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Market Research Report

HNWI Asset Allocation in Australia 2014

reportscue

Synopsis:
This report provides the latest asset allocations of Australia HNWIs across 13 asset classes. The report
also includes projections of the volume, wealth and asset allocations of Australia HNWIs to 2018 and a
comprehensive and robust background of the local economy.

Report Overview:
This report is the result of WealthInsights 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 HNWIs have performed
through the crisis.

Scope :
Independent market sizing of Australia 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

Key Highlights :
Real estate was the largest asset class for Australian HNWIs in 2013, representative of 28.2% of total
HNWI assets, followed by business interests with 24.2%, equities with 17.2%, cash and deposits with
11.8%, fixed-income with 11.0% and alternatives with 7.5%.

Equities, alternatives and real estate recorded growth at respective review-period rates of 114.7%,
108.2% and 106.1%.
Alternative assets held by Australian HNWIs increased during the review period, from 7.2% of total HNWI
assets in 2009 to 7.5% in 2013.
Allocations in commodities are expected to decline over the forecast period, going to 1.8% of total HNWI
assets by 2018 as global liquidity tightens. This is due to a forecast near-term drop in demand from China
for raw materials, which will cause global commodity prices to flatten out.
Australian HNWI liquid assets amounted to US$359.8.2 billion in 2013, representing 40.1% of wealth
holdings.

Reason To Buy :
The HNWI Asset Allocation 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 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 Get Details: http://www.reportscue.com/hnwi-asset-allocation-in-australia-2014-market

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