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市場調査レポート

英国のウェルス(資産)部門における課題と機会

Challenges and Opportunities for the Wealth Sector in the UK 2015

発行 Wealthinsight 商品コード 317086
出版日 ページ情報 英文 57 Pages
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英国のウェルス(資産)部門における課題と機会 Challenges and Opportunities for the Wealth Sector in the UK 2015
出版日: 2015年11月07日 ページ情報: 英文 57 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、資産管理とプライベートバンキング部門について検証し、その機会と直面する課題について、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
  • 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 資産部門の競合情勢

  • 競合情勢
    • 国内銀行
    • 外国のプライベートバンク
    • 資産管理企業
    • ファミリーオフィス
    • 投資顧問会社
  • プライベートバンキング産業の発展
  • 資産管理とプライベートバンキング産業
  • 英国の資産管理とプライベートバンキングの行動マップ

第5章 付録

第6章 WealthInsightについて

図表

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目次
Product Code: WI0345MR

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
  • 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 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 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 2019.

Key Highlights

  • UK HNWIs held 29.6% (US$810.2 billion) of their wealth outside their home country at the end of 2014, in line with the worldwide average of 20-30%.
  • WealthInsight expects foreign asset holdings will increase to US$1.2 trillion by 2019, accounting for 30.9% of total HNWI assets.
  • Europe accounted for 37.9% of UK HNWIs' foreign assets in 2014.
  • This was followed by the Asia-Pacific with 21.3%, Central and Southern America with 17.6%, North America with 17.5%, the Middle East with 3.3% and Africa with 2.3%.
  • UK HNWI allocations to Europe decreased sharply compared with other regions during the review period, going from 51.3% in 2010 to 37.9% in 2014. North America and Asia-Pacific were the emerging regions in terms of global investment.
  • WealthInsight expects HNWIs to decrease their levels of investment in Europe over the forecast period, to reach 29.0% of foreign HNWI assets by 2019.

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. Competitive Landscape of the Wealth Sector

  • 4.1. Competitive Landscape
    • 4.1.1. Domestic private banks
    • 4.1.2. Foreign private banks
    • 4.1.3. Wealth managers
    • 4.1.4. Family offices
    • 4.1.5. Financial advisors
  • 4.2. UK Wealth Management Industry - Clientele Model and Maturity
  • 4.3. Behavioral Mapping of Wealth Management and Private Banking in the UK

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: Leading Domestic Private Banks in the UK by AuM (US$), 2014
  • Table 4: Leading Foreign Private Banks in the UK by AuM (US$), 2014
  • Table 5: UK Wealth Managers, 2014
  • Table 6: UK Family Offices, 2014
  • Table 7: UK Income Tax Bands (CHF), 2014-2014
  • Table 8: GBP per US$ Exchange Rate (%), 2010-2019
  • Table 9: UK Real GDP Growth (%), 2010-2019
  • Table 10: UK GDP Per Capita (US$), 2010-2019
  • Table 11: UK Domestic Market Capitalization (US$ Billion), 2010-2014
  • Table 12: UK Commodity Indices, 2010-2019
  • Table 13: UK Foreign Direct Investments (US$ Billion), 2010-2019
  • Table 14: UK Inflation Rate (%), 2010-2019
  • Table 15: UK Money Market Rate (%), 2010-2019
  • Table 16: UK Balance of Payments (US$ Billion), 2010-2014
  • Table 17: UK Government Debt as a Percentage of GDP (%), 2010-2019
  • Table 18: UK Stock Market Performance, 2010-2014
  • Table 19: UK HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Table 20: The UK - Appendix One
  • Table 21: 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$), 2010-2014
  • Figure 6: UK Wealth Management Industry - Maturity Level of Operators
  • Figure 7: UK Wealth Management Industry - Behavioral Mapping, 2014
  • Figure 8: GBP to US$ Exchange Rate (%), 2010-2019
  • Figure 9: UK Real GDP Growth (%), 2010-2019
  • Figure 10: UK GDP Per Capita (US$), 2010-2019
  • Figure 11: UK Domestic Market Capitalization (US$ Billion), 2010-2014
  • Figure 12: UK Commodity Indices, 2010-2019
  • Figure 13: UK Foreign Direct Investments (US$ Billion), 2010-2019
  • Figure 14: UK Inflation Rate (%), 2010-2019
  • Figure 15: UK Money Market Rate (%), 2010-2019
  • Figure 16: UK Balance of Payments (US$ Billion), 2010-2014
  • Figure 17: UK Government Debt as a Percentage of GDP (%), 2010-2019
  • Figure 18: UK Stock Market Performance, 2010-2014
  • Figure 19: UK HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Figure 20: UK HNWIs - Volume by Wealth Band, 2010-2019
  • Figure 21: UK HNWIs - Wealth by Wealth Band (in US$ Billions), 2010-2019
  • Figure 22: UK HNWIs - Wealth Per Capita (in US$ Millions), 2010-2019
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