HNWI Asset Allocation in the UK 2014

 

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Abstract

 
This report provides the latest asset allocations of the UK HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of the UK HNWIs to 2018 and a comprehensive and robust background of the local economy. 

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 HNWIs have performed through the crisis.
 

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Report Source Information

Supplied by: Research and Experts 
Date Published: 2014-10-23 

Report: HNWI Asset Allocation 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 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 Investment trends in equity
4.1.7 Investments trends 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 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 GDP 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: Cities in the UK by Population (Volume), 2013
Table 3: UK Allocations of HNWI Assets (%), 2009-2018
Table 4: UK HNWI Holdings Growth (%), 2009-2018
Table 5: UK HNWI Alternative Asset Composition (%), 2009-2018
Table 6: UK HNWI Trends of Investments in Alternative Assets (%), 2009-2018
Table 7: UK Trends in 'Art, Wine and Wheels', 2009-2013
Table 8: Global Prime Real Estate Prices per m2 (US$), 2014
Table 9: UK HNWI Foreign Investment Allocations (%), 2009-2018
Table 10: UK HNWI Liquidity Breakdown (US$ Billion), 2009-2018
Table 11: UK HNWI Liquidity Breakdown (%), 2009-2018
Table 12: UK UHNWI Allocations and Share of HNWI Assets (%), 2013
Table 13: UK Income Tax Bands (GBP), 2013-2014
Table 14: GBP per US$ Exchange Rate, 2009-2018
Table 15: UK Real GDP Growth (%), 2009-2018
Table 16: UK GDP per Capita (US$), 2009-2018
Table 17: UK Domestic Market Capitalization (US$ Billion),2009-2013
Table 18: UK Commodity Indices, 2009-2018
Table 19: UK Foreign Direct Investment (US$ Billion), 2009-2018
Table 20: UK Inflation Rate (%), 2009-2018
Table 21: UK Money Market Rate (%), 2009-2018
Table 22: UK Balance of Payments (US$ Billion), 2009-2013
Table 23: UK Government Debt as a Percentage of GDP, 2009-2018
Table 24: UK Stock Market Performance, 2009-2013
Table 25: UK HNWI Wealth vs. GDP Ratio, 2009-2018
Table 26: UK - Appendix One
Table 27: 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 HNWI Asset Class Composition (%), 2009-2018
Figure 7: UK HNWI Trends in Alternative Assets (US$ Billion), 2009-2018
Figure 8: UK Trends in 'Art, Wine and Wheels', 2009-2013
Figure 9: UK HNWI Foreign Investment Allocations and Growth (%), 2013
Figure 10: UK HNWI Global Distribution of Foreign Investments (%), 2009-2018
Figure 11: UK HNWI Liquidity Breakdown (%), 2009-2018
Figure 12: UK UHNWI Asset Class Composition (%), 2009-2018
Figure 13: GBP to US$ Exchange Rate, 2009-2018
Figure 14: UK Real GDP Growth (%), 2009-2018
Figure 15: UK GDP per Capita (US$), 2009-2018
Figure 16: UK Domestic Market Capitalization (US$ Billion), 2009-2013
Figure 17: UK Commodity Indices, 2009-2018
Figure 18: UK Foreign Direct Investment (US$ Billion), 2009-2018
Figure 19: UK Inflation Rate (%), 2009-2018
Figure 20: UK Money Market Rate (%), 2009-2018
Figure 21: UK Balance of Payments (US$ Billion), 2009-2013
Figure 22: UK Government Debt as a Percentage of GDP, 2009-2018
Figure 23: UK Stock Market Performance, 2009-2013
Figure 24: UK HNWI Wealth vs. GDP Ratio, 2009-2018
Figure 25: UK HNWIs - Volume by Wealth Band, 2009-2018
Figure 26: UK HNWIs - Wealth by Wealth Band (US$ Billion), 2009-2018
Figure 27: UK HNWIs - Wealth per Capita (US$ Million), 2009-2018
 

Scope

o Independent market sizing of the UK HNWIs across five wealth bands
o HNWI volume and wealth trends from 2009 to 2013
o HNWI volume and wealth forecasts to 2018
o HNWI and UHNWI asset allocations across 13 asset classes
o Insights into the drivers of HNWI wealth

 

Highlights

o In 2013, equities was the largest asset class for UK HNWIs, with 28.6% of total HNWI assets, followed by business interests with 25.4%, real estate with 17.5%, fixed-income with 15.8%, cash and deposits with 6.7%, and alternatives with 6.0%.
o Equities, real estate and alternatives recorded growth at respective review-period rates of 47.3%, 32.8% and 32.3%.
o Alternative assets held by UK HNWIs increased during the review period from 5.8% of total HNWI assets in 2009 to 6.0% in 2013. HNWI allocations to commodities increased from 1.1% of total assets in 2009 to 1.4% in 2013.
o Allocations in commodities are expected to decline over the forecast period, reaching 1.0% of total HNWI assets by 2018, as global liquidity tightens from an expected drop in demand from China for raw materials, which will cause global commodity prices to flatten.
o In 2013, UK HNWI liquid assets amounted to US$1.3 trillion, representing 51.2% of wealth holdings.

 

Classification

Language Code: EN 
Region: United Kingdom 
Report Type: Industry Report 
Industry: Service Industries 
Sector: Wealth Management 
Pages: 63 

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 HNWI Asset Allocation 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 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.
o Report includes comprehensive forecasts to 2018.
 

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HNWI Asset Allocation in the UK 2014

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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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Industry Sector Information

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Branch ID: 1962

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The taxonomy on the left shows the ancestors of the Wealth Management 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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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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