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Ultra HNWIs in Australia in 2014

  • November 2014
  • -
  • WealthInsight
  • -
  • 111 pages

Synopsis
This report reviews the performance and asset allocations of Ultra HNWIs in Australia, and highlights top-performing cities. It also includes an evaluation of the local wealth management industry.

Summary
- This report is the result of WealthInsight’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 UHNWIs have performed through the crisis.

Scope
- UHNWI volume, wealth and allocation trends from 2009 to 2013
- UHNWI volume, wealth and allocation forecasts to 2018
- UHNWI asset allocations across 13 asset classes
- Number of UHNWIs in each state and all major cities
- Fastest growing cities and states for UHNWIs (2009-2013)
- Number of wealth managers in each city
- City wise ratings of wealth management saturation and potential
- Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in Australia
- Size of Australia wealth management industry
- Largest domestic private banks by AuM
- Detailed wealth management and family office information
- Insights into the drivers of HNWI wealth

Reasons To Buy
- The Ultra HNWIs 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 reports 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.
- Also provides detailed information on UHNWIs in each major city.

Key Highlights
- There were 2,740 UHNWIs in Australia in 2013, with an average per capita wealth of US$120.1 million, making them a prime target group for wealth sector professionals. Of this total, there were 26 billionaires, 585 centimillionaires and 2,129 affluent millionaires.
- UHNWIs accounted for 0.9% of the total Australian HNWI population in 2013; above the global average of 0.7%. The number of Australian UHNWIs increased by 90.8% during the review period, from 1,436 in 2009 to 2,740 in 2013.
- There was a wide range of performance between the different UHNWI wealth bands: while the number of billionaires increased by 100.0%, the number of centimillionaires and affluent millionaires increased by just 90.6% and 90.6% respectively.
- The number of UHNWIs is predicted to increase by 12.8%, to reach 3,167 in 2018. This will include 30 billionaires, 681 centimillionaires and 2,456 affluent millionaires.

Table Of Contents

Ultra HNWIs in Australia in 2014
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 Australian Wealth in Context
3.3.1 Distribution of wealth in Australia
3.4 HNWI Volume and Wealth Trends
4 Findings from the WealthInsight HNWI Database
4.1 Trends in HNWI Wealth to 2018
4.1.1 HNWI trend analysis
4.1.2 Wealth band trends
4.1.3 Demographic breakdown of HNWIs
4.1.4 HNWIs - job titles
4.1.5 HNWIs - industry breakdown
4.1.6 HNWIs - industry performance
4.1.7 HNWIs - breakdown by city
4.1.8 HNWIs - city performance
4.1.9 HNWIs - city population densities
4.1.10 HNWIs - city forecasts
4.1.11 HNWIs - breakdown by state
4.1.12 HNWIs - state performance
4.1.13 HNWIs - state population densities
4.2 UHNWIs
4.2.1 UHNWI volume trend analysis
4.2.2 UHNWI wealth trend analysis
4.2.3 Demographic breakdown of UHNWIs
4.2.4 UHNWIs - industry breakdown
4.2.5 UHNWIs - city breakdown and performance
4.3 UHNWIs - Billionaires
4.3.1 Billionaire volume trend analysis
4.3.2 Billionaire wealth trend analysis
4.3.3 Billionaire per capita net worth trend analysis
4.3.4 List of billionaires
4.4 UHNWIs - Centimillionaires
4.4.1 Centimillionaire volume trend analysis
4.4.2 Centimillionaire wealth trend analysis
4.4.3 Centimillionaire per capita net worth trend analysis
4.5 UHNWIs - Affluent Millionaires
4.5.1 Affluent millionaire volume trend analysis
4.5.2 Affluent millionaire wealth trend analysis
4.5.3 Affluent millionaire per capita net worth trend analysis
4.6 Core HNWIs
4.6.1 Core HNWI volume trend analysis
4.7 Core HNWIs - Mid-Tier Millionaires
4.7.1 Mid-tier millionaire volume trend analysis
4.7.2 Mid-tier millionaire wealth trend analysis
4.7.3 Mid-tier millionaire per capita net worth trend analysis
4.8 Core HNWIs - Lower-Tier Millionaires
4.8.1 Lower-tier millionaire volume trend analysis
4.8.2 Lower-tier millionaire wealth trend analysis
4.8.3 Lower-tier millionaire per capita net worth trend analysis
5 Analysis of Australian HNWI Investments
5.1 Analysis by Asset Class
5.1.1 Trends in alternative assets
5.1.2 Trends in 'art, wine and wheels'
5.1.3 Trends of investments in real estate
5.1.4 Trends of investments in cash and deposits
5.1.5 Trends of investments in fixed-income
5.1.6 Investment trends in equity
5.1.7 Investments trends in business interests
5.2 Analysis of Foreign Investments
5.2.1 Investments in Europe
5.2.2 Investments in North America (including Mexico and the Caribbean)
5.2.3 Investments in the Asia-Pacific
5.2.4 Investments in Central and South America
5.2.5 Investments in the Middle East
5.2.6 Investments in Africa
5.3 Alternative Breakdown: Liquid vs Investable Assets
5.4 Analysis of Australian UHNWI Investments
6 Competitive Landscape of the Wealth Sector
6.1 Competitive Landscape
6.1.1 Domestic private banks
6.1.2 Foreign private banks
6.1.3 Wealth managers
6.1.4 Family offices
6.1.5 Financial advisors
6.2 Developments in the Australian Private Banking Industry
6.3 Wealth Management and the Private Banking Industry
6.4 Australian Wealth Management Industry - Clientele Model and Maturity
6.5 Behavioral Mapping of Wealth Management and Private Banking in Australia
7 Appendix
7.1 Tax Regulations
7.2 Key Drivers
7.2.1 AUS to US$ exchange rate
7.2.2 Real GDP growth
7.2.3 Per capita GDP
7.2.4 Domestic market capitalization
7.2.5 Commodity index
7.2.6 Foreign direct investments - inflow and outflow
7.2.7 Inflation rate
7.2.8 Interest rate
7.2.9 Balance of payments
7.2.10 Government debt
7.2.11 Stock market performance
7.3 Wealth Breakdowns
8 About WealthInsight


