HNWI Asset Allocation 2020

Global private banks such as Barclays and HSBC have recently scaled back operations in emerging markets in an effort to become simpler and more profitable. They are focusing on domestic and core markets such as the UK, Switzerland and Germany.

However, emerging markets still represent opportunities for those willing to raise the bar in the provision of high-quality products and services.

Tightening regulations and a weak macroeconomic environment have impacted the profitability of wealth management firms, encouraging them to re-examine their strategies. They are approaching HNWIs with a wide variety of products and services to capture a greater share of the market.

In the post-financial-crisis environment, private banks and wealth managers are building lending solutions to meet strong HNWI demand for credit and access to liquidity.

Scope

The report is divided into three chapters, covering the following areas:

• HNWI Wealth and Population

• HNWI Asset Allocation

• Competitor Strategy, Products and Services

Key Highlights

• In 2015, HNWI wealth was estimated at US$60 trillion, of which 25.9% was invested in international markets.

• HNWIs in Asia-Pacific held 21.5% of their wealth outside their home country in 2011; the figure increased to 22.5% in 2015.

• In the Americas alternative assets registered a CAGR of 4.9% during 2011–2015; they are expected to record a CAGR of 8.8% between 2016 and 2020.

• Globally, 12.5% of HNWIs were over the age of 70 in 2015. HNWIs below the age of 40 formed the smallest HNWI group.

Reasons to buy

• Understand the investment behavior of HNWIs with respect to onshore and offshore locations and current economic conditions.

• Gain insight into HNWI demographics based on a unique analysis of WealthInsight’s proprietary HNWI database comprising 140,000 dossiers.

• Be informed about HNWIs’ preferred asset class allocations in the Americas, Europe, Asia-Pacific and Middle East and Africa, as well as their foreign and alternative investment allocations.

• Analyze competitor strategy with regard to products and services, international expansion, pricing and innovation.

• Identify new approaches to targeting HNWI clients, and identify where the competitive advantage offers opportunities to increase market share.

Companies mentioned

Bank of America, HSBC, Lloyds, UBP, Coutts, Credit Agricole, Indosuez Wealth Management, deVere, Ellevest, Deutsche Bank, BNP Paribas, Societe Generale, Lombard International Assurance, Julius Baer, RBC, BlackRock, FutureAdvisor, RBS, JP Morgan Chase, OCBC, DBS, ABN AMRO, Leumi Private Bank, Fransad Gestion, Merrill Lynch, Kairos, Goldman Sachs, GPS Investimentos, Financeiros e Participacoes, BTG Pactual, BSI, Generali, UBS, Bethmann Bank, LGT Bank Deutschland, Vontobel, Finter Bank Zurich, Credit Suisse, Citi Private Bank, Macquarie Group, The Henley Group, St. James’s Place, Barclays, US Trust, Northern Trust, Well Fargo, Altamount Capital Management, Itau Private Bank, Acumen Partners, Banque Neuflize OBC, Babyloan, Yes Bank, Berenberg Bank, Monument Wealth Management, Oracle Capital Group, Morgan Stanley Smith Barnet, Bessemer Trust, BNY Mellon, Kotak Mahindra Private Banking, WaterStreet Family Offices, ICICI, MoneyZen, Female Wealth Management and Wealthcare for Women, HoyleCohen, the Zinn-Ray and Svatora group, Metro Bank, SunTrust, ING Group, OECD, Bank of Montreal, Zafin Asset Management, Fidelity investments, The Mulligan Group, Baoshang Bank, NatWest

