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HNWI Asset Allocation in Russia 2014

Published: Sep, 2014 | Pages: 63 | Publisher: WealthInsight
Industry: Wealth Management | Report Format: Electronic (PDF)


Synopsis
This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Russia. 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.
Summary
This report provides the latest asset allocations of Russia HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Russia HNWIs to 2018 and a comprehensive and robust background of the local economy.
Scope
Independent market sizing of Russia 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
Reason To Buy
The WealthInsight Intelligence Center Database 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. The Intelligence Center also includes tracking of wealth and liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market. With the Database 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, equities was the largest asset class for Russian HNWIs, with 29.7% of the total HNWI assets, followed by real estate with 20.0%, business interests with 19.2%, fixed-income with 17.5%, alternatives with 7.7% and cash and deposits with 5.9%. Equities, alternatives and real estate recorded growth during the review period at respective rates of 102.1%, 96.5% and 86.8%. Alternative assets held by Russian HNWIs increased during the review period, from 7.4% of the total HNWI assets in 2009 to 7.7% in 2013; HNWI allocations to commodities increased from 1.8% of total assets in 2009 to 2.3% in 2013. Over the forecast period, WealthInsight expects allocations in commodities to decline back to 1.8% of total HNWI assets by 2018, as global liquidity tightens due to a forecast near-term drop in demand from China for raw materials. This is expected to cause global commodity prices to flatten out. As of 2013, Russian HNWI liquid assets valued US$594.6 billion, representing 52.1% of total wealth holdings.
 1 Introduction
1.1 Details of this Report
1.2 Definitions
2 Executive Summary
3 Wealth Sector Fundamentals
3.1 Political Background
3.2 Economic Background
3.3 Benchmarking Russia's Wealth in Context
3.3.1 Distribution of wealth in Russia
3.4 HNWI Volume and Wealth Trends
4 Analysis of Russian HNWI Investments
4.1 Analysis by Asset Class
4.1.1 Trends in alternative assets
4.1.2 Trends in 'art, wine and wheels'
4.1.3 Trends of investment in real estate
4.1.4 Trends of investment in cash and deposits
4.1.5 Trends of investment in fixed-income
4.1.6 Trends of investment in equity
4.1.7 Trends of investment in business interests
4.2 Analysis of Foreign Investments
4.2.1 Investments in Europe
4.2.2 Investments in North America (including the US, Mexico and the Caribbean)
4.2.3 Investments in Asia-Pacific
4.2.4 Investments in Central and South America
4.2.5 Investments in the Middle East
4.2.6 Investments in Africa
4.3 Alternative Breakdown: Liquid vs Investable Assets
4.4 Analysis of Russian UHNWI Investments
5 Appendix
5.1 Additional Components of the Wealth Sector in Russia
5.1.1 Philanthropy
5.1.2 Human resource availability for the wealth management industry
5.2 Regulations on Taxes
5.3 Regulations Related to Immigration, Investment and Employment
5.4 Key Drivers
5.4.1 RUB to US$ 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 (FDI) - inflows and outflows
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
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Russian Population Volume of Key Cities (Million), 2013
Table 3: Russian Allocations of HNWI Assets (%), 2009-2018
Table 4: Russian HNWIs ? Holdings Growth (%), 2009-2018
Table 5: Russian HNWIs - Alternative Asset Composition (%), 2009-2018
Table 6: Russian HNWIs - Trends of Investments in Alternative Assets (%), 2009-2018
Table 7: Russian Trends in 'Art, Wine and Wheels', 2009-2013
Table 8: Global Prime Real Estate Prices per m2 (US$), 2014
Table 9: Russian HNWIs - Percentage of Foreign Investment Allocations (%), 2009-2018
Table 10: Russian HNWIs - Liquidity Breakdown (US$ Billion), 2009-2018
Table 11: Russian HNWIs - Liquidity Breakdown (%), 2009-2018
Table 12: Russian UHNWIs - Allocations and Share of HNWI Assets, 2013
Table 13: Russian Exchange Rate -RUB to US$, 2009-2018
Table 14: Russian Real GDP Growth (%), 2009-2018
Table 15: Russian GDP Per Capita (US$), 2009-2018
Table 16: Russian Domestic Market Capitalization (US$ Billion), 2009-2013
Table 17: Russian Commodity Indices, 2009-2018
Table 18: Russian Foreign Direct Investments (US$ Billion), 2009-2018
Table 19: Russian Inflation Rate (%), 2009-2018
Table 20: Russian Money Market Rate (%), 2009-2018
Table 21: Russian Balance of Payments (US$ Billion), 2009-2013
Table 22: Russian Government Debt as a Percentage of GDP (%), 2009-2018
Table 23: Russian Stock Market Performance (Index), 2009-2013
Table 24: Russian HNWI Wealth vs GDP Ratio (%), 2009-2018
Table 25: Russia- Appendix One
Table 26: Russia - Appendix Two 



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