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Market Research Report

Challenges and Opportunities for the


Wealth Sector in Australia 2014
reportscue

Synopsis:
This report is a thorough analysis of Australia's Wealth Management and Private Banking sector, and the
opportunities and challenges that it faces.

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
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

Key Highlights :
Australian HNWIs held 22.7% (US$204 billion) of their wealth outside their home country at the end of
2013, which is in line with the worldwide average of 2030%.
WealthInsight expects foreign asset holdings to increase to US$268 billion by 2018, accounting for
22.3% of total Australian HNWI assets.
In 2013, North America accounted for 40.7% of Australian HNWIs foreign assets.
This was followed by Europe with 28.7%, the Asia-Pacific with 17.3%, Latin America with 7.4%, Africa
with 3.6% and the Middle East with 2.4%.
Australian HNWI allocations to the Asia-Pacific decreased when compared with other regions during the
review period, from 25.5% in 2009 to 17.3% in 2013. Latin America was the emerging region in terms of
global investments.

Australian HNWIs are expected to further increase their levels of investment in Latin America over the
forecast period, to reach 8.6% of foreign HNWI assets by 2018, with investments increasingly being
diverted to emerging economies.

Reason To Buy :
The Challenges and Opportunities for the Wealth Sector 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 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.

To Get Details: http://www.reportscue.com/challenges-and-opportunities-for-the-wealth-sector-inaustralia-2014-market

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