High Net Worth trends in the US 2014

Published: Dec, 2014 | Pages: 80 | Publisher: WealthInsight
Industry: Wealth Management | Report Format: Electronic (PDF)

Synopsis

This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in the US.

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 HNWIs have performed through the crisis.

Summary

This report provides projections of the volume and wealth of the US HNWIs. This includes demographic trends (2009-2013) and findings of the proprietary Wealth Insight HNWI Database.

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

Number of UHNWIs in each state and all major cities

Fastest growing cities and states for UHNWIs (2009-2013)

Insights into the drivers of HNWI wealth

Reason To Buy

The High Net Worth trends in the US 2014 Database 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.

Key Highlights

In 2013, there were 5.2 million HNWIs in the US. These HNWIs held US$21.1 trillion in wealth, and wealth per HNWI averaged US$4.0 million.

Following a 6.5% increase in 2012, HNWI numbers in the US rose by 3.8% in 2013.

Growth in HNWI wealth and volumes are expected to improve over the forecast period. The number of US HNWIs is forecast to grow by 12.1% to reach 6.0 million by 2018, and HNWI wealth is expected to grow by 28.7%, to reach US$28.8 trillion by 2018.

 
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 US Wealth in Context
3.3.1 Distribution of wealth in the US
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 Appendix
5.1 Tax Regulations
5.2 Key Drivers
5.2.1 Real GDP growth
5.2.2 Per capita GDP
5.2.3 Domestic market capitalization
5.2.4 Commodity index
5.2.5 Foreign direct investments - inflow and outflow
5.2.6 Inflation rate
5.2.7 Interest rate
5.2.8 Balance of payments
5.2.9 Government debt
5.2.10 Stock market performance
5.3 Wealth Breakdowns
6 About WealthInsight


List of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Cities in the US by Population (Volume), 2013
Table 3: US HNWIs - Volume Distribution (%), 2013
Table 4: US HNWIs - Wealth Distribution (%), 2013
Table 5: US HNWIs - Industry Performance, 2009-2013
Table 6: US HNWIs - Cities, 2013
Table 7: US HNWI Growth in Top Cities (Thousand), 2009-2013
Table 8: US HNWI Population Density in Major Cities (Thousand), 2013
Table 9: US HNWIs in Top Cities, 2009-2018
Table 10: US HNWIs - Growth Rates for Top Cities (%), 2009-2018
Table 11: US Volume of HNWI by States, 2013
Table 12: US HNWI State Performance (%), 2009-2013
Table 13: US HNWIs Population Density by State, 2013
Table 14: US UHNWI Gender Performance (%), 2009-2013
Table 15: US UHNWI Sources of Wealth (%), 2013
Table 16: US Volume of UHNWIs in Top Cities, 2009-2018
Table 17: US UHNWI Growth Rates in Top Cities (%), 2009-2018
Table 18: US Billionaires Market Overview (Volume and US$ Billion), 2009-2018
Table 19: US Top-10 Billionaires (US$ Billion), 2013
Table 20: US Billionaire Wealth Growth (US$ Billion), 2009?2013
Table 21: US Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Table 22: US Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Table 23: US Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Table 24: US Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Table 25: US Income Tax Bands (USD), 2013-2014
Table 26: US Real GDP Growth (%), 2009-2018
Table 27: US GDP per Capita (US$), 2009-2018
Table 28: US Domestic Market Capitalization (US$ Billion),2009-2013
Table 29: US Commodity Indices, 2009-2018
Table 30: US Foreign Direct Investment (US$ Billion), 2009-2018
Table 31: US Inflation Rate (%), 2009-2018
Table 32: US Money Market Rate (%), 2009-2018
Table 33: US Balance of Payments (US$ Billion), 2009-2013
Table 34: US Government Debt as a Percentage of GDP, 2009-2018
Table 35: US Stock Market Performance, 2009-2013
Table 36: US HNWI Wealth vs GDP Ratio, 2009-2018
Table 37: US - Appendix One
Table 38: US - Appendix Two