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HNWI Asset Allocation in the United Kingdom 2013

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.

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

Scope

  • Independent market sizing of UK HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2007 to 2012
  • HNWI volume and wealth 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.

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 UK Wealth in Context
    • 3.1.1. World statistics
    • 3.1.2. Distribution of wealth in the UK
  • 3.4. HNWI Volume and Wealth Trends

4. Analysis of UK 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 Europe
    • 4.2.2. Investments in North America (including the USA, Mexico and the Caribbean)
    • 4.2.3. Investments in Asia Pacific
    • 4.2.4. Investments in South America
    • 4.2.5. Investments in Middle East
    • 4.2.6. Investments in Africa
  • 4.3. Alternative Breakdown: Liquid vs Investable Assets
  • 4.4. Analysis of UK Ultra HNWI Investments

5. Appendix

  • 5.1. Regulations on Taxes
  • 5.2. Key Drivers
    • 5.2.1. GBP to US$ exchange rate
    • 5.2.2. Real GDP growth
    • 5.2.3. Per capita GDP
    • 5.2.4. Domestic market capitalization
    • 5.2.5. Commodity index
    • 5.2.6. FDI
    • 5.2.7. Inflation rate
    • 5.2.8. Interest rate
    • 5.2.9. Balance of payments
    • 5.2.10. Government debt
    • 5.2.11. Stock market performance
  • 5.3. Wealth Breakdowns

6. About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: UK's Main Regions/Cities/Countries
  • Table 3: UK's Largest Cities
  • Table 4: UK's Fastest-Growing Cities/Towns by Population
  • Table 5: UK Allocations of HNWI Assets, 2007-2017
  • Table 6: UK HNWIs - Holdings Growth (%), 2007-2017
  • Table 7: UK HNWIs - Trends of Investments in Alternative Assets (%), 2007-2017
  • Table 8: UK HNWIs - Alternative Asset Composition (%), 2007-2017
  • Table 9: UK Trends in "Art, Wine and Wheels", 2007-2012
  • Table 10: Global Prime Real Estate Prices per Square Meter, US$ Terms, 2012
  • Table 11: Global Prime International Cities, US$ Terms, 2007-2012
  • Table 12: UK HNWIs - Percentage of Foreign Allocation, 2007-2017
  • Table 13: UK HNWIs - Liquidity Breakdown (US$ Billion), 2007-2017
  • Table 14: UK HNWIs - Liquidity Breakdown (%), 2007-2017
  • Table 15: UK UHNWIs - Allocations and Share of HNWI Assets, 2012
  • Table 16: UK Income Tax Structure and Taxable Bands, 2011-2014
  • Table 17: UK GBP to US$ Exchange Rate, 2007-2017
  • Table 18: UK Real GDP Growth, 2007-2017
  • Table 19: UK GDP Per Capita, 2007-2017
  • Table 20: UK Domestic Market Capitalization (US$ Billions) 2007-2011
  • Table 21: UK Commodity Indices, 2007-2017
  • Table 22: UK FDI Inflows (US$ Billions) 2007-2017
  • Table 23: UK Inflation Rate, 2007-2017
  • Table 24: UK Money Market Rate, 2007-2017
  • Table 25: UK: Balance of Payments (US$ Billions) 2007-2012
  • Table 26: UK Government Debt as a Percentage of GDP, 2007-2017
  • Table 27: UK Stock Market Performance, 2007-2012
  • Table 28: UK HNWI Wealth vs GDP Ratio, 2007-2017
  • Table 29: UK Appendix One
  • Table 30: UK Appendix Two

List of Figures

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