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HNWI Asset Allocation in Colombia 2014

Published: Dec-2014 | Format: PDF | WealthInsight | Number of pages: 62 | Code: MRS - 2876

Synopsis

This report provides the latest asset allocations of Colombia HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Colombia HNWIs to 2018 and a comprehensive and robust background of the local economy.

Summary

This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Colombia.
The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013. This enables us to determine how well the country's HNWIs have performed through the crisis.

Scope

  • Independent market sizing of Colombia HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2009 to 2013
  • HNWI volume and wealth forecasts to 2018
  • HNWI and UHNWI asset allocations across 13 asset classes                                                                             Insights into the drivers of HNWI wealth

Reasons To Buy

  • The HNWI Asset Allocation in Colombia 2014 is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the database comprises dossiers on over 60,000 HNWIs from around the world.
  • With the wealth report as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.
  • Report includes comprehensive forecasts to 2018."

Key Highlights

  • In 2013, real estate was the largest asset class for HNWIs in Colombia, accounting for 30.8% of total HNWI assets. This was followed by equities with 16.2%, fixed-income with 14.6%, cash with 14.6%, business interests with 14.5%, and alternatives with 9.3%.
  • Equities, real estate and business interests recorded growth at respective review-period rates of 137.5%, 107.6% and 99.9%. 
  • Alternative assets held by Colombian HNWIs decreased during the review period, from 9.7% of total HNWI assets in 2009 to 9.3% in 2013. HNWI allocations to commodities increased from 1.1% of total assets in 2009 to 1.4% in 2013. 
  • Over the forecast period, allocations in commodities are expected to decline to 1.0% of total HNWI assets by 2018, as global liquidity will tighten due to a forecast near-term drop in demand for raw materials from China.
  • As of 2013, HNWI liquid assets amounted to US$70 billion, representing 45.2% of the wealth holdings of Colombian HNWIs.

Table of Contents

 

1 Introduction
1.1 Details of this Report
1.2 Definitions

 

2 Executive Summary
 

3 Wealth Sector Fundamentals
3.1 Political Background
3.2 Economic Background
3.3 Benchmarking Colombian Wealth in Context
3.3.1 Distribution of wealth in Colombia
3.4 HNWI Volume and Wealth Trends

 

4 Analysis of Colombian HNWI Investments
4.1 Analysis by Asset Class
4.1.1 Trends in alternative assets
4.1.2 Trends in ‘art, wine and wheels’
4.1.3 Trends of investments in real estate
4.1.4 Trends of investments in cash and deposits
4.1.5 Trends of investments in fixed-income
4.1.6 Investment trends in equity
4.1.7 Investments trends in business interests
4.2 Analysis of Foreign Investments
4.2.1 Investments in Europe
4.2.2 Investments in North America (including the US, Mexico and the Caribbean)
4.2.3 Investments in Asia-Pacific
4.2.4 Investments in Central and South America
4.2.5 Investments in the Middle East
4.2.6 Investments in Africa
4.3 Alternative Breakdown: Liquid vs Investable Assets
4.4 Analysis of Colombian UHNWI Investments

 

5 Appendix
5.1 Additional Components of the Wealth Sector in Colombia
5.1.1 Philanthropy
5.2 Tax Regulations
5.3 Regulations Related to Immigration, Investment and Employment
5.4 Key Drivers
5.4.1 COP to US$ exchange rate
5.4.2 Real GDP growth
5.4.3 Per capita GDP
5.4.4 Domestic market capitalization
5.4.5 Commodity index
5.4.6 Foreign direct investments – inflow and outflow
5.4.7 Inflation rate
5.4.8 Interest rate
5.4.9 Balance of payments
5.4.10 Government debt
5.4.11 Stock market performance
5.5 Wealth Breakdowns

6 About WealthInsight

 

List of Tables

 

