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