionaires
4.8.1 Lower-tier millionaire volume trend analysis
4.8.2 Lower-tier millionaire wealth trend analysis
4.8.3 Lower-tier millionaire per capita net worth trend analysis

5 Analysis of US HNWI Investments
5.1 Analysis by Asset Classes
5.1.1 Trends in alternative assets
5.1.2 Trends in art, wine and wheels
5.1.3 Trends of investments in real estate
5.1.4 Trends of investments in cash and deposits
5.1.5 Trends of investments in fixed-income
5.1.6 Trends of investments in equity
5.1.7 Trends of Investments in business interests
5.2 Analysis of Foreign Investments
5.2.1 Investments in Europe
5.2.2 Investments in North America (Including the US, Mexico & the Caribbean)
5.2.3 Investments in Asia Pacific
5.2.4 Investments in Latin and South America
5.2.5 Investments in the Middle East
5.2.6 Investments in Africa
5.3 Alternative Breakdown: Liquid vs Investable Assets
5.4 Analysis of US UHNWI Investments

6 Competitive Landscape of the Wealth Sector
6.1 Competitive Landscape
6.1.1 Private Banks
6.1.2 Wealth managers
6.1.3 Family offices
6.1.4 Financial advisors
6.2 Developments in the US Private Banking Industry
6.3 The US Wealth Management Industry Clientele Model and Maturity
6.4 Behavioral Mapping of Wealth Management and Private Banking in the US
6.5 Financial Services Review
6.5.1 Retail Banks
6.5.2 Funds management

7 Appendix
7.1 Regulations on Taxes
7.2 Regulations Related to Immigration, Investment and Employment
7.3 Key Drivers
7.3.1 Real GDP growth
7.3.2 Per capita GDP
7.3.3 Domestic market capitalization
7.3.4 Commodity index
7.3.5 Foreign direct investments inflow and outflow
7.3.6 Inflation rate
7.3.7 Interest rate
7.3.8 Balance of payments
7.3.9 Government debt
7.3.10 Stock market performance
7.4 Wealth Breakdowns

8 About WealthInsight
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Major States in the US, 2012
Table 3: Largest Cities in the US, 2012
Table 4: US Top 10 States by GDP, 2012
Table 5: Fastest-Growing Cities in the US by Population, 20102012
Table 6: US HNWIs Volume Distribution Wealth Pyramid, 2012
Table 7: US HNWIs Wealth Distribution Wealth Pyramid (%), 2012
Table 8: US HNWI Industry Performance, 20082012
Table 9: US HNWIs Cities, 2012
Table 10: US HNWI Growth in Top Cities, 20082012
Table 11: US HNWIs Population Density in Major Cities, 2012
Table 12: US HNWIs in Top Cities, 20082017
Table 13: US HNWI Growth Rates for Top Cities, 20082017
Table 14: US HNWIs by States, 2012
Table 15: US HNWIs State Performance, 20082012
Table 16: US HNWIs - Population Density in States, 2012
Table 17: US UHNWIs Gender Performance, 20082012
Table 18: US UHNWIs Source of Wealth (%), 2012
Table 19: US UHNWIs in Top Cities, 20082017
Table 20: US UHNWI Growth Rates for Top Cities, 20082017
Table 21: US Billionaires Market Overview (US$ Billions) 20082017
Table 22: US Billionaire Wealth Growth, 2008Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of the US
Figure 3: US Asset Price Performance, 20082012
Figure 4: US HNWI Performance, 20082017
Figure 5: US vs Global HNWIs
Figure 6: US HNWIs Growth Factor Correlation, 20082012
Figure 7: US HNWIs Volume Distribution Wealth Pyramid, 2012
Figure 8: US HNWIs Wealth Distribution Wealth Pyramid (%), 2012
Figure 9: US HNWIs Age Distribution, 2012
Figure 10: US HNWIs Job Titles, 20072012
Figure 11: US HNWIs Distribution by Industry, 2012
Figure 12: US HNWIs City Performance, 20082012
Figure 13: US HNWIs City Numbers, 20082012
Figure 14: US HNWIs City Forecasts, 20132017
Figure 15: US HNWIs City Numbers, 20132017
Figure 16: US UHNWIs Wealth Share vs. Volume Growth, 20082012
Figure 17: US UHNWIs Volume by Wealth Band, 20082017
Figure 18: US UHNWIs Wealth by Wealth Band (US$ Billion), 20082017
Figure 19: US UHNWIs Age Distribution (Percentage Share), 2012
Figure 20: US UHNWIs Distribution by Industry, 2012
Figure 21: US Billionaires Market Overview, 20082017
Figure 22: US Centimillionaires Market Overview, 20082017
Figure 23: US Affluent Millionaires Market Overview, 20082017
Figure 24: US Mid-Tier Millionaires Market Overview, 20082017
Figure 25: US Lower-Tier Millionaires Market Overview, 20082017
Figure 26: US HNWIs Asset Class Composition, 20082017
Figure 27: US HNWIs Trends in Alternative Assets (in US$ Billion), 20082017
Figure 28: US Trends in Art, Wine and Wheels, 20082012
Figure 29: US HNWIs Foreign Investment Allocation and Growth (%), 20132017
Figure 30: US HNWIs Global Distribution of Foreign Investments, 20082017
Figure 31: US HNWIs Liquidity Breakdown (%), 20082017
Figure 32: US UHNWIs Asset Class Composition, 20082017
Figure 33: US Wealth Management Industry Maturity Level of Players
Figure 34: US Wealth Management Industry Behavioral Mapping, 2012
Figure 35: US Real GDP Growth (%), 20082017
Figure 36: US GDP Per Capita (US$), 20082017
Figure 37: US Domestic Market Capitalization (US$ Billion), 20082012
Figure 38: US Commodity Indices, 20082017
Figure 39: US Foreign Direct Investments (US$ Billion), 20082017
Figure 40: US Inflation Rate (%), 20082017
Figure 41: US Money Market Rate (%), 20082017
Figure 42: US Balance of Payments (US$ Billion) 20082012
Figure 43: US Government Debt as a Percentage of GDP, 20082017
Figure 44: US Stock Market Performance, 20082012
Figure 45: US HNWI Wealth vs GDP Ratio, 20082017
Figure 46: US HNWIs Volume by Wealth Band, 20082017
Figure 47: US HNWIs Wealth by Wealth Band (in US$ Billions), 20082017
Figure 48: US HNWIs Wealth Per Capita (in US$ Millions), 20082017