• This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in the US.
• 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.
Executive Summary :
This report provides the latest asset allocations of the US HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of the US HNWIs to 2018 and a comprehensive and robust background of the local economy.
To get details at:http://www.reportscue.com/hnwi-asset-allocation-in-the-us-2014-market
• Independent market sizing of the US HNWIs across five wealth bands
• HNWI volume and wealth trends from 2009 to 2013
• HNWI volume and wealth forecasts to 2018
• HNWI and UHNWI asset allocations across 13 asset classes
• Insights into the drivers of HNWI wealth
Key Highlights :
• In 2013, business interests made up the largest asset class for US HNWIs, accounting for 29.9% of the total HNWI assets, followed by equities with 28.8%, real estate with 16.8%, fixed-income with 10.5%, cash and deposits with 8.3%, and alternatives with 5.8%.
• Equities, business interests and alternatives recorded growth at respective review-period rates of 86.2%, 38.5% and 32.7%.
• Alternative assets held by US HNWIs decreased during the review period from 6.1% of the total HNWI assets in 2009 to 5.8% in 2013. HNWI allocations to commodities increased from 1.2% of the total assets in 2009 to 1.4% in 2013.
• Allocations in commodities are expected to decline over the forecast period, reaching 1.1% of the 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.