List of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Cities in Australia by Population (Volume), 2013
Table 3: Australian HNWIs - Volume Distribution (%), 2013
Table 4: Australian HNWIs - Wealth Distribution Wealth Pyramid (%), 2013
Table 5: Australian HNWIs - Industry Performance, 2009-2013
Table 6: Australian HNWIs - Cities, 2013
Table 7: Australian HNWI Growth in Top Cities (Thousand), 2009-2013
Table 8: Australian HNWI Population Density in Major Cities (Thousand), 2013
Table 9: Australian HNWIs in Top Cities (Thousand), 2009-2018
Table 10: Australian HNWIs - Growth Rates for Top Cities (%), 2009-2018
Table 11: Australian Volume of HNWI by States (Thousand), 2013
Table 12: Australian HNWI State Performance (%), 2009-2013
Table 13: Australian HNWIs Population Density by State (Thousand), 2013
Table 14: Australian UHNWI Gender Performance (%), 2009-2013
Table 15: Australian UHNWI Source of Wealth (%), 2013
Table 16: Australian Volume of UHNWI in Top Cities (Hundred), 2009-2018
Table 17: Australian UHNWI Growth Rates in Top Cities (%), 2009-2018
Table 18: Australian Billionaires Market Overview (Volume and US$ Billion), 2009-2018
Table 19: Australia's Top 10 Billionaires (US$ Billions), 2013
Table 20: Australian Billionaire Wealth Growth (US$ Billion), 2009?2013
Table 21: Australian Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Table 22: Australian Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Table 23: Australian Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Table 24: Australian Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Table 25: Australian Allocations of HNWI Assets (%), 2009-2018
Table 26: Australian HNWI Holdings Growth (%), 2009-2018
Table 27: Australian HNWI Alternative Asset Composition (%), 2009-2018
Table 28: Australian HNWI Trends of Investments in Alternative Assets (%), 2009-2018
Table 29: Australian Trends in ‘Art, Wine and Wheels', 2009-2013
Table 30: Global Prime Real Estate Prices per m2 (US$), 2012
Table 31: Australian HNWI Foreign Investment Allocations (%), 2009-2018
Table 32: Australian HNWI Liquidity Breakdown (US$ Billion), 2009-2018
Table 33: Australian HNWI Liquidity Breakdown (%), 2009-2018
Table 34: Australian UHNWI Allocations and Share of HNWI Assets (%), 2013
Table 35: Leading Domestic Private Banks in Australia by Local and Global AuM (US$ Million), 2013
Table 36: Leading Foreign Private Banks in Australia by Local AuM (US$ Million), 2013
Table 37: Leading Wealth Managers in Australia by AuM (US$m), 2013
Table 38: Top Australian Family Offices by AuM (US$m), 2013
Table 39: Wealth Management Industry - Recent Deal Activity in Australia, 2014
Table 40: Australian Income Tax Bands (EUR), 2013-2014
Table 41: AU$ per US$ Exchange Rate, 2009-2018
Table 42: Australian Real GDP Growth (%), 2009-2018
Table 43: Australian GDP per Capita (US$), 2009-2018
Table 44: Australian Domestic Market Capitalization (US$ Billion), 2009-2013
Table 45: Australian Commodity Indices, 2009-2018
Table 46: Australian Foreign Direct Investment (US$ Billion), 2009-2018
Table 47: Australian Inflation Rate (%), 2009-2018
Table 48: Australian Money Market Rate (%), 2009-2018
Table 49: Australian Balance of Payments (US$ Billion), 2009-2013
Table 50: Australian Government Debt as a Percentage of GDP, 2009-2018
Table 51: Australian Stock Market Performance, 2009-2013
Table 52: Australian HNWI Wealth vs GDP Ratio, 2009-2018
Table 53: Australia - Appendix One
Table 54: Australia - Appendix Two

