Ultra HNWIs in the UK 2014

 

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Abstract

 
This report reviews the performance and asset allocations of Ultra HNWIs in the UK, and highlights top-performing cities. It also includes an evaluation of the local wealth management industry. 

Description

o 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.
o 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 UHNWIs have performed through the crisis.
 

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Supplied by: Research and Experts 
Date Published: 2014-10-22 

Report: Ultra HNWIs in the UK 2014

 

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 UK Wealth in Context
3.3.1 Distribution of wealth in the UK
3.4 HNWI Volume and Wealth Trends
4 Findings from the WealthInsight HNWI Database
4.1 Trends in HNWI Wealth to 2018
4.1.1 HNWI trend analysis
4.1.2 Wealth band trends
4.1.3 Demographic breakdown of HNWIs
4.1.4 HNWIs - job titles
4.1.5 HNWIs - industry breakdown
4.1.6 HNWIs - industry performance
4.1.7 HNWIs - breakdown by city
4.1.8 HNWIs - city performance
4.1.9 HNWIs - city population densities
4.1.10 HNWIs - city forecasts
4.1.11 HNWIs - breakdown by state
4.1.12 HNWIs - state performance
4.1.13 HNWIs - state population densities
4.2 UHNWIs
4.2.1 UHNWI volume trend analysis
4.2.2 UHNWI wealth trend analysis
4.2.3 Demographic breakdown of UHNWIs
4.2.4 UHNWIs - industry breakdown
4.2.5 UHNWIs - city breakdown and performance
4.3 UHNWIs - Billionaires
4.3.1 Billionaire volume trend analysis
4.3.2 Billionaire wealth trend analysis
4.3.3 Billionaire per capita net worth trend analysis
4.3.4 List of billionaires
4.4 UHNWIs - Centimillionaires
4.4.1 Centimillionaire volume trend analysis
4.4.2 Centimillionaire wealth trend analysis
4.4.3 Centimillionaire per capita net worth trend analysis
4.5 UHNWIs - Affluent Millionaires
4.5.1 Affluent millionaire volume trend analysis
4.5.2 Affluent millionaire wealth trend analysis
4.5.3 Affluent millionaire per capita net worth trend analysis
4.6 Core HNWIs
4.6.1 Core HNWI volume trend analysis
4.7 Core HNWIs - Mid-Tier Millionaires
4.7.1 Mid-tiermillionaire volume trend analysis
4.7.2 Mid-tier millionaire wealth trend analysis
4.7.3 Mid-tier millionaire per capita net worth trend analysis
4.8 Core HNWIs - Lower-Tier Millionaires
4.8.1 Lower-tier millionaire volume trend analysis
4.8.2 Lower-tier millionaire wealth trend analysis
4.8.3 Lower-tier millionaire per capita net worth trend analysis
5 Analysis of UK HNWI Investments
5.1 Analysis by Asset Class
5.1.1 Trends in alternative assets
5.1.2 Trends in 'art, wine and wheels'
5.1.3 Trends of investments in real estate
5.1.4 Trends of investments in cash and deposits
5.1.5 Trends of investments in fixed-income
5.1.6 Investment trends in equity
5.1.7 Investments trends in business interests
5.2 Analysis of Foreign Investments
5.2.1 Investments in Europe
5.2.2 Investments in North America (including the US, Mexico and the Caribbean)
5.2.3 Investments in Asia-Pacific
5.2.4 Investments in Central and South America
5.2.5 Investments in the Middle East
5.2.6 Investments in Africa
5.3 Alternative Breakdown: Liquid vs Investable Assets
5.4 Analysis of UK UHNWI Investments
6 Competitive Landscape of the Wealth Sector
6.1 Competitive Landscape
6.1.1 Domestic banks
6.1.2 Foreign private banks
6.1.3 Wealth managers
6.1.4 Family offices
6.1.5 Financial advisors
6.2 Developments in the Private Banking Industry
6.3 Wealth Management and the Private Banking Industry
6.3.1 The UK wealth management industry - clientele model and maturity
6.4 Behavioral Mapping of Wealth Management and Private Banking in the UK
7 Appendix
7.1 Tax Regulations
7.2 Key Drivers
7.2.1 GDP to US$ exchange rate
7.2.2 Real GDP growth
7.2.3 Per capita GDP
7.2.4 Domestic market capitalization
7.2.5 Commodity index
7.2.6 Foreign direct investments - inflow and outflow
7.2.7 Inflation rate
7.2.8 Interest rate
7.2.9 Balance of payments
7.2.10 Government debt
7.2.11 Stock market performance
7.3 Wealth Breakdowns
8 About WealthInsight
 

