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市場調查報告書

美國的資產報告

US Wealth Report 2015

出版商 Wealthinsight 商品編碼 320876
出版日期 內容資訊 英文 97 Pages
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美國的資產報告 US Wealth Report 2015
出版日期: 2015年12月17日 內容資訊: 英文 97 Pages
簡介

本報告提供美國的富裕階級(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
  • 美國的資產市場相關基準
    • 財富的分佈情形
  • 富裕階級(HNWI)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的產業明細
    • HNWI的產業業績
    • HNWI的各都市明細
    • HNWI的城市實際成果
    • HNWI的城市人口密度
    • HNWI的城市預測
    • HNWI的各州明細
    • HNWI的州實際成果
    • HNWI的州人口密度
  • 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的產業明細
    • UHNWI的城市明細與實際成果
  • 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 美國的富裕階級(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. 可投資資產
  • 美國的超級富豪階級(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
  • 私人銀行產業上的發展
  • 資產管理和私人銀行產業
    • 美國的資產管理產業:客戶模式、成熟度
  • 美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

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目錄
Product Code: WI0412MR

Summary

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

Scope

  • Independent market sizing of the US HNWIs for 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
  • Details of the development, challenges and opportunities related to the wealth management and private banking sector in US
  • The size of the US wealth management industry
  • Information on private banks
  • Detailed wealth management and family office information
  • Insights into the drivers of HNWI wealth

Reasons To Buy

  • US 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, the latest merger and acquisition activity, and the opportunities and challenges that the sector faces.

Key Highlights

  • There were 5,376,392 HNWIs in the US in 2014, which held US$20.5 trillion in wealth.
  • The HNWI population in the US increased by 2.8% in 2014, following an incline of 3.8% in 2013.
  • Growth in HNWI wealth and numbers is expected to improve over the forecast period. The number of HNWIs in the US is forecast to grow by 8.6%, to reach 6,038,381 in 2019, while HNWI wealth is projected to grow by 27.7%, to reach US$27.7 trillion.

Table of Contents

1. Introduction

  • 1.1. Details of this Report
  • 1.2. Definitions

2. Executive Summary

3. US Key Facts

4. Distribution of Wealth in US

  • 4.1. HNWI Volume and Wealth Trends

5. Findings from the WealthInsight HNWI Database

  • 5.1. Trends in HNWI Wealth to 2019
    • 5.1.1. HNWI trend analysis
    • 5.1.2. Wealth band trends
    • 5.1.3. Demographic breakdown of HNWIs
    • 5.1.4. HNWIs - job titles
    • 5.1.5. HNWIs - industry breakdown
    • 5.1.6. HNWIs - industry performance
    • 5.1.7. HNWIs - breakdown by city
    • 5.1.8. HNWIs - city performance
    • 5.1.9. HNWIs - city population densities
    • 5.1.10. HNWIs - city forecasts
  • 5.2. UHNWIs
    • 5.2.1. UHNWI volume trend analysis
    • 5.2.2. UHNWI wealth trend analysis
    • 5.2.3. Demographic breakdown of UHNWIs
    • 5.2.4. UHNWIs - industry breakdown
    • 5.2.5. UHNWIs - city breakdown and performance
  • 5.3. UHNWIs - Billionaires
    • 5.3.1. Billionaire volume trend analysis
    • 5.3.2. Billionaire wealth trend analysis
    • 5.3.3. Billionaire per capita net worth trend analysis
    • 5.3.4. List of billionaires
  • 5.4. UHNWIs - Centimillionaires
    • 5.4.1. Centimillionaire volume trend analysis
    • 5.4.2. Centimillionaire wealth trend analysis
    • 5.4.3. Centimillionaire per capita net worth trend analysis
  • 5.5. UHNWIs - Affluent Millionaires
    • 5.5.1. Affluent millionaire volume trend analysis
    • 5.5.2. Affluent millionaire wealth trend analysis
    • 5.5.3. Affluent millionaire per capita net worth trend analysis
  • 5.6. Core HNWIs
    • 5.6.1. Core HNWI volume trend analysis
  • 5.7. Core HNWIs - Mid-Tier Millionaires
    • 5.7.1. Mid-tier millionaire volume trend analysis
    • 5.7.2. Mid-tier millionaire wealth trend analysis
    • 5.7.3. Mid-tier millionaire per capita net worth trend analysis
  • 5.8. Core HNWIs - Lower-Tier Millionaires
    • 5.8.1. Lower-tier millionaire volume trend analysis
    • 5.8.2. Lower-tier millionaire wealth trend analysis
    • 5.8.3. Lower-tier millionaire per capita net worth trend analysis

