Cover Image
市場調查報告書

英國的富裕階級市場

UK 2015 Wealth Report

出版商 Wealthinsight 商品編碼 317083
出版日期 內容資訊 英文 119 Pages
訂單完成後即時交付
價格
Back to Top
英國的富裕階級市場 UK 2015 Wealth Report
出版日期: 2015年04月30日 內容資訊: 英文 119 Pages
簡介

本報告提供英國的富裕階級(HNWI)人口與財富管理(資產管理)市場相關調查分析、富裕階級(HNWI)和超級富豪階級(UHNWI)的實際成果與資產分配驗證、現場市場評估等相關的系統性資訊。

第1章 簡介

第2章 摘要整理

第3章 財富(資產)部門的基礎資訊

  • 政治背景
  • 經濟背景
  • 社會背景
  • 英國的資產市場相關基準
    • 財富的分佈情形
  • 富裕階級的人口和資產趨勢

第4章 WealthInsight的富裕階級資料庫調查結果

  • 富裕階級(HNWI)的資產趨勢
    • HNWI趨勢分析
    • HNWI趨勢
    • HNWI的人口統計明細
    • HNWI的職位
    • HNWI的產業的明細
    • HNWI的產業的業績
    • HNWI的各都市明細
    • HNWI的城市的實際成果
    • HNWI的城市的人口密度
    • HNWI的城市的預測
    • HNWI的各地區明細
    • HNWI層的地區的實際成果
    • HNWI的地區的人口密度
  • 超級富豪階級(UHNWI)
    • UHNWI的人口趨勢分析
    • UHNWI的資產趨勢分析
    • UHNWI的人口統計明細
    • UHNWI的產業的明細
    • UHNWI的城市的明細與實際成果
  • UHNWI:億萬富翁(資產10億美元以上)
    • 億萬富翁的人口趨勢分析
    • 億萬富翁的資產趨勢分析
    • 億萬富翁的人均淨資產趨勢分析
    • 億萬富翁的清單
  • UHNWI:中階億萬富翁(資產1億∼10億美元)
    • 中階億萬富翁的人口趨勢分析
    • 中階億萬富翁的資產趨勢分析
    • 中階億萬富翁的人均淨資產趨勢分析
  • UHNWI:富裕的百萬富翁(資產3,000萬∼1億美元)
    • 富裕的百萬富翁的人口趨勢分析
    • 富裕的百萬富翁的資產趨勢分析
    • 富裕的百萬富翁的人均淨資產趨勢分析
  • 核心HNWI
    • 核心HNWI的人口趨勢分析
  • 核心HNWI:中階百萬富翁
    • 中階百萬富翁的人口趨勢分析
    • 中階百萬富翁的資產趨勢分析
    • 中階百萬富翁的人均淨資產趨勢分析
  • 核心HNWI:低階百萬富翁
    • 低階百萬富翁的人口趨勢分析
    • 低階百萬富翁的資產趨勢分析
    • 低階百萬富翁的人均淨資產趨勢分析

第5章 英國的富裕階級(HNWI)的投資分析

  • 各資產類別分析
    • 替代資產趨勢
    • 「美術品、葡萄酒、車」趨勢
    • 不動產的投資趨勢
    • 現金及存款的投資趨勢
    • 固定收入的投資趨勢
    • 股票的投資趨勢
    • 產業利益的投資趨勢
  • 國外投資分析
    • 歐洲的投資
    • 北美(含美國、墨西哥、加勒比海各國)的投資
    • 亞太地區的投資
    • 中南美的投資
    • 中東的投資
    • 非洲的投資
  • 替代明細:流動 vs. 可投資的資產
  • 英國的超級富豪階級(UHNWI)的投資分析

第6章 資產部門的競爭情形

  • 競爭情形
    • 國內銀行
    • 外國的私人銀行
    • 資產管理企業
    • 理財公司
    • 投資顧問公司
  • 英國的私人銀行部門的發展
  • 資產管理產業和私人銀行部門
  • 英國的資產管理產業:客戶模式與成熟度
  • 英國的資產管理和私人銀行的行動地圖
  • 波特的五力分析:資產管理產業

第7章 附錄

第8章 關於 WealthInsight

圖表

本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

目錄
Product Code: WI0342MR

Summary

This report reviews the performance and asset allocations of HNWIs and ultra-HNWIs in the UK. It also includes an evaluation of the local wealth management market.

