Private wealth management

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Statista dossier on private wealth management

This dossier has been compiled to provide statistical information on private wealth management worldwide.

Table of contents

  • 1. Source of wealth
    • Sources of wealth of billionaires worldwide 2015

    • Top ten cities with largest share of billionaires by inheritance, globally 2015

    • Leading wealth-building industries worldwide in 2016, by number of billionaires

  • 2. Wealth distribution globally
    • Wealth distribution of billionaires around the world, 2016

    • Private wealth worldwide 2013-2020, by region

    • Worldwide wealth distribution by net worth of individuals 2016

    • Countries with the highest millionaire rate in 2013

    • Top 20 billionaire countries 2017

    • Countries with the highest avg. wealth per adult 2016

    • Top 20 billionaire cities 2017

    • Ultra high net worth individuals - distribution by region 2016

    • Ultra high net worth individuals in selected countries 2016

    • Number of HNWI worldwide by region 2009-2015

    • Wealthiest nations worldwide 2018, by value of private financial wealth

  • 3. Wealth distribution in the United States
    • U.S. millionaire households 1997-2015, by net worth

    • The richest people in America as of 2017

    • Distribution of investable assets of millionaires in the U.S. 2015

    • Wealth in the U.S. - UHNW (super rich) population in 2014, by city

    • Wealth in the U.S. - UHNW (super rich) population in 2014, by state

    • Wealth in the U.S. - UHNW (super rich) population in 2014, by gender

  • 4. Wealth management companies
    • Leading global private banks 2016, by assets under management

    • Leading asset/wealth management banks worldwide in 2017, by brand value

    • Leading wealth managers in the U.S. 2015, by assets under management

    • Leading wealth management companies in the U.S. 2016, by value of client assets

    • Leading independent broker-dealers in the U.S. 2016, by gross revenue

    • Leading registered investment advisors in the U.S. 2016, by assets

    • Number of employees of JPMorgan Chase 2008-2016

    • Number of employees at Wells Fargo 2009-2016

  • 5. Investment preferences among affluent investors
    • Asset allocation of high net worth individuals in North America 2016

    • Breakdown of high net worth individuals' luxury investments in North America 2014

    • Reasons for including art and collectibles in wealth managment worldwide 2011-2016

    • UHNWI investment in commercial real estate worldwide 2009-2015, by region

    • Asset allocation of high net worth individuals in the U.S. 2009-2015

    • Investment priority for managing wealth in the United States, 2014

  • 6. Investment advisory services
    • Share of investors consulting investment advisors worldwide in 2014, by region

    • Share of investors working with financial advisor worldwide 2014, by country

    • Assets of affluent investors in the U.S. 2014, by affluence and control type

    • Services of investment advisors to affluent investors U.S. 2014, by affluence level

    • Share of investable wealth managed by wealth advisor in 2014, by relationship time

    • Share of investable wealth managed by wealth advisor in 2014, by client age

    • Reasons for staying with primary wealth provider worldwide in 2014, by region

    • Reasons for staying with primary wealth provider worldwide in 2014, by client assets

    • Benefits of working with investment advisor in the U.S. 2014

    • Factors considered when choosing an investment advisor U.S. 2014, by affluence level

    • Return expectations of advisors and investors worldwide 2016, by country

  • Language: English
  • Released: November 2016
  • Source(s): Statista
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