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HNWI Asset Allocation in Colombia 2015

HNWI Asset Allocation in Colombia 2015

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 2019 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 2010 and the end of 2014. 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 2010 to 2014
  • HNWI volume and wealth forecasts to 2019
  • 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 2015 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 2019.
Key Highlights
  • Real estate was the largest asset class for Colombian HNWIs in 2014, accounting for 30.2% of total HNWI assets. This was followed by equities with 16.6%, business interests with 14.9%, fixed-income with 14.6%, cash and deposits with 14.6% and alternatives with 9%.
  • Business interests, real estate and alternatives recorded growth during the review period, at respective rates of 54%, 53.3% and 51.5%.
  • Alternative assets held by Colombian HNWIs increased during the review period, from 8.3% of total HNWI assets in 2010 to 9% in 2014. HNWI allocations to commodities remained at 1.3% of total assets over the same period.
  • WealthInsight expects allocations in commodities to decline over the forecast period to reach 1% of total HNWI assets by 2019, as global liquidity tightens due to a forecast near-term drop in demand for raw materials from China. This is expected to cause global commodity prices to flatten out.
  • Colombian HNWI liquid assets valued US$72.8 billion as of 2014, representing 45.9% of total wealth holdings.


  • Introduction
    • Details of this Report
    • Definitions
      • Table HNWI Wealth Band and Group Definitions
  • Executive Summary
  • Colombia Key Facts
  • Distribution of Wealth in Colombia
    • HNWI Volume and Wealth Trends
  • Analysis of Colombian HNWI Investments
    • Analysis by Asset Class
      • Table Colombian Allocations of HNWI Assets (%), 2010-2019
      • Table Colombian HNWIs - Holdings Growth (%), 2010-2019
      • Trends in alternative assets
        • Table Colombian HNWI Alternative Asset Composition (%), 2010-2019
        • Table Colombian HNWI Trends of Investments in Alternative Assets (%), 2010-2019
      • Trends in `art, wine and wheels'
        • Table Colombian Trends in `Art, Wine and Wheels', 2010-2014
      • Trends of investment in real estate
        • Table Global Prime Real Estate Prices per m2 (US$), 2014
      • Trends of investment in cash and deposits
      • Trends of investment in fixed-income
      • Investment trends in equity
      • Investments trends in business interests
    • Analysis of Foreign Investments
      • Table Colombian HNWI Foreign Investment Allocations (%), 2010-2019
      • Investments in Europe
      • Investments in North America (including the US, Mexico and the Caribbean)
      • Investments in the Asia-Pacific
      • Investments in South America
      • Investments in the Middle East
      • Investments in Africa
    • Alternative Breakdown: Liquid vs. Investable Assets
      • Table Colombian HNWI Liquidity Breakdown (US$ Billion), 2010-2019
      • Table Colombian HNWI Liquidity Breakdown (%), 2010-2019
    • Analysis of Colombian UHNWI Investments
      • Table Colombian UHNWI Allocations and Share of HNWI Assets (%), 2014
  • APPENDIX
    • Key Drivers
      • COP to US$ exchange rate
        • Table COP to US$ Exchange Rate, 2010-2019
      • Real GDP growth
        • Table Colombian Real GDP Growth (%), 2010-2019
      • Per capita GDP
        • Table Colombian GDP Per Capita (US$), 2010-2019
      • Domestic market capitalization
        • Table Colombian Domestic Market Capitalization (US$ Billion), 2010-2014
      • Commodity index
        • Table Colombian Commodity Indices, 2010-2019
      • Foreign direct investments (FDI) - inflows and outflows
        • Table Colombian Foreign Direct Investments (US$ Billion), 2010-2019
      • Inflation rate
        • Table Colombian Inflation Rate (%), 2010-2019
      • Interest rate
        • Table Colombian Money Market Rate (%), 2010-2019
      • Balance of payments
        • Table Colombian Balance of Payments (US$ Billion), 2010-2014
      • Government debt
        • Table Colombian Government Debt as a Percentage of GDP (%), 2010-2019
      • Stock market performance
        • Table Colombian Stock Market Performance (Index), 2010-2014
    • Wealth Breakdowns
      • Table Colombian HNWI Wealth vs. GDP Ratio (%), 2010-2019
      • Table Colombia - Appendix One
      • Table Colombia - Appendix Two
  • About WealthInsight

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