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市場調査レポート

英国の富裕層の資産配分

HNWI Asset Allocation in the UK 2015

発行 Wealthinsight 商品コード 317085
出版日 ページ情報 英文 65 Pages
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英国の富裕層の資産配分 HNWI Asset Allocation in the UK 2015
出版日: 2015年11月06日 ページ情報: 英文 65 Pages
概要

当レポートでは、英国の富裕層(HNWI)人口とウェルスマネジメント(資産管理)市場について調査分析し、富裕層(HNWI)の実績と資産配分について検証するほか、現地市場の評価などについて、体系的な情報を提供しています。

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 ウェルス(資産)部門の基礎情報

  • 政治的背景
  • 経済的背景
  • 社会的背景
  • 英国の資産市場に関するベンチマーク
    • 富の分布状況
  • 富裕層(HNWI)の人口と資産動向

第4章 英国の富裕層(HNWI)の投資分析

  • 資産クラス別分析
    • 代替資産の動向
    • 「美術品・ワイン・車」の動向
    • 不動産の投資動向
    • 現預金の投資動向
    • 固定収入の投資動向
    • 株式の投資動向
    • 事業利益の投資動向
  • 海外投資分析
    • 欧州の投資
    • 北米(米国、メキシコ、カリブ海諸国を含む)の投資
    • アジア太平洋地域の投資
    • 中南米の投資
    • 中東の投資
    • アフリカの投資
  • 代替内訳:流動 vs. 投資可能な資産
  • 英国の超富裕層(UHNWI)の投資分析

第5章 付録

第6章 WealthInsightについて

図表

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目次
Product Code: WI0344MR

Summary

  • This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in the UK.
  • The report focuses on HNWI performance between the end of 2010 and the end of 2014. This enables us to determine how well the country's HNWIs have performed through the crisis.

Scope

  • Independent market sizing of the UK HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2010 to 2014
  • HNWI volume and wealth forecasts to 2019
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Insights into the drivers of HNWI wealth

Reasons To Buy

  • The HNWI Asset Allocation in the UK 2015 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 2019.

Key Highlights

  • Equities were the largest asset class for HNWIs in the UK in 2014, and accounted for 29.5% of total HNWI assets, followed by business interests with 25.9%, real estate with 16.1%, fixed-income with 15.9%, cash with 6.7% and alternatives with 5.8%.
  • Equities, real estate and business interests recorded review-period growth of 29.6%, 31.3% and 18.8% respectively.
  • Alternative assets held by UK HNWIs increased during the review period, from 5.7% of total HNWI assets in 2010 to 5.8% in 2014. HNWI allocations to commodities fell from 1.4% in 2010 to 1.3% in 2014.
  • WealthInsight expects allocations in commodities to decline over the forecast period to reach 1.1% of total HNWI assets by 2019, as global liquidity tightens due to a forecast near-term drop in demand from China for raw materials, which will cause global commodity prices to flatten out, especially in the second half of 2014.
  • As of 2014, UK HNWI liquid assets amounted to US$1.4 trillion, representing 52.2% 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 the UK's Wealth in Context
    • 3.3.1. Distribution of wealth in the UK
  • 3.4. HNWI Volume and Wealth Trends

4. Analysis of UK 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. Trends of investments in equity
    • 4.1.7. Trends of Investments in business interests
  • 4.2. Analysis of Foreign Investments
    • 4.2.1. Investments in Europe
    • 4.2.2. Investments in North America (including the US, 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 UK UHNWI Investments

5. Appendix

  • 5.1. Additional Components of the Wealth Sector in the UK
    • 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. GBP 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: Regions in the UK (Thousand), 2014
  • Table 3: UK Allocations of HNWI Assets (%), 2010-2019
  • Table 4: UK HNWIs - Holdings Growth (%), 2010-2019
  • Table 5: UK HNWIs - Alternative Asset Composition (%), 2010-2019
  • Table 6: UK HNWIs - Trends of Investments in Alternative Assets (%), 2010-2019
  • Table 7: UK Trends in 'Art, Wine and Wheels', 2010-2014
  • Table 8: Global Prime Real Estate Prices per m² (US$), 2014
  • Table 9: UK HNWIs - Percentage of Foreign Investment Allocations, 2010-2019
  • Table 10: UK HNWIs - Liquidity Breakdown (US$ Billion), 2010-2019
  • Table 11: UK HNWIs - Liquidity Breakdown (%), 2010-2019
  • Table 12: UK UHNWIs - Allocations and Share of HNWI Assets, 2014
  • Table 13: UK Income Tax Bands (CHF), 2014-2014
  • Table 14: GBP per US$ Exchange Rate (%), 2010-2019
  • Table 15: UK Real GDP Growth (%), 2010-2019
  • Table 16: UK GDP Per Capita (US$), 2010-2019
  • Table 17: UK Domestic Market Capitalization (US$ Billion), 2010-2014
  • Table 18: UK Commodity Indices, 2010-2019
  • Table 19: UK Foreign Direct Investments (US$ Billion), 2010-2019
  • Table 20: UK Inflation Rate (%), 2010-2019
  • Table 21: UK Money Market Rate (%), 2010-2019
  • Table 22: UK Balance of Payments (US$ Billion), 2010-2014
  • Table 23: UK Government Debt as a Percentage of GDP (%), 2010-2019
  • Table 24: UK Stock Market Performance, 2010-2014
  • Table 25: UK HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Table 26: The UK - Appendix One
  • Table 27: The UK - Appendix Two

List of Figures

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: Map of the UK
  • Figure 3: The UK's Asset Price Performance (US$), 2010-2014
  • Figure 4: UK HNWI Performance (US$), 2010-2019
  • Figure 5: UK vs Global HNWIs (US$), 2010-2014
  • Figure 6: UK HNWIs - Asset Class Composition (%), 2010-2019
  • Figure 7: UK Trends in 'Art, Wine and Wheels', 2010-2014
  • Figure 8: UK HNWIs - Foreign Investment Allocation and Growth (%), 2014
  • Figure 9: UK HNWIs - Global Distribution of Foreign Investments (%), 2010-2019
  • Figure 10: UK HNWIs - Liquidity Breakdown (%), 2010-2019
  • Figure 11: UK UHNWIs - Asset Class Composition, 2010-2019
  • Figure 12: GBP to US$ Exchange Rate (%), 2010-2019
  • Figure 13: UK Real GDP Growth (%), 2010-2019
  • Figure 14: UK GDP Per Capita (US$), 2010-2019
  • Figure 15: UK Domestic Market Capitalization (US$ Billion), 2010-2014
  • Figure 16: UK Commodity Indices, 2010-2019
  • Figure 17: UK Foreign Direct Investments (US$ Billion), 2010-2019
  • Figure 18: UK Inflation Rate (%), 2010-2019
  • Figure 19: UK Money Market Rate (%), 2010-2019
  • Figure 20: UK Balance of Payments (US$ Billion), 2010-2014
  • Figure 21: UK Government Debt as a Percentage of GDP (%), 2010-2019
  • Figure 22: UK Stock Market Performance, 2010-2014
  • Figure 23: UK HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Figure 24: UK HNWIs - Volume by Wealth Band, 2010-2019
  • Figure 25: UK HNWIs - Wealth by Wealth Band (in US$ Billions), 2010-2019
  • Figure 26: UK HNWIs - Wealth Per Capita (in US$ Millions), 2010-2019
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