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HNWI Asset Allocation in China to 2013

Published By :

WealthInsight

Published Date : Nov 2013

Category :

Wealth Management

No. of Pages : 64 Pages


Synopsis

This report is the result of WealthInsights extensive research covering the high net worth individual (HNWI) population and wealth management market in China.
The report focuses on HNWI performance between the end of 2007 (the peak before the global financial crisis) and the end of 2012. This enables us to determine how well the country\'s HNWIs have performed through the crisis.

Summary

This report provides the latest asset allocations of China HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of China HNWIs to 2017 and a comprehensive and robust background of the local economy.

Scope

Independent market sizing of China HNWIs across five wealth bands
HNWI volume and wealth trends from 2008 to 2012
HNWI volume and wealth forecasts to 2017
HNWI and UHNWI asset allocations across 13 asset classes
Insights into the drivers of HNWI 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 dossiers on over 60,000 HNWIs from around the world.
The Intelligence Center also includes tracking of wealth and liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market.
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.
Report includes comprehensive forecasts to 2017.

Key Highlights

  • In 2012, real estate was the largest asset class for Chinese HNWIs (29.7% of total HNWI assets), followed by equities (26.3 %), business interests (22%), cash and deposits (14.4%), alternatives (3.9%) and fixed income (3.9%).
  • Equities recorded the strongest growth during the review period, despite the trend for a movement into safer assets during the financial crisis. 
  • Alternative assets held by Chinese HNWIs decreased during the review period, from 3.9% of total HNWI assets in 2008 to 3.7% in 2012. This was due to the weak performance of hedge funds and private equity holdings. 
  • The share of equities is expected to grow over the forecast period, followed by real estate. Fixed income will be the worst-performing asset class. Consequently, there will be a movement away from fixed income and towards real estate and equities.
  • As of 2012, HNWI liquid assets amounted to US$1.1 trillion, representing 22.1% of the wealth holdings of Chinese HNWIs.
Table of Content

1 Introduction
1.1 Details of this Report
1.2 Definitions

2 Executive Summary

3 Wealth Sector Fundamentals
3.1 Political Background
3.2 Economic Background
3.3 Social Background
3.4 Benchmarking China Wealth in Context
3.4.1 World statistics
3.4.2 Distribution of wealth in China
3.5 HNWI Volume and Wealth Trends

4 Analysis of Chinese HNWI Investments
4.1 Analysis by Asset Classes
4.1.1 Trends in alternative assets
4.1.2 Trends in art, wine and wheels
4.1.3 Trends of investments in real estate
4.1.4 Trends of investments in cash and deposits
4.1.5 Trends of investments in fixed-income
4.1.6 Trends of investments in equities
4.1.7 Trends of investments in business interests
4.2 Analysis of Foreign Investments
4.2.1 Investments in Europe
4.2.2 Investments in North America (Including the US, Mexico and the Caribbean)
4.2.3 Investments in Asia-Pacific
4.2.4 Investments in South America
4.2.5 Investments in the Middle East
4.2.6 Investments in Africa
4.3 Alternative Breakdown: Liquid vs Investable Assets
4.4 Analysis of Chinese UHNWI Investments

5 Appendix
5.1 Additional Components of the Wealth Sector in China
5.1.1 Philanthropy
5.1.2 Demand for Intergenerational Wealth Transfer
5.1.3 Human Resource Availability for the Wealth Management Industry
5.2 Regulations on Taxes
5.3 Regulations Related to Immigration, Investment and Employment
5.4 Economic Indicators
5.4.1 CNY to US$ exchange rate
5.4.2 Real GDP growth
5.4.3 Per capita GDP
5.4.4 Domestic market capitalization
5.4.5 Commodity index
5.4.6 Foreign direct investment
5.4.7 Inflation rate
5.4.8 Interest rate
5.4.9 Balance of payments
5.4.10 Government debt
5.4.11 Stock market performance
5.4.12 Wealth Breakdowns

6 About WealthInsight

List of Table

Table 1: HNWI Wealth Band and Group Definitions
Table 2: Main Regions in  China
Table 3: Chinese Allocations of HNWI Assets, 2008−2017
Table 4: Chinese HNWIs − Holdings Growth (%), 2008–2017
Table 5: Chinese HNWIs – Trends of Investments in Alternative Assets (%), 2008–2017
Table 6: Chinese HNWIs – Alternative Asset Composition (%), 2008–2017
Table 7: China Trends in “Art, Wine and Wheels”,  2008–2012
Table 8: Global Prime Real Estate Prices Per Square Meters, US$ Terms, 2012
Table 9: Global: Prime International Cities Performance (%), 2008–2012
Table 10: Chinese HNWIs – (Percentage) Foreign Allocation, 2008–2017
Table 11: Chinese HNWIs – Liquidity Breakdown (US$ Billion), 2008–2017
Table 12: Chinese HNWIs – Liquidity Breakdown (%), 2008–2017
Table 13: China UHNWIs – Allocations and Share of HNWI Assets, 2012
Table 14:  Chinese Income Tax Structure and Taxable Bands, 2012
Table 15: CNY to US$ Exchange Rate, 2008–2017
Table 16: China Real GDP Growth, 2008–2017
Table 17: China GDP Per Capita, 2008–2017
Table 18: China Domestic Market Capitalization (US$ Billions) 2008–2012
Table 19: China Commodity Indices, 2008–2017
Table 20: China Foreign Direct Investments (US$ Billions) 2008–2017
Table 21: China Inflation Rate, 2008–2017
Table 22: China Money Market Rate, 2008–2017
Table 23: China Balance of Payments (US$ Billions) 2008–2012
Table 24: China Government Debt to GDP, 2008–2017
Table 25: China Stock Market Performance, 2008–2012
Table 26: China HNWI Wealth vs. GDP Ratio, 2008–2017
Table 27: China Appendix One
Table 28: China Appendix Two

List of Chart

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of China
Figure 3: China: Asset Price Performance, 20082012
Figure 4: China HNWI Performance, 20082017
Figure 5: Chinese HNWIs vs. the World
Figure 6: Chinese HNWIs Asset Class Composition, 20082017
Figure 7: Chinese HNWIs Trends in Alternative Assets (in US$ Billion), 20082017
Figure 8: China Trends in Art, Wine and Wheels, 20082012
Figure 9: Chinese HNWIs Foreign Investment Allocation and Growth (Percentage), 20122017
Figure 10: Chinese HNWIs Global Distribution of Foreign Investments, 20082017
Figure 11: Chinese HNWIs Liquidity Breakdown (%), 20082017
Figure 12: China UHNWIs Asset Class Composition, 20082017
Figure 13: SGD to US$ Exchange Rate, 20082017
Figure 14: China Real GDP Growth (%), 20082017
Figure 15: China GDP Per Capita, 20082017
Figure 16: China Domestic Market Capitalization (US$ Billions) 20082012
Figure 17: China Commodity Indices, 20082017
Figure 18: China Foreign Direct Investments (US$ Billions) 20082017
Figure 19: China Inflation Rate, 20082017
Figure 20: China: Money Market Rate, 2008-2017
Figure 21: China Balance of Payments (US$ Billions) 20082012
Figure 22: China Government Debt to GDP, 20082017
Figure 23: China Stock Market Performance, 20082017
Figure 24: China HNWI Wealth vs. GDP Ratio, 20082017
Figure 25: Chinese HNWIs Volume by Wealth Band, 20082017
Figure 26: Chinese HNWIs Wealth by Wealth Band (in US$ Billions), 20082017
Figure 27: Chinese HNWIs Wealth Per Capita (in US$ Billions), 20082017

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