HNWI Asset Allocation 2020
All the vital news, analysis, and commentary curated by our industry experts.
Global private banks such as Barclays and HSBC have recently scaled back operations in emerging markets in an effort to become simpler and more profitable. They are focusing on domestic and core markets such as the UK, Switzerland and Germany.
However, emerging markets still represent opportunities for those willing to raise the bar in the provision of high-quality products and services.
Tightening regulations and a weak macroeconomic environment have impacted the profitability of wealth management firms, encouraging them to re-examine their strategies. They are approaching HNWIs with a wide variety of products and services to capture a greater share of the market.
In the post-financial-crisis environment, private banks and wealth managers are building lending solutions to meet strong HNWI demand for credit and access to liquidity.
The report is divided into three chapters, covering the following areas:
• HNWI Wealth and Population
• HNWI Asset Allocation
• Competitor Strategy, Products and Services
• In 2015, HNWI wealth was estimated at US$60 trillion, of which 25.9% was invested in international markets.
• HNWIs in Asia-Pacific held 21.5% of their wealth outside their home country in 2011; the figure increased to 22.5% in 2015.
• In the Americas alternative assets registered a CAGR of 4.9% during 2011–2015; they are expected to record a CAGR of 8.8% between 2016 and 2020.
• Globally, 12.5% of HNWIs were over the age of 70 in 2015. HNWIs below the age of 40 formed the smallest HNWI group.
Reasons to Buy
• Understand the investment behavior of HNWIs with respect to onshore and offshore locations and current economic conditions.
• Gain insight into HNWI demographics based on a unique analysis of WealthInsight’s proprietary HNWI database comprising 140,000 dossiers.
• Be informed about HNWIs’ preferred asset class allocations in the Americas, Europe, Asia-Pacific and Middle East and Africa, as well as their foreign and alternative investment allocations.
• Analyze competitor strategy with regard to products and services, international expansion, pricing and innovation.
• Identify new approaches to targeting HNWI clients, and identify where the competitive advantage offers opportunities to increase market share.
Indosuez Wealth Management
Lombard International Assurance
JP Morgan Chase
Leumi Private Bank
Financeiros e Participacoes
LGT Bank Deutschland
Finter Bank Zurich
Citi Private Bank
The Henley Group
St. James’s Place
Altamount Capital Management
Itau Private Bank
Banque Neuflize OBC
Monument Wealth Management
Oracle Capital Group
Morgan Stanley Smith Barnet
Kotak Mahindra Private Banking
WaterStreet Family Offices
Female Wealth Management and Wealthcare for Women
the Zinn-Ray and Svatora group
Bank of Montreal
Zafin Asset Management
The Mulligan Group
Table of Contents
TABLE OF CONTENTS
LIST OF TABLES
LIST OF FIGURES
1.1 What is this Report About?
2 HNWI Wealth and Population Market Sizing, Demographics and Economic Outlook
2.1 HNWIs Market Sizing and Forecast
2.2 Trends in Age Demographic
2.3 Trends in Gender Demographic
2.4 Trends in HNWI Volume and Value Segmented by Wealth Band
2.5 Review of the Global Economy
3 HNWI Asset Allocation 2011–2020
3.1 HNWI Asset Allocation in International Markets
3.2 Trends in Alternative Assets
3.3 Trends in Real Estate Investments
3.4 Trends in Cash and Deposits
3.5 Trends in Fixed-Income Products
3.6 Trends in Equities
3.7 Trends in Business Interests
3.8 Asset Allocation Distribution by Country
3.9 Asset allocation Distribution by Geography
4 Competitor Strategy, Products and Services
4.1 Current and Future Outlook
4.2 M&A and International Strategy
4.3 Customers and Services
4.4 Channels and Synergies
4.5 Investment Products
4.8 Pricing Strategy
6 About WealthInsight
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