Scope

  • Independent market sizing of the UK HNWIs across five wealth bands
  • HNWI volume, wealth and allocation trends from 2010 to 2014
  • HNWI volume, wealth and allocation forecasts to 2019
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Geographical breakdown of all foreign assets
  • Alternative breakdown of liquid vs. investable assets
  • Number of UHNWIs in major cities
  • Number of wealth managers in each city
  • City ratings of wealth management saturation and potential
  • Details of the development, challenges and opportunities of the wealth management and private banking sector in the UK.
  • The size of the UK wealth management industry
  • The largest private banks by AuM
  • Detailed wealth management and family office information
  • Insights into drivers of HNWI wealth

Reasons To Buy

  • The UK Wealth Report 2015 is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the report comprises a wide variety of data created based on over 125,000 HNWIs from around the world in WealthInsight's database.
  • With the wealth reports as the foundation for its research and analysis, WealthInsight is able to obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions it covers.
  • The report reviews the performance and asset allocations of HNWIs and ultra-HNWIs. The report also includes projections of the volume, wealth and asset allocations of HNWIs to 2019, and a comprehensive background of the local economy.
  • The report provides a thorough analysis of the private banking and wealth management sector, latest merger and acquisition activity, and the opportunities and challenges it faces.
  • It also provides detailed information on HNWI volumes in each major city.

Key Highlights

  • There were approximately 699,180 HNWIs in the UK in 2014, holding US$2.7 trillion in wealth. Wealth per HNWI in the country was US$3.9 million in 2014.
  • UK HNWI numbers rose by 3.6% in 2014, following an increase of 2.7% in 2013.
  • Growth in HNWI wealth and volumes are expected to improve over the forecast period. The total number of UK HNWIs is forecast to grow by 16.6%, to reach 825,345 in 2019. HNWI wealth is anticipated to record a significant percentage increase, growing by 34.7%, to reach US$3.8 trillion by 2019.
  • 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%.

Table of Contents

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. Social Background
  • 3.4. Benchmarking the UK's Wealth in Context
    • 3.4.1. Distribution of wealth in the UK
  • 3.5. HNWI Volume and Wealth Trends

4. Findings from the WealthInsight HNWI Database

  • 4.1. Trends in HNWI Wealth to 2019
    • 4.1.1. HNWI trend analysis
    • 4.1.2. Trends of the wealth bands
    • 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 densitie
    • 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-tier millionaire 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. Trends of investments in equity
    • 5.1.7. Trends of Investments 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 the 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 private 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 UK Private Banking Industry
  • 6.3. Wealth Management and the Private Banking Industry
  • 6.4. UK Wealth Management Industry - Clientele Model and Maturity
  • 6.5. Behavioral Mapping of Wealth Management and Private Banking in the UK
  • 6.6. Porter's Five Force Analysis - The Wealth Management Industry

7. Appendix

  • 7.1. Additional Components of the Wealth Sector in the UK
    • 7.1.1. Philanthropy
    • 7.1.2. Demand for intergenerational wealth transfer
  • 7.2. Tax Regulations
  • 7.3. Regulations Related to Immigration, Investment and Employment
  • 7.4. Key Drivers
    • 7.4.1. GBP to US$ exchange rate
    • 7.4.2. Real GDP growth
    • 7.4.3. Per capita GDP
    • 7.4.4. Domestic market capitalization
    • 7.4.5. Commodity index
    • 7.4.6. Foreign direct investments - inflow and outflow
    • 7.4.7. Inflation rate
    • 7.4.8. Interest rate
    • 7.4.9. Balance of payments
    • 7.4.10. Government debt
    • 7.4.11. Stock market performance
  • 7.5. Wealth Breakdowns

