Challenges and Opportunities for the Wealth Sector in Australia 2014

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Main Title
Market Research Report 
Challenges and Opportunities for the Wealth
Sector in Australia 2014
reportscue
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Synopsis This report is a thorough analysis of
Australia's Wealth Management and Private Banking
sector, and the opportunities and challenges that
it faces.
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.
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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 
Number of UHNWIs in each state and all major
cities Fastest growing cities and states for
UHNWIs (2009-2013) Insights into the drivers
of HNWI wealth
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Key Highlights Australian HNWIs held 22.7
(US204 billion) of their wealth outside their
home country at the end of 2013, which is in line
with the worldwide average of 2030.  
WealthInsight expects foreign asset holdings to
increase to US268 billion by 2018, accounting
for 22.3 of total Australian HNWI assets. In
2013, North America accounted for 40.7 of
Australian HNWIs foreign assets.   This was
followed by Europe with 28.7, the Asia-Pacific
with 17.3, Latin America with 7.4, Africa with
3.6 and the Middle East with 2.4. Australian
HNWI allocations to the Asia-Pacific decreased
when compared with other regions during the
review period, from 25.5 in 2009 to 17.3 in
2013. Latin America was the emerging region in
terms of global investments. Australian HNWIs
are expected to further increase their levels of
investment in Latin America over the forecast
period, to reach 8.6 of foreign HNWI assets by
2018, with investments increasingly being
diverted to emerging economies.
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Table of Contents 1 Introduction 2 Executive
Summary 3 Wealth Sector Fundamentals 4
Competitive Landscape of the Wealth Sector 5
Appendix 6 About WealthInsight
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Reason To Buy The Challenges and
Opportunities for the Wealth Sector 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 reports 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
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