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市場調查報告書

澳洲的富裕部門的課題及市場機會

Challenges and Opportunities for the Wealth Sector in Australia 2016

出版商 Wealthinsight 商品編碼 232017
出版日期 內容資訊 英文 42 Pages
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澳洲的富裕部門的課題及市場機會 Challenges and Opportunities for the Wealth Sector in Australia 2016
出版日期: 2016年02月25日 內容資訊: 英文 42 Pages
簡介

本報告提供澳洲的富裕階級(HNWI)相關調查分析、政治與經濟背景、財富狀況彙整、理財公司、資產管理及私人銀行產業等富裕部門的競爭情形,為您概述為以下內容彙整。

第1章 簡介

第2章 摘要整理

第3章 富裕部門的基礎資訊

  • 政治背景
  • 經濟背景
  • 澳洲的財富狀況相關基準
    • 澳洲的財富分配
  • 富裕階級的人口、資產趨勢

第4章 富裕部門的競爭情形

  • 競爭情形
    • 國內的私人銀行
    • 國外的私人銀行
    • 資產管理公司
    • 理財公司
    • 財務顧問
  • 澳洲的私人銀行產業的發展
  • 資產管理及私人銀行產業
  • 澳洲的資產管理產業:客戶模式與成熟度
  • 澳洲的資產管理和私人銀行產業:行為製圖

第5章 附錄

  • 澳洲的資產管理產業的補助部分
    • 慈善事業
    • 跨代資產轉移的需求
  • 稅制上的法規
  • 移民、投資、僱用相關的法規
  • 主要的推動因素
    • 澳洲幣/美金匯率
    • 實質GDP成長率
    • 人均GDP
    • 國內股市的市值
    • 商品價格指數
    • 海外直接投資(FDI)
    • 通貨膨脹率
    • 利率
    • 國際收支
    • 政府債務
    • 股市實際成果
  • 資產的明細

第6章 關於 WealthInsight

圖表

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目錄
Product Code: WI0434MR

Summary

  • This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Australia.
  • The report focuses on HNWI performance between the end of 2011 and the end of 2015. This enables us to determine how well the country's HNWIs have performed through the crisis.

Scope

  • Independent market sizing of Australia HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2011 to 2015
  • HNWI volume and wealth forecasts to 2020
  • 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 Australia 2016 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 2020.

Key Highlights

  • Australian HNWIs held 23.1% (US$227.6 billion) of their wealth outside their home country in 2015.
  • Foreign asset holdings are expected to increase to US$297.6 billion by 2020, accounting for 21.9% of the country's total HNWI assets.
  • North America accounted for 35.6% of Australian HNWIs' foreign assets in 2015. This was followed by Europe with 22.7%, Africa with 21.3%, Asia-Pacific with 10%, Latin America with 8.1% and the Middle East with 2.4%.
  • Australian HNWI allocations to Africa increased rapidly compared with other regions during the review period, rising from 2.8% in 2011 to 21.3% in 2015.
  • WealthInsight expects HNWIs to increase their level of investment slightly in Africa over the forecast period, reaching 37.8% of foreign HNWI assets by 2019.

Table of Contents

1 Introduction

  • 1.1 Details of this Report
  • 1.2 Definitions

2 Executive Summary

3 Australia Key Facts

4 Distribution of Wealth in Australia

  • 4.1 HNWI Volume and Wealth Trends

5 Competitive Landscape

  • 5.1 Domestic Private Banks
  • 5.2 Foreign Private Banks
  • 5.3 Wealth Managers
  • 5.4 Family Offices

6 Key Drivers

  • 6.1 AUD-US$ Exchange Rate
  • 6.2 Real GDP Growth
  • 6.3 Per Capita GDP
  • 6.4 Domestic Market Capitalization
  • 6.5 Commodity Index
  • 6.6 Foreign Direct Investment (FDI) - Inflows and Outflows
  • 6.7 Inflation
  • 6.8 Interest Rate
  • 6.9 Balance of Payments
  • 6.1 Government Debt
  • 6.11 Stock Market Performance
  • 6.12 Wealth Breakdowns

7 About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: Australian Exchange Rate - AUD-US$ Exchange Rate, 2011-2020
  • Table 3: Australian Real GDP Growth (%), 2011-2020
  • Table 4: Australian GDP per Capita (US$), 2011-2020
  • Table 5: Australian Domestic Market Capitalization (US$ Billion), 2011-2015
  • Table 6: Australian Commodity Indices, 2011-2020
  • Table 7: Australian Foreign Direct Investment (US$ Billion), 2011-2020
  • Table 8: Australian Inflation Rate (%), 2011-2020
  • Table 9: Australian Money Market Rate (%), 2011-2020
  • Table 10: Australian Balance of Payments (US$ Billion), 2011-2015
  • Table 11: Australian Government Debt as a Percentage of GDP (%), 2011-2020
  • Table 12: Australian Stock Market Performance (Index), 2011-2015
  • Table 13: Australian HNWI Wealth vs. GDP Ratio (%), 2011-2020
  • Table 14: Australia - Appendix One
  • Table 15: Australia - Appendix Two

List of Figures

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: Map of Australia
  • Figure 3: Australian Asset Price Performance (%), 2011-2015
  • Figure 4: Australian HNWI Performance (US$ Billion and HNWI Volume), 2011-2020
  • Figure 5: Australian vs Global HNWIs (%), 2011-2015
  • Figure 6: Australian Exchange Rate - AUD-US$, 2011-2020
  • Figure 7: Australian Real GDP Growth (%), 2011-2020
  • Figure 8: Australian GDP per Capita (US$), 2011-2020
  • Figure 9: Australian Domestic Market Capitalization (US$ Billion), 2011-2015
  • Figure 10: Australian Commodity Indices, 2011-2020
  • Figure 11: Australian Foreign Direct Investment (US$ Billion), 2011-2020
  • Figure 12: Australian Inflation Rate (%), 2011-2020
  • Figure 13: Australian Money Market Rate (%), 2011-2020
  • Figure 14: Australian Balance of Payments (US$ Billion), 2011-2015
  • Figure 15: Australian Government Debt as a Percentage of GDP (%), 2011-2020
  • Figure 16: Australian Stock Market Performance (Index), 2011-2015
  • Figure 17: Australian HNWI Wealth vs GDP Ratio (%), 2011-2020
  • Figure 18: Australian HNWIs - Volume by Wealth Band, 2011-2020
  • Figure 19: Australian HNWIs - Wealth by Wealth Band (US$ Billion), 2011-2020
  • Figure 20: Australian HNWIs - Wealth per Capita (US$ Million), 2011-2020
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