ResearchMoz

Colombia 2013 Wealth Book

Timetric
Published Date » 2013-09-05
No. Of Pages » 101
   
  Synopsis  
   
 
 
 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 2007 (the peak before the global financial crisis) and the end of 2012. This enables us to determine how well the country’s HNWIs have performed through the crisis. 
 
 
   
  Executive summary  
   
 There were 35,900 HNWIs and 435 UHNWIs in Colombia in 2012. This report reviews the performance and asset allocations of HNWIs and Ultra HNWIs in Colombia and highlights top-performing cities. It also includes an evaluation of the local wealth management market. 
   
  Scope  
   
 
 
 Independent market sizing of...
Table of contents

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 Colombia Wealth in Context
3.3.1 World statistics
3.3.2 Distribution of wealth in Colombia
3.4 HNWI Volume and Wealth Trends

4 Findings from the WealthInsight HNWI Database
4.1 Trends in HNWI Wealth to 2017
4.1.1 HNWI trend analysis
4.1.2 Trends of the wealth bands
4.1.3 Demographic breakdown of HNWI
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 – sector breakdown
4.2.5 UHNWIs – breakdown by city
4.2.6 UHNWIs – city population densities
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 Colombian HNWI Investments
5.1 Analysis by Asset Classes
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 Trends of investments in equity
5.1.7 Trends of investments in business interests
5.1.8 Analysis of Foreign Investments
5.1.9 Investments in the rest of Latin America
5.1.10 Investments in North America (including the Caribbean)
5.1.11 Investments in Europe (including the UK)
5.1.12 Investments in Asia-Pacific
5.2 Alternative Breakdown: Liquid vs Investable Assets
5.3 Analysis of Colombian UHNWI Investments

6 Competitive Landscape of the Wealth Sector
6.1 Competitive Landscape
6.2 Private banks
6.2.1 Wealth managers
6.2.2 Family Offices
6.2.3 Offshore wealth
6.2.4 Saturation by city
6.3 Wealth Management Industry – Clientele Model and Maturity
6.4 Behavioral Mapping of Wealth Management and Private Banking Industry in Colombia
6.4.1 Financial Advisors
6.5 Pension Fund Industry

7 Appendix
7.1.1 Additional Regional Information
7.2 Regulations on Taxes
7.3 Economic Indicators
7.3.1 LC to US$ exchange rate
7.3.2 Real GDP growth
7.3.3 Per capita GDP
7.3.4 Domestic market capitalization
7.3.5 Commodity index
7.3.6 Foreign direct investment
7.3.7 Inflation rate
7.3.8 Interest rate
7.3.9 Balance of payments
7.3.10 Stock market performance
7.3.11 Wealth Breakdowns

