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Market Research Report

HNWI Asset Allocation in Hong Kong 2016

Published by GlobalData Product code 229603
Published Content info 54 Pages
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HNWI Asset Allocation in Hong Kong 2016
Published: March 30, 2016 Content info: 54 Pages
Description

Summary

  • This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Hong Kong.
  • 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 Hong Kong 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 Hong Kong 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 60,000 HNWIs from around the world.
  • With the wealth report as the foundation for our research and analysis, we are able obtain an unsurpassed level ofgranularity, 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

  • Real estate was the largest asset class for Hong Kong HNWIs in 2015, accounting for 34.1% of total HNWI assets. This was followed by business interests with 24%, equities with 18.5%, cash and deposits with 11.4%, fixed-income with 8.2% and alternatives with 3.9%.
  • Real estate, equities and business interests recorded the highest growth during the review period, at respective rates of 67.2%, 51.7% and 22.4%.
  • Alternative assets held by Hong Kong HNWIs decreased from 5.1% to 3.9% between 2011 and 2015. HNWI allocations to commodities decreased from 2.4% to 1.2% of total assets during this period.
  • WealthInsight expects allocations in commodities to remain same over the forecast period at 1.2% of total HNWI assets by 2020.
  • Hong Kong HNWI liquid assets valued US$434.3 billion as of 2015, representing 38% of total wealth holdings.
Table of Contents
Product Code: WI0448MR

Table of Contents

1. INTRODUCTION

  • 1.1. Details of this Report
  • 1.2. Definitions

2. EXECUTIVE SUMMARY

3. HONG KONG KEY FACTS

4. DISTRIBUTION OF WEALTH IN HONG KONG

  • 4.1. HNWI Volume and Wealth Trends

5. ANALYSIS OF HONG KONG 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. Investment trends in equity
    • 5.1.7. Investments trends 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 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 Hong Kong UHNWI Investments

6. KEY DRIVERS

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

List of Figures

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