6. Analysis of US HNWI Investments

  • 6.1. Analysis by Asset Class
    • 6.1.1. Trends in alternative assets
    • 6.1.2. Trends in 'art, wine and wheels'
    • 6.1.3. Trends of investment in real estate
    • 6.1.4. Trends of investment in cash and deposits
    • 6.1.5. Trends of investment in fixed income
    • 6.1.6. Investment trends in equity
    • 6.1.7. Investments trends in business interests
  • 6.2. Analysis of Foreign Investments
    • 6.2.1. Investments in Europe
    • 6.2.2. Investments in North America (including the US, Mexico and the Caribbean)
    • 6.2.3. Investments in Asia-Pacific
    • 6.2.4. Investments in South America
    • 6.2.5. Investments in the Middle East
    • 6.2.6. Investments in Africa
  • 6.3. Alternative Breakdown: Liquid vs. Investable Assets
  • 6.4. Analysis of US UHNWI Investments

7. Competitive Landscape

  • 7.1. Additional Components of the Wealth Sector in US
    • 7.1.1. Domestic private banks
    • 7.1.2. Foreign private banks
    • 7.1.3. Wealth managers
    • 7.1.4. Family offices
  • 7.2. Key Drivers
    • 7.2.1. Real GDP growth
    • 7.2.2. Per capita GDP
    • 7.2.3. Domestic market capitalization
    • 7.2.4. Commodity index
    • 7.2.5. Foreign direct investments (FDI) - inflows and outflows
    • 7.2.6. Inflation rate
    • 7.2.7. Interest rate
    • 7.2.8. Balance of payments
    • 7.2.9. Government debt
    • 7.2.10. Stock market performance
  • 7.3. Wealth Breakdowns

8. About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: The US - HNWIs - Volume Distribution (%), 2014
  • Table 3: The US - HNWIs - Wealth Distribution Wealth Pyramid (%), 2014
  • Table 4: The US - HNWIs - Industry Performance (%), 2010-2014
  • Table 5: The US - HNWIs - Cities, 2014
  • Table 6: The US - HNWI Growth in Top Cities (Thousand), 2010-2014
  • Table 7: The US - HNWIs Population Density in Major Cities (Thousand), 2014
  • Table 8: The US - HNWIs in Top Cities, 2010-2019
  • Table 9: The US - HNWIs - Growth Rates for Top Cities (%), 2010-2019
  • Table 10: The US - HNWI Source of Wealth (%), 2014
  • Table 11: The US - UHNWI Gender Performance (%), 2010-2014
  • Table 12: The US - Volume of UHNWI in Top Cities, 2010-2019
  • Table 13: The US - UHNWIs Growth Rates for Top Cities (%), 2010-2019
  • Table 14: The US - Billionaires Market Overview (Volume and US$ Billion), 2010-2019
  • Table 15: The US - Top 10 Billionaires (US$ Billion), 2014
  • Table 16: The US - Billionaire Wealth Growth (US$ Billion), 2010-2014
  • Table 17: The US - Centimillionaires Market Overview (Volume and US$ Million/Billion), 2010-2019
  • Table 18: The US - Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2010-2019
  • Table 19: The US - Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2010-2019
  • Table 20: The US - Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2010-2019
  • Table 21: The US - Allocations of HNWI Assets (%), 2010-2019
  • Table 22: The US - HNWIs - Holdings Growth (%), 2010-2019
  • Table 23: The US - HNWI Alternative Asset Composition (%), 2010-2019
  • Table 24: The US - HNWI Trends of Investments in Alternative Assets (%), 2010-2019
  • Table 25: The US - Trends in 'Art, Wine and Wheels', 2010-2014
  • Table 26: Global Prime Real Estate Prices per m2 (US$), 2014
  • Table 27: The US - HNWI Foreign Investment Allocations (%), 2010-2019
  • Table 28: The US - HNWI Liquidity Breakdown (US$ Billion), 2010-2019
  • Table 29: The US - HNWI Liquidity Breakdown (%), 2010-2019
  • Table 30: The US - UHNWI Allocations and Share of HNWI Assets (%), 2014
  • Table 31: Leading Domestic Private Banks in US by AuM (US$), 2014
  • Table 32: Leading Foreign Private Banks in US by AuM (US$), 2014
  • Table 33: Leading Wealth Mangers in US by AuM (US$), 2014
  • Table 34: Leading Family Officers in the US by AuM (US$), 2014
  • Table 35: The US - Real GDP Growth (%), 2010-2019
  • Table 36: The US - GDP Per Capita (US$), 2010-2019
  • Table 37: The US - Domestic Market Capitalization (US$ Billion), 2010-2014
  • Table 38: The US - Commodity Indices, 2010-2019
  • Table 39: The US - Foreign Direct Investments (US$ Billion), 2010-2019
  • Table 40: The US - Inflation Rate (%), 2010-2019
  • Table 41: The US - Money Market Rate (%), 2010-2019
  • Table 42: The US - Balance of Payments (US$ Billion), 2010-2014
  • Table 43: The US - Government Debt as a Percentage of GDP (%), 2010-2019
  • Table 44: The US - Stock Market Performance (Index), 2010-2014
  • Table 45: The US - HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Table 46: The US - Appendix One
  • Table 47: The US - Appendix Two

