HNWI Asset Allocation in the US 2014

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Main Title
Market Research Report 
HNWI Asset Allocation in the US 2014
reportscue
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Synopsis This report is the result of
WealthInsights 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. Report
Overview 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.
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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
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Key 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 US10.0 trillion, representing 47.4
of the total wealth holdings. 
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Table of Contents 1 Introduction 2 Executive
Summary 3 Wealth Sector Fundamentals 4
Analysis of US HNWI Investments 5 Appendix 6
About WealthInsight
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List of Tables Table 1 HNWI Wealth Band and
Group DefinitionsTable 2 Cities in the US by
Population (Volume), 2013Table 3 US Allocations
of HNWI Assets (), 2009-2018Table 4 US HNWI
Holdings Growth (), 2009-2018Table 5 US HNWI
Alternative Asset Composition (),
2009-2018Table 6 US HNWI Trends of Investments
in Alternative Assets (), 2009-2018Table 7 US
Trends in Art, Wine and Wheels, 2009-2013Table
8 Global Prime Real Estate Prices per m2 (US),
2014Table 9 US HNWI Foreign Investment
Allocations (), 2009-2018Table 10 US HNWI
Liquidity Breakdown (US Billion),
2009-2018Table 11 US HNWI Liquidity Breakdown
(), 2009-2018Table 12 US UHNWI Allocations and
Share of HNWI Assets (), 2013Table 13 US
Income Tax Bands (USD), 2013-2014Table 14 US
Real GDP Growth (), 2009-2018Table 15 US GDP
per Capita (US), 2009-2018Table 16 US Domestic
Market Capitalization (US Billion),2009-2013Tabl
e 17 US Commodity Indices, 2009-2018
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List Of figures Figure 1 HNWI Wealth Band
DefinitionsFigure 2 Map of the USFigure 3 US
Asset Price Performance (), 2009-2013Figure 4
US HNWI Performance (US Billion and HNWI
Volume), 2009-2018Figure 5 US Vs Global HNWIs
(), 2009-2018Figure 6 US HNWI Asset Class
Composition (), 2009-2018Figure 7 US HNWI
Trends in Alternative Assets (US Billion),
2009-2018Figure 8 US Trends in Art, Wine and
Wheels, 2009-2013Figure 9 US HNWI Foreign
Investment Allocations and Growth (),
2013Figure 10 US HNWI Global Distribution of
Foreign Investments (), 2009-2018Figure 11 US
HNWI Liquidity Breakdown (), 2009-2018Figure
12 US UHNWI Asset Class Composition (),
2009-2018Figure 13 US Real GDP Growth (),
2009-2018Figure 14 US GDP per Capita (US),
2009-2018Figure 15 US Domestic Market
Capitalization (US Billion), 2009-2013Figure
16 US Commodity Indices, 2009-2018
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Reason To Buy 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. To
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