HNWI Asset Allocation in China 2016

Date: December 6, 2016
Pages: 52
Price:
US$ 1,995.00
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Publisher: WealthInsight
Report type: Strategic Report
Delivery: E-mail Delivery (PDF)
ID: HB95BF2D888EN
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HNWI Asset Allocation in China 2016
SYNOPSIS

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 2020 and a comprehensive and robust background of the local economy.

SUMMARY
  • This report is the result of WealthInsight’s 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 2011 and the end of 2015. This enables us to determine how well the country's HNWIs have performed through the crisis.
SCOPE
  • Independent market sizing of China HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2011 to 2015
  • HNWI volume and wealth forecasts to 2020
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Insights into the drivers of HNWI wealth
REASONS TO BUY
  • The HNWI Asset Allocation in China 2016 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 125,000 HNWIs from around the world.
  • With the wealth report as the foundation for our research and analysis, we are able to 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 2020.
KEY HIGHLIGHTS
  • Equities was the largest asset class for Chinese HNWIs in 2015, accounting for 30.6% of the total, followed by real estate (27.9%), business interest (22.1%), cash and deposits (13.1%), fixed income (3.5%) and alternatives (2.8%).
  • Business interest recorded the highest growth during the review period, at a rate of 59.4%. Real estate recorded the second-highest rate, at 46.5%.
  • Alternative assets held by Chinese HNWIs decreased from 3.5% to 2.8% between 2011 and 2015. HNWI allocations to commodities decreased from 1.8% to 1.0% of total assets during this period.
  • Chinese HNWI liquid assets valued US$2.4 trillion as of 2015, representing 47.2% of total wealth holdings.
1 DEFINITIONS AND METHODOLOGY

1.1 Definitions
1.2 Reports
1.3 Methodology

2 EXECUTIVE SUMMARY

3 INTRODUCTION

3.1 Definitions

4 CHINA KEY FACTS

5 DISTRIBUTION OF WEALTH IN CHINA

5.1 HNWI Volume and Wealth Trends

6 ANALYSIS OF CHINESE HNWI INVESTMENTS

6.1 Analysis by Asset Class
  6.1.1 Trends in alternative assets
  6.1.2 Trends in art, wine and wheels
  6.1.3 Trends of investment in real estate
  6.1.4 Trends of investment in cash and deposits
  6.1.5 Trends of investment in fixed-income
  6.1.6 Trends of investment in equities
  6.1.7 Trends of investments in business interests
6.2 Analysis of Foreign Investments
  6.2.1 Investments in Europe
  6.2.2 Investments in North America (including the US, Mexico and the Caribbean)
  6.2.3 Investments in the Asia-Pacific
  6.2.4 Investments in South America
  6.2.5 Investments in the Middle East
  6.2.6 Investments in Africa
6.3 Alternative Breakdown: Liquid vs. Investable Assets
6.4 Analysis of Chinese UHNWI

7 KEY DRIVERS

7.1 CNY–US$ Exchange Rate
7.2 Real GDP Growth
7.3 Per Capita GDP
7.4 Domestic Market Capitalization
7.5 Commodity Index
7.6 Foreign Direct Investment (FDI) – Inflows and Outflows
7.7 Inflation Rate
7.8 Interest Rates
7.9 Balance of Payments
7.1 Government Debt
7.11 Stock Market Performance
7.12 Wealth Breakdowns

