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 African HNWIs for five wealth bands • HNWI volume, wealth and allocation trends from 2011 to 2015 • HNWI volume, wealth and allocation forecasts to 2020 • HNWI and UHNWI asset allocations across 13 asset classes • Geographical breakdown of all foreign assets • Alternative breakdown of liquid vs investable assets • Details of the development, challenges and opportunities related to the wealth management and private banking sector in South Africa • The size of South African wealth management industry • Information on private banks • Detailed wealth management and family office information • Insights into the drivers of HNWI wealth Reasons To Buy • South Africa Wealth Report 2016 is an unparalleled resource, and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the report comprises a wide variety of data, created based on over 125,000 HNWIs from around the world in WealthInsight's database. • With the wealth reports as the foundation for its research and analysis, WealthInsight is able to obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions it covers. • The report reviews the performance and asset allocations of HNWIs and ultra-HNWIs. The report also includes projections of the volume, wealth and asset allocations of HNWIs to 2020, and a comprehensive background of the local economy. • The report provides a thorough analysis of the private banking and wealth management sector. Key Highlights • There were 48,787 HNWIs in South Africa in 2015, who collectively held US$230.7 billion in wealth. • The South African HNWI population decreased by 3.2% in 2015, following a 1.2% increase in 2014. • The South African HNWI population is forecast to grow by 10.8%, to reach 53,862 in 2020, while HNWI wealth is projected to grow by 25.9% to reach US$288.1 billion.
Table of Contents 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 Findings from the WealthInsight HNWI Database 5.1 Trends in HNWI Wealth to 2020 5.1.1 HNWI trend analysis 5.1.2 Wealth band trends 5.1.3 Demographic breakdown of HNWIs 5.1.4 HNWIs - job titles 5.1.5 HNWIs - industry breakdown 5.1.6 HNWIs - industry performance 5.1.7 HNWIs - breakdown by city 5.1.8 HNWIs - city performance 5.1.9 HNWIs - city population densities 5.1.10 HNWIs - city forecasts 5.2 UHNWIs 5.2.1 UHNWI volume trend analysis 5.2.2 UHNWI wealth trend analysis 5.2.3 Demographic breakdown of UHNWIs 5.2.4 UHNWIs - industry breakdown 5.2.5 UHNWIs - city breakdown and performance 5.3 UHNWIs - Billionaires 5.3.1 Billionaire volume trend analysis 5.3.2 Billionaire wealth trend analysis 5.3.3 Billionaire per capita net worth trend analysis 5.3.4 List of billionaires 5.4 UHNWIs - Centimillionaires 5.4.1 Centimillionaire volume trend analysis 5.4.2 Centimillionaire wealth trend analysis 5.4.3 Centimillionaire per capita net worth trend analysis 5.5 UHNWIs - Affluent Millionaires 5.5.1 Affluent millionaire volume trend analysis 5.5.2 Affluent millionaire wealth trend analysis 5.5.3 Affluent millionaire per capita net worth trend analysis 5.6 Core HNWIs 5.6.1 Core HNWI volume trend analysis 5.7 Core HNWIs - Mid-Tier Millionaires 5.7.1 Mid-tier millionaire volume trend analysis 5.7.2 Mid-tier millionaire wealth trend analysis 5.7.3 Mid-tier millionaire per capita net worth trend analysis 5.8 Core HNWIs - Lower-Tier Millionaires 5.8.1 Lower-tier millionaire volume trend analysis 5.8.2 Lower-tier millionaire wealth trend analysis 5.8.3 Lower-tier millionaire per capita net worth trend analysis 6 Analysis of South Africa HNWI Investments 6.1 Analysis by Asset Class 6.1.1 Trends in alternative assets 6.1.2 Trends in ‘art, wine and wheels’ 6.1.3 Trends of investment in real estate 6.1.4 Trends of investment in cash and deposits 6.1.5 Trends of investment in fixed-income 6.1.6 Investment trends in equity 6.1.7 Investments trends in business interests 6.2 Analysis of Foreign Investments 6.2.1 Investments in Europe 6.2.2 