List of Tables

Table 1: HNWI Wealth Band and Group Definitions
Table 2: Cities in the UK by Population (Volume), 2013
Table 3: UK HNWIs - Volume Distribution (%), 2013
Table 4: UK HNWIs - Wealth Distribution (%), 2013
Table 5: UK HNWIs - Industry Performance, 2009-2013
Table 6: UK HNWIs - Cities, 2013
Table 7: UK HNWI Growth in Top Cities (Thousand), 2009-2013
Table 8: UK HNWI Population Density in Major Cities (Thousand), 2013
Table 9: UK HNWIs in Top Cities (Thousand), 2009-2018
Table 10: UK HNWIs - Growth Rates for Top Cities (%), 2009-2018
Table 11: UK Volume of HNWI by States (Thousand), 2013
Table 12: UK HNWI State Performance (%), 2009-2013
Table 13: UK HNWIs Population Density by State (Thousand), 2013
Table 14: UK UHNWI Gender Performance (%), 2009-2013
Table 15: UK UHNWI Sources of Wealth (%), 2013
Table 16: UK Volume of UHNWIs in Top Cities, 2009-2018
Table 17: UK UHNWI Growth Rates in Top Cities (%), 2009-2018
Table 18: UK Billionaires Market Overview (Volume and US$ Billion), 2009-2018
Table 19: UK Top-10 Billionaires (US$ Billion), 2013
Table 20: UK Billionaire Wealth Growth (US$ Billion), 2009?2013
Table 21: UK Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Table 22: UK Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Table 23: UK Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Table 24: UK Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Table 25: UK Allocations of HNWI Assets (%), 2009-2018
Table 26: UK HNWI Holdings Growth (%), 2009-2018
Table 27: UK HNWI Alternative Asset Composition (%), 2009-2018
Table 28: UK HNWI Trends of Investments in Alternative Assets (%), 2009-2018
Table 29: UK Trends in 'Art, Wine and Wheels', 2009-2013
Table 30: Global Prime Real Estate Prices per m2 (US$), 2014
Table 31: UK HNWI Foreign Investment Allocations (%), 2009-2018
Table 32: UK HNWI Liquidity Breakdown (US$ Billion), 2009-2018
Table 33: UK HNWI Liquidity Breakdown (%), 2009-2018
Table 34: UK UHNWI Allocations and Share of HNWI Assets (%), 2013
Table 35: Leading Domestic Banks in the UK by Local AuM (US Million), 2013
Table 36: Leading Foreign Private Banks in the UK by Local AuM (US$ Million), 2013
Table 37: Leading Wealth Managers in the UK by AuM (US$ Million), 2013
Table 38: Leading UK Family Offices by AuM (US$ Million), 2013
Table 39: UK Wealth Management Industry - Recent Deal Activity, 2013
Table 40: UK Income Tax Bands (GBP), 2013-2014
Table 41: GBP per US$ Exchange Rate, 2009-2018
Table 42: UK Real GDP Growth (%), 2009-2018
Table 43: UK GDP per Capita (US$), 2009-2018
Table 44: UK Domestic Market Capitalization (US$ Billion),2009-2013
Table 45: UK Commodity Indices, 2009-2018
Table 46: UK Foreign Direct Investment (US$ Billion), 2009-2018
Table 47: UK Inflation Rate (%), 2009-2018
Table 48: UK Money Market Rate (%), 2009-2018
Table 49: UK Balance of Payments (US$ Billion), 2009-2013
Table 50: UK Government Debt as a Percentage of GDP, 2009-2018
Table 51: UK Stock Market Performance, 2009-2013
Table 52: UK HNWI Wealth vs. GDP Ratio, 2009-2018
Table 53: UK - Appendix One
Table 54: UK - Appendix Two
 

