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UK 2015 Wealth Report

  • April 2015
  • -
  • WealthInsight
  • -
  • 119 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.

Summary
This report reviews the performance and asset allocations of HNWIs and ultra-HNWIs in the UK. It also includes an evaluation of the local wealth management market.

Scope
- Independent market sizing of the UK HNWIs across five wealth bands

- HNWI volume, wealth and allocation trends from 2010 to 2014

- HNWI volume, wealth and allocation forecasts to 2019

- HNWI and UHNWI asset allocations across 13 asset classes

- Geographical breakdown of all foreign assets

- Alternative breakdown of liquid vs. investable assets

- Number of UHNWIs in major cities

- Number of wealth managers in each city

- City ratings of wealth management saturation and potential

- Details of the development, challenges and opportunities of the wealth management and private banking sector in the UK.

- The size of the UK wealth management industry

- The largest private banks by AuM

- Detailed wealth management and family office information

- Insights into drivers of HNWI wealth

Reasons To Buy
- The UK Wealth Report 2015 is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the report comprises a wide variety of data created based on over 125,000 HNWIs from around the world in WealthInsight's database.

- With the wealth reports as the foundation for its research and analysis, WealthInsight is able to obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions it covers.

- The report reviews the performance and asset allocations of HNWIs and ultra-HNWIs. The report also includes projections of the volume, wealth and asset allocations of HNWIs to 2019, and a comprehensive background of the local economy.

- The report provides a thorough analysis of the private banking and wealth management sector, latest merger and acquisition activity, and the opportunities and challenges it faces.

- It also provides detailed information on HNWI volumes in each major city.

Key Highlights
- There were approximately 699,180 HNWIs in the UK in 2014, holding US$2.7 trillion in wealth. Wealth per HNWI in the country was US$3.9 million in 2014.

- UK HNWI numbers rose by 3.6% in 2014, following an increase of 2.7% in 2013.

- 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 16.6%, to reach 825,345 in 2019. HNWI wealth is anticipated to record a significant percentage increase, growing by 34.7%, to reach US$3.8 trillion by 2019.

- UK HNWIs held 29.6% (US$810.2 billion) of their wealth outside their home country at the end of 2014, in line with the worldwide average of 20–30%.

Table Of Contents

UK 2015 Wealth Report
Table of Contents
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 Social Background
3.4 Benchmarking the UK's Wealth in Context
3.4.1 Distribution of wealth in the UK
3.5 HNWI Volume and Wealth Trends
4 Findings from the WealthInsight HNWI Database
4.1 Trends in HNWI Wealth to 2019
4.1.1 HNWI trend analysis
4.1.2 Trends of the wealth bands
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 densitie
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 UK 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 Trends of investments in equity
5.1.7 Trends of Investments in business interests
5.2 Analysis of Foreign Investments
5.2.1 Investments in Europe
5.2.2 Investments in North America (including the US, 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 UK 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 UK Private Banking Industry
6.3 Wealth Management and the Private Banking Industry
6.4 UK Wealth Management Industry - Clientele Model and Maturity
6.5 Behavioral Mapping of Wealth Management and Private Banking in the UK
6.6 Porter's Five Force Analysis - The Wealth Management Industry
7 Appendix
7.1 Additional Components of the Wealth Sector in the UK
7.1.1 Philanthropy
7.1.2 Demand for intergenerational wealth transfer
7.2 Tax Regulations
7.3 Regulations Related to Immigration, Investment and Employment
7.4 Key Drivers
7.4.1 GBP to US$ exchange rate
7.4.2 Real GDP growth
7.4.3 Per capita GDP
7.4.4 Domestic market capitalization
7.4.5 Commodity index
7.4.6 Foreign direct investments - inflow and outflow
7.4.7 Inflation rate
7.4.8 Interest rate
7.4.9 Balance of payments
7.4.10 Government debt
7.4.11 Stock market performance
7.5 Wealth Breakdowns
8 About WealthInsight