Investments in North America (including the US, Mexico and the Caribbean) 6.2.3 Investments in Asia-Pacific 6.2.4 Investments in South America 6.2.5 Investments in the Middle East 6.2.6 Investments in Africa 6.3 Alternative Breakdown: Liquid vs Investable Assets 6.4 Analysis of South Africa UHNWI Investments 7 Competitive Landscape 7.1 Domestic private banks 7.2 Foreign Private Banks 7.3 Wealth managers 7.4 Family offices 8 Key Drivers 8.1 ZAR-US$ Exchange Rate 8.2 Real GDP Growth 8.3 Per Capita GDP 8.4 Domestic Market Capitalization 8.5 Commodity Index 8.6 Foreign Direct Investment (FDI) - Inflows and Outflows 8.7 Inflation Rate 8.8 Interest Rate 8.9 Balance of Payments 8.10 Government Debt 8.11 Stock Market Performance 8.12 Wealth Breakdowns 9 About WealthInsight
List of Tables Table 1: HNWI Wealth Band and Group Definitions Table 2: South African HNWIs - Volume Distribution (%), 2015 Table 3: South African HNWIs - Wealth Distribution Wealth Pyramid (%), 2015 Table 4: South African HNWIs - Industry Performance (%), 2011-2015 Table 5: South African HNWIs - Cities, 2015 Table 6: South African HNWIs - Growth in Top Cities (Thousand), 2011-2015 Table 7: South African HNWIs - Population Density in Major Cities 2015 Table 8: South African HNWIs - Populations in Top Cities (Thousand), 2011-2020 Table 9: South African HNWIs - Growth Rates for Top Cities (%), 2011-2020 Table 10: South African HNWIs - Sources of Wealth (%), 2015 Table 11: South African UHNWIs - Gender Performance (%), 2011-2015 Table 12: South African UHNWIs - Populations in Top Cities, 2011-2020 Table 13: South African UHNWIs - Growth Rates for Top Cities (%), 2011-2020 Table 14: South African Billionaires - Market Overview (Volume and US$ Billions) 2011-2020 Table 15: South African Top Billionaires (US$ Billion), 2015 Table 16: South African Billionaires - Wealth Growth (US$ Billion), 2011−2015 Table 17: South African Centimillionaires - Market Overview (Volume and US$ Million/Billion), 2011-2020 Table 18: South African Affluent Millionaires - Market Overview (Volume and US$ Million/Billion), 2011-2020 Table 19: South African Mid-Tier Millionaires - Market Overview (Volume and US$ Million/Billion), 2011-2020 Table 20: South African Lower-Tier Millionaires - Market Overview (Volume and US$ Million/Billion), 2011-2020 Table 21: South African HNWIs - Assets Allocations (%), 2011-2020 Table 22: South African HNWIs - Holdings Growth (%), 2011-2020 Table 23: South African HNWIs - Alternative Asset Composition (%), 2011-2020 Table 24: South African HNWIs - Trends of Investments in Alternative Assets (%), 2011-2020 Table 25: South African Trends in ‘Art, Wine and Wheels’, 2011-2015 Table 26: Global Prime Real Estate Prices per m2 (US$), 2015 Table 27: South African HNWIs - Foreign Investment Allocations (%), 2011-2020 Table 28: South African HNWIs - Liquidity Breakdown (US$ Billion), 2011-2020 Table 29: South African HNWIs - Liquidity Breakdown (%), 2011-2020 Table 30: South African UHNWIs - Allocations and Share of HNWI Assets (%), 2015 Table 31: South African Exchange Rate - CAD-US$ Exchange Rate, 2011-2020 Table 32: South African Real GDP Growth (%), 2011-2020 Table 33: South African GDP per Capita (US$), 2011-2020 Table 34: South African Domestic Market Capitalization (US$ Billion), 2011-2015 Table 35: South African Commodity Indices, 2011-2020 Table 36: South African Foreign Direct Investment (US$ Billion), 2011-2020 Table 37: South African Inflation Rate (%), 2011-2020 Table 38: South African Money Market Rate (%), 2011-2020 Table 39: South African Balance of Payments (US$ Billion), 2011-2015 Table 40: South African Government Debt as a Percentage of GDP (%), 2011-2020 Table 41: South African Stock Market Performance (Index), 2011-2015 Table 42: South African HNWI Wealth vs GDP Ratio (%), 2011-2020 Table 43: South Africa - Appendix One Table 44: South Africa - Appendix Two
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