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Synopsis
• This report is the result of WealthInsight’s extensive research covering the ultra high net worth individual (UHNWI) population and wealth management market in the United States.
• The report focuses on UHNWI performance between the end of 2007 (the peak before the global financial crisis) and the end of 2011. This enables us to determine how well the country's UHNWIs have performed through the crisis.
Summary
The US is the largest wealth market in the world, accounting for 32% of the total number of worldwide UHNWIs in 2011. This report reviews the performance and asset allocations of UHNWIs in the US and highlights the top performing cities. It also includes an evaluation of the local wealth management industry.
Scope
The report features:
• UHNWI volume, wealth and allocation trends from 2007 to 2011
• UHNWI volume, wealth and allocation forecasts to 2016
• UHNWI asset allocations across 13 asset classes
• Number of UHNWIs and UHNWI growth rates in every state
• Number of UHNWIs in all major cities
• Fastest growing cities for UHNWIs
• Number of wealth managers in each city
• City wise ratings of wealth management saturation and potential
• Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in the US
• Size of the local wealth management industry
• Detailed wealth management and family office information
• Insights into the drivers of UHNWI wealth
Reasons To Buy
• The WealthInsight Intelligence Center Database is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the Database comprises profiles on major private banks, wealth managers and family offices in each country.
• The WealthInsight Intelligence Center Database also includes up to one hundred data-points on over 100,000 HNWIs from around the world. With the Database 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.
• Comprehensive forecasts to 2016.
• Detailed information on UHNWIs in each major city.
Key Highlights
• With 39,378 UHNWIs, the US accounted for a high 32% of the total number of worldwide UHNWIs in 2011.
• New York City is the largest city for US UHNWIs, accounting for 7.4% of total US UHNWIs with 2,929 individuals. There are also sizable UHNWI populations in Los Angeles (950 UHNWIs), Chicago (804 UHNWIs), Houston (777 UHNWIs), Dallas (564 UHNWIs) and San Francisco (511 UHNWIs).
• Greenwich was the top performing city for UHNWIs, with numbers rising by 39% from 252 in 2007 to over 350 in 2011. This was boosted by the movement of a large number UHNWIs out of Manhattan and into Connecticut.
Table of Contents
1 Introduction
1.1 What is this Report About?
1.2 Definitions
2 Executive Summary
3 Wealth Sector Fundamentals
3.1 Political Background
3.2 Economic Background
3.3 Benchmarking US Wealth in Context
3.3.1 World Statistics
3.3.2 Distribution of wealth in the US
3.4 HNWI Volume and Wealth Trends
4 Findings from the WealthInsight HNWI Database
4.1 Trends in HNWI Wealth to 2016
4.1.1 HNWI trend analysis
4.2 UHNWIs
4.2.1 UHNWI volume trend analysis
4.2.2 UHNWI wealth trend analysis
4.2.3 Demographic breakdown of UHNWIs
4.2.4 UHNWIs — job titles
4.2.5 UHNWIs — industry breakdown
4.2.6 UHNWIs — industry performance
4.2.7 UHNWIs — Top 25 States
4.2.8 UHNWIs — States by sector
4.2.9 UHNWIs — Smaller States
4.2.10 UHNWI breakdown by top 10 city
4.2.11 UHNWIs — top 10 city performance
4.2.12 UHNWIs — population densities
4.2.13 UHNWIs — city forecasts
4.2.14 UHNWIs — Top 30 US Cities
4.2.15 UHNWIs — California Review
4.2.16 UHNWIs — New York State Review
4.2.17 UHNWIs — Texas Review
