HNWI Asset Allocation in Canada 2013

Publisher Name :
Date: 28-Feb-2013
No. of pages: 70
Inquire Before Buying


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


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


  • Independent market sizing of Canadian HNWIs across five wealth bands

  • •HNWI volume, wealth and allocation trends from 2007 to 2012

  • •HNWI volume, wealth and allocation 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 are just over 422,000 HNWIs in Canada in 2012. These HNWIs hold US$1,529 billion in wealth which equates to 26% of total individual wealth held in the country.

  • •Fixed income products recorded the strongest growth over the review period, driven by a movement into safer assets during the financial crisis.

  • As of 2012, HNWI liquid assets amounted to US$263 billion, representing 17.2% of the wealth holdings of Canadian HNWIs.

  • •WealthInsight's research showed that in 2012, 23% of Canadian HNWIs had second homes abroad.

  • •At the end of 2012, Canadian HNWIs held 26% (US$372 billion) of their wealth outside their home country, which is in line with the worldwide norm of between 20% and 30%.

HNWI Asset Allocation in Canada 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 Canada Wealth in Context
3.3.1 World Statistics
3.3.2 Distribution of wealth in Canada
3.4 HNWI Volume and Wealth Trends

4 Analysis of Canadian 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 North America (including the USA, Mexico & the Caribbean)
4.2.2 Investments in Europe
4.2.3 Investments in Asia Pacific
4.2.4 Investments in Latin America
4.2.5 Investments in Africa
4.3 Alternative Breakdown: Liquid vs. Investable Assets
4.4 Analysis of Canadian Ultra HNWI Investments

5 Appendix
5.1 Additional Components of the Wealth Sector in Canada
5.2 Regulations on Taxes
5.3 Regulations Related to Immigration, Investment and Employment
5.4 Key Drivers
5.4.1 LC to US$ exchange rate
5.4.2 Real GDP growth
5.4.3 Per capita GDP
5.4.4 Domestic market capitalization
5.4.5 Commodity index
5.4.6 Foreign direct investment
5.4.7 Inflation rate
5.4.8 Interest rate
5.4.9 Balance of payments
5.4.10 Government debt
5.4.11 Stock market performance
5.5 Wealth Breakdowns

6 About WealthInsight

List of Tables

Table 1: HNWI Wealth Band and Group Definitions
Table 2: Canada: Regions in Canada, 2012
Table 3: Canada: Largest 10 Cities in Canada, 2012
Table 4: Canada: Fastest growing cities in Canada by population, 2006 - 2011
Table 5: Canada: Fastest growing cities in Canada (economic growth), 2011 - 2012
Table 6: Canada: Allocations of HNWI Assets, 2007?2017
Table 7: Canada: HNWIs ? Holdings Growth (%), 2007-2017
Table 8: Canada: HNWIs - Trends of Investments in Alternative Assets (%), 2007-2017
Table 9: Canada: HNWIs - Alternative Asset Composition (%), 2007-2017
Table 10: Canada: Trends in "Art, Wine and Wheels", 2007-2012
Table 11: Canada: Real Estate Performance in Major Cities, 2007-2012
Table 12: Canada: Residential real estate prices, US$ terms, 2012
Table 13: GLOBAL: Prime real estate prices per square meters, US$ terms, 2012
Table 14: GLOBAL: Prime International Cities, US$ Terms, 2007-2012
Table 15: Canada: HNWIs - % Foreign allocation, 2007-2017
Table 16: Canada: HNWIs - Liquidity Breakdown (US$ Billion), 2007-2017
Table 17: Canada: HNWIs - Liquidity Breakdown (%), 2007-2017
Table 18: Canada: UHNWIs - Allocations and Share of HNWI Assets, 2012
Table 19: Canada: Income Tax Brackets, 2012
Table 20: Canada: VAT by State, 2012
Table 21: Canada: Provincial corporate tax rates, 2012
Table 22: Canada: LC to USD Exchange Rate, 2007-2017
Table 23: Canada: Real GDP Growth, 2007-2017
Table 24: Canada: GDP Per Capita, 2007-2017
Table 25: Canada: Domestic Market Capitalization (US$ Billions) 2007-2011
Table 26: Canada: Commodity Indices, 2007-2017
Table 27: Canada: Foreign Direct Investments (US$ Billions) 2007-2017
Table 28: Canada: Inflation Rate, 2007-2017
Table 29: Canada: Money Market Rate, 2007-2017
Table 30: Canada: Balance of Payments (US$ Billions) 2007-2012
Table 31: Canada: Government Debt to GDP, 2007-2017
Table 32: Canada: Stock Market Performance, 2007-2012
Table 33: Canada: HNWI Wealth vs GDP Ratio, 2007-2017
Table 34: Canada: Appendix One
Table 35: Canada: Appendix Two

