Wednesday 26 November 2014

HNWI Asset Allocation in Australia 2014, New Report Launched

HNWI Asset Allocation in Australia 2014

This report is the result of Publisher’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 HNWIs have performed through the crisis.

This report provides the latest asset allocations of Australia HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Australia HNWIs to 2018 and a comprehensive and robust background of the local economy.

Scope
  • Independent market sizing of Australia HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2009 to 2013
  • HNWI volume and wealth forecasts to 2018
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Insights into the drivers of HNWI wealth


Reasons to Buy
  • The HNWI Asset Allocation 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 report 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.


Key Highlights
  • Real estate was the largest asset class for Australian HNWIs in 2013, representative of 28.2% of total HNWI assets, followed by business interests with 24.2%, equities with 17.2%, cash and deposits with 11.8%, fixed-income with 11.0% and alternatives with 7.5%.
  • Equities, alternatives and real estate recorded growth at respective review-period rates of 114.7%, 108.2% and 106.1%.
  • Alternative assets held by Australian HNWIs increased during the review period, from 7.2% of total HNWI assets in 2009 to 7.5% in 2013.
  • Allocations in commodities are expected to decline over the forecast period, going to 1.8% of total HNWI assets by 2018 as global liquidity tightens. This is due to a forecast near-term drop in demand from China for raw materials, which will cause global commodity prices to flatten out.
  • Australian HNWI liquid assets amounted to US$359.8.2 billion in 2013, representing 40.1% of wealth holdings.


Spanning over 63 pages, 27 Tables and 27 Pages “HNWI Asset Allocation in Australia 2014” report Covering Introduction, Executive Summary, Wealth Sector Fundamentals, Analysis of Australian HNWI Investments, Appendix. This report Covered 10 Companies - BT Financial Group (Westpac), ANZ Private Bank, Bendigo Wealth, Commonwealth Private, Bankwest Private Bank, BOQ Private Bank, Macquarie Private Bank, NAB Private Wealth, St George Bank Private Clients, Suncorp Bank.

Know more about this report athttp://mrr.cm/ZFH

Find all Banking Reports at: http://www.marketresearchreports.com/banking

No comments:

Post a Comment