澳洲的超級富豪階級

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、超級富豪階級(UHNWI)今後的財產趨勢，以及資產管理及私人銀行產業等富裕部門的競爭情形彙整，為您概述為以下內容。

第1章 簡介

第2章 摘要整理

第3章 富裕部門的基礎資訊

• 富裕部門的政治背景
• 富裕部門的經濟背景
• 澳洲的財富狀況相關基準
  • 財富的分配
• 富裕階級(HNWI)的人數和資產趨勢

第4章 WealthInsight的富裕階級資料庫調查結果

• 今後的富裕階級(HNWI)資產趨勢
  • HNWI趨勢分析
  • 資產群趨勢
  • HNWI的人口統計分析
  • HNWI:頭銜
  • HNWI:產業分析
  • HNWI:產業實際成果
  • HNWI:城市分析
  • HNWI:城市的業績
  • HNWI:城市的人口密度
  • HNWI:城市的預測
  • HNWI:州分析
  • HNWI:州的業績
  • HNWI:州的人口密度
• 超級富豪階級(UHNWI)
  • UHNWI人數趨勢分析
  • UHNWI資產趨勢分析
  • UHNWI:人口統計明細
  • UHNWI:產業分析
  • UHNWI:城市分析、實際成果
  • UHNWI:各年齡人口統計明細
• 超級富豪階級:億萬富翁(10億以上:億萬富翁)
  • 人數趨勢分析
  • 資產趨勢分析
  • 人均資產趨勢分析
  • 清單
• 超級富豪階級:億萬富翁(1億以上:中階億萬富翁)
  • 人數趨勢分析
  • 資產趨勢分析
  • 人均資產趨勢分析
• 超級富豪階級:富裕的100萬富翁
  • 人數趨勢分析
  • 資產趨勢分析
  • 人均資產趨勢分析
• 核心富裕階級
  • 人數趨勢分析
• 核心富裕階級:中階百萬富翁
  • 人數趨勢分析
  • 資產趨勢分析
  • 平均每個人的淨資產趨勢分析
• 核心富裕階級:低階百萬富翁
  • 人數趨勢分析
  • 資產趨勢分析
  • 平均每個人的淨資產趨勢分析

第5章 澳洲的HNWI投資分析

第6章 富裕部門的競爭情形

• 競爭情形
• 澳洲的私人銀行產業的發展
• 澳洲的資產管理產業－客戶模式、成熟度
• 澳洲的資產管理、私人銀行的行為製圖

第7章 附錄

• 稅的法規
• 主要的發展推動因素
• 資產分析

第8章 關於 WealthInsight

圖表

This report reviews the performance and asset allocations of Ultra HNWIs in Australia, and highlights top-performing cities. It also includes an evaluation of the local wealth management industry.

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 2008 (the peak before the global financial crisis) and the end of 2013. This enables us to determine how well the country's UHNWIs have performed through the crisis.

Scope

• UHNWI volume, wealth and allocation trends from 2009 to 2013
• UHNWI volume, wealth and allocation forecasts to 2018
• UHNWI asset allocations across 13 asset classes
• Number of UHNWIs in each state and all major cities
• Fastest growing cities and states for UHNWIs (2009-2013)
• Number of wealth managers in each city
• City wise ratings of wealth management saturation and potential
• Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in Australia
• Size of Australia wealth management industry
• Largest domestic private banks by AuM
• Detailed wealth management and family office information
• Insights into the drivers of HNWI wealth

Reasons To Buy

• The Ultra HNWIs in Australia 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.
• 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 2018.
• Also provides detailed information on UHNWIs in each major city.

Table of 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 Australian Wealth in Context
  • 3.3.1. Distribution of wealth in Australia
• 3.4. HNWI Volume and Wealth Trends

4. Findings from the WealthInsight HNWI Database

• 4.1. Trends in HNWI Wealth to 2018
  • 4.1.1. HNWI trend analysis
  • 4.1.2. Wealth band trends
  • 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 densities
  • 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 Australian 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. Investment trends in equity
  • 5.1.7. Investments trends in business interests
• 5.2. Analysis of Foreign Investments
  • 5.2.1. Investments in Europe
  • 5.2.2. Investments in North America (including 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 Australian 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 Australian Private Banking Industry
• 6.3. Wealth Management and the Private Banking Industry
• 6.4. Australian Wealth Management Industry - Clientele Model and Maturity
• 6.5. Behavioral Mapping of Wealth Management and Private Banking in Australia

