New Market Report: HNWI Asset Allocation in the US 2014

From: Fast Market Research, Inc.
Published: Sat Jan 10 2015


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.

Report 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.
* In 2013, US HNWI liquid assets amounted to US$10.0 trillion, representing 47.4% of the total wealth holdings.

Full Report Details at
- http://www.fastmr.com/prod/934628_hnwi_asset_allocation_in_the_us_2014.aspx?afid=301

Report Scope

* 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

Reasons to Get this Report

* The HNWI Asset Allocation in the US 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 report 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.

Companies Mentioned in this Report: Bank of America Merrill Lynch, Morgan Stanley Wealth Management, Goldman Sachs Private Wealth Management, JP Morgan Private Bank, Wells Fargo Private Bank, Northern Trust Wealth Management, SunTrust Wealth Management, BNY Mellon Wealth Management, Citigroup Private Bank, US Bancorp Wealth Management, PNC Wealth Management

About Fast Market Research

Fast Market Research is a leading distributor of market research and business information. Representing the world's top research publishers and analysts, we provide quick and easy access to the best competitive intelligence available. Our unbiased, expert staff is always available to help you find the right research to fit your requirements and your budget.

For more information about these or related research reports, please visit our website at http://www.fastmr.com or call us at 1.800.844.8156.

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Company: Fast Market Research, Inc.
Contact Name: Bill Thompson
Contact Email: press@fastmr.com
Contact Phone: 1-413-485-7001

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