Table 1: HNWI Wealth Band and Group Definitions
Table 2: Regions in Colombia by Population (Volume), 2013
Table 3: Colombian HNWIs – Asset Allocations (%), 2009–2018
Table 4: Colombian HNWIs – Holdings Growth (%), 2009–2018
Table 5: Colombian HNWIs – Alternative Asset Composition (%), 2009–2018
Table 6: Colombian HNWIs – Investment Trends in Alternative Assets (%), 2009–2018
Table 7: Colombian HNWIs – Trends in ‘Art, Wine and Wheels’, 2009–2013
Table 8: Global Prime Real Estate Prices (US$), 2014
Table 9: Colombian HNWIs – Foreign Investment Allocations (%), 2009–2018
Table 10: Colombian HNWIs – Liquidity Breakdown (US$ Billion), 2009–2018
Table 11: Colombian HNWIs – Liquidity Breakdown (%), 2009–2018
Table 12: Colombian UHNWIs – Allocations and Share of HNWI Assets (%), 2013
Table 13: Colombian Income Tax Bands (USD), 2013–2014
Table 14: COP per US$ Exchange Rate, 2009–2018
Table 15: Colombian Real GDP Growth (%), 2009–2018
Table 16: Colombian GDP per Capita (US$), 2009–2018
Table 17: Colombian Domestic Market Capitalization (US$ Billion), 2009–2013
Table 18: Colombian Commodity Indices, 2009–2018
Table 19: Colombian Foreign Direct Investment (US$ Billion), 2007–2011
Table 20: Colombian Inflation Rate (%), 2009–2018
Table 21: Colombian Money Market Rate (%), 2009–2018
Table 22: Colombian Balance of Payments (US$ Billion), 2009–2013
Table 23: Colombian Government Debt as a Percentage of GDP, 2009–2018
Table 24: Colombian Stock Market Performance, 2009–2013
Table 25: Colombian HNWIs – Ratio of Wealth to GDP, 2009–2018
Table 26: Colombia – Appendix One
Table 27: Colombia – Appendix Two

 

List of Figures

 

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Colombia
Figure 3: Colombian Asset Price Performance (%), 2009–2013
Figure 4: Colombian HNWIs – Volume and Wealth, 2009–2018
Figure 5: Colombian vs Global HNWIs (%), 2009–2018
Figure 6: Colombian HNWIs – Asset Class Composition (%), 2009–2018
Figure 7: Colombian HNWIs –  Investment Trends in Alternative Assets (US$ Billion), 2009–2018
Figure 8: Colombian HNWIs – Trends in ‘Art, Wine and Wheels’, 2009–2013
Figure 9: Colombian HNWIs – Foreign Investment Allocation and Growth (%), 2013
Figure 10: Colombian HNWIs – Global Distribution of Foreign Investments (%), 2009–2018
Figure 11: Colombian HNWIs – Liquidity Breakdown (%), 2009–2018
Figure 12: Colombian UHNWIs – Asset Class Composition (%), 2009–2018
Figure 13: COP to US$ Exchange Rate, 2009–2018
Figure 14: Colombian Real GDP Growth (%), 2009–2018
Figure 15: Colombian GDP per Capita (US$), 2009–2018
Figure 16: Colombian Domestic Market Capitalization (US$ Billion), 2009–2013
Figure 17: Colombian Commodity Indices, 2009–2018
Figure 18: Colombian Foreign Direct Investment (US$ Billion), 2007–2011
Figure 19: Colombian Inflation Rate (%), 2009–2018
Figure 20: Colombian Money Market Rate (%), 2009–2018
Figure 21: Colombian Balance of Payments (US$ Billion), 2009–2013
Figure 22: Colombian Government Debt as a Percentage of GDP, 2009–2018
Figure 23: Colombian Stock Market Performance, 2009–2013
Figure 24: Colombian HNWIs – Ratio of Wealth to GDP, 2009–2018
Figure 26: Colombian HNWIs – Volume by Wealth Band, 2009–2018
Figure 27: Colombian HNWIs – Wealth by Wealth Band (US$ Billion), 2009–2018
Figure 28: Colombian HNWIs – Wealth per Capita (US$ Million), 2009–2018

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