List of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Regions in the UK (Thousand), 2014
Table 3: UK HNWIs - Volume Distribution, 2014
Table 4: UK HNWIs - Wealth Distribution Wealth Pyramid (%), 2014
Table 5: UK HNWIs - Industry Performance, 2010-2014
Table 6: UK HNWIs - Population of Cities (Thousand), 2014
Table 7: UK HNWIs - Growth in Top Cities (Thousand), 2010-2014
Table 8: UK HNWIs - Population Density in Major Cities (Thousand), 2014
Table 9: UK HNWI Populations in Top Cities (Thousand), 2010-2019
Table 10: UK HNWIs - Growth Rates for Top Cities (%), 2010-2019
Table 11: UK HNWIs - Population by State (Thousand), 2014
Table 12: UK HNWIs - Population and State Growth Data (%), 2010-2014
Table 13: UK HNWIs - Population Density by State (%), 2014
Table 14: UK UHNWIs - Gender Performance, 2010-2014
Table 15: UK UHNWIs - Source of Wealth (%), 2014
Table 16: UK UHNWIs in Top Cities (Thousand), 2010-2019
Table 17: UK UHNWIs' Growth Rates for Top Cities (Thousand), 2010-2019
Table 18: UK Billionaires - Market Overview (US$ Billions), 2010-2019
Table 19: UK Top 10 Billionaires (US$ Billions), 2014
Table 20: UK Billionaire Wealth Growth (US$), 2010?2014
Table 21: UK Centimillionaires - Market Overview (US$), 2010-2019
Table 22: UK Affluent Millionaires - Market Overview (US$), 2010-2019
Table 23: UK Mid-Tier Millionaires - Market Overview (US$), 2010-2019
Table 24: UK Lower-Tier Millionaires - Market Overview (US$), 2010-2019
Table 25: UK Allocations of HNWI Assets (%), 2010-2019
Table 26: UK HNWIs ? Holdings Growth (%), 2010-2019
Table 27: UK HNWIs - Alternative Asset Composition (%), 2010-2019
Table 28: UK HNWIs - Trends of Investments in Alternative Assets (%), 2010-2019
Table 29: UK Trends in ‘Art, Wine and Wheels', 2010-2014
Table 30: Global Prime Real Estate Prices per m² (US$), 2014
Table 31: UK HNWIs - Percentage of Foreign Investment Allocations, 2010-2019
Table 32: UK HNWIs - Liquidity Breakdown (US$ Billion), 2010-2019
Table 33: UK HNWIs - Liquidity Breakdown (%), 2010-2019
Table 34: UK UHNWIs - Allocations and Share of HNWI Assets, 2014
Table 35: Leading Domestic Private Banks in the UK by AuM (US$), 2014
Table 36: Leading Foreign Private Banks in the UK by AuM (US$), 2014
Table 37: UK Wealth Managers, 2014
Table 38: UK Family Offices, 2014
Table 39: Private Banking Industry - Recent Deal Activity in the UK, 2014
Table 40: UK Income Tax Bands (CHF), 2014-2014
Table 41: GBP per US$ Exchange Rate (%), 2010-2019
Table 42: UK Real GDP Growth (%), 2010-2019
Table 43: UK GDP Per Capita (US$), 2010-2019
Table 44: UK Domestic Market Capitalization (US$ Billion), 2010-2014
Table 45: UK Commodity Indices, 2010-2019
Table 46: UK Foreign Direct Investments (US$ Billion), 2010-2019
Table 47: UK Inflation Rate (%), 2010-2019
Table 48: UK Money Market Rate (%), 2010-2019
Table 49: UK Balance of Payments (US$ Billion), 2010-2014
Table 50: UK Government Debt as a Percentage of GDP (%), 2010-2019
Table 51: UK Stock Market Performance, 2010-2014
Table 52: UK HNWI Wealth vs GDP Ratio (%), 2010-2019
Table 53: The UK - Appendix One
Table 54: The UK - Appendix Two