4.2.18 UHNWIs — Florida Review
4.3 UHNWIs — Billionaires
4.3.1 Billionaire volume trend analysis
4.3.2 Billionaire wealth trend analysis
4.3.3 Billionaire per capita net worth trend analysis
4.3.4 Billionaires by industry
4.3.5 Billionaires by city
4.3.6 Billionaires by state
4.3.7 Billionaires — state by sector
4.3.8 List of billionaires
4.4 UHNWIs — Centimillionaires
4.4.1 Centimillionaire volume trend analysis
4.4.2 Centimillionaire wealth trend analysis
4.4.3 Centimillionaire per capita net worth trend analysis
4.5 UHNWIs — Affluent Millionaires
4.5.1 Affluent millionaire volume trend analysis
4.5.2 Affluent millionaire wealth trend analysis
4.5.3 Affluent millionaire per capita net worth trend analysis
5 Analysis of US HNWI investments
5.1 Case Study: Luxury homes in the US
6 Competitive Landscape of the Wealth Sector
6.1 Competitive landscape
6.1.1 Private Banks
6.1.2 Wealth Managers
6.1.3 Family offices
6.1.4 Financial Advisors
6.2 Developments in the US Private Banking Industry
6.3 United States Wealth Management Industry — Clientele Model and Maturity
6.4 Behavioral Mapping of Wealth Management and Private Banking Industry in the US
6.5 Porter’s Five Force Analysis — Wealth Management Industry in the United States
6.6 Financial Services Review
6.6.1 Retail banks
6.6.2 Fund Management
7 Appendix
7.1 Additional Components of the Wealth Sector
7.1.1 Philanthropy
7.1.2 Demand for Intergenerational Wealth Transfer
7.1.3 Human Resource Availability
7.2 Financial Regulators in United States
7.2.1 Banking Regulations
7.2.2 Regulations on Taxes
7.2.3 Regulations related to immigration, investment and employment
7.3 Key Economic Trends and Drivers
7.3.1 Real GDP growth
7.3.2 Per capita GDP
7.3.3 Domestic market capitalization
7.3.4 Housing price index
7.3.5 Commodity index
7.3.6 Foreign direct investment
7.3.7 Investments of FIIs in equity products
7.3.8 Inflation rate
7.3.9 Interest rate
7.3.10 Balance of payments
7.3.11 Government debt
7.3.12 Stock market performance
7.4 Wealth Breakdowns
8 About WealthInsight
List of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: USA: Top 10 States by GDP, 2011
Table 3: USA: Top 10 States by GDP per capita, 2011
Table 4: USA: High Income Counties (US$), 2011
Table 5: USA: The largest 10 cities by population, 2011
Table 6: USA: UHNWI —Sector performance, 2007- 2011
Table 7: USA: UHNWIs — Top 25 states, 2011
Table 8: USA: UHNWIs — Top 25 States by UHNWI growth, 2007-2011
Table 9: USA: UHNWIs — Top 5 States by Sector, 2011
Table 10: USA: UHNWIs - Smaller States, 2011
Table 11: USA: UHNWIs — Top 10 Cities, 2011
Table 12: USA: UHNWI - Population Density in Major Cities, 2011
Table 13: USA: UHNWI in Top Cities, 2007—2016
Table 14: USA: UHNWI Growth Rates for Top Cities, 2007—2016
Table 15: USA: UHNWIs - Top 30 cities by UHNWI growth, 2007 - 2011
Table 16: USA: UHNWIs — California, Top 20 cities, 2011
Table 17: USA: UHNWIs — New York, Top 10 cities, 2011
Table 18: USA: UHNWIs — Texas, Top 10 cities, 2011
Table 19: USA: UHNWIs — Florida, Top 10 cities, 2011
Table 20: USA: Billionaires — Market Overview (US$ Billions) 2007—2016
Table 21: USA: Billionaires — Industry Breakdown, 2011
Table 22: USA: Billionaires — City Breakdown, 2011
Table 23: USA: Billionaires — State Breakdown, 2011
Table 24: USA: Billionaires — State by sector, 2011
Table 25: USA: Top 25 Billionaire’s (US$ Billions), 2011
Table 26: USA: Billionaire Wealth Growth, 2007?2011
Table 27: USA: Centimillionaires — Market Overview, 2007—2016
Table 28: USA: Affluent Millionaires — Market Overview, 2007—2016