List of Figures

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of the UK
Figure 3: UK Asset Price Performance (%), 2009-2013
Figure 4: UK HNWI Performance (US$ Billion and HNWI Volume), 2009-2018
Figure 5: UK Vs Global HNWIs (%), 2009-2018
Figure 6: UK HNWIs - Growth Factor Correlation, 2009-2013
Figure 7: UK HNWIs -Wealth Pyramid (Volume Distribution), 2013
Figure 8: UK HNWIs -Wealth Pyramid (Distribution), 2013
Figure 9: UK HNWIs - Age Distribution (%), 2013
Figure 10: UK HNWIs - Job Titles (%), 2009-2013
Figure 11: UK HNWIs - Distribution by Industry (%), 2013
Figure 12: UK HNWIs - City Performance (%), 2009-2013
Figure 13: UK HNWIs - Volume of HNWIs by City (Thousand), 2009 and 2013
Figure 14: UK HNWIs - City Forecasts (%), 2014-2018
Figure 15: UK Volume of HNWIs by City (Thousand), 2014-2018
Figure 16: UK UHNWI Wealth Share vs Volume Growth (%), 2009-2013
Figure 17: UK UHNWI Volume by Wealth Band (Thousand), 2009-2018
Figure 18: UK UHNWI Wealth by Wealth Band (US$ Billion), 2009-2018
Figure 19: UK UHNWI Age Distribution (Percentage Share), 2013
Figure 20: UK UHNWI Distribution by Industry (%), 2013
Figure 21: UK Billionaires Market Overview (Volume and US$ Billion), 2009-2018
Figure 22: UK Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Figure 23: UK Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Figure 24: UK Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Figure 25: UK Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Figure 26: UK HNWI Asset Class Composition (%), 2009-2018
Figure 27: UK HNWI Trends in Alternative Assets (US$ Billion), 2009-2018
Figure 28: UK Trends in 'Art, Wine and Wheels', 2009-2013
Figure 29: UK HNWI Foreign Investment Allocations and Growth (%), 2013
Figure 30: UK HNWI Global Distribution of Foreign Investments (%), 2009-2018
Figure 31: UK HNWI Liquidity Breakdown (%), 2009-2018
Figure 32: UK UHNWI Asset Class Composition (%), 2009-2018
Figure 33: UK Wealth Management Industry - Maturity Level of Operators, 2014
Figure 34: The UK Wealth Management Industry - Behavioral Mapping, 2013
Figure 35: GBP to US$ Exchange Rate, 2009-2018
Figure 36: UK Real GDP Growth (%), 2009-2018
Figure 37: UK GDP per Capita (US$), 2009-2018
Figure 38: UK Domestic Market Capitalization (US$ Billion), 2009-2013
Figure 39: UK Commodity Indices, 2009-2018
Figure 40: UK Foreign Direct Investment (US$ Billion), 2009-2018
Figure 41: UK Inflation Rate (%), 2009-2018
Figure 42: UK Money Market Rate (%), 2009-2018
Figure 43: UK Balance of Payments (US$ Billion), 2009-2013
Figure 44: UK Government Debt as a Percentage of GDP, 2009-2018
Figure 45: UK Stock Market Performance, 2009-2013
Figure 46: UK HNWI Wealth vs. GDP Ratio, 2009-2018
Figure 47: UK HNWIs - Volume by Wealth Band, 2009-2018
Figure 48: UK HNWIs - Wealth by Wealth Band (US$ Billion), 2009-2018
Figure 49: UK HNWIs - Wealth per Capita (US$ Million), 2009-2018
 

Scope

o UHNWI volume, wealth and allocation trends from 2009 to 2013
o UHNWI volume, wealth and allocation forecasts to 2018
o UHNWI asset allocations across 13 asset classes
o Number of UHNWIs in each state and all major cities
o Fastest growing cities and states for UHNWIs (2009-2013)
o Number of wealth managers in each city
o City wise ratings of wealth management saturation and potential
o Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in the UK
o Size of the UK wealth management industry
o Largest domestic private banks by AuM
o Detailed wealth management and family office information
o Insights into the drivers of HNWI wealth

 

Highlights

o There were 10,149 UHNWIs in the UK in 2013, with an average per capita wealth of US$111.8 million, making them a prime target group for wealth sector professionals. Of this total, there were 39 billionaires, 2,405 centimillionaires and 7,705 affluent millionaires.
o UHNWIs accounted for 1.5% of the total HNWI population in 2013, higher than the global average of 0.7%. The number of UK UHNWIs increased by 25.5% during the review period, from 8,089 in 2009 to 10,149 in 2013.
o There was a wide range of performance between the different UHNWI wealth bands. While the number of billionaires fell by 15.2%, the number of centimillionaires and affluent millionaires rose by 26.8% and 25.3% respectively.
o WealthInsight expects the number of UHNWIs to increase by 12.7% to reach 11,779 in 2018. This will include 46 billionaires, 2,796 centimillionaires and 8,937 affluent millionaires.

 

Classification

Language Code: EN 
Region: United Kingdom 
Report Type: Industry Report 
Industry: Service Industries 
Sector: Wealth Management 
Pages: 111 

Companies Featured

Barclays Standard Chartered PLC Investec Wealth and Investment Schroder Private Bank HSBC Private Bank Lloyds Bank Private Banking Coutts Kleinwort Benson Bank Ltd Rothschild Wealth Management RBS Wealth Management

 

Reasons to buy this report

o The Ultra HNWIs in the UK 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.
o 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.
o Report includes comprehensive forecasts to 2018.
o Also provides detailed information on UHNWIs in each major city.
 

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Regional Information

Taxonomy

Branch ID: 1408

Taxonomy Location

The taxonomy on the left shows the ancestors of the United Kingdom node. This provides an insight into parent categories that may provide reports or articles that may compliment this report. The number in brackets after the node name indicates the number of reports that Research and Experts currently have in the parent category.

