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HNWI Asset Allocation in the United Kingdom 2013

  • July 2013
  • -
  • WealthInsight
  • -
  • 62 pages

Synopsis

• This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in the UK.
• 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.

Summary

This report provides the latest asset allocations of UK HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of UK HNWIs to 2017 and a comprehensive and robust background of the local economy.

Scope

• Independent market sizing of UK HNWIs across five wealth bands
• HNWI volume and wealth trends from 2007 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 WealthInsight 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

• There were just over 736,000 HNWIs in the UK in 2012. These HNWIs collectively hold US$2,810 billion in wealth which equates to 23% of the total individual wealth held in the country.
• UK HNWIs underperformed compared to the global average during the review period - worldwide HNWI volumes decreased by 0.3% whilst UK HNWI numbers decreased by 4%.
• In 2012, UK HNWI numbers rose by 8.9%, following a decline of 1.0% in 2011.
• Growth in HNWI wealth and volumes are expected to improve over the forecast period. The total number of UK HNWIs is forecast to grow by 43%, to reach over 1,053,037 in 2017. HNWI wealth is projected to grow by 55% to reach US$4,350 billion by 2017.


Table Of Contents

HNWI Asset Allocation in the United Kingdom 2013
Table of Contents
1 Introduction
1.1 Details of this Report
1.2 Definitions
2 Executive Summary
3 Wealth Sector Fundamentals
3.1 Political Background
3.2 Economic Background
3.3 Benchmarking UK Wealth in Context
3.1.1 World statistics
3.1.2 Distribution of wealth in the UK
3.4 HNWI Volume and Wealth Trends
4 Analysis of UK HNWI investments
4.1 Analysis by Asset Classes
4.1.1 Trends in alternative assets
4.1.2 Trends in “Art, Wine and Wheels”
4.1.3 Trends of Investments in Real Estate
4.1.4 Trends of Investments in Cash and Deposits
4.1.5 Trends of investments in fixed income
4.1.6 Trends of investments in equity
4.1.7 Trends of investments in business interest
4.2 Analysis of Foreign Investments
4.2.1 Investments in Europe
4.2.2 Investments in North America (including the USA, Mexico and the Caribbean)
4.2.3 Investments in Asia Pacific
4.2.4 Investments in South America
4.2.5 Investments in Middle East
4.2.6 Investments in Africa
4.3 Alternative Breakdown: Liquid vs Investable Assets
4.4 Analysis of UK Ultra HNWI Investments
5 Appendix
5.1 Regulations on Taxes
5.2 Key Drivers
5.2.1 GBP to US$ exchange rate
5.2.2 Real GDP growth
5.2.3 Per capita GDP
5.2.4 Domestic market capitalization
5.2.5 Commodity index
5.2.6 FDI
5.2.7 Inflation rate
5.2.8 Interest rate
5.2.9 Balance of payments
5.2.10 Government debt
5.2.11 Stock market performance
5.3 Wealth Breakdowns
6 About WealthInsight

List of Tables

Table 1: HNWI Wealth Band and Group Definitions
Table 2: UK's Main Regions/Cities/Countries
Table 3: UK's Largest Cities
Table 4: UK's Fastest-Growing Cities/Towns by Population
Table 5: UK Allocations of HNWI Assets, 2007?2017
Table 6: UK HNWIs ? Holdings Growth (%), 2007-2017
Table 7: UK HNWIs - Trends of Investments in Alternative Assets (%), 2007-2017
Table 8: UK HNWIs - Alternative Asset Composition (%), 2007-2017
Table 9: UK Trends in “Art, Wine and Wheels”, 2007-2012
Table 10: Global Prime Real Estate Prices per Square Meter, US$ Terms, 2012
Table 11: Global Prime International Cities, US$ Terms, 2007-2012
Table 12: UK HNWIs ? Percentage of Foreign Allocation, 2007-2017
Table 13: UK HNWIs - Liquidity Breakdown (US$ Billion), 2007-2017
Table 14: UK HNWIs - Liquidity Breakdown (%), 2007-2017
Table 15: UK UHNWIs - Allocations and Share of HNWI Assets, 2012
Table 16: UK Income Tax Structure and Taxable Bands, 2011?2014
Table 17: UK GBP to US$ Exchange Rate, 2007-2017
Table 18: UK Real GDP Growth, 2007-2017
Table 19: UK GDP Per Capita, 2007-2017
Table 20: UK Domestic Market Capitalization (US$ Billions) 2007-2011
Table 21: UK Commodity Indices, 2007-2017
Table 22: UK FDI Inflows (US$ Billions) 2007-2017
Table 23: UK Inflation Rate, 2007-2017
Table 24: UK Money Market Rate, 2007-2017
Table 25: UK: Balance of Payments (US$ Billions) 2007?2012
Table 26: UK Government Debt as a Percentage of GDP, 2007-2017
Table 27: UK Stock Market Performance, 2007-2012
Table 28: UK HNWI Wealth vs GDP Ratio, 2007-2017
Table 29: UK Appendix One
Table 30: UK Appendix Two

List of Figures

Figure 1: HNWI Wealth Band Definitions
Figure 2: UK Map
Figure 3: UK Asset Price Performance, 2007?2012
Figure 4: UK HNWI Performance, 2007-2017
Figure 5: UK HNWIs vs the World
Figure 6: UK HNWIs - Asset Class Composition, 2007-2017
Figure 7: UK HNWIs - Trends in Alternative Assets (in US$ Billion), 2007-2017
Figure 8: UK Trends in “Art, Wine and Wheels”, 2007-2012
Figure 9: UK HNWIs - Foreign Investment Allocation and Growth (%), 2012-2017
Figure 10: UK HNWIs - Global Distribution of Foreign Investments, 2007-2017
Figure 11: UK HNWIs - Liquidity Breakdown (%), 2007?2017
Figure 12: UK UHNWIs - Asset Class Composition, 2007-2017
Figure 13: UK GBP to US$ Exchange Rate, 2007-2017
Figure 14: UK Real GDP Growth (%), 2007-2017
Figure 15: UK GDP Per Capita, 2007-2017
Figure 16: UK Domestic Market Capitalization (US$ Billion) 2007-2011
Figure 17: UK Commodity Indices, 2007-2017
Figure 18: UK FDI Inflows (US$ Billions) 2007-2017
Figure 19: UK Inflation Rate, 2007-2017
Figure 20: UK Money Market Rate, 2007?2017
Figure 21: UK Balance of Payments (US$ Billion) 2007-2012
Figure 22: UK Government Debt as a Percentage of GDP, 2007-2017
Figure 23: UK Stock Market Performance, 2007-2012
Figure 24: UK HNWI Wealth vs GDP Ratio, 2007-2017
Figure 25: UK HNWIs - Volume by Wealth Band, 2007-2017
Figure 26: UK HNWIs - Wealth by Wealth Band (in US$ Billion), 2007-2017
Figure 27: UK HNWIs - Wealth Per Capita (in US$ Billion), 2007-2017

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