WORLD ULTRA WEALTH
REPORT 2017
APPLIED WEALTH INTELLIGENCE
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WORLD ULTRA WEALTH
REPORT 2017
WEALTH-X WORLD ULTRA WEALTH REPORT 2017
TABLE OF CONTENTS
EXECUTIVE SUMMARY ___________________________________________1
INTRODUCTION _________________________________________________3
GLOBAL MAP OF THE ULTRA WEALTHY _____________________________4
THE ULTRA WEALTHY IN 2016:
HOPES AND FEARS ______________________________________________7
ULTRA WEALTH BY TIER _________________________________________12
FORECAST TO 2021 _____________________________________________14
TRENDS AMONG THE ULTRA WEALTHY:
IMPLICATIONS FOR THE WEALTH MANAGEMENT,
LUXURY AND NOT-FOR-PROFIT SECTORS_________________________17
TOP 30 UHNW COUNTRIES _____________________________________22
TOP 30 UHNW CITIES __________________________________________24
PROFILING TODAYS ULTRA WEALTHY ____________________________26
ULTRA WEALTHY ARCHETYPES _________________________________33
METHODOLOGY _______________________________________________36
ABOUT WEALTH-X ____________________________________________37
1WEALTH-X WORLD ULTRA WEALTH REPORT 2017
EXECUTIVE SUMMARY
A RISE IN THE GLOBAL ULTRA WEALTHY POPULATION AND ITS TOTAL WEALTH.
In 2016, the world’s ultra high net worth (UHNW) population – individuals with $30m or
more in net worth – grew by 3.5% to 226,450 individuals, a partial recovery from a sharp fall a
year earlier. Their combined wealth also increased in 2016, expanding by 1.5% to $27trn. The
average net worth of the ultra wealthy declined for the frst time since 2013.
NORTH AMERICA AND ASIA THE GROWTH FRONT-RUNNERS AS LATIN AMERICA
FALTERS. There were sharp regional fuctuations in dollar-denominated wealth creation,
with North America (+5.1%) and Asia (+3.5%) recording the only signifcant rises in wealth
in 2016. The picture was subdued in Europe, with the ultra wealthy population and its total
wealth edging slightly lower, while fortunes remained largely unchanged in the Middle East.
Latin America and the Caribbean registered a signifcant fall and Africa also posted a decline.
DIVERGING PERFORMANCE ACROSS THE WORLD’S MAJOR ECONOMIES. Currency
movements were a key driver of UHNW wealth trends in 2016, contributing to solid gains
in the US, Japan, India and Indonesia, but generating substantial losses in the UK, Russia,
Mexico and Brazil. Buoyed by a stronger dollar, rising equity markets and a robust tech
sector, the US consolidated its dominant position as the world’s leading UHNW country.
THE NEW YORK METROPOLITAN AREA BOLSTERED ITS POSITION AS THE WORLD’S
LARGEST UHNW CITY. Two other global fnancial hubs, Hong Kong and Tokyo, maintained
their top-three city status. London remains the largest UHNW city in Europe, but its
lead over Paris narrowed sharply. Though China has the world’s third-largest ultra wealthy
population, Shanghai came in joint 29th, emphasising the point that robust wealth creation
is occurring not just within its top-tier cities.
LIQUID ASSETS ACCOUNT FOR THE LARGEST SHARE OF HOLDINGS. The stock of liquid
assets (primarily cash) owned by the ultra wealthy stood at $9.6trn in 2016, accounting for
the largest share (35.4%) of UHNW holdings. Abundant liquidity also refects a continuing
‘search for yield’ and underlines the enormous spending potential of the world’s ultra wealthy.
OPPORTUNITIES AND CHALLENGES FOR THE INDUSTRIES THAT CATER TO AND TARGET
THE ULTRA WEALTHY. Rapid advances in technology, growing demand for ‘experiential’
luxury, the movement towards increasing global transparency and rising philanthropic
engagement have implications for the wealth management, luxury goods and not-for-proft
sectors in the years ahead.
SOLID GROWTH EXPECTED ACROSS THE ULTRA WEALTHY SECTOR. Despite the
heightened geopolitical instability, the global ultra wealthy population is forecast to rise to
299,000 people by 2021, an increase of 72,550 compared with 2016 levels. UHNW wealth is
projected to rise to $35.7trn, which implies an additional $8.7trn of newly created wealth over
the next fve years. The trend towards a more balanced global distribution of ultra wealth
across the diferent regions will continue.
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