HNWI Asset Allocation in the UK 2016

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Date: 26-Sep-2016
No. of pages: 54
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Synopsis

This report provides the latest asset allocations of UK HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of UK HNWIs to 2020 and a comprehensive and robust background of the local economy.

Summary


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

  • The report focuses on HNWI performance between the end of 2011 and the end of 2015. This enables us to determine how well the country's HNWIs have performed through the crisis.


Scope


  • Independent market sizing of UK HNWIs across five wealth bands

  • HNWI volume and wealth trends from 2011 to 2015

  • HNWI volume and wealth forecasts to 2020

  • HNWI and UHNWI asset allocations across 13 asset classes

  • Insights into the drivers of HNWI wealth


Reasons To Buy


  • The HNWI Asset Allocation in UK 2016 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 125,000 HNWIs from around the world.

  • With the wealth report as the foundation for our research and analysis, we are 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 we cover.

  • Report includes comprehensive forecasts to 2020.


Key Highlights


  • Equities was the largest asset class for UK HNWIs in 2015, with 30.2% of total HNWI assets, followed by business interests with 25.3%, real estate with 16.4%, fixed-income with 15.9%, cash and deposits with 6.6%, and alternatives with 5.7%.

  • Equities recorded the highest growth during the review period, at a rate of 70.2%, followed by business interests and real estate, at respective rates of 27.4% and 21.6%.

  • Alternative assets held by UK HNWIs decreased from 6.7% to 5.7% between 2011 and 2015. HNWI allocations to commodities decreased from 2.3% to 1.2% of total assets during this period.

  • WealthInsight expects allocations in commodities to decrease over the forecast period, to reach 1.1% of total HNWI assets by 2020.

  • UK HNWI liquid assets valued US$1.5 trillion as of 2015, representing 52.7% of total wealth holdings.

HNWI Asset Allocation in the UK 2016

Table of Contents

1 Introduction
1.1 Details of this Report
1.2 Definitions

2 Executive Summary

3 UK Key Facts

4 Distribution of Wealth in UK
4.1 HNWI Volume and Wealth Trends

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 investment in real estate
5.1.4 Trends of investment in cash and deposits
5.1.5 Trends of investment in fixed-income
5.1.6 Trends of investment in equities
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 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 Key Drivers
6.1 GBP-US$ Exchange Rate
6.2 Real GDP Growth
6.3 Per Capita GDP
6.4 Domestic Market Capitalization
6.5 Commodity Index
6.6 Foreign Direct Investment (FDI) - Inflows and Outflows
6.7 Inflation Rate
6.8 Interest Rates
6.9 Balance of Payments
6.1 Government Debt
6.11 Stock Market Performance
6.12 Wealth Breakdowns

7 About WealthInsight

List of Tables

Table 1: HNWI Wealth Band and Group Definitions
Table 2: UK HNWIs - Assets Allocations (%), 2011-2020
Table 3: UK HNWIs - Holdings Growth (%), 2011-2020
Table 4: UK HNWIs - Alternative Asset Composition (%), 2011-2020
Table 5: UK HNWIs - Trends of Investments in Alternative Assets (%), 2011-2020
Table 6: UK Trends in Art, Wine and Wheels, 2011-2015
Table 7: Global Prime Real Estate Prices per m2 (US$), 2015
Table 8: UK HNWIs - Foreign Investment Allocations (%), 2011-2020
Table 9: UK HNWIs - Liquidity Breakdown (US$ Billion), 2011-2020
Table 10: UK HNWIs - Liquidity Breakdown (%), 2011-2020
Table 11: UK UHNWIs - Allocations and Share of HNWI Assets (%), 2015
Table 12: UK Exchange Rate - GBP-US$ Exchange Rate, 2011-2020
Table 13: UK Real GDP Growth (%), 2011-2020
Table 14: UK GDP per Capita (US$), 2011-2020
Table 15: UK Domestic Market Capitalization (US$ Billion), 2011-2015
Table 16: UK Commodity Indices, 2011-2020
Table 17: UK Foreign Direct Investment (US$ Billion), 2011-2020
Table 18: UK Inflation Rate (%), 2011-2020
Table 19: UK Money Market Rates (%), 2011-2020
Table 20: UK Balance of Payments (US$ Billion), 2011-2015
Table 21: UK Government Debt as a Percentage of GDP (%), 2011-2020
Table 22: UK Stock Market Performance (Index), 2011-2015
Table 23: UK HNWI Wealth vs. GDP Ratio (%), 2011-2020
Table 24: UK - Appendix One
Table 25: UK - Appendix Two

List of Figures

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of UK
Figure 3: UK Asset Price Performance (%), 2011-2015
Figure 4: UK HNWI Performance (US$ Billion and HNWI Volume), 2011-2020
Figure 5: UK vs. Global HNWIs (%), 2011-2015
Figure 6: UK HNWs - Asset Class Composition (%), 2011-2020
Figure 7: UK HNWIs - Trends in Alternative Assets (US$ Billion), 2011-2020
Figure 8: UK Trends in Art, Wine and Wheels, 2011-2015
Figure 9: UK HNWIs - Foreign Investment Allocation and Growth (%), 2015
Figure 10: UK HNWIs - Global Distribution of Foreign Investments (%), 2011-2020
Figure 11: UK HNWIs - Liquidity Breakdown (%), 2011-2020
Figure 12: UK UHNWIs - Asset Class Composition (%), 2011-2020
Figure 13: UK Exchange Rate - GBP-US$, 2011-2020
Figure 14: UK Real GDP Growth (%), 2011-2020
Figure 15: UK GDP per Capita (US$), 2011-2020
Figure 16: UK Domestic Market Capitalization (US$ Billion), 2011-2015
Figure 17: UK Commodity Indices, 2011-2020
Figure 18: UK Foreign Direct Investment (US$ Billion), 2011-2020
Figure 19: UK Inflation Rate (%), 2011-2020
Figure 20: UK Money Market Rates (%), 2011-2020
Figure 21: UK Balance of Payments (US$ Billion), 2011-2015
Figure 22: UK Government Debt as a Percentage of GDP (%), 2011-2020
Figure 23: UK Stock Market Performance (Index), 2011-2015
Figure 24: UK HNWI Wealth vs. GDP Ratio (%), 2011-2020
Figure 25: UK HNWIs - Volume by Wealth Band, 2011-2020
Figure 26: UK HNWIs - Wealth by Wealth Band (US$ Billion), 2011-2020
Figure 27: UK HNWIs - Wealth per Capita (US$ Million), 2011-2020

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