Table of Contents

Executive Summary

TABLE OF CONTENTS

LIST OF TABLES

LIST OF FIGURES

1 Introduction

1.1 What is this Report About?

1.2 Methodology

1.3 Definitions

2 HNWI Wealth and Population Market Sizing, Demographics and Economic Outlook

2.1 HNWIs Market Sizing and Forecast

2.2 Trends in Age Demographic

2.3 Trends in Gender Demographic

2.4 Trends in HNWI Volume and Value Segmented by Wealth Band

2.5 Review of the Global Economy

3 HNWI Asset Allocation 2011–2020

3.1 HNWI Asset Allocation in International Markets

3.2 Trends in Alternative Assets

3.3 Trends in Real Estate Investments

3.4 Trends in Cash and Deposits

3.5 Trends in Fixed-Income Products

3.6 Trends in Equities

3.7 Trends in Business Interests

3.8 Asset Allocation Distribution by Country

3.9 Asset allocation Distribution by Geography

4 Competitor Strategy, Products and Services

4.1 Current and Future Outlook

4.2 M&A and International Strategy

4.3 Customers and Services

4.4 Channels and Synergies

4.5 Investment Products

4.6 Regulation

4.7 Innovation

4.8 Pricing Strategy

5 Appendix

6 About WealthInsight

List of Tables

Table 1: HNWI Wealth Band and Group Definitions

Table 2: Macroeconomic Indicators: GDP Per Capita, GDP Growth and Interest rate by Country, 2015

Table 4: Total Investment in Foreign Markets, 2011–2020F, in US$ Billions

Table 6: Global HNWIs – Foreign Investment Allocation Breakdown (%), 2011–2020F

Table 7: Wealth Management – Current Dynamics and Outlook, 2016

Table 8: Competitor Strategy Summary Examples

Table 9: Key Trends and Outlook in Client Segments

Table 10: Philanthropic Wealth Management Services in Developed Economies, 2016

Table 11: Philanthropic Wealth Management Services in Emerging Economies, 2016

Table 12: Selected Wealth Management Services for Entrepreneurs, 2016

Table 13: Wealth Management Workshops and Conferences for Young HNWIs, 2016

Table 14: Wealth Management Needs of Female HNWIs

Table 16: Wealth Management Services on Collectables-Related Investments, 2016

Table 17: Emerging Pricing Strategies in Wealth Management

Table 18: Global HNWI Populations, 2011–2020F

Table 19: Global HNWI Wealth, 2011–2020F, US$ Billion

Table 20: HNWI Population and Wealth by Country, 2015

Table 21: Americas HNWIs – Assets Allocations (%), 2011–2020F

Table 22: Americas HNWIs – Holdings Growth (%), 2011–2020F

Table 23: Europe HNWIs – Assets Allocations (%), 2011–2020F

Table 24: Europe HNWIs – Holdings Growth (%), 2011–2020F

Table 25: Asia–Pacific HNWIs – Assets Allocations (%), 2011–2020F

Table 26: Asia-Pacific HNWIs – Holdings Growth (%), 2011–2020F

Table 27: Middle East and Africa HNWIs – Assets Allocations (%), 2011–2020F

Table 28: Middle East and Africa HNWIs – Holdings Growth (%), 2011–2020F

Table 29: Global HNWIs – Alternative Asset Composition (%), 2011–2020F

Table 30: Global HNWIs – Investment Trend in Alternative Assets (%), 2011–2020F

Table 31: Global Trends in ‘Art, Wine and Wheels’, 2011–2015

List of Figures

Figure 1: Global HNWI Population, 2011–2020F

Figure 2: Global HNWI Wealth, 2011–2020F

Figure 3: Global HNWI Population By Region and Age Group, 2015

Figure 4: Global HNWI Population by Gender, 2015

Figure 5: Global HNWI Population by Region and Wealth Band, 2015

Figure 6: Global HNWI Wealth by Region and Wealth Band, 2015

Figure 7: Asset Allocation in International Markets by Region, 2011–2020F

Figure 12: Global – Trends in Alternative Assets by Region (US$ Billion), 2011–2020F

Figure 13: Global Trends in ‘Art, Wine and Wheels’, 2011–2015

Figure 14: Breakdown of HNWI Assets in the Americas by Asset Class, 2015

Figure 15: Breakdown of HNWIs Assets in Europe by Asset Class, 2015

Figure 16: Breakdown of HNWI Assets in Asia-Pacific by Asset Class, 2015

Figure 17: Breakdown of HNWIs Assets in the Middle East and Africa by Asset Class, 2015

Figure 18: The Americas – Asset Allocation by Geography, 2015

Figure 19: Europe – Asset Allocation By Geography, 2015

Figure 20: Asia-Pacific – Asset Allocation By Geography, 2015

Figure 21: The Middle East and Africa–Asset Allocation By Geography, 2015

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