7. Appendix

• 7.1. Tax Regulations
• 7.2. Key Drivers
  • 7.2.1. AUS to US$ exchange rate
  • 7.2.2. Real GDP growth
  • 7.2.3. Per capita GDP
  • 7.2.4. Domestic market capitalization
  • 7.2.5. Commodity index
  • 7.2.6. Foreign direct investments - inflow and outflow
  • 7.2.7. Inflation rate
  • 7.2.8. Interest rate
  • 7.2.9. Balance of payments
  • 7.2.10. Government debt
  • 7.2.11. Stock market performance
• 7.3. Wealth Breakdowns

8. About WealthInsight

List of Tables

• Table 1: HNWI Wealth Band and Group Definitions
• Table 2: Cities in Australia by Population (Volume), 2013
• Table 3: Australian HNWIs - Volume Distribution (%), 2013
• Table 4: Australian HNWIs - Wealth Distribution Wealth Pyramid (%), 2013
• Table 5: Australian HNWIs - Industry Performance, 2009-2013
• Table 6: Australian HNWIs - Cities, 2013
• Table 7: Australian HNWI Growth in Top Cities (Thousand), 2009-2013
• Table 8: Australian HNWI Population Density in Major Cities (Thousand), 2013
• Table 9: Australian HNWIs in Top Cities (Thousand), 2009-2018
• Table 10: Australian HNWIs - Growth Rates for Top Cities (%), 2009-2018
• Table 11: Australian Volume of HNWI by States (Thousand), 2013
• Table 12: Australian HNWI State Performance (%), 2009-2013
• Table 13: Australian HNWIs Population Density by State (Thousand), 2013
• Table 14: Australian UHNWI Gender Performance (%), 2009-2013
• Table 15: Australian UHNWI Source of Wealth (%), 2013
• Table 16: Australian Volume of UHNWI in Top Cities (Hundred), 2009-2018
• Table 17: Australian UHNWI Growth Rates in Top Cities (%), 2009-2018
• Table 18: Australian Billionaires Market Overview (Volume and US$ Billion), 2009-2018
• Table 19: Australia's Top 10 Billionaires (US$ Billions), 2013
• Table 20: Australian Billionaire Wealth Growth (US$ Billion), 2009-2013
• Table 21: Australian Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
• Table 22: Australian Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
• Table 23: Australian Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
• Table 24: Australian Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
• Table 25: Australian Allocations of HNWI Assets (%), 2009-2018
• Table 26: Australian HNWI Holdings Growth (%), 2009-2018
• Table 27: Australian HNWI Alternative Asset Composition (%), 2009-2018
• Table 28: Australian HNWI Trends of Investments in Alternative Assets (%), 2009-2018
• Table 29: Australian Trends in 'Art, Wine and Wheels', 2009-2013
• Table 30: Global Prime Real Estate Prices per m2 (US$), 2012
• Table 31: Australian HNWI Foreign Investment Allocations (%), 2009-2018
• Table 32: Australian HNWI Liquidity Breakdown (US$ Billion), 2009-2018
• Table 33: Australian HNWI Liquidity Breakdown (%), 2009-2018
• Table 34: Australian UHNWI Allocations and Share of HNWI Assets (%), 2013
• Table 35: Leading Domestic Private Banks in Australia by Local and Global AuM (US$ Million), 2013
• Table 36: Leading Foreign Private Banks in Australia by Local AuM (US$ Million), 2013
• Table 37: Leading Wealth Managers in Australia by AuM (US$m), 2013
• Table 38: Top Australian Family Offices by AuM (US$m), 2013
• Table 39: Wealth Management Industry - Recent Deal Activity in Australia, 2014
• Table 40: Australian Income Tax Bands (EUR), 2013-2014
• Table 41: AU$ per US$ Exchange Rate, 2009-2018
• Table 42: Australian Real GDP Growth (%), 2009-2018
• Table 43: Australian GDP per Capita (US$), 2009-2018
• Table 44: Australian Domestic Market Capitalization (US$ Billion), 2009-2013
• Table 45: Australian Commodity Indices, 2009-2018
• Table 46: Australian Foreign Direct Investment (US$ Billion), 2009-2018
• Table 47: Australian Inflation Rate (%), 2009-2018
• Table 48: Australian Money Market Rate (%), 2009-2018
• Table 49: Australian Balance of Payments (US$ Billion), 2009-2013
• Table 50: Australian Government Debt as a Percentage of GDP, 2009-2018
• Table 51: Australian Stock Market Performance, 2009-2013
• Table 52: Australian HNWI Wealth vs GDP Ratio, 2009-2018
• Table 53: Australia - Appendix One
• Table 54: Australia - Appendix Two

