Research and Markets: HNWI Asset Allocation in Australia 2014

DUBLIN--()--Research and Markets (http://www.researchandmarkets.com/research/rvpqrm/hnwi_asset) has announced the addition of the "HNWI Asset Allocation in Australia 2014" report to their offering.

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.

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.

Key Topics Covered:

1 Introduction

2 Executive Summary

3 Wealth Sector Fundamentals

4 Analysis of Australian HNWI Investments

5 Appendix

Companies Mentioned

  • ANZ Private Bank
  • BOQ Private Bank
  • BT Financial Group (Westpac)
  • Bankwest Private Bank
  • Bendigo Wealth
  • Commonwealth Private
  • Macquarie Private Bank
  • NAB Private Wealth
  • St George Bank Private Clients
  • Suncorp Bank

For more information visit http://www.researchandmarkets.com/research/rvpqrm/hnwi_asset

Contacts

Research and Markets
Laura Wood, Senior Manager
press@researchandmarkets.com
For E.S.T Office Hours Call 1-917-300-0470
For U.S./CAN Toll Free Call 1-800-526-8630
For GMT Office Hours Call +353-1-416-8900
U.S. Fax: 646-607-1907
Fax (outside U.S.): +353-1-481-1716
Sector: Wealth Management

Contacts

Research and Markets
Laura Wood, Senior Manager
press@researchandmarkets.com
For E.S.T Office Hours Call 1-917-300-0470
For U.S./CAN Toll Free Call 1-800-526-8630
For GMT Office Hours Call +353-1-416-8900
U.S. Fax: 646-607-1907
Fax (outside U.S.): +353-1-481-1716
Sector: Wealth Management