HNWI Asset Allocation 2020

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Published: October 06, 2016 Report Code: WI0025FR-ST

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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.

Scope

The report is divided into three chapters, covering the following areas:

• HNWI Wealth and Population

• HNWI Asset Allocation

• Competitor Strategy, Products and Services

Key Highlights

• 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.

Bank of America
HSBC
Lloyds
UBP
Coutts
Credit Agricole
Indosuez Wealth Management
deVere
Ellevest
Deutsche Bank
BNP Paribas
Societe Generale
Lombard International Assurance
Julius Baer
RBC
BlackRock
FutureAdvisor
RBS
JP Morgan Chase
OCBC
DBS
ABN AMRO
Leumi Private Bank
Fransad Gestion
Merrill Lynch
Kairos
Goldman Sachs
GPS Investimentos
Financeiros e Participacoes
BTG Pactual
BSI
Generali
UBS
Bethmann Bank
LGT Bank Deutschland
Vontobel
Finter Bank Zurich
Credit Suisse
Citi Private Bank
Macquarie Group
The Henley Group
St. James’s Place
Barclays
US Trust
Northern Trust
Well Fargo
Altamount Capital Management
Itau Private Bank
Acumen Partners
Banque Neuflize OBC
Babyloan
Yes Bank
Berenberg Bank
Monument Wealth Management
Oracle Capital Group
Morgan Stanley Smith Barnet
Bessemer Trust
BNY Mellon
Kotak Mahindra Private Banking
WaterStreet Family Offices
ICICI
MoneyZen
Female Wealth Management and Wealthcare for Women
HoyleCohen
the Zinn-Ray and Svatora group
Metro Bank
SunTrust
ING Group
OECD
Bank of Montreal
Zafin Asset Management
Fidelity investments
The Mulligan Group
Baoshang Bank
NatWest

Table of Contents

Executive Summary

TABLE OF CONTENTS

LIST OF TABLES

LIST OF FIGURES

1 Introduction

1.1 What is this Report About?

1.2 Methodology

1.3 Definitions

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

4.6 Regulation

4.7 Innovation

4.8 Pricing Strategy

5 Appendix

6 About WealthInsight

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