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Research and Markets: HNWI Asset Allocation in the UK 2014 - Julio Urvina

Research and Markets: HNWI Asset Allocation in the UK 2014

October 22, 2014

Markets(http://www.researchandmarkets.com/research/3kh66q/hnwi_asset) has announced the addition of the «HNWI Asset Allocation in the UK 2014» report to their offering.

This report provides the latest asset allocations of the UK HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of the UK HNWIs to 2018 and a comprehensive and robust background of the local economy.

Key Highlights:

– In 2013,

  • equities was the largest asset class for UK HNWIs, with 28.6% of total HNWI assets, followed by
  • business interests with 25.4%,
  • real estate with 17.5%,
  • fixed-income with 15.8%,
  • cash and deposits with 6.7%, and
  • alternatives with 6.0%.

– Equities, real estate and alternatives recorded growth at respective review-period rates of 47.3%, 32.8% and 32.3%.

– Alternative assets held by UK HNWIs increased during the review period from 5.8% of total HNWI assets in 2009 to 6.0% in 2013. HNWI allocations to commodities increased from 1.1% of total assets in 2009 to 1.4% in 2013.

– Allocations in commodities are expected to decline over the forecast period, reaching 1.0% of 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, UK HNWI liquid assets amounted to US$1.3 trillion, representing 51.2% of wealth holdings.