Wednesday 26 February 2014

HNWI Asset Allocation in Sweden to 2013, New Report Launched

HNWI Asset Allocation in Sweden to 2013

This report provides the latest asset allocations of Sweden HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Sweden HNWIs to 2017 and a comprehensive and robust background of the local economy.
  • This report is the result of Publisher’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Sweden.
  • 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.

Scope
  • Independent market sizing of Sweden 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 Publisher 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 2013, real estate was the largest asset class for HNWIs in Sweden with 24.3% of total HNWI assets, followed by equities with 17.5%, business interests with 17.5%, cash & deposits with 15.5%, fixed-income with 15.5%, and alternatives with 9.7%.
  • Equities, business interests and alternatives recorded growth during the review period at 77%, 49% and 47% respectively.
  • Alternative assets held by Swedish HNWIs increased during the review period from 9.3% of total HNWI assets in 2009 to 9.7% in 2013; HNWI allocations to commodities increased from 1.5% of total assets in 2009 to 1.9% in 2013.
  • Over the forecast period, Publisher expects allocations in commodities to decline to 1.5% of total HNWI assets by 2018, as global liquidity tightens due to a forecast near-term drop in demand from China for raw materials that will cause global commodity prices to flatten out.
  • As of 2013, Swedish HNWI liquid assets amounted to US$375 billion, representing 48.5% of wealth holdings.

Spanning over 68 pages, 27 tables, 27 figure “HNWI Asset Allocation in Sweden to 2013” report covering the ealth Sector Fundamentals, Analysis of Swedish HNWI Investments, Appendix. The report covered 9 companies - Nordea Private Bank, SEB Private Banking, Carnegie Private Bank, Cartella Wealth Management, Varbergs Sparbank Private Banking, SkandiaBanken Private Banking, Swedbank Private Banking, Erik Penser Bankaktiebolag, Handelsbanken Private Banking.

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