List of Figures

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

  • Wealth in the UK: HNW Investors; Understanding HNW investors and wealth management strategies.
    Published: 28-Apr-2016        Price: US 3450 Onwards        Pages: 44
    Summary The UK wealth management industry has a long history, and this is reflected in the profile of the country's high net worth (HNW) clients. The majority originate from the financial services industry and are sophisticated enough to deal with their financial affairs. However, to save time they opt for discretionary asset management services, as UK wealth managers maintain their reputation as trusted professionals. Investment portfolios are built around traditiona......
  • Wealth in the Netherlands: HNW Investors
    Published: 28-Apr-2016        Price: US 3450 Onwards        Pages: 40
    Summary Typically Dutch HNW individuals come from an entrepreneurial background or are family business owners, while the leading generators of wealth are the IT and financial services industries. While younger than the regional average, most Dutch HNW individuals are over 50, with almost a quarter over 65. Expats form a small proportion of the HNW population (4.1%), with the UK accounting for the largest share. The typical Dutch HNW individual invests heavily into equ......
  • Robo-Advisors: Mapping the Competitive Landscape
    Published: 27-Apr-2016        Price: US 5250 Onwards        Pages: 53
    Summary The wealth management industry has long been resilient to the digitization process observed in the wider financial services space. This has started to change, however, with interest in robo-advice platforms increasing in 2015. The automated investment management space is hence becoming ever-more competitive as new entrants launch propositions. Supported by software developers, traditional wealth managers have also started exploring the digital advice market. C......
  • Wealth in Poland: Sizing the Market Opportunity
    Published: 23-Apr-2016        Price: US 3450 Onwards        Pages: 39
    Summary Poland is an emerging economy and has a relatively short history of economic freedom and capital markets. As a result, the retail savings and investments market is very much skewed towards deposits. However, the value of onshore liquid assets held by Polish residents has been growing fast. The HNW population remains tiny, but at the same time is growing its wealth at the fastest pace. With their changing preferences and growing interest in offshore investments......
  • Wealth in the US: Sizing the Market Opportunity
    Published: 23-Apr-2016        Price: US 3450 Onwards        Pages: 39
    Summary The US is home to the largest affluent population in the world and hosts a very advanced financial services sector, including the most sophisticated mutual fund and equity markets globally. The large affluent population is financially literate with high retail participation in both equities and mutual funds. US wealth managers thus have a lucrative target market onshore. In the future, growth in the affluent population's liquid assets will be pronounced compar......
  • 2020 Foresight: Non Resident Indians
    Published: 19-Apr-2016        Price: US 4995 Onwards        Pages: 102
    Synopsis This report is the result of WealthInsight’s extensive research covering the Non-Resident Indians (NRIs) population and the NRIs' wealth management market . Summary This report focuses on the Indian diaspora, which is the largest among non-resident South Asians. The report examines non-resident Indians (NRIS)’ investment attitudes and behavior, sources of wealth and demographics. It also includes market size and fo......
  • Wealth in Hong Kong: Sizing the Market Opportunity
    Published: 13-Apr-2016        Price: US 3450 Onwards        Pages: 44
    Summary The number of affluent investors in Hong Kong grew to 2.4 million in 2015, achieving a lower rate of growth than its long-term average since the financial crisis rocked the market in 2008. Yet Hong Kong remains an attractive market. 40% of the adult population is considered affluent, comparable to markets in the developed West, while growth rates still resemble those found in the East. Growth going forward will be more modest for both affluent investor numbers......
  • Wealth in the Brazil: Sizing the Market Opportunity
    Published: 10-Apr-2016        Price: US 3450 Onwards        Pages: 36
    Summary It is a torrid time for the Brazilian wealth market. The country is in the depths of an enduring economic recession; with no immediate end in sight growth in the Brazilian wealth market is set to slow noticeably. Underlying this is deceleration in growth of the retail savings and investments market; equities in particular have plummeted thanks to the ongoing poor performances of the Bovespa since 2013. With such uncertainty, it is no surprise that local HNW in......
  • Australian IFAs, Investment Managers and Platforms
    Published: 08-Apr-2016        Price: US 3450 Onwards        Pages: 27
    Summary Financial advisors are a key distribution network for retail investors in Australia. All investment product manufacturers need to understand the priorities and criteria advisors use to select their investment partners and platforms. As almost all advisors use a platform to manage their client assets under management, understanding why certain platforms are more favored than others is crucial to gaining market share. Key Findings ......
    Value for Money
    We believe in "optimum utilization of available budget and resources". While servicing our clients' (your) market research requirements, we keep the same approach in focus to help you get the best value for your $$s.
    Ever Growing Inventory
    Ranging from the smallest feasible / required data (datasheets, data facts, SWOT analysis, company profiles, etc) to full research reports that help you make decisions, our inventory is updated almost on a daily basis with the latest industry reports from domain experts that track more than 5000 niche sectors.
    One Stop Solution
    Need a custom research report on medical devices market? Require all available business intelligence on 3D printing industry? Exploring F&B sector of a particular country/region? is your one-stop-solution to all market intelligence needs. We not only offer custom research and consulting services, we also "bundle" reports to meet your needs and help you fetch the data analysis you require for your business.
    Dedicated Client Engagement
    Not limited to only "finding" relevant reports for you, our client engagement team dedicates its efforts to understand your "business need" and accordingly maps available research data to help you move forward. Call "your" client engagement executive any time of your day and get your questions answered in order to make the correct business decision.
    Saving Time and Efforts
    Simply share your research requirement details with us and let us do all the hard work to find required intelligence for you. When you add up our "one stop solution" and "dedicated client engagement" services mentioned above, you obviously know the time and effort saving you do by working with us.
    Payment Flexibility
    Working with Fortune 500 organizations, we understand the importance of being flexible for payments. Share your payment terms with us and we will surely match up to them to ensure you get access to required business intelligence data without having to wait for the payment to be done.
    Post-Purchase Research Support
    Have questions after reading a report / datasheet bought through us? Not sure about the methodology used for data available in the research? Talk to us / Share your questions with us and if required, we will connect you with the analyst(s)/author(s) of the report(s) and ensure you get satisfactory answers for the same. Need more data / analysis / report(s) on the topic of your research/project? The team is here for you 24X7 to support you with your post-purchase requirements. Subscription Offers & Packages (Get in touch with us for more details - / +1 888 391 5441 )
    • Ad Hoc
    • Pay - as - you - go / Bucket Subscriptions
    • Fixed Cost for #of reports
    • Customize / Personalize as per your needs