List of Figures

• Figure 1: HNWI Wealth Band Definitions
• Figure 2: Map of Australia
• Figure 3: Australian Asset Price Performance (%), 2009-2013
• Figure 4: Australian HNWI Performance (US$ Billions and HNWI Volume), 2009-2018
• Figure 5: Australian vs Global HNWIs (%), 2009-2018
• Figure 6: Australian HNWIs - Growth Factor Correlation, 2009-2013
• Figure 7: Australian HNWIs - Wealth Pyramid (Volume Distribution), 2013
• Figure 8: Australian HNWIs - Wealth Pyramid (Volume Distribution), 2013
• Figure 9: Australian HNWIs - Age Distribution (%), 2013
• Figure 10: Australian HNWIs - Job Titles (%), 2009-2013
• Figure 11: Australian HNWIs - Distribution by Industry (%), 2013
• Figure 12: Australian HNWIs - City Performance (%), 2009-2013
• Figure 13: Australian HNWIs - Volume of HNWIs by City (Thousand), 2009 and 2013
• Figure 14: Australian HNWIs - City Forecasts (%), 2014-2018
• Figure 15: Australian Volume of HNWI by City (Thousand), 2014-2018
• Figure 16: Australian UHNWI Wealth Share vs Volume Growth (%), 2009-2013
• Figure 17: Australian UHNWI Volume by Wealth Band 2009-2018
• Figure 18: Australian UHNWI Wealth by Wealth Band (US$ Billion), 2009-2018
• Figure 19: Australian UHNWI Age Distribution (Percentage Share), 2013
• Figure 20: Australian UHNWI Distribution by Industry (%), 2013
• Figure 21: Australian Billionaires Market Overview (Volume and US$ Billion), 2009-2018
• Figure 22: Australian Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
• Figure 23: Australian Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
• Figure 24: Australian Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
• Figure 25: Australian Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
• Figure 26: Australian HNWI Asset Class Composition (%), 2009-2018
• Figure 27: Australian HNWI Trends in Alternative Assets (US$ Billion), 2009-2018
• Figure 28: Australian Trends in 'Art, Wine and Wheels', 2009-2013
• Figure 29: Australian HNWI Foreign Investment Allocation and Growth (%), 2013
• Figure 30: Australian HNWI Global Distribution of Foreign Investments (%), 2009-2018
• Figure 31: Australian HNWI Liquidity Breakdown (%), 2009-2018
• Figure 32: Australian UHNWI Asset Class Composition (%), 2009-2018
• Figure 33: Australian Wealth Management Industry - Maturity Level of Operators, 2014
• Figure 34: Australian Wealth Management Industry - Behavioral Mapping, 2013
• Figure 35: AU$ to US$ Exchange Rate, 2009-2018
• Figure 36: Australian Real GDP Growth (%), 2009-2018
• Figure 37: Australian GDP per Capita (US$), 2009-2018
• Figure 38: Australian Domestic Market Capitalization (US$ Billion), 2009-2013
• Figure 39: Australian Commodity Indices, 2009-2018
• Figure 40: Australian Foreign Direct Investment (US$ Billion), 2009-2018
• Figure 41: Australian Inflation Rate (%), 2009-2018
• Figure 42: Australian Money Market Rate (%), 2009-2018
• Figure 43: Australian Balance of Payments (US$ Billion), 2009-2013
• Figure 44: Australian Government Debt as a Percentage of GDP, 2009-2018
• Figure 45: Australian Stock Market Performance, 2009-2013
• Figure 46: Australian HNWI Wealth vs GDP Ratio, 2009-2018
• Figure 47: Australian HNWIs - Volume by Wealth Band, 2009-2018
• Figure 48: Australian HNWIs - Wealth by Wealth Band (US$ Billion), 2009-2018
• Figure 49: Australian HNWIs - Wealth per Capita (US$ Million), 2009-2018