Equities were the Largest Asset Class for HNWIs in the UK in 2014

Date: 2015-08-27

“• Equities were the largest asset class for HNWIs in the UK in 2014, and accounted for 29.5% of total HNWI assets, followed by business interests with 25.9%, real estate with 16.1%, fixed-income with 15.9%, cash with 6.7% and alternatives with 5.8%.

• Equities, real estate and business interests recorded review-period growth of 29.6%, 31.3% and 18.8% respectively. 

• Alternative assets held by UK HNWIs increased during the review period, from 5.7% of total HNWI assets in 2010 to 5.8% in 2014. HNWI allocations to commodities fell from 1.4% in 2010 to 1.3% in 2014. 

• WealthInsight expects allocations in commodities to decline over the forecast period to reach 1.1% of total HNWI assets by 2019, as global liquidity tightens due to a forecast near-term drop in demand from China for raw materials, which will cause global commodity prices to flatten out, especially in the second half of 2014.

• As of 2014, UK HNWI liquid assets amounted to US$1.4 trillion, representing 52.2% of wealth holdings.”

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