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HNWI Asset Allocation in South Africa 2016

Published: Jun 28, 2016 | Pages: 54 | Publisher: WealthInsight | Industry: Wealth Management | Report Format: Electronic (PDF)

SYNOPSIS

This report provides the latest asset allocations of South Africa HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of South Africa HNWIs to 2020 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 South Africa.
- The report focuses on HNWI performance between the end of 2011 and the end of 2015. This enables us to determine how well the country's HNWIs have performed through the crisis.

SCOPE

- Independent market sizing of South Africa HNWIs across five wealth bands
- HNWI volume and wealth trends from 2011 to 2015
- HNWI volume and wealth forecasts to 2020
- HNWI and UHNWI asset allocations across 13 asset classes
- Insights into the drivers of HNWI wealth

REASONS TO BUY

- The HNWI Asset Allocation in South Africa 2016 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 2020.

KEY HIGHLIGHTS

- Real estate was the largest asset class for South African HNWIs in 2015, accounting for 26.6% of total HNWI assets. This was followed by equities with 26.5%, business interests with 14.9%, cash and deposits with 12.8%, fixed-income with 11.6%, and alternatives with 7.6%.
- Business interests recorded the highest growth during the review period at a rate of 21.1%, followed by real estate and fixed income at respective rates of 20.8% and 14.2%.
- Alternative assets held by South African HNWIs increased from 7.5% to 7.6% between 2011 and 2015. HNWI allocations to commodities decreased from 3.4% to 2.3% of total assets during this period.
- WealthInsight expects allocations in commodities to decrease slightly over the forecast period, at 2.2% of total HNWI assets by 2020.
- South African HNWI liquid assets valued US$117.5 billion as of 2015, representing 50.9% of total wealth holdings.
 Table of Content

1 INTRODUCTION
1.1 Details of this Report
1.2 Definitions

2 EXECUTIVE SUMMARY

3 SOUTH AFRICA KEY FACTS

4 DISTRIBUTION OF WEALTH IN SOUTH AFRICA
4.1 HNWI Volume and Wealth Trends

5 ANALYSIS OF SOUTH AFRICAN HNWI INVESTMENTS
5.1 Analysis by Asset Class
5.1.1 Trends in alternative assets
5.1.2 Trends in ‘art, wine and wheels’
5.1.3 Trends of investment in real estate
5.1.4 Trends of investment in cash and deposits
5.1.5 Trends of investment in fixed-income
5.1.6 Investment trends in equity
5.1.7 Investments trends in business interests
5.2 Analysis of Foreign Investments
5.2.1 Investments in Europe
5.2.2 Investments in North America (including the US, Mexico and the Caribbean)
5.2.3 Investments in Asia-Pacific
5.2.4 Investments in South America
5.2.5 Investments in the Middle East
5.2.6 Investments in Africa
5.3 Alternative Breakdown: Liquid vs Investable Assets
5.4 Analysis of South African UHNWI Investments

6 KEY DRIVERS
6.1 ZAR–US$ Exchange Rate
6.2 Real GDP Growth
6.3 Per Capita GDP
6.4 Domestic Market Capitalization
6.5 Commodity Index
6.6 Foreign Direct Investment (FDI) – Inflows and Outflows
6.7 Inflation Rate
6.8 Interest Rate
6.9 Balance of Payments
6.1 Government Debt
6.11 Stock Market Performance
6.12 Wealth Breakdowns

7 ABOUT WEALTHINSIGHT
LIST OF TABLES

Table 1: HNWI Wealth Band and Group Definitions
Table 2: South African HNWIs – Assets Allocations (%), 2011–2020
Table 3: South African HNWIs – Holdings Growth (%), 2011–2020
Table 4: South African HNWIs – Alternative Asset Composition (%), 2011–2020
Table 5: South African HNWIs – Trends of Investments in Alternative Assets (%), 2011–2020
Table 6: South African Trends in ‘Art, Wine and Wheels’, 2011–2015
Table 7: Global Prime Real Estate Prices per m2 (US$), 2015
Table 8: South African HNWIs – Foreign Investment Allocations (%), 2011–2020
Table 9: South African HNWIs – Liquidity Breakdown (US$ Billion), 2011–2020
Table 10: South African HNWIs – Liquidity Breakdown (%), 2011–2020
Table 11: South African UHNWIs – Allocations and Share of HNWI Assets (%), 2015
Table 12: South African Exchange Rate – ZAR–US$ Exchange Rate, 2011–2020
Table 13: South African Real GDP Growth (%), 2011–2020
Table 14: South African GDP per Capita (US$), 2011–2020
Table 15: South African Domestic Market Capitalization (US$ Billion), 2011–2015
Table 16: South African Commodity Indices, 2011–2020
Table 17: South African Foreign Direct Investment (US$ Billion), 2011–2020
Table 18: South African Inflation Rate (%), 2011–2020
Table 19: South African Money Market Rate (%), 2011–2020
Table 20: South African Balance of Payments (US$ Billion), 2011–2015
Table 21: South African Government Debt as a Percentage of GDP (%), 2011–2020
Table 22: South African Stock Market Performance (Index), 2011–2015
Table 23: South African HNWI Wealth vs GDP Ratio (%), 2011–2020
Table 24: South Africa – Appendix One
Table 25: South Africa – Appendix Two 


LIST OF FIGURES

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of South Africa
Figure 3: South African Asset Price Performance (%), 2011–2015
Figure 4: South African HNWI Performance (US$ Billion and HNWI Volume), 2011–2020
Figure 5: South African vs Global HNWIs (%), 2011–2015
Figure 6: South African HNWs – Asset Class Composition (%), 2011–2020
Figure 7: South African HNWIs – Trends in Alternative Assets (US$ Billion), 2011–2020
Figure 8: South African Trends in ‘Art, Wine and Wheels’, 2011–2015
Figure 9: South African HNWIs – Foreign Investment Allocation and Growth (%), 2015
Figure 10: South African HNWIs – Global Distribution of Foreign Investments (%), 2011–2020
Figure 11: South African HNWIs – Liquidity Breakdown (%), 2011–2020
Figure 12: South African UHNWIs – Asset Class Composition (%), 2011–2020
Figure 13: South African Exchange Rate – ZAR–US$, 2011–2020
Figure 14: South African Real GDP Growth (%), 2011–2020
Figure 15: South African GDP per Capita (US$), 2011–2020
Figure 16: South African Domestic Market Capitalization (US$ Billion), 2011–2015
Figure 17: South African Commodity Indices, 2011–2020
Figure 18: South African Foreign Direct Investment (US$ Billion), 2011–2020
Figure 19: South African Inflation Rate (%), 2011–2020
Figure 20: South African Money Market Rate (%), 2011–2020
Figure 21: South African Balance of Payments (US$ Billion), 2011–2015
Figure 22: South African Government Debt as a Percentage of GDP (%), 2011–2020
Figure 23: South African Stock Market Performance (Index), 2011–2015
Figure 24: South African HNWI Wealth vs GDP Ratio (%), 2011–2020
Figure 25: South African HNWIs – Volume by Wealth Band, 2011–2020
Figure 26: South African HNWIs – Wealth by Wealth Band (US$ Billion), 2011–2020
Figure 27: South African HNWIs – Wealth per Capita (US$ Million), 2011–2020

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