Tuesday 21 October 2014

HNWI Asset Allocation in the UK 2014

HNWI Asset Allocation in the UK 2014 is a new market research publication announced by Reportstack. This report provides the latest asset allocations of the UK HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of the UK HNWIs to 2018 and a comprehensive and robust background of the local economy.

Scope
• Independent market sizing of the UK 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 the UK 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
• In 2013, equities was the largest asset class for UK HNWIs, with 28.6% of total HNWI assets, followed by business interests with 25.4%, real estate with 17.5%, fixed-income with 15.8%, cash and deposits with 6.7%, and alternatives with 6.0%.
• Equities, real estate and alternatives recorded growth at respective review-period rates of 47.3%, 32.8% and 32.3%. 
• Alternative assets held by UK HNWIs increased during the review period from 5.8% of total HNWI assets in 2009 to 6.0% in 2013. HNWI allocations to commodities increased from 1.1% of total assets in 2009 to 1.4% in 2013. 
• Allocations in commodities are expected to decline over the forecast period, reaching 1.0% of total HNWI assets by 2018, as global liquidity tightens from an expected drop in demand from China for raw materials, which will cause global commodity prices to flatten.
• In 2013, UK HNWI liquid assets amounted to US$1.3 trillion, representing 51.2% of wealth holdings.

Companies Mentioned
Barclays Standard Chartered PLC Investec Wealth and Investment Schroder Private Bank HSBC Private Bank Lloyds Bank Private Banking Coutts Kleinwort Benson Bank Ltd Rothschild Wealth Management RBS Wealth ManagementTo view the table of contents and know more details please visit HNWI Asset Allocation in the UK 2014

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