Table 29: USA: UHNWIs — Allocations and Share of HNWI Assets, 2011
Table 30: USA: Homes for sale, 2011
Table 31: USA: Top 20 Private Banks by AuM, 2011
Table 32: USA: Wealth Managers per City, 2011
Table 33: USA: Top 20 Wealth Managers by AuM, 2011
Table 34: USA: Family Offices, 2011
Table 35: USA: Family Offices per City, 2011
Table 36: USA: Financial Advisors in United States Cities, 2011
Table 37: USA: Income Tax Bands, 2012
Table 38: USA: Corporate Tax Structure, 2012
Table 39: USA: Real GDP Growth, 2006—2016
Table 40: USA: GDP Per Capita, 2006—2016
Table 41: USA: Domestic Market Capitalization (US$ Billions) 2006—2011
Table 42: USA: Housing Price Index, 2006—2011
Table 43: USA: Commodity Indices, 2006—2016
Table 44: USA: Foreign Direct Investments (US$ Billions) 2006—2016
Table 45: USA: Investments of FIIs in Equity Products (US$ Billion) 2007—2010
Table 46: USA: Inflation Rate, 2006—2016
Table 47: USA: Money Market Rate, 2006—2016
Table 48: USA: Balance of Payments (US$ Billions) 2006-2011
Table 49: USA: Government Debt to GDP, 2006—2016
Table 50: USA: Stock Market Performance, 2006—2011
Table 51: USA: HNWI Wealth vs GDP Ratio, 2007—2016
Table 52: USA: Appendix One
Table 53: USA: Appendix Two
Table 54: USA: UHNWI —Source of wealth (%), 2011
List of Figures
Figure 1: HNWI Wealth Band Definitions
Figure 2: USA: Map
Figure 3: USA: Asset Price Performance, 2007-2011
Figure 4: USA: HNWI Performance, 2007—2016
Figure 5: USA: US HNWIs vs the World
Figure 6: USA: HNWIs — Growth Factor Correlation, 2007—2011
Figure 7: USA: UHNWIs — Wealth Share vs Volume Growth, 2007—2011
Figure 8: USA: UHNWIs — Volume by Wealth Band, 2007—2016
Figure 9: USA: UHNWIs — Wealth by Wealth Band (US$ Billion), 2007—2016
Figure 10: USA: UHNWIs — Age Distribution (% Share), 2011
Figure 11: USA: UHNWIs — Job Titles, 2007—2011
Figure 12: USA: UHNWIs — Distribution by Industry, 2011
Figure 13: USA: UHNWIs — Sector Performance, 2007—2011
Figure 14: USA: UHNWIs — City Performance, 2007—2011
Figure 15: USA: UHNWIs — City Numbers, 2007—2011
Figure 16: USA: UHNWIs — City Forecasts, 2011—2016
Figure 17: USA: UHNWIs — City numbers, 2011—2016
Figure 18: USA: UHNWIs - Top 30 cities, 2011
Figure 19: USA: Billionaires — Market Overview, 2007—2016
Figure 20: USA: Centimillionaires — Market Overview, 2007—2016
Figure 21: USA: Affluent Millionaires — Market Overview, 2007—2016
Figure 22: USA: UHNWIs — Asset Class Composition, 2007—2016
Figure 23: USA: Wealth Management Industry — Maturity Level of Players
Figure 24: USA: Wealth Management Industry — Behavioral Mapping, 2011
Figure 25: USA: Wealth Management Industry — Five Forces Analysis
Figure 26: USA: Real GDP Growth (%), 2006—2016
Figure 27: USA: GDP Per Capita, 2006—2016 87
Figure 28: USA: Domestic Market Capitalization (US$ Billion) 2006—2011
Figure 29: USA: Housing Price Index, 2006—2011
Figure 30: USA: Commodity Indices, 2006—2016
Figure 31: USA: Foreign Direct Investments (US$ Billion) 2006—2016
Figure 32: USA: Investments of FIIs in Equity Products (US$ Billion) 2007—2010
Figure 33: USA: Inflation Rate, 2006—2016
Figure 34: USA: Money Market Rate, 2006-2016
Figure 35: USA: Balance of Payments (US$ Billion) 2006-2011
Figure 36: USA: Government Debt to GDP, 2006—2016
Figure 37: USA: Stock Market Performance, 2006—2011
Figure 38: USA: HNWI Wealth vs GDP Ratio, 2007—2016
Figure 39: USA: HNWIs — Volume by Wealth Band, 2007—2016
Figure 40: USA: HNWIs — Wealth by Wealth Band (in US$ Billion), 2007—2016
Figure 41: USA: HNWIs — Wealth per Capita (in US$ million), 2007—2016
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