HNWI Asset Allocation in Canada 2013

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Date: 28-Feb-2013
No. of pages: 70
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Synopsis

•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.

Summary

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.

Scope

  • 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

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