Australia Wealth Report 2014


#231166

117pages

WealthInsight

$ 4995

In Stock

Synopsis

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

Executive summary

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

Scope

  • Independent market sizing of Australian HNWIs across five wealth bands
  • HNWI volume, wealth and allocation trends from 2009 to 2013
  • HNWI volume, wealth and allocation forecasts to 2018
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Geographical breakdown of all foreign assets
  • Alternative breakdown of liquid vs investable assets
  • Numbers of UHNWIs in major cities
  • Numbers of wealth managers in each city
  • City ratings of wealth management saturation and potential
  • Details of the development, challenges and opportunities for the wealth management and private banking sector in Australia
  • The size of Australia's wealth management industry
  • The largest private banks by AuM
  • Detailed wealth management and family office information
  • Insights into the drivers of HNWI wealth

Reasons to buy

  • The Australia Wealth Report 2014 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 115,000 HNWIs from around the world in the WealthInsight database.
  • With the wealth reports as the foundation for its research and analysis, WealthInsight is able 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 2018, 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.
  • It also provides detailed information on HNWI volumes in each major city.

Key highlights

  • There were 302,026 HNWIs in Australia in 2013. These HNWIs held US$897 billion in wealth, with wealth per HNWI valuing US$2,969,371.
  • Australian HNWI numbers increased by 2.4% in 2013, following a 5.4% increase in 2012.
  • Australian HNWIs held 22.7% (US$204 billion) of their wealth outside their home country at the end of 2013, which is in line with the worldwide average of 20–30%.