HNWI Asset Allocation in Canada 2016

Published: Apr, 2016 | Pages: 54 | Publisher: WealthInsight
Industry: Wealth Management | Report Format: Electronic (PDF)

Synopsis
This report provides the latest asset allocations of Canada HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Canada HNWIs to 2020 and a comprehensive and robust background of the local economy.	

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

• The report focuses on HNWI performance between the end of 2011 and the end of 2015. This enables us to determine how well the country's HNWIs have performed through the crisis.

Scope
• Independent market sizing of Canada HNWIs across five wealth bands

• HNWI volume and wealth trends from 2011 to 2015

• HNWI volume and wealth forecasts to 2020

• HNWI and UHNWI asset allocations across 13 asset classes        
                                                                                                                                                                                           
• Insights into the drivers of HNWI wealth

Reasons To Buy
• The HNWI Asset Allocation in Canada 2016 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 ofgranularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.

• Report includes comprehensive forecasts to 2020.

Key Highlights
• Equities were the largest asset class for Canadian HNWIs in 2015, accounting for 31.5% of total HNWI assets. This was followed by business interests with 25.8%, real estate with 18.5%, fixed-income with 11.3%, alternatives with 7.3%, and cash and deposits with 5.6%.

• Equities, business interests and alternatives recorded the highest growth during the review period, at respective rates of 39.4%, 28.2% and 18.1%.

• Alternative assets held by Canadian HNWIs decreased from 7.5% to 7.3% between 2011 and 2015. HNWI allocations to commodities decreased from 2.6% to 1.5% of total assets during this period. 

• WealthInsight expects allocations in commodities to remain the same over the forecast period, at 1.5% of total HNWI assets by 2020.

• Canadian HNWI liquid assets valued US$886.8 billion as of 2015, representing 48.4% of total wealth holdings.

 Table of Contents

1 INTRODUCTION
1.1 Details of this Report
1.2 Definitions

2 EXECUTIVE SUMMARY

3 CANADA KEY FACTS

4 DISTRIBUTION OF WEALTH IN CANADA
4.1 HNWI Volume and Wealth Trends

5 ANALYSIS OF CANADIAN 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 investment in real estate
5.1.4 Trends of investment in cash and deposits
5.1.5 Trends of investment 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 the US, Mexico and the Caribbean)
5.2.3 Investments in the Asia-Pacific
5.2.4 Investments in 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 Canadian UHNWI Investments

6 KEY DRIVERS
6.1 CAD–US$ Exchange Rate
6.2 Real GDP Growth
6.3 Per Capita GDP
6.4 Domestic Market Capitalization
6.5 Commodity Index
6.6 Foreign Direct Investment (FDI) – Inflows and Outflows
6.7 Inflation Rate
6.8 Interest Rate
6.9 Balance of Payments
6.1 Government Debt
6.11 Stock Market Performance
6.12 Wealth Breakdowns

7 ABOUT WEALTHINSIGHT

List of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Canadian HNWIs – Assets Allocations (%), 2011–2020
Table 3: Canadian HNWIs – Holdings Growth (%), 2011–2020
Table 4: Canadian HNWIs – Alternative Asset Composition (%), 2011–2020
Table 5: Canadian HNWIs – Trends of Investments in Alternative Assets (%), 2011–2020
Table 6: Canadian Trends in ‘Art, Wine and Wheels’, 2011–2015
Table 7: Global Prime Real Estate Prices per m2 (US$), 2015
Table 8: Canadian HNWIs – Foreign Investment Allocations (%), 2011–2020
Table 9: Canadian HNWIs – Liquidity Breakdown (US$ Billion), 2011–2020
Table 10: Canadian HNWIs – Liquidity Breakdown (%), 2011–2020
Table 11: Canadian UHNWIs – Allocations and Share of HNWI Assets (%), 2015
Table 12: Canadian Exchange Rate – CAD–US$ Exchange Rate, 2011–2020
Table 13: Canadian Real GDP Growth (%), 2011–2020
Table 14: Canadian GDP per Capita (US$), 2011–2020
Table 15: Canadian Domestic Market Capitalization (US$ Billion), 2011–2015
Table 16: Canadian Commodity Indices, 2011–2020
Table 17: Canadian Foreign Direct Investment (US$ Billion), 2011–2020
Table 18: Canadian Inflation Rate (%), 2011–2020
Table 19: Canadian Money Market Rate (%), 2011–2020
Table 20: Canadian Balance of Payments (US$ Billion), 2011–2015
Table 21: Canadian Government Debt as a Percentage of GDP (%), 2011–2020
Table 22: Canadian Stock Market Performance (Index), 2011–2015
Table 23: Canadian HNWI Wealth vs GDP Ratio (%), 2011–2020
Table 24: Canada – Appendix One
Table 25: Canada – Appendix Two

List of Figures
Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Canada
Figure 3: Canadian Asset Price Performance (%), 2011–2015
Figure 4: Canadian HNWI Performance (US$ Billion and HNWI Volume), 2011–2020
Figure 5: Canadian vs Global HNWIs (%), 2011–2015
Figure 6: Canadian HNWs – Asset Class Composition (%), 2011–2020
Figure 7: Canadian HNWIs – Trends in Alternative Assets (US$ Billion), 2011–2020
Figure 8: Canadian Trends in ‘Art, Wine and Wheels’, 2011–2015
Figure 9: Canadian HNWIs – Foreign Investment Allocation and Growth (%), 2015
Figure 10: Canadian HNWIs – Global Distribution of Foreign Investments (%), 2011–2020
Figure 11: Canadian HNWIs – Liquidity Breakdown (%), 2011–2020
Figure 12: Canadian UHNWIs – Asset Class Composition (%), 2011–2020
Figure 13: Canadian Exchange Rate – CAD–US$, 2011–2020
Figure 14: Canadian Real GDP Growth (%), 2011–2020
Figure 15: Canadian GDP per Capita (US$), 2011–2020
Figure 16: Canadian Domestic Market Capitalization (US$ Billion), 2011–2015
Figure 17: Canadian Commodity Indices, 2011–2020
Figure 18: Canadian Foreign Direct Investment (US$ Billion), 2011–2020
Figure 19: Canadian Inflation Rate (%), 2011–2020
Figure 20: Canadian Money Market Rate (%), 2011–2020
Figure 21: Canadian Balance of Payments (US$ Billion), 2011–2015
Figure 22: Canadian Government Debt as a Percentage of GDP (%), 2011–2020
Figure 23: Canadian Stock Market Performance (Index), 2011–2015
Figure 24: Canadian HNWI Wealth vs GDP Ratio (%), 2011–2020
Figure 25: Canadian HNWIs – Volume by Wealth Band, 2011–2020
Figure 26: Canadian HNWIs – Wealth by Wealth Band (US$ Billion), 2011–2020
Figure 27: Canadian HNWIs – Wealth per Capita (US$ Million), 2011–2020