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