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HNWI Asset Allocation in Australia 2014

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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. To get details at: – PowerPoint PPT presentation

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Title: HNWI Asset Allocation in Australia 2014


1

Main Title
Market Research Report 
HNWI Asset Allocation in Australia 2014
reportscue
2

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
Report Overview This report is the result of
WealthInsights 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.
3

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
4

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 US359.8.2 billion in 2013,
representing 40.1 of wealth holdings
5

Table of Contents 1 Introduction 2 Executive
Summary 3 Wealth Sector Fundamentals 4 Analysis
of Australian HNWI Investments 5 Appendix 6
About WealthInsight
6

Reason 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 To Get
Details http//www.reportscue.com/hnwi-asset-allo
cation-in-australia-2014-market
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