Wealth Management Market In The Gulf Saudi Arabia, Kuwait, Oman

Published by: Highworth Research Ltd.

Published: Dec. 14, 2009 - 136 Pages

Table of Contents

1 Executive Summary

2. Regional macroeconomic background and forecast 2009-15

2.1. Demographics (including expatriates/citizens, age and other breakdowns, by country

2.2 GDP growth (including per capita and real income by country

2.3 Interest rates and other macro-policy by country

2.4 Employment data by country

2.5 Inflation & $ peg (by country)

2.6 Oil and oil prices

2.7 Natural Gas

2.8 The Oil and Gas Windfall

2.9 Consumer expenditure/retail data/savings

2.10 The financial and banking sector

2.11 The manufacturing sector

2.12 Real Estate in the Gulf - update

2.13 Trade and current account (forex reserves)

2.14 FDI inflows/net foreign assets (SWFs) & public sector debt (including quasi-state debt)

2.15 Conclusion: sovereign rating (and Emerging Markets Bond Index+). Country differences.

2.16 The credit crunch crisis and after - debt and equity in the Gulf

3. Business Environment & Growth Trends: Background & Forecasts 2009-2015

3.1 Political stability and prospects

3.2 Country plans and development

3.3 Investment rates as a % of GDP

3.4 Business growth and profitability/cash flow/investment

3.5 Property finance statistics (commercial and residential)

3.6 Consumer finance (mortgages, auto finance, credit cards, Islamic financing)

3.7 Business and consumer confidence indicators

3.8 Stock Exchange Index Trends - IPOs and value (and correlations)

3.9 Privatisations and PPP/infrastructure/designated new cities

3.10 Prospects for Government revenue and the continuation of the tax-free environment

4. Wealth by country

4.1 Saudi Arabia

4.1.1 Key points

4.1.2 Economy

4.1.3 The financial sector

4.1.4 Real Estate

4.1.5 Leading financial institutions of the Kingdom and their performance

4.2 Oman

4.2.1 Key points

4.2.2 Economy

4.2.3 The financial sector

4.2.4 Real Estate

4.2.5 Leading financial institutions of the Sultanate and their performance

4.2 Kuwait

4.2.1 Key points

4.2.2 Economy

4.2.3 The financial sector

4.2.4 Real Estate

4.2.5 Leading financial institutions of the Emirate and their performance

5. Wealth Management Analysis: The Products

5.1 Growth of stock market investment: growth trends in national and international portfolio investment. Stock-market performance.

5.2 Mutual funds

5.3 Real estate funds

5.4 Hedge funds

5.5 Bonds/Sukuks

5.6 Private equity

5.7 Hedge fund products

5.8 Alternative assets

5.9 Trends in asset allocation (deposits, equities, bonds, real estate, commodities, alternatives, shari’a, onshore, offshore, investments by region etc )

5.10 Risk Management Products

6. Wealth Management Market Analysis: the People

6.1 High Net Worth Individuals: Market Analysis by country/international comparisons

6.2 Impact of the credit crisis on individual wealth and behaviour

6.3 Variation in wealth management requirements for nationals and expats, entrepreneurs and the employed workforce, women and other investment groups

6.4 Analysis and projections of affluent individuals by source of wealth: industries, services, real estate, inheritance

7. Wealth Management Analysis: the Providers

7.1 Sovereign Wealth Funds

7.2 Private asset management

7.3 Private banking

7.4 Domestic (Saudi, Omani and Kuwaiti) & foreign institutions:

Services offered

Market Share/Assets under management

Management & market strategies

Profitability and capital strength

Regulatory issues

7.5 Staff recruitment & training issues

8. Conclusions

8.1 How big will be the opportunity for wealth management players in Saudi Arabia, Oman and Kuwait?

8.2 Base forecast

8.3 Key Risks and analysis

8.4 Comparison with other countries in the Gulf

List of Figures and Tables

Macroeconomic background

GDP Forecasts by country

GDP Per Capita

Average monthly salaries distribution

Inflation data

Oil production and income of GCC countries

Oil break even prices

Banking sector penetration metrics

Branch numbers/population

Domestic listed banks market capitalisation

FDI flow and stock

Listed banks market capitalisation/sale price ratios

Retail loan percentages

Employment confidence indices

Stock Exchange valuation trends

Corporate governance indicators for Gulf companies

Real estate market data

Key Sharia scholars

HNWI Global/regional Distribution

Large SWFs

FI customer satisfaction data

Key investor metrics for domestic listed banks

Sukuk issuance data 2000-2009

Wealth management market growth, 2003-2009

Leading institutions in the The Gulf Wealth Management market

Institutions offering services to HNWI’s in Saudi Arabia and the Gulf

Leading wealth management institutions in Saudi Arabia and the Gulf compared

Abstract

• Despite asset impairment due to the credit crunch, many Gulf HNW individuals are still cash rich
• Strong savings rates and recovery in asset prices will sustain attractive growth rates of the HNW population over the next 2 years and beyond
• Wealth held by affluent individuals in the Gulf will grow to over $3.5 trillion by 2012
• Despite strengthening competition, market growth allows space for further new entrants

• Macroeconomic background & forecast to 2015
• Business environment and growth trends: forecasts to 2015
• Analysis of wealth by country: Saudi Arabia, Kuwait, Oman
• Wealth management products and services
• High net worth population in each country
• Providers of wealth management services in each country, both national & foreign; services offered; management & market strategies; profitability
• Size of the wealth management market. Risk analysis.

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