List of Figures
Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Australia
Figure 3: Australian Asset Price Performance (%), 2009-2013
Figure 4: Australian HNWI Performance (US$ Billions and HNWI Volume), 2009-2018
Figure 5: Australian vs Global HNWIs (%), 2009-2018
Figure 6: Australian HNWIs - Growth Factor Correlation, 2009-2013
Figure 7: Australian HNWIs - Wealth Pyramid (Volume Distribution), 2013
Figure 8: Australian HNWIs - Wealth Pyramid (Volume Distribution), 2013
Figure 9: Australian HNWIs - Age Distribution (%), 2013
Figure 10: Australian HNWIs - Job Titles (%), 2009-2013
Figure 11: Australian HNWIs - Distribution by Industry (%), 2013
Figure 12: Australian HNWIs - City Performance (%), 2009-2013
Figure 13: Australian HNWIs - Volume of HNWIs by City (Thousand), 2009 and 2013
Figure 14: Australian HNWIs - City Forecasts (%), 2014-2018
Figure 15: Australian Volume of HNWI by City (Thousand), 2014-2018
Figure 16: Australian UHNWI Wealth Share vs Volume Growth (%), 2009-2013
Figure 17: Australian UHNWI Volume by Wealth Band 2009-2018
Figure 18: Australian UHNWI Wealth by Wealth Band (US$ Billion), 2009-2018
Figure 19: Australian UHNWI Age Distribution (Percentage Share), 2013
Figure 20: Australian UHNWI Distribution by Industry (%), 2013
Figure 21: Australian Billionaires Market Overview (Volume and US$ Billion), 2009-2018
Figure 22: Australian Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Figure 23: Australian Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Figure 24: Australian Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Figure 25: Australian Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Figure 26: Australian HNWI Asset Class Composition (%), 2009-2018
Figure 27: Australian HNWI Trends in Alternative Assets (US$ Billion), 2009-2018
Figure 28: Australian Trends in ‘Art, Wine and Wheels', 2009-2013
Figure 29: Australian HNWI Foreign Investment Allocation and Growth (%), 2013
Figure 30: Australian HNWI Global Distribution of Foreign Investments (%), 2009-2018
Figure 31: Australian HNWI Liquidity Breakdown (%), 2009-2018
Figure 32: Australian UHNWI Asset Class Composition (%), 2009-2018
Figure 33: Australian Wealth Management Industry - Maturity Level of Operators, 2014
Figure 34: Australian Wealth Management Industry - Behavioral Mapping, 2013
Figure 35: AU$ to US$ Exchange Rate, 2009-2018
Figure 36: Australian Real GDP Growth (%), 2009-2018
Figure 37: Australian GDP per Capita (US$), 2009-2018
Figure 38: Australian Domestic Market Capitalization (US$ Billion), 2009-2013
Figure 39: Australian Commodity Indices, 2009-2018
Figure 40: Australian Foreign Direct Investment (US$ Billion), 2009-2018
Figure 41: Australian Inflation Rate (%), 2009-2018
Figure 42: Australian Money Market Rate (%), 2009-2018
Figure 43: Australian Balance of Payments (US$ Billion), 2009-2013
Figure 44: Australian Government Debt as a Percentage of GDP, 2009-2018
Figure 45: Australian Stock Market Performance, 2009-2013
Figure 46: Australian HNWI Wealth vs GDP Ratio, 2009-2018
Figure 47: Australian HNWIs - Volume by Wealth Band, 2009-2018
Figure 48: Australian HNWIs - Wealth by Wealth Band (US$ Billion), 2009-2018
Figure 49: Australian HNWIs - Wealth per Capita (US$ Million), 2009-2018

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