8 About WealthInsight

List of Tables


Table 1: HNWI Wealth Band and Group Definitions
Table 2: Colombia: 10 most populous departments, 2012
Table 3: Colombia: Largest Cities, 2012
Table 4: Colombia: HNWIs – Volume Distribution Wealth Pyramid, 2012
Table 5: Colombia: HNWIs – Wealth Distribution Wealth Pyramid, 2012
Table 6: Colombia: UHNWI – Gender, 2012
Table 7: Colombia: UHNWI – Source of Wealth (%), 2012
Table 8: Colombia: UHNWIs by sector, 2012
Table 9: Colombia: UHNWIs – Top 7 Cities, 2012
Table 10: Colombia: UHNWIs – Population Density in Top 7 Cities, 2012
Table 11: Colombia: Billionaires – Market Overview (US$ Billion) 2007–2017
Table 12: Colombia: Top Billionaires (US$ Billion), 2012
Table 13: Colombia: Centimillionaires – Market Overview, 2007–2017
Table 14: Colombia: Affluent Millionaires – Market Overview, 2007–2017
Table 15: Colombia: Mid-Tier Millionaires – Market Overview, 2007–2017
Table 16: Colombia: Lower-Tier Millionaires – Market Overview, 2007–2017
Table 17: Colombia: Allocations of HNWI Assets (%), 2007−2017
Table 18: Colombia: HNWIs − Holdings Growth (%), 2007–2017
Table 19: Colombia: Allocations of HNWI Assets (US$ billion), 2007−2017
Table 20: Colombia: HNWIs – Trends of Investments in Alternative Assets (%), 2007–2017
Table 21: Colombia: HNWIs – Alternative Asset Composition (%), 2007–2017
Table 22: Colombia: Trends in “Art, Wine and Wheels”, 2007–2012
Table 23: Latin America: Residential Real Estate Prices (US$ per square meter), 2012
Table 24: Global: Prime Residential Real Estate Prices (US$ per square meter), 2012
Table 25: Global: Prime International Cities Performance (%), 2007–2012
Table 26: Colombia: HNWIs –Foreign investment allocations per asset class (%), 2007–2017
Table 27: Colombia: HNWIs – Liquidity Breakdown (%), 2007–2017
Table 28: Colombia: HNWIs – Liquidity Breakdown (US$ Billion), 2007–2017
Table 29: Colombia: UHNWIs – Allocations and Share of HNWI Assets (%), 2012
Table 30: Colombia: Major Private Banks ranked by local AuM (US$ Billion), 2012
Table 31: Colombia: Colombia: Other Private Banks, 2012
Table 32: Colombia: Wealth Managers, 2012
Table 33: Colombia: Wealth Managers per Major City, 2012
Table 34: Colombia: Financial Advisors, 2012
Table 35: Colombia: LC to US$ Exchange Rate, 2007–2017
Table 36: Colombia: Real GDP Growth (%), 2007–2017
Table 37: Colombia: GDP Per Capita, 2007–2017
Table 38: Colombia: Domestic Market Capitalization (US$ Billion), 2007–2012
Table 39: Global: Commodity Indices, 2007–2017
Table 40: Colombia: Foreign Direct Investment (US$ Billion), 2007–2017
Table 41: Colombia: Inflation Rate, 2007–2017
Table 42: Colombia: Benchmark Interest Rate, 2007–2017
Table 43: Colombia: Balance of Payments (US$ Billion), 2007–2012
Table 44: Colombia: Stock Market Performance, 2007–2012
Table 45: Colombia: HNWI Wealth vs GDP Ratio (%), 2007–2017
Table 46: Colombia: Appendix 1
Table 47: Colombia: Appendix 2

List of Figures


Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Colombia
Figure 3: Colombia: Asset Price Performance (%), 2007–2012
Figure 4: Colombia: HNWI Performance, 2007–2017
Figure 5: Colombia: Local HNWIs vs the World
Figure 6: Colombia: HNWIs – Growth Factor Correlation, 2007–2012
Figure 7: Colombia: HNWIs – Volume Distribution Wealth Pyramid, 2012
Figure 8: Colombia: HNWIs – Wealth Distribution Wealth Pyramid (% share), 2012
Figure 9: Colombia: HNWIs – Age Distribution (%), 2012
Figure 10: Colombia: UHNWIs – Wealth vs Volume Growth (%), 2007–2012
Figure 11: Colombia: UHNWIs – Volume by Wealth Band, 2007–2017
Figure 12: Colombia: UHNWIs – Wealth by Wealth Band (US$ Billion), 2007–2017
Figure 13: Colombia: UHNWIs – Age Distribution (% Share), 2012
Figure 14: Colombia: Billionaires – Market Overview, 2007–2017
Figure 15: Colombia: Centimillionaires – Market Overview, 2007–2017
Figure 16: Colombia: Affluent Millionaires – Market Overview, 2007–2017
Figure 17: Colombia: Mid-Tier Millionaires – Market Overview, 2007–2017
Figure 18: Colombia: Lower-Tier Millionaires – Market Overview, 2007–2017
Figure 19: Colombia: HNWIs – Asset Class Composition (%), 2007–2017
Figure 20: Colombia: HNWIs – Trends in Alternative Assets (US$ Billion), 2007–2017
Figure 21: Colombia: HNWIs – Trends in “Art, Wine and Wheels”, 2007–2012
Figure 22: Colombia: HNWIs – Foreign Investment Allocation and Growth (%), 2012–2017
Figure 23: Colombia: HNWIs – Geographical Distribution of Foreign Investments (%), 2007–2017
Figure 24: Colombia: HNWIs – Liquidity Breakdown (%), 2007–2017
Figure 25: Colombia: UHNWIs – Asset Class Composition (%), 2007–2017
Figure 26: Colombia: Wealth Management Industry Pyramid
Figure 27: Colombia: Behavioral Mapping of HNWIs, 2012
Figure 28: Colombia: LC to US$ Exchange Rate, 2007–2017
Figure 29: Colombia: Real GDP Growth (%), 2007–2017
Figure 30: Colombia: GDP Per Capita, 2007–2017
Figure 31: Colombia: Domestic Market Capitalization (US$ Billion), 2007–2011
Figure 32: Global: Commodity Indices, 2007–2017
Figure 33: Colombia: Foreign Direct Investment (US$ Billion), 2007–2017
Figure 34: Colombia: Inflation Rate, 2007–2017
Figure 35: Colombia: Benchmark Interest Rate, 2007–2017
Figure 36: Colombia: Balance of Payments (US$ Billion), 2007–2012
Figure 37: Colombia: Stock Market Performance, 2007–2012
Figure 38: Colombia: HNWI Wealth vs GDP Ratio (%), 2007–2017
Figure 39: Colombia: HNWIs – Volume by Wealth Band, 2007–2017
Figure 40: Colombia: HNWIs – Wealth by Wealth Band (US$ Billion), 2007–2017
Figure 41: Colombia: HNWIs – Wealth per Capita (US$ Billion), 2007–2017

