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HNWI Asset Allocation in Australia 2014

Published: Nov-2014 | Format: PDF | WealthInsight | Number of pages: 63 | Code: MRS - 2014

Synopsis

This report provides the latest asset allocations of Australia HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Australia HNWIs to 2018 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 Australia.

The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013. This enables us to determine how well the country's HNWIs have performed through the crisis.


Scope


  • Independent market sizing of Australia HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2009 to 2013
  • HNWI volume and wealth forecasts to 2018
  • HNWI and UHNWI asset allocations across 13 asset classes 
  • Insights into the drivers of HNWI wealth


Reasons To Buy


  • The HNWI Asset Allocation in Australia 2014 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 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 2018.


Key Highlights


  • Real estate was the largest asset class for Australian HNWIs in 2013, representative of 28.2% of total HNWI assets, followed by business interests with 24.2%, equities with 17.2%, cash and deposits with 11.8%, fixed-income with 11.0% and alternatives with 7.5%.
  • Equities, alternatives and real estate recorded growth at respective review-period rates of 114.7%, 108.2% and 106.1%. 
  • Alternative assets held by Australian HNWIs increased during the review period, from 7.2% of total HNWI assets in 2009 to 7.5% in 2013. 
  • Allocations in commodities are expected to decline over the forecast period, going to 1.8% of total HNWI assets by 2018 as global liquidity tightens. This is due to a forecast near-term drop in demand from China for raw materials, which will cause global commodity prices to flatten out.
  • Australian HNWI liquid assets amounted to US$359.8.2 billion in 2013, representing 40.1% of wealth holdings.
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 Australian Wealth in Context
3.3.1 Distribution of wealth in Australia
3.4 HNWI Volume and Wealth Trends
 
4 Analysis of Australian HNWI Investments
4.1 Analysis by Asset Class
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 Investment trends in equity
4.1.7 Investments trends in business interests
4.2 Analysis of Foreign Investments
4.2.1 Investments in Europe
4.2.2 Investments in North America (including Mexico and the Caribbean)
4.2.3 Investments in the Asia-Pacific
4.2.4 Investments in Central and South America
4.2.5 Investments in the Middle East
4.2.6 Investments in Africa
4.3 Alternative Breakdown: Liquid vs Investable Assets
4.4 Analysis of Australian UHNWI Investments
 
5 Appendix
5.1 Additional Components of the Wealth Sector in Australia
5.1.1 Philanthropy
5.1.2 Demand for intergenerational wealth transfer
5.2 Tax Regulations
5.3 Regulations Related to Immigration, Investment and Employment
5.4 Key Drivers
5.4.1 AUS 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 investments - inflow and outflow
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: Cities in Australia by Population (Volume), 2013
Table 3: Australian Allocations of HNWI Assets (%), 2009–2018
Table 4: Australian HNWI Holdings Growth (%), 2009–2018
Table 5: Australian HNWI Alternative Asset Composition (%), 2009–2018
Table 6: Australian HNWI Trends of Investments in Alternative Assets (%), 2009–2018
Table 7: Australian Trends in ‘Art, Wine and Wheels’, 2009–2013
Table 8: Global Prime Real Estate Prices per m2 (US$), 2012
Table 9: Australian HNWI Foreign Investment Allocations (%), 2009–2018
Table 10: Australian HNWI Liquidity Breakdown (US$ Billion), 2009–2018
Table 11: Australian HNWI Liquidity Breakdown (%), 2009–2018
Table 12: Australian UHNWI Allocations and Share of HNWI Assets (%), 2013
Table 13: Australian Income Tax Bands (EUR), 2013–2014
Table 14: AU$ per US$ Exchange Rate, 2009–2018
Table 15: Australian Real GDP Growth (%), 2009–2018
Table 16: Australian GDP per Capita (US$), 2009–2018
Table 17: Australian Domestic Market Capitalization (US$ Billion), 2009–2013
Table 18: Australian Commodity Indices, 2009–2018
Table 19: Australian Foreign Direct Investment (US$ Billion), 2009–2018
Table 20: Australian Inflation Rate (%), 2009–2018
Table 21: Australian Money Market Rate (%), 2009–2018
Table 22: Australian Balance of Payments (US$ Billion), 2009–2013
Table 23: Australian Government Debt as a Percentage of GDP, 2009–2018
Table 24: Australian Stock Market Performance, 2009–2013
Table 25: Australian HNWI Wealth vs GDP Ratio, 2009–2018
Table 26: Australia – Appendix One
Table 27: Australia – Appendix Two

 

List of Figures

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Australia
Figure 3: Australian Asset Price Performance (%), 2009–2013
Figure 4: Australian HNWI Performance (US$ Billions and HNWI Volume), 2009–2018
Figure 5: Australian vs Global HNWIs (%), 2009–2018
Figure 6: Australian HNWI Asset Class Composition (%), 2009–2018
Figure 7: Australian HNWI Trends in Alternative Assets (US$ Billion), 2009–2018
Figure 8: Australian Trends in ‘Art, Wine and Wheels’, 2009–2013
Figure 9: Australian HNWI Foreign Investment Allocation and Growth (%), 2013
Figure 10: Australian HNWI Global Distribution of Foreign Investments (%), 2009–2018
Figure 11: Australian HNWI Liquidity Breakdown (%), 2009–2018
Figure 12: Australian UHNWI Asset Class Composition (%), 2009–2018
Figure 13: AU$ to US$ Exchange Rate, 2009–2018
Figure 14: Australian Real GDP Growth (%), 2009–2018
Figure 15: Australian GDP per Capita (US$), 2009–2018
Figure 16: Australian Domestic Market Capitalization (US$ Billion), 2009–2013
Figure 17: Australian Commodity Indices, 2009–2018
Figure 18: Australian Foreign Direct Investment (US$ Billion), 2009–2018
Figure 19: Australian Inflation Rate (%), 2009–2018
Figure 20: Australian Money Market Rate (%), 2009–2018
Figure 21: Australian Balance of Payments (US$ Billion), 2009–2013
Figure 22: Australian Government Debt as a Percentage of GDP, 2009–2018
Figure 23: Australian Stock Market Performance, 2009–2013
Figure 24: Australian HNWI Wealth vs GDP Ratio, 2009–2018
Figure 25: Australian HNWIs – Volume by Wealth Band, 2009–2018
Figure 26: Australian HNWIs – Wealth by Wealth Band (US$ Billion), 2009–2018
Figure 27: Australian HNWIs – Wealth per Capita (US$ Million), 2009–2018

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