10 Key Facts - Cap Gemini RBC World Wealth Report 2013

The Cap Gemini RBC World Wealth Report for 2013 is out and has some fascinating insights into trends affecting some of the wealthiest people on the planet.

Cap Gemini RBC World Wealth Report 2013

10 The Key Facts

  • The World’s population of HNWIs ($1m liquid investable assets) increased by 9.2% from 2011 to 2012 to reach 12.0million

 

  • Aggregate investable wealth increased 10.0% from 2011 to 2012 to US$46.2trillion

 

  • 111.0 thousand individuals have wealth of over US$30million globally and they hold 35.2% of all HNWI wealth

 

  • Investable wealth of HNWIs is expected to grow to US$55.8trillion by 2015

 

  • Breakdown of HNWI’s financial assets

      28.2% - Cash/Deposits
      26.1% - Equities
      20.0% - Real Estate (Excludes Primary Residence)
      15.7% - Fixed Income
      10.1% - Alternative Investments (Hedge Funds, Foreign Currency, Derivatives, etc.)

 

  • Geographic Wealth Allocation of HNWIs Globally

      30.4% - Asia-Pacific
      30.2% - North America
      26.5% - Europe
      6.1% - Latin America
      6.8% - Middle East and Africa

 

  • HNWI Allocations to Investments of Passion Globally

      31.6% - Jewelry, Gems and Watches
      19.0% - Luxury Collectables (Cars, Boats, Jets, etc.)
      16.9% - Art
      8.0% - Sports Investments (Sports Teams, Race Horses, Sailing, etc.)
      24.2% - Other Collectables (Coins, Wine, Antiques, etc.)

 

  • 32.7% of HNWIs were most focused on wealth preservation, whereas 26.3% were most focused on wealth growth

 

  • 42.1% of HNWIs’ wealth needs were straightforward and 22.8% of HNWIs’ wealth needs were complex

 

  • 41.4% of HNWIs prefer to work with a single wealth management firm but 14.4% prefer multiple firms for handling their wealth management 

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