Upcoming Reports:

Commercial Telematics Market - Global Industry Analysis, Size, Share, Growth, Trends And Forecast, 2013 - 2019
By - Transparency Market Research
Commercial telematics is an integrated solution consists of vehicle monitoring systems, mobile communication and location technology. The term telematics is used to define vehicles that are connected via wireless technology namely GPS. Commercial telematics applications include trailer tracking, vehicle tracking, fleet management, cold storage freight logistics, satellite navigation, mobile television and mobile data. The government regulations for energy efficiency and safety are pushing the automotive industry and providers to develop innovative solutions in the commercial telematics...
Poland: welded link chains market
By - Williams and Marshal Strategy
This report presents a comprehensive overview of the welded link chains market in Poland and its state as of January 2014. It provides detailed analysis of the industry, its dynamics and structure. The purpose of the report is to describe the state of the welded link chains market in Poland, to present actual and retrospective information about the volumes and dynamics of production, imports, exports and consumption, the characteristics of the market for the period 2008-2012 and to build a forecast for the market development until 2018. In the same way, the report presents an elaborate...
Poland: market of domestic electric cooking appliances
By - Williams and Marshal Strategy
This report presents a comprehensive overview of the domestic electric cooking appliances market in Poland and its state as of January 2014. It provides detailed analysis of the industry, its dynamics and structure. The purpose of the report is to describe the state of the domestic electric cooking appliances market in Poland, to present actual and retrospective information about the volumes and dynamics of production, imports, exports and consumption, the characteristics of the market for the period 2008-2012 and to build a forecast for the market development until 2018. In the same way,...

Research Assistance

We will be happy to help you find what you need.
Please call us or write us:

866-997-4948 (Us-Canada Toll Free)
Tel: +1-518-618-1030
Email: sales@researchmoz.us
Select License type:

Share this report

Related News

Western Africa economies hit by Ebola travel ban
Aug 28, 2014  
With over 1,400 people dead due to the fatal Ebola outbreak in African countries, travel services have either banned or limited operations to the western region, severely hitting economies of the area. Budgetary resources are being utilized rapidly and economic growth has dropped by 4% as international projects and trips have been cancelled. Transport companies have cut off the region...
Fonterra Ties Up With Beingmate to Tap into China’s Baby Food Market
Aug 28, 2014  
Fonterra Co-Operative Group Ltd. will partner with Beingmate Group Co, China’s biggest infant formula manufacturer to increase its reach in the Chinese market. The New Zealand-based company makes this move with the intent to grab a bigger market share in China after it suffered many setbacks in the food-safety scandal last year.   This partnership will also help Beingmate...
Warren Buffet Helps Burger King with Tim Horton Deal
Aug 27, 2014  
Renowned investor Warren Buffet plans to finance Burger King Worldwide Inc.’s acquisition of Tim Hortons Inc., the Canadian coffee chain. Berkshire Hathaway Inc., Warren Buffet’s firm will invest through preferred shares, it is speculated. Nearly 25% of the deal’s financing would be handled by Berkshire. The precise aim for Warren Buffet’s participation is yet...
Anti-UAW Workers to Form Another Union at Volkswagen Plant
Aug 27, 2014  
Employees at the Chattanooga plant of Volkswagen AG are trying to form a union of company’s salaried and hourly workers, as a means to counter the United Auto Workers Local 42 union that was established last month.  The new union is expected to force Volkswagen in rethinking and holding another vote to determine which union is favored by hourly employees. UAV had earlier...
Fairchild Axing 15% of its Workforce with Multiple Plant Closures
Aug 27, 2014  
American semiconductor manufacturer Fairchild has said that it will be laying off nearly 15% of its global workforce following the closure of its facilities in Malaysia, Utah, and Korea. The company will cease the production of five-inch silicon from its plant in Bucheon, Korea. It will also scale down its capacity to produce six-inch wafers. The company will bring these closures into effect...