HNWI Asset Allocation in China to 2013


#179532

64pages

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 China.
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 HNWIs have performed through the crisis.

Summary

This report provides the latest asset allocations of China HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of China HNWIs to 2017 and a comprehensive and robust background of the local economy.

Scope

Independent market sizing of China HNWIs across five wealth bands
HNWI volume and wealth trends from 2008 to 2012
HNWI volume and wealth forecasts to 2017
HNWI and UHNWI asset allocations across 13 asset classes
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.

Key Highlights

  • In 2012, real estate was the largest asset class for Chinese HNWIs (29.7% of total HNWI assets), followed by equities (26.3 %), business interests (22%), cash and deposits (14.4%), alternatives (3.9%) and fixed income (3.9%).
  • Equities recorded the strongest growth during the review period, despite the trend for a movement into safer assets during the financial crisis. 
  • Alternative assets held by Chinese HNWIs decreased during the review period, from 3.9% of total HNWI assets in 2008 to 3.7% in 2012. This was due to the weak performance of hedge funds and private equity holdings. 
  • The share of equities is expected to grow over the forecast period, followed by real estate. Fixed income will be the worst-performing asset class. Consequently, there will be a movement away from fixed income and towards real estate and equities.
  • As of 2012, HNWI liquid assets amounted to US$1.1 trillion, representing 22.1% of the wealth holdings of Chinese HNWIs.