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Published: Jun, 2014 | Pages:
120 | 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 South Africa.
Summary
This report reviews the performance and asset allocations of HNWIs and Ultra HNWIs in South Africa. It also includes an evaluation of the local wealth management market.
Scope
Independent market sizing of South Africa HNWIs across five wealth bands HNWI volume, wealth and allocation trends from 2009 to 2013 HNWI volume, wealth and allocation forecasts to 2018 HNWI and UHNWI asset allocations in 13 asset classes Geographical breakdown of all foreign assets Alternative breakdown of liquid vs. investable assets Number of UHNWIs in major cities Number of wealth managers in each city Ratings of wealth management saturation and potential by city Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in South Africa Size of the South African wealth management industry Largest private banks by AuM Detailed wealth management and family office information 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 100,000 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. Also provides detailed information on UHNWIs in each major city.
Key Highlights
There were 47,464 HNWIs in South Africa in 2013. These HNWIs held US$200 billion in wealth, and wealth per HNWI valued US$4,210,717. In 2013, South African HNWI numbers decreased by 2.7%, following an 8.5% increase in the previous year. Growth in HNWI wealth and volumes is expected to improve over the forecast period. The number of South African HNWIs is forecast to grow by 16%, reaching 57,147 by 2018, and HNWI wealth is expected to grow by 31%, to reach US$281 billion by 2018. At the end of 2013, South African HNWIs held 17.4% (US$35 billion) of their wealth outside their home country, which is below the worldwide average of 20-30%.
Table of Contents LIST OF TABLES LIST OF FIGURES 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 Social Background 3.4 Benchmarking South African Wealth in Context 3.4.1 Distribution of wealth in South Africa 3.5 HNWI Volume and Wealth Trends 4 Findings from the WealthInsight HNWI Database 4.1 Trends in HNWI Wealth to 2018 4.1.1 HNWI trend analysis 4.1.2 Wealth band trends 4.1.3 Demographic breakdown of HNWIs 4.1.4 HNWIs - job titles 4.1.5 HNWIs - industry breakdown 4.1.6 HNWIs - industry performance 4.1.7 HNWIs - breakdown by city 4.1.8 HNWIs - city performance 4.1.9 HNWIs - city population densities 4.1.10 HNWIs - city forecasts 4.1.11 HNWIs - breakdown by state 4.1.12 HNWIs - state performance 4.1.13 HNWIs - state population densities 4.2 UHNWIs 4.2.1 UHNWI volume trend analysis 4.2.2 UHNWI wealth trend analysis 4.2.3 Demographic breakdown of UHNWIs 4.2.4 UHNWIs - industry breakdown 4.2.5 UHNWIs - city breakdown and performance 4.3 UHNWIs - Billionaires 4.3.1 Billionaire volume trend analysis 4.3.2 Billionaire wealth trend analysis 4.3.3 Billionaire per capita net worth trend analysis 4.3.4 List of billionaires 4.4 UHNWIs - Centimillionaires 4.4.1 Centimillionaire volume trend analysis 4.4.2 Centimillionaire wealth trend analysis 4.4.3 Centimillionaire per capita net worth trend analysis 4.5 UHNWIs - Affluent Millionaires 4.5.1 Affluent millionaire volume trend analysis 4.5.2 Affluent millionaire wealth trend analysis 4.5.3 Affluent millionaire per capita net worth trend analysis 4.6 Core HNWIs 4.6.1 Core HNWI volume trend analysis 4.7 Core HNWIs - Mid-Tier Millionaires 4.7.1 Mid-tier millionaire volume trend analysis 4.7.2 Mid-tier millionaire wealth trend analysis 4.7.3 Mid-tier millionaire per capita net worth trend analysis 4.8 Core HNWIs - Lower-Tier Millionaires 4.8.1 Lower-tier millionaire volume trend analysis 4.8.2 Lower-tier millionaire wealth trend analysis 4.8.3 Lower-tier millionaire per capita net worth trend analysis 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 investments in real estate 5.1.4 Trends of investments in cash and deposits 5.1.5 Trends of investments 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 Mexico and the Caribbean) 5.2.3 Investments in Asia-Pacific 5.2.4 Investments in Central and 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 Competitive Landscape of the Wealth Sector 6.1 Competitive Landscape 6.1.1 Domestic private banks 6.1.2 Foreign private banks 6.1.3 Acquisitions and Partnerships 6.1.4 Wealth managers 6.1.5 Family offices 6.1.6 Financial advisors 6.2 Developments in the South African Private Banking Industry 6.3 Wealth Management and the Private Banking