Ultra Hnwis in the Us in 2014

Market Research Report

Ultra HNWIs in the US in 2014

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Synopsis:

• This report is the result of WealthInsight’s 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 UHNWIs have performed through the crisis.

Report Overview: This report reviews the performance and asset allocations of Ultra HNWIs in the US, and highlights top-performing cities. It also includes an evaluation of the local wealth management industry.

Scope :

• UHNWI volume, wealth and allocation trends from 2009 to 2013 • UHNWI volume, wealth and allocation forecasts to 2018 • 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)

• 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 US wealth management industry

Key Highlights :

• There were 39,378 UHNWIs in the US in 2013, with an average per capita wealth of US$135.2 million, making them a prime target group for wealth sector professionals. Of this total, there were 500 billionaires, 11,454 centimillionaires and 27,424 affluent millionaires. • UHNWIs accounted for 0.8% of the total HNWI population in 2013, higher than the global average of 0.7%. The number of US UHNWIs increased by 25.6% during the review period, from 31,346 in 2009 to 39,378 in 2013.

• There was a range of performance between the different UHNWI wealth bands. While the number of billionaires rose by 13.9%, the number of centimillionaires and affluent millionaires rose by 25.3% and 26.0% respectively.

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