List of Figures
Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of the UK
Figure 3: The UK's Asset Price Performance (US$), 2010-2014
Figure 4: UK HNWI Performance (US$), 2010-2019
Figure 5: UK vs Global HNWIs (US$), 2010?2014
Figure 6: UK HNWIs - Growth Factor Correlation, 2010-2014
Figure 7: UK HNWIs - Volume Distribution Wealth Pyramid, 2014
Figure 8: UK HNWIs - Wealth Distribution Wealth Pyramid (%), 2014
Figure 9: UK HNWIs - Age Distribution, 2014
Figure 10: UK HNWIs - Job Titles, 2010-2014
Figure 11: UK HNWIs - Distribution by Industry (%), 2014
Figure 12: UK HNWIs - City Performance (Thousand), 2010-2014
Figure 13: UK HNWIs - City Population Volumes (Thousand), 2010-2014
Figure 14: UK HNWIs - City Forecasts (Thousand), 2015-2019
Figure 15: UK HNWIs - City Populations (Thousand), 2015-2019
Figure 16: UK UHNWIs - Wealth Share vs Volume Growth (%), 2010-2014
Figure 17: UK UHNWIs - Volume by Wealth Band (Thousand), 2010-2019
Figure 18: UK UHNWIs - Wealth by Wealth Band (US$ Billion), 2010-2019
Figure 19: UK UHNWIs - Age Distribution (Percentage Share), 2014
Figure 20: UK UHNWIs - Distribution by Industry, 2014
Figure 21: UK Billionaires - Market Overview (US$), 2010-2019
Figure 22: UK Centimillionaires - Market Overview (US$), 2010-2019
Figure 23: UK Affluent Millionaires - Market Overview (US$), 2010-2019
Figure 24: UK Mid-Tier Millionaires - Market Overview (US$), 2010-2019
Figure 25: UK Lower-Tier Millionaires - Market Overview (US$), 2010-2019
Figure 26: UK HNWIs - Asset Class Composition (%), 2010-2019
Figure 28: UK Trends in ‘Art, Wine and Wheels', 2010-2014
Figure 29: UK HNWIs - Foreign Investment Allocation and Growth (%), 2014
Figure 30: UK HNWIs - Global Distribution of Foreign Investments (%), 2010-2019
Figure 31: UK HNWIs - Liquidity Breakdown (%), 2010-2019
Figure 32: UK UHNWIs - Asset Class Composition, 2010-2019
Figure 33: UK Wealth Management Industry - Maturity Level of Operators
Figure 34: UK Wealth Management Industry - Behavioral Mapping, 2014
Figure 35: UK Wealth Management Industry - Five Forces Analysis
Figure 36: GBP to US$ Exchange Rate (%), 2010-2019
Figure 37: UK Real GDP Growth (%), 2010-2019
Figure 38: UK GDP Per Capita (US$), 2010-2019
Figure 39: UK Domestic Market Capitalization (US$ Billion), 2010-2014
Figure 40: UK Commodity Indices, 2010-2019
Figure 41: UK Foreign Direct Investments (US$ Billion), 2010-2019
Figure 42: UK Inflation Rate (%), 2010-2019
Figure 43: UK Money Market Rate (%), 2010-2019
Figure 44: UK Balance of Payments (US$ Billion), 2010-2014
Figure 45: UK Government Debt as a Percentage of GDP (%), 2010-2019
Figure 46: UK Stock Market Performance, 2010-2014
Figure 47: UK HNWI Wealth vs GDP Ratio (%), 2010-2019
Figure 48: UK HNWIs - Volume by Wealth Band, 2010-2019
Figure 49: UK HNWIs - Wealth by Wealth Band (in US$ Billions), 2010-2019
Figure 50: UK HNWIs - Wealth Per Capita (in US$ Millions), 2010-2019

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