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Wealth Management in Australia 2007

  • Publication Date:August 2007
  • Publisher:Datamonitor
  • Product Type: Report
  • Pages:37

Wealth Management in Australia 2007

Introduction

Datamonitor's Wealth Management in Australia 2007 focuses on the onshore liquid wealth of mass affluent and high net worth customers in Australia. It provides detailed analytical views of macro-economic background, trends in retail savings and investments growth, mass affluent and high net worth individuals, competitive dynamics and forecasts.

Scope

  • Presents data from Datamonitor's Global Wealth model on the number of wealthy individuals and their aggregate onshore liquid assets from 2002-11
  • Segments the wealth data across 14 liquid asset bands starting at USD60k through USD10m+
  • Includes retail S&I data from 2002-6 across 5 liquid asset classes including deposits, mutual funds, equities, bonds and superannuation funds
  • Highlights

    the main wealth managers in the market, including both local and foreign players; presents short profiles of some of the main players

Highlights

The Australian economy performed particularly well during the 2001- 2003 period, at a time when the US and many European economies struggled in the midst of a global economic slowdown. The local economy experienced high levels of consumer confidence, strong business profits and historically low unemployment.

Onshore retail liquid assets in Australia have increased in the last five years, with the majority of savings held in deposits. However retail mutual fund investments were popular and direct equity investment has grown fast. The retail bond market remains relatively small

There were almost 1.9 million wealthy individuals in Australia in 2006 holding USD550bn in onshore liquid assets; by 2011 there will be more than 2.5 million wealthy individuals living in Australia

Reasons to Purchase

  • Assess market attractiveness by reviewing size and growth forecasts for the potential wealthy client base through 2011
  • Use the detailed liquid asset customer segmentation to analyze your key customer groups
  • Assess the threats and opportunities for wealth managers and ascertain who the key competitors are within the industry
  • Catalyst
  • Summary
  • Executive Summary
    • Market Overview
    • Australia's Economy Has Weathered The Storm Better Than Many
    • Gdp Growth Has Been Robust
    • Inflation Has Been Controlled
    • Interest Rates Are Low But Have Been Increasing
    • The Stock Market Boomed
    • As A Result, Onshore Retail Liquid Assets In Australia Have Increased
    • The Majority Of Australian Savings Were Held In Deposits, But Assets Shifted Into Higher-Risk Investments
    • Retail Mutual Fund Investments Were Popular
    • Direct Equity Investment Grew Fast
    • The Retail Bond Market Was Relatively Small
    • A Large, But Decreasing Proportion Of Savings Were Held In Superannuation
    • Non-Liquid Products And Services Varied In Popularity
    • Household Share Ownership Fell In Recent Years
    • Australian Superannuation Has Developed Over The Years
    • The Australian Property Market Has Slowed
    • Margin Lending Has Emerged Recently
    • Wealthy Clients In Australia Grew Strongly After 2 Years Of Stagnation
    • Introduction
    • There Were Almost 1.9 Million Wealthy Individuals In Australia In 2006
    • Wealthy Australian Residents Currently Hold Usd550bn In Onshore Liquid Assets
    • Australians Will Feel The Effects Of A Global Market Downturn, But The Market Will Recover By 2011
    • The Number Of Wealthy Australians Will Increase To 2.6 Million By 2011, After Faltering Somewhat In 2008-9
    • A Predicted Uk Downturn
    • A Predicted Us Downturn
    • General
    • Onshore Liquid Assets Will Reach Usd781 Billion By 2011
    • Data
    • Competitive Dynamics
    • Australian Wealth Management Is Catered To By Strong Local Banks And Foreign Banks
    • The Large Domestic Banks All Have Wealth Management Offerings
    • Half Of Other Local Banks Offer Wealth Management Services
    • The Foreign Banks Tend To Offer Wealth Management Services Through Offshore Centers Rather Than Locally
    • Wealth Management Profiles
    • Anz Private Bank
    • Nab Private Bank
    • St George Private Bank
    • Macquarie Private Bank
    • Goldman Sachs Jbwere Private Wealth Management
    • Ubs Wealth Management
  • Appendix
    • Definitions
    • Cagr
    • Hnw
    • Liquid Assets
    • Retail
    • Mass Affluent
    • Mass Market
    • Methodology
    • Global Wealth Model
    • The Uk Sub Model
    • Global Sub Model (For All Other Countries)
    • Forecasting Methodology
    • Continuous Refinement To The Understanding Of Liquid Wealth Distribution
    • Datamonitor's Wealth Numbers Compared With Other Wealth Numbers
    • Further Reading
    • Ask The Analyst
    • Datamonitor Consulting
    • Disclaimer
  • List Of Tables
    • Table 1: Australia's Macro-Economic Factors, 2002- 2006
    • Table 2: Australian Onshore Retail Liquid Asset Balances In Aud, 2002- 2006
    • Table 3: Australian Onshore Retail Liquid Asset Balances In Usd, 2002- 2006
    • Table 4: Indexed Market Capitalizations Of Global Stock Exchanges, 1996 - 2005
    • Table 5: Total Assets Of Australian Superannuation Funds, 2005-2006
    • Table 6: Price Index Of Established Homes In Australian Capital Cities, 2002 - 2007
    • Table 7: Number Of Wealthy Individuals Segmented By Liquid Asset Band, 2002-6
    • Table 8: Aggregate Onshore Liquid Assets Segmented Held By Wealthy Individuals, By Liquid Asset Band, 2002-6
    • Table 9: Number Of Wealthy Individuals Segmented By Liquid Asset Band, 2007-11
    • Table 10: Aggregate Onshore Liquid Assets Segmented Held By Wealthy Individuals, By Liquid Asset Band, 2007-11
    • Table 11: The Local Banks' Wealth Services
    • Table 12: Other Local Banks' Wealth Services
    • Table 13: Selected Foreign Wealth Brands, 2007
  • List Of Figures
    • Figure 1: The Australian Economy Grew Strongly, 2002-2006
    • Figure 2: The Market Capitalization Of The Australian Securities Exchange Has Been Increasing
    • Figure 3: Australian Onshore Liquid Retail Assets, 2002- 2006
    • Figure 4: Market Capitalizations Of Global Stock Exchanges, 1996 - 2005
    • Figure 5: Price Index Of Established Homes In Australian Capital Cities, 2002 - 2007
    • Figure 6: After Stagnating In 2004, Australia's Wealthy Population Is Growing Again
    • Figure 7: Aggregate Onshore Liquid Assets Of Wealthy Australians Grew By 12.3% Compounded Annually From 2002
    • Figure 8: There Will Be More Than 2.6 Million Wealthy Individuals Living In Australia By 2011
    • Figure 9: Aggregate Onshore Liquid Assets Of Wealthy Australians Will Approach Usd800bn By 2011
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