Industry 6.3.1 South African Wealth Management Industry - Clientele Model and Maturity 6.4 Behavioral Mapping of Wealth Management and Private Banking in South Africa 6.5 Porter's Five Force Analysis - the Wealth Management Industry 7 Appendix 7.1 Additional Components of the Wealth Sector in South Africa 7.1.1 Philanthropy 7.1.2 Demand for intergenerational wealth transfer 7.2 Tax Regulations 7.3 Regulations Related to Immigration, Investment and Employment 7.4 Key Drivers 7.4.1 ZAR to US$ exchange rate 7.4.2 Real GDP growth 7.4.3 Per capita GDP 7.4.4 Domestic market capitalization 7.4.5 Commodity index 7.4.6 Foreign direct investments - inflow and outflow 7.4.7 Inflation rate 7.4.8 Interest rate 7.4.9 Balance of payments 7.4.10 Government debt 7.4.11 Stock market performance 7.5 Wealth Breakdowns 8 About WealthInsight
Table 1: HNWI Wealth Band and Group Definitions Table 2: Cities in South Africa by Population (Volume), 2013 Table 3: South African HNWIs - Volume Distribution (%), 2013 Table 4: South African HNWIs - Wealth Distribution Wealth Pyramid (%), 2013 Table 5: South African HNWIs - Industry Performance, 2009-2013 Table 6: South African HNWIs - Cities, 2013 Table 7: South African HNWI Growth in Top Cities (Thousand), 2009-2013 Table 8: South African HNWI Population Density in Major Cities (Thousand), 2013 Table 9: South African HNWIs in Top Cities (Thousand), 2009-2018 Table 10: South African HNWIs - Growth Rates for Top Cities (%), 2009-2018 Table 11: South African Volume of HNWI by States (Thousand), 2013 Table 12: South African HNWI State Performance (%), 2009-2013 Table 13: South African HNWIs Population Density by State (Thousand), 2013 Table 14: South African UHNWI Gender Performance (%), 2009-2013 Table 15: South African UHNWI Source of Wealth (%), 2013 Table 16: South African Volume of UHNWI in Top Cities (Hundred), 2009-2018 Table 17: South African UHNWI Growth Rates in Top Cities (%), 2009-2018 Table 18: South African Billionaires Market Overview (Volume and US$ Billion), 2009-2018 Table 19: South Africa's Top 10 Billionaires (US$ Billions), 2013 Table 20: South African Billionaire Wealth Growth (US$ Billion), 2009?2013 Table 21: South African Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009-2018 Table 22: South African Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018 Table 23: South African Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018 Table 24: South African Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018 Table 25: South African Allocations of HNWI Assets (%), 2009-2018 Table 26: South African HNWI Holdings Growth (%), 2009-2018 Table 27: South African HNWI Alternative Asset Composition (%), 2009-2018 Table 28: South African HNWI Trends of Investments in Alternative Assets (%), 2009-2018 Table 29: South African Trends in 'Art, Wine and Wheels', 2009-2013 Table 30: Global Prime Real Estate Prices per m2 (US$), 2012 Table 31: South African HNWI Foreign Investment Allocations (%), 2009-2018 Table 32: South African HNWI Liquidity Breakdown (US$ Billion), 2009-2018 Table 33: South African HNWI Liquidity Breakdown (%), 2009-2018 Table 34: South African UHNWI Allocations and Share of HNWI Assets (%), 2013 Table 35: Leading Domestic Private Banks in South Africa by Local and Global AuM (US$ million), 2013 Table 36: Leading Foreign Private Banks in South Africa by local AuM (US$ million), 2013 Table 37: Leading Wealth Managers in South Africa by AuM (US$m), 2013 Table 38: Top South African Family Offices by AuM (US$m), 2013 Table 39: Wealth Management Industry - Recent Deal Activity in South Africa, 2013 Table 40: South African Income Tax Bands (ZAR), 2013-2014 Table 41: ZAR per US$ Exchange Rate, 2009-2018 Table 42: South African Real GDP Growth (%), 2009-2018 Table 43: South African GDP per Capita (US$), 2009-2018 Table 44: South African Domestic Market Capitalization (US$ Billion), 2009-2013 Table 45: South African Commodity Indices, 2009-2018 Table 46: South African Foreign Direct Investment (US$ Billion), 2009-2018 Table 47: South African Inflation Rate (%), 2009-2018 Table 48: South African Money Market Rate (%), 2009-2018 Table 49: South African Balance of Payments (US$ Billion), 2009-2013 Table 50: South African Government Debt as a Percentage of GDP, 2009-2018 Table 51: South African Stock Market Performance, 2009-2013 Table 52: South African HNWI Wealth vs GDP Ratio, 2009-2018 Table 53: South Africa - Appendix One Table 54: South Africa - Appendix Two
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