8. About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: Regions in the UK (Thousand), 2014
  • Table 3: UK HNWIs - Volume Distribution, 2014
  • Table 4: UK HNWIs - Wealth Distribution Wealth Pyramid (%), 2014
  • Table 5: UK HNWIs - Industry Performance, 2010-2014
  • Table 6: UK HNWIs - Population of Cities (Thousand), 2014
  • Table 7: UK HNWIs - Growth in Top Cities (Thousand), 2010-2014
  • Table 8: UK HNWIs - Population Density in Major Cities (Thousand), 2014
  • Table 9: UK HNWI Populations in Top Cities (Thousand), 2010-2019
  • Table 10: UK HNWIs - Growth Rates for Top Cities (%), 2010-2019
  • Table 11: UK HNWIs - Population by State (Thousand), 2014
  • Table 12: UK HNWIs - Population and State Growth Data (%), 2010-2014
  • Table 13: UK HNWIs - Population Density by State (%), 2014
  • Table 14: UK UHNWIs - Gender Performance, 2010-2014
  • Table 15: UK UHNWIs - Source of Wealth (%), 2014
  • Table 16: UK UHNWIs in Top Cities (Thousand), 2010-2019
  • Table 17: UK UHNWIs' Growth Rates for Top Cities (Thousand), 2010-2019
  • Table 18: UK Billionaires - Market Overview (US$ Billions), 2010-2019
  • Table 19: UK Top 10 Billionaires (US$ Billions), 2014
  • Table 20: UK Billionaire Wealth Growth (US$), 2010-2014
  • Table 21: UK Centimillionaires - Market Overview (US$), 2010-2019
  • Table 22: UK Affluent Millionaires - Market Overview (US$), 2010-2019
  • Table 23: UK Mid-Tier Millionaires - Market Overview (US$), 2010-2019
  • Table 24: UK Lower-Tier Millionaires - Market Overview (US$), 2010-2019
  • Table 25: UK Allocations of HNWI Assets (%), 2010-2019
  • Table 26: UK HNWIs - Holdings Growth (%), 2010-2019
  • Table 27: UK HNWIs - Alternative Asset Composition (%), 2010-2019
  • Table 28: UK HNWIs - Trends of Investments in Alternative Assets (%), 2010-2019
  • Table 29: UK Trends in 'Art, Wine and Wheels', 2010-2014
  • Table 30: Global Prime Real Estate Prices per m² (US$), 2014
  • Table 31: UK HNWIs - Percentage of Foreign Investment Allocations, 2010-2019
  • Table 32: UK HNWIs - Liquidity Breakdown (US$ Billion), 2010-2019
  • Table 33: UK HNWIs - Liquidity Breakdown (%), 2010-2019
  • Table 34: UK UHNWIs - Allocations and Share of HNWI Assets, 2014
  • Table 35: Leading Domestic Private Banks in the UK by AuM (US$), 2014
  • Table 36: Leading Foreign Private Banks in the UK by AuM (US$), 2014
  • Table 37: UK Wealth Managers, 2014
  • Table 38: UK Family Offices, 2014
  • Table 39: Private Banking Industry - Recent Deal Activity in the UK, 2014
  • Table 40: UK Income Tax Bands (CHF), 2014-2014
  • Table 41: GBP per US$ Exchange Rate (%), 2010-2019
  • Table 42: UK Real GDP Growth (%), 2010-2019
  • Table 43: UK GDP Per Capita (US$), 2010-2019
  • Table 44: UK Domestic Market Capitalization (US$ Billion), 2010-2014
  • Table 45: UK Commodity Indices, 2010-2019
  • Table 46: UK Foreign Direct Investments (US$ Billion), 2010-2019
  • Table 47: UK Inflation Rate (%), 2010-2019
  • Table 48: UK Money Market Rate (%), 2010-2019
  • Table 49: UK Balance of Payments (US$ Billion), 2010-2014
  • Table 50: UK Government Debt as a Percentage of GDP (%), 2010-2019
