Equities was the Largest Asset Class for UK HNWIs In 2013

Date: 2015-08-30

“• In 2013, equities was the largest asset class for UK HNWIs, with 28.6% of total HNWI assets, followed by business interests with 25.4%, real estate with 17.5%, fixed-income with 15.8%, cash and deposits with 6.7%, and alternatives with 6.0%.

• Equities, real estate and alternatives recorded growth at respective review-period rates of 47.3%, 32.8% and 32.3%. 

• Alternative assets held by UK HNWIs increased during the review period from 5.8% of total HNWI assets in 2009 to 6.0% in 2013. HNWI allocations to commodities increased from 1.1% of total assets in 2009 to 1.4% in 2013. 

• Allocations in commodities are expected to decline over the forecast period, reaching 1.0% of total HNWI assets by 2018, as global liquidity tightens from an expected drop in demand from China for raw materials, which will cause global commodity prices to flatten.

• In 2013, UK HNWI liquid assets amounted to US$1.3 trillion, representing 51.2% of wealth holdings.”

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