HNWI Asset Allocation in Canada 2013
Table of Contents
1.1 Details of this Report
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
5.1 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
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There are multiple drivers for HNW offshore investment. At a global level, almost a quarter of HNW individuals invest their assets offshore to gain access to a better or wider range of investment options, making it the most important driver. Tax efficiencies rank second, followed by access to better investment options. However, bearish financial markets and strong currency volatility in many parts of the world are also motivating investors to seek better retur......
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This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in South Africa.
This report reviews the performance and asset allocations of HNWIs and ultra-HNWIs in South Africa. It also includes an evaluation of the local wealth management market.
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Wealth in Canada: HNW Investors; Understanding HNW investors and wealth management strategies in Canada.
Published: 31-May-2016 Price: US 3450 Onwards Pages: 44
The HNW market in Canada is dominated by family business owners and expat clients drawn from Asia Pacific and the US. These busy owners prefer discretionary asset management and have little desire to try other options. As cautious investors they favor classic investments such as equities and bonds, investing little into less liquid assets such as property or commodities. Tax is a major issue for the domestic wealth market and a key driver for booking offshore.......
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Published: 28-May-2016 Price: US 3450 Onwards Pages: 43
The US is the largest wealth market in the world, and home to a diverse and sizable HNW segment. As the population continues to age, building ties with younger generations will ensure successful transfers of wealth to beneficiaries. Less than 25% of client investment portfolios are allocated into bond investments, and with less demand expected in the future more pressure is placed on better returns from alternative investments.
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Published: 25-May-2016 Price: US 3450 Onwards Pages: 41
The resident population in the UAE is predominantly comprised of expats. Reflecting this, expats also constitute a noteworthy 75.6% of the local HNW population - which has considerable implications when it comes to investors' product and service demand. With strong demand for all planning services, being able to offer a holistic service proposition is a must in the UAE. Emirati HNW individuals typically come from either an entrepreneurial background or have so......
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Published: 21-May-2016 Price: US 5250 Onwards Pages: 38
Globally, 44% of HNW wealth is held via funds as opposed to directly. However, there are significant regional differences when it comes to investment preferences. For example, HNW investors in the US, and to a lesser extent in Western Europe, are significantly more likely to invest in funds than their peers in Central and Eastern Europe, Asia Pacific, and the Middle East. Furthermore, while equity funds prevail across the globe, they are particularly prominent......
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