  • Table 51: UK Stock Market Performance, 2010-2014
  • Table 52: UK HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Table 53: The UK - Appendix One
  • Table 54: 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$), 2010-2014
  • Figure 6: UK HNWIs - Growth Factor Correlation, 2010-2014
  • Figure 7: UK HNWIs - Volume Distribution Wealth Pyramid, 2014
  • Figure 8: UK HNWIs - Wealth Distribution Wealth Pyramid (%), 2014
  • Figure 9: UK HNWIs - Age Distribution, 2014
  • Figure 10: UK HNWIs - Job Titles, 2010-2014
  • Figure 11: UK HNWIs - Distribution by Industry (%), 2014
  • Figure 12: UK HNWIs - City Performance (Thousand), 2010-2014
  • Figure 13: UK HNWIs - City Population Volumes (Thousand), 2010-2014
  • Figure 14: UK HNWIs - City Forecasts (Thousand), 2015-2019
  • Figure 15: UK HNWIs - City Populations (Thousand), 2015-2019
  • Figure 16: UK UHNWIs - Wealth Share vs Volume Growth (%), 2010-2014
  • Figure 17: UK UHNWIs - Volume by Wealth Band (Thousand), 2010-2019
  • Figure 18: UK UHNWIs - Wealth by Wealth Band (US$ Billion), 2010-2019
  • Figure 19: UK UHNWIs - Age Distribution (Percentage Share), 2014
  • Figure 20: UK UHNWIs - Distribution by Industry, 2014
  • Figure 21: UK Billionaires - Market Overview (US$), 2010-2019
  • Figure 22: UK Centimillionaires - Market Overview (US$), 2010-2019
  • Figure 23: UK Affluent Millionaires - Market Overview (US$), 2010-2019
  • Figure 24: UK Mid-Tier Millionaires - Market Overview (US$), 2010-2019
  • Figure 25: UK Lower-Tier Millionaires - Market Overview (US$), 2010-2019
  • Figure 26: UK HNWIs - Asset Class Composition (%), 2010-2019
  • Figure 28: UK Trends in 'Art, Wine and Wheels', 2010-2014
  • Figure 29: UK HNWIs - Foreign Investment Allocation and Growth (%), 2014
  • Figure 30: UK HNWIs - Global Distribution of Foreign Investments (%), 2010-2019
  • Figure 31: UK HNWIs - Liquidity Breakdown (%), 2010-2019
  • Figure 32: UK UHNWIs - Asset Class Composition, 2010-2019
  • Figure 33: UK Wealth Management Industry - Maturity Level of Operators
  • Figure 34: UK Wealth Management Industry - Behavioral Mapping, 2014
  • Figure 35: UK Wealth Management Industry - Five Forces Analysis
  • Figure 36: GBP to US$ Exchange Rate (%), 2010-2019
  • Figure 37: UK Real GDP Growth (%), 2010-2019
  • Figure 38: UK GDP Per Capita (US$), 2010-2019
  • Figure 39: UK Domestic Market Capitalization (US$ Billion), 2010-2014
  • Figure 40: UK Commodity Indices, 2010-2019
  • Figure 41: UK Foreign Direct Investments (US$ Billion), 2010-2019
  • Figure 42: UK Inflation Rate (%), 2010-2019
  • Figure 43: UK Money Market Rate (%), 2010-2019
  • Figure 44: UK Balance of Payments (US$ Billion), 2010-2014
  • Figure 45: UK Government Debt as a Percentage of GDP (%), 2010-2019
  • Figure 46: UK Stock Market Performance, 2010-2014
  • Figure 47: UK HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Figure 48: UK HNWIs - Volume by Wealth Band, 2010-2019
  • Figure 49: UK HNWIs - Wealth by Wealth Band (in US$ Billions), 2010-2019
  • Figure 50: UK HNWIs - Wealth Per Capita (in US$ Millions), 2010-2019
Back to Top