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United Kingdom

The UK economy is the second largest in the eurozone. Almost every industrial sector is well established in the UK and those worth mentioning include Aerospace, Agriculture, Automotive, Business and professional services, Chemicals, Construction, Consumer goods, Defence equipment, Education, Electronics, Energy, Entertainment, Financial services, Food and beverages, Healthcare, Hospitality and leisure, Industrial equipment, Information technology, Media, Pharmaceuticals and biotechnology, Processed metals, Real estate, Retailing, Scientific equipment, Telecommunications, Tourism, Transportation and logistics, Utilities.

The UK is emerging from recession in the Eurozone with growth in manufacturing and construction. The National Institute for Economic and Social Research is predicting growth of 2.5% in 2014 and 2.1% in 2015. Some economists predict that growth could reach 3% if inflation is properly managed. Unemployment is expected to fall to 6.5 -7% in 2014. Interest rates will remain low and inflation should remain around 2%.

Growth in 2013 was helped by a boost in consumer spending but that will not continue without an increase in wages and a higher debt-to-income ratio in the future.

The manufacturing and construction sectors are still not as strong as they should be and further investments in these sectors is required. 

One of the issues that businesses in the UK are keen to address is productivity and many companies are holding off on hiring and pay increases until this issue is tackled. 

David Cameron is keen to push more 'reshoring' of jobs in the manufacturing sector and 2013 saw over 1,500 jobs return to the UK in the automobile, clothing, manufacturing and other industries. The provision of cheaper energy including nuclear and 'shale gas' is seen as paramount to increased job creation.

Other challenges in the British economy include an aging population, youth unemployment, an inflexible labour market and competing with the US on energy costs. The US has the advantage of shale gas which is three times cheaper than British gas.

In an effort to increase competitiveness the conservative government is investing £375billion in energy, transport, communications and water over the next 5 years. This will be matched by £25billion from the insurance industry. Taxes have been cut and welfare has undergone reform. There are generous tax incentives for investors in start-up companies. All these efforts should go a long way towards driving growth in the UK.

Researchandexperts.com is a  leading source of market research on the UK.

Useful Links

World Bank Overview of the United Kingdom

CIA World Factbook on UK

National Institute for Economic and Social Research (UK)

UK Trade and Investment

United Kingdom

British Islands

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Europe

Fifty six sovereign states are listed with territory in Europe (six have limited rocognition). The 50 soverign states of Europe are Albania, Andorra, Armenia, Austria, Azerbaijan, Belarus, Belgium, Bosnia & Herzegovina, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark,  Estonia,  Finland, France, Georgia, Germany, Greece, Hungary, Iceland, Ireland, Italy, Kosovo, Latvia, Lithuania, Luxembourg, Macedonia, Malta, Moldova, Monaco, Montenegro, The Netherlands, Norway, Poland, Portugal, Romania, Russia, San Marino, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey, Ukraine, United Kingdom, Vatican City (Holy See).

The leading economies of Europe are Germany, France, UK, Italy and Russia.
 
Research and Experts, the market intelligence platform, provides companies with access to the latest leading industry reports covering the European region. Our company reports contain the following information; company overviews, key facts, key employees, products and services, as well as financial ratios. Our industry reports are vital sources of detailed historic and forecast values for markets in Europe, segmented at category level. Research and Experts reports also provide regional analysis and analysis of the leading companies in key European markets. 

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Branch ID: 1962

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Financial Services

Financial services are the services provided by the finance industry and include banking services, insurance services, real estate services and investment services. Since the recession began in 2008/09 banking services in many European countries and the US  have been a drag on the financial services sector due to non-performing loans. Financial services is set for a strong year in 2014 as the economy improves. The US is bullish about increasing loans, more mergers, acquisitions and IPO's and higher commodity prices which will all benefit this sector. 

Research and Experts provide a range of reports on the financial services sector with information on leading companies, best trading partners, best performing companies, market size etc.

Useful Links

The Fiancial Services Authority (UK)

The British Banking Association

The International Banking Federation

American Bankers Association

European Banking Federation

Financial Services

Service Industries

Our Service Industries reports cover the areas of Business Services, Financial Services, Tourism and Leisure, Consumer Services and the Public Sector. A strong services sector is an indicator of a well developed economy. Examples of economies with a strong services sector include US, UK, Luxembourg, Switzerland and Australia.

Researchandexperts.com is a reliable source of business intelligence reports from leading publishers on the service sector economy. Industries covered by us include IT services, banking, insurance, travel, media services etc. 

Companies in the services sector require competitive intelligence which will give them keen insights into market size, best trading partners, financial analysis and company rankings. A recent report by Plimsoll on the advertising industry reviewed 500 of the largest agents in this sector. ARENA BLM LIMITED was identified as being among the fastest growing companies while  UNIVERSAL MCCANN GMBH was selected as a best trading partner.    

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