市場調査レポート

オーストラリアにおける富裕部門の課題および市場機会

Challenges and Opportunities for the Wealth Sector in Australia 2016

発行 Wealthinsight 商品コード 232017
出版日 ページ情報 英文 42 Pages
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オーストラリアにおける富裕部門の課題および市場機会 Challenges and Opportunities for the Wealth Sector in Australia 2016
出版日: 2016年02月25日 ページ情報: 英文 42 Pages
概要

当レポートでは、オーストラリアにおける富裕層(HNWI)について調査分析し、その政治的・経済的背景、富の状況をまとめ、ファミリーオフィス、資産管理およびプライベートバンキング産業などの富裕部門における競合情勢をまとめてお届けいたします。

第1章 イントロダクション

第2章 エグゼクティブサマリー

第3章 富裕部門の基礎情報

  • 政治的背景
  • 経済的背景
  • オーストラリアにおける富の状況に関するベンチマーク
    • オーストラリアにおける富の分配
  • 富裕層の人口・資産の動向

第4章 富裕部門の競合情勢

  • 競合情勢
    • 国内のプライベートバンク
    • 国外のプライベートバンク
    • 資産管理会社
    • ファミリーオフィス
    • 財務アドバイザー
  • オーストラリアのプライベートバンキング産業の発展
  • 資産管理およびプライベートバンキング産業
  • オーストラリアの資産管理産業:顧客モデルと成熟度
  • オーストラリアの資産管理とプライベートバンキング産業:行動マッピング

第5章 付録

  • オーストラリアの資産管理産業の補助的部分
    • フィランソロピー
    • 世代間資産譲渡の需要
  • 税制上の規制
  • 移民・投資・雇用関連の規制
  • 主な促進要因
    • オーストラリアドル/米ドル為替レート
    • 実質GDP成長率
    • 1人当たりGDP
    • 国内株式市場の時価総額
    • 商品価格指数
    • 海外直接投資(FDI)
    • インフレ率
    • 利子率
    • 国際収支
    • 政府債務
    • 株式市場実績
  • 資産の内訳

第6章 WealthInsightについて

図表

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目次
Product Code: WI0434MR

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 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 Australia 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
  • Number of UHNWIs in each state and all major cities
  • Fastest growing cities and states for UHNWIs (2010-2014)
  • Insights into the drivers of HNWI wealth

Reasons To Buy

  • The Challenges and Opportunities for the Wealth Sector in Australia 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 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 2020.

Key Highlights

  • Australian HNWIs held 23.1% (US$227.6 billion) of their wealth outside their home country in 2015.
  • Foreign asset holdings are expected to increase to US$297.6 billion by 2020, accounting for 21.9% of the country's total HNWI assets.
  • North America accounted for 35.6% of Australian HNWIs' foreign assets in 2015. This was followed by Europe with 22.7%, Africa with 21.3%, Asia-Pacific with 10%, Latin America with 8.1% and the Middle East with 2.4%.
  • Australian HNWI allocations to Africa increased rapidly compared with other regions during the review period, rising from 2.8% in 2011 to 21.3% in 2015.
  • WealthInsight expects HNWIs to increase their level of investment slightly in Africa over the forecast period, reaching 37.8% of foreign HNWI assets by 2019.

Table of Contents

1 Introduction

  • 1.1 Details of this Report
  • 1.2 Definitions

2 Executive Summary

3 Australia Key Facts

4 Distribution of Wealth in Australia

  • 4.1 HNWI Volume and Wealth Trends

5 Competitive Landscape

  • 5.1 Domestic Private Banks
  • 5.2 Foreign Private Banks
  • 5.3 Wealth Managers
  • 5.4 Family Offices

6 Key Drivers

  • 6.1 AUD-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
  • 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: Australian Exchange Rate - AUD-US$ Exchange Rate, 2011-2020
  • Table 3: Australian Real GDP Growth (%), 2011-2020
  • Table 4: Australian GDP per Capita (US$), 2011-2020
  • Table 5: Australian Domestic Market Capitalization (US$ Billion), 2011-2015
  • Table 6: Australian Commodity Indices, 2011-2020
  • Table 7: Australian Foreign Direct Investment (US$ Billion), 2011-2020
  • Table 8: Australian Inflation Rate (%), 2011-2020
  • Table 9: Australian Money Market Rate (%), 2011-2020
  • Table 10: Australian Balance of Payments (US$ Billion), 2011-2015
  • Table 11: Australian Government Debt as a Percentage of GDP (%), 2011-2020
  • Table 12: Australian Stock Market Performance (Index), 2011-2015
  • Table 13: Australian HNWI Wealth vs. GDP Ratio (%), 2011-2020
  • Table 14: Australia - Appendix One
  • Table 15: Australia - Appendix Two

List of Figures

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: Map of Australia
  • Figure 3: Australian Asset Price Performance (%), 2011-2015
  • Figure 4: Australian HNWI Performance (US$ Billion and HNWI Volume), 2011-2020
  • Figure 5: Australian vs Global HNWIs (%), 2011-2015
  • Figure 6: Australian Exchange Rate - AUD-US$, 2011-2020
  • Figure 7: Australian Real GDP Growth (%), 2011-2020
  • Figure 8: Australian GDP per Capita (US$), 2011-2020
  • Figure 9: Australian Domestic Market Capitalization (US$ Billion), 2011-2015
  • Figure 10: Australian Commodity Indices, 2011-2020
  • Figure 11: Australian Foreign Direct Investment (US$ Billion), 2011-2020
  • Figure 12: Australian Inflation Rate (%), 2011-2020
  • Figure 13: Australian Money Market Rate (%), 2011-2020
  • Figure 14: Australian Balance of Payments (US$ Billion), 2011-2015
  • Figure 15: Australian Government Debt as a Percentage of GDP (%), 2011-2020
  • Figure 16: Australian Stock Market Performance (Index), 2011-2015
  • Figure 17: Australian HNWI Wealth vs GDP Ratio (%), 2011-2020
  • Figure 18: Australian HNWIs - Volume by Wealth Band, 2011-2020
  • Figure 19: Australian HNWIs - Wealth by Wealth Band (US$ Billion), 2011-2020
  • Figure 20: Australian HNWIs - Wealth per Capita (US$ Million), 2011-2020
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