List of Figures

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: Map of the US
  • Figure 3: The US - Asset Price Performance (%), 2010-2014
  • Figure 4: The US - HNWI Performance (US$ Billion and HNWI Volume), 2010-2019
  • Figure 5: The US - vs Global HNWIs (%), 2010-2019
  • Figure 6: The US - HNWIs - Growth Factor Correlation, 2010-2014
  • Figure 7: The US - HNWIs - Wealth Pyramid (Volume Distribution), 2014
  • Figure 8: The US - HNWIs - Wealth Pyramid (Wealth Distribution), 2014
  • Figure 9: The US - HNWIs - Age Distribution (%), 2014
  • Figure 10: The US - HNWIs - Job Titles (%), 2010-2014
  • Figure 11: The US - HNWIs - Distribution by Industry (%), 2014
  • Figure 12: The US - HNWIs - City Performance (%), 2010-2014
  • Figure 13: The US - HNWIs - Volume of HNWIs by City (Thousand), 2010 and 2014
  • Figure 14: The US - HNWIs - City Forecasts (%), 2015-2019
  • Figure 15: The US - Volume of HNWIs by City (Thousand), 2015-2019
  • Figure 16: The US - UHNWIs Wealth Share vs Volume Growth (%), 2010-2014
  • Figure 17: The US - UHNWIs Volume by Wealth Band (Thousand), 2010-2019
  • Figure 18: The US - UHNWI Wealth by Wealth Band (US$ Billion), 2010-2019
  • Figure 19: The US - UHNWI Age Distribution (Percentage Share), 2014
  • Figure 20: The US - UHNWI Distribution by Industry (%), 2014
  • Figure 20: The US - Billionaires Market Overview (Volume and US$ Billion), 2010-2019
  • Figure 21: The US - Centimillionaires Market Overview (Volume and US$ Million/Billion), 2010-2019
  • Figure 22: The US - Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2010-2019
  • Figure 23: The US - Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2010-2019
  • Figure 24: The US - Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2010-2019
  • Figure 25: The US - HNWI Asset Class Composition (%), 2010-2019
  • Figure 26: The US - HNWI Trends in Alternative Assets (US$ Billion), 2010-2019
  • Figure 27: The US - Trends in 'Art, Wine and Wheels', 2010-2014
  • Figure 28: The US - HNWI Foreign Investment Allocation and Growth (%), 2014
  • Figure 29: The US - HNWIs - Global Distribution of Foreign Investments (%), 2010-2019
  • Figure 30: The US - HNWI Liquidity Breakdown (%), 2010-2019
  • Figure 31: The US - UHNWI Asset Class Composition (%), 2010-2019
  • Figure 32: The US - Real GDP Growth (%), 2010-2019
  • Figure 33: The US - GDP Per Capita (US$), 2010-2019
  • Figure 34: The US - Domestic Market Capitalization (US$ Billion), 2010-2014
  • Figure 35: The US - Commodity Indices, 2010-2019
  • Figure 36: The US - Foreign Direct Investments (US$ Billion), 2010-2019
  • Figure 37: The US - Inflation Rate (%), 2010-2019
  • Figure 38: The US - Money Market Rate (%), 2010-2019
  • Figure 39: The US - Balance of Payments (US$ Billion), 2010-2014
  • Figure 40: The US - Government Debt as a Percentage of GDP (%), 2010-2019
  • Figure 41: The US - Stock Market Performance (Index), 2010-2014
  • Figure 42: The US - HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Figure 43: The US - HNWIs - Volume by Wealth Band, 2010-2019
  • Figure 44: The US - HNWIs - Wealth by Wealth Band (US$ Billion), 2010-2019
  • Figure 45: The US - HNWIs - Wealth per Capita (US$ Million), 2010-2019
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