8 ABOUT WEALTHINSIGHT

LIST OF TABLES

Table 1: HNWI Wealth Band and Group Definitions
Table 2: Chinese HNWIs – Assets Allocations (%), 2011–2020
Table 3: Chinese HNWIs – Holdings Growth (%), 2011–2020
Table 4: Chinese HNWIs – Alternative Asset Composition (%), 2011–2020
Table 5: Chinese HNWIs – Trends of Investments in Alternative Assets (%), 2011–2020
Table 6: Chinese Trends in Art, Wine and Wheels, 2011–2015
Table 7: Global Prime Real estate Prices per m2 (US$), 2015
Table 8: Chinese HNWIs – Foreign Investment Allocations (%), 2011–2020
Table 9: Chinese HNWIs – Liquidity Breakdown (US$ Billion), 2011–2020
Table 10: Chinese HNWIs – Liquidity Breakdown (%), 2011–2020
Table 11: Chinese HNWIs – Allocations and Share of HNWI Assets (%), 2015
Table 12: Chinese Exchange Rate – CNY–US$ Exchange Rate, 2011–2020
Table 13: Chinese Real GDP Growth (%), 2011–2020
Table 14: Chinese GDP per Capita (US$), 2011–2020
Table 15: Chinese Domestic Market Capitalization (US$ Billion), 2011–2015
Table 16: Chinese Commodity Indices, 2011–2020
Table 17: Chinese Foreign Direct Investment (US$ Billion), 2011–2020
Table 18: Chinese Inflation Rate (%), 2011–2020
Table 19: Chinese Money Market Rates (%), 2011–2020
Table 20: Chinese Balance of Payments (US$ Billion), 2011–2015
Table 21: Chinese Government Debt as a Percentage of GDP (%), 2011–2020
Table 22: Chinese Stock Market Performance (Index), 2011–2015
Table 23: Chinese HNWI Wealth vs. GDP Ratio (%), 2011–2020
Table 24: China – Appendix One
Table 25: China – Appendix Two

LIST OF FIGURES

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of China
Figure 3: Chinese Asset Price Performance (%), 2011–2015
Figure 4: Chinese HNWI Performance (US$ Billion and HNWI Volume), 2011–2020
Figure 5: Chinese vs. Global HNWIs (%), 2011–2015
Figure 6: Chinese HNWs – Asset Class Composition (%), 2011–2020
Figure 7: Chinese HNWIs – Trends in Alternative Assets (US$ Billion), 2011–2020
Figure 8: Chinese Trends in Art, Wine and Wheels, 2011–2015
Figure 9: Chinese HNWIs – Foreign Investment Allocation and Growth (%), 2015
Figure 10: Chinese HNWIs – Global Distribution of Foreign Investments (%), 2011–2020
Figure 11: Chinese HNWIs – Liquidity Breakdown (%), 2011–2020
Figure 12: Chinese UHNWIs – Asset Class Composition (%), 2011–2020
Figure 13: Chinese Exchange Rate – CNY–US$, 2011–2020
Figure 14: Chinese Real GDP Growth (%), 2011–2020
Figure 15: Chinese GDP per Capita (US$), 2011–2020
Figure 16: Chinese Domestic Market Capitalization (US$ Billion), 2011–2015
Figure 17: Chinese Commodity Indices, 2011–2020
Figure 18: Chinese Foreign Direct Investment (US$ Billion), 2011–2020
Figure 19: Chinese Inflation Rate (%), 2011–2020
Figure 20: Chinese Money Market Rates (%), 2011–2020
Figure 21: Chinese Balance of Payments (US$ Billion), 2011–2015
Figure 22: Chinese Government Debt as a Percentage of GDP (%), 2011–2020
Figure 23: Chinese Stock Market Performance (Index), 2011–2015
Figure 24: Chinese HNWI Wealth vs. GDP Ratio (%), 2011–2020
Figure 25: Chinese HNWIs – Volume by Wealth Band, 2011–2020
Figure 26: Chinese HNWIs – Wealth by Wealth Band (US$ Billion), 2011–2020
Figure 27: Chinese HNWIs – Wealth per Capita (US$ Million), 2011–2020

COMPANIES MENTIONED

Industrial & Commercial Bank of China (ICBC)
China Construction Bank (CCB)
Bank of China (BOC)
Agricultural Bank of China (ABC)
China Merchant Bank
Industrial and Commercial Bank of China, China Minsheng Bank
CitiBank
BNP Paribas
HSBC
CICC Wealth Management; Bank of Jiangsu Co. Ltd;
Noah Holdings Limited
Liaoning Xinglong Happy Family Business; Fazheng Group; and Fusion Family Office.
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