Research and Markets: HNWI Asset Allocation in the US 2014 - Analysis of the $10 Trillion Market

DUBLIN--()--Research and Markets (http://www.researchandmarkets.com/research/ffwd69/hnwi_asset) has announced the addition of the "HNWI Asset Allocation in the US 2014" report to their offering.

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.

This report is the result of 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.

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 US$10.0 trillion, representing 47.4% of the total wealth holdings.

Key Topics Covered:

1 Introduction

2 Executive Summary

3 Wealth Sector Fundamentals

4 Analysis of US HNWI Investments

5 Appendix

Companies Mentioned

  • BNY Mellon Wealth Management
  • Bank of America Merrill Lynch
  • Citigroup Private Bank
  • Goldman Sachs Private Wealth Management
  • JP Morgan Private Bank
  • Morgan Stanley Wealth Management
  • Northern Trust Wealth Management
  • PNC Wealth Management
  • SunTrust Wealth Management
  • US Bancorp Wealth Management
  • Wells Fargo Private Bank

For more information visit http://www.researchandmarkets.com/research/ffwd69/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