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Ultra HNWIs in Colombia 2013

Published By :

WealthInsight

Published Date : Sep 2013

Category :

Wealth Management

No. of Pages : 87 Pages


Synopsis

This report is the result of WealthInsights 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 UHNWIs have performed through the crisis.

Summary

This report reviews the performance and asset allocations of Ultra HNWIs in Colombia, and highlights top-performing cities. It also includes an evaluation of the local wealth management industry.

Scope

  • UHNWI volume, wealth and allocation trends from 2008 to 2012
  • UHNWI volume, wealth and allocation forecasts to 2017
  • UHNWI asset allocations across 13 asset classes 
  • Number of UHNWIs in each state and all major cities
  • Fastest growing cities and states for UHNWIs (2008-2012)
  • Number of wealth managers in each city
  • City wise ratings of wealth management saturation and potential
  • Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in Colombia
  • Size of Colombian wealth management industry
  • Largest domestic private banks by AuM
  • Detailed wealth management and family office information
  • Insights into the drivers of HNWI wealth

Reasons 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 2017.
  • Also provides detailed information on UHNWIs in each major city.

Key Highlights

  • There are 435 UHNWIs in Colombia. Of this total, there are 5 billionaires, 74 centimillionaires and 356 affluent millionaires, as of the end of 2012.
  • UHNWIs account for 1.2% of the total HNWI population of Colombia, which is well above the global average of 0.7%.
  • During the review period, the number of UHNWIs in Colombia increased by 49% from 292 individuals in 2007 to 435 in 2012. 
  • There was a wide range of performance between the different UHNWI wealth bands. The number of billionaires increased by 150%, while the number of centimillionaires and affluent millionaires rose by 45% and 49% respectively.
Table of Content

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
5.2 Analysis of Foreign Investments
5.2.1 Investments in the rest of Latin America
5.2.2 Investments in North America (including the Caribbean)
5.2.3 Investments in Europe (including the UK)
5.2.4 Investments in Asia-Pacific
5.3 Alternative Breakdown: Liquid vs Investable Assets
5.4 Analysis of Colombian UHNWI Investments

6 COMPETITIVE LANDSCAPE OF THE WEALTH SECTOR
6.1 Competitive Landscape
6.1.1 Private banks
6.1.2 Wealth managers
6.1.3 Family Offices
6.1.4 Offshore wealth
6.1.5 Saturation by city
6.2 Wealth Management Industry Clientele Model and Maturity
6.3 Behavioral Mapping of Wealth Management and Private Banking Industry in Colombia
6.3.1 Financial Advisors
6.4 Pension Fund Industry

7 APPENDIX
7.1 Regulations on Taxes
7.2 Economic Indicators
7.2.1 LC to US$ exchange rate
7.2.2 Real GDP growth
7.2.3 Per capita GDP
7.2.4 Domestic market capitalization
7.2.5 Commodity index
7.2.6 Foreign direct investment
7.2.7 Inflation rate
7.2.8 Interest rate
7.2.9 Balance of payments
7.2.10 Stock market performance
7.3 Wealth Breakdowns

8 ABOUT WEALTHINSIGHT

List of Table

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) 20072017
Table 12: Colombia: Top Billionaires (US$ Billion), 2012
Table 13: Colombia: Centimillionaires Market Overview, 20072017
Table 14: Colombia: Affluent Millionaires Market Overview, 20072017
Table 15: Colombia: Mid-Tier Millionaires Market Overview, 20072017
Table 16: Colombia: Lower-Tier Millionaires Market Overview, 20072017
Table 17: Colombia: Allocations of HNWI Assets (%), 2007

List of Chart

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Colombia
Figure 3: Colombia: Asset Price Performance (%), 20072012
Figure 4: Colombia: HNWI Performance, 20072017
Figure 5: Colombia: Local HNWIs vs the World
Figure 6: Colombia: HNWIs Growth Factor Correlation, 20072012
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 (%), 20072012
Figure 11: Colombia: UHNWIs Volume by Wealth Band, 20072017
Figure 12: Colombia: UHNWIs Wealth by Wealth Band (US$ Billion), 20072017
Figure 13: Colombia: UHNWIs Age Distribution (% Share), 2012
Figure 14: Colombia: Billionaires Market Overview, 20072017
Figure 15: Colombia: Centimillionaires Market Overview, 20072017
Figure 16: Colombia: Affluent Millionaires Market Overview, 20072017
Figure 17: Colombia: Mid-Tier Millionaires Market Overview, 20072017
Figure 18: Colombia: Lower-Tier Millionaires Market Overview, 20072017
Figure 19: Colombia: HNWIs Asset Class Composition (%), 20072017
Figure 20: Colombia: HNWIs Trends in Alternative Assets (US$ Billion), 20072017
Figure 21: Colombia: HNWIs Trends in Art, Wine and Wheels, 20072012
Figure 22: Colombia: HNWIs Foreign Investment Allocation and Growth (%), 20122017
Figure 23: Colombia: HNWIs Geographical Distribution of Foreign Investments (%), 20072017
Figure 24: Colombia: HNWIs Liquidity Breakdown (%), 20072017
Figure 25: Colombia: UHNWIs Asset Class Composition (%), 20072017
Figure 26: Colombia: Wealth Management Industry Pyramid
Figure 27: Colombia: Behavioral Mapping of HNWIs, 2012
Figure 28: Colombia: LC to US$ Exchange Rate, 20072017
Figure 29: Colombia: Real GDP Growth (%), 20072017
Figure 30: Colombia: GDP Per Capita, 20072017
Figure 31: Colombia: Domestic Market Capitalization (US$ Billion), 20072011
Figure 32: Global: Commodity Indices, 20072017
Figure 33: Colombia: Foreign Direct Investment (US$ Billion), 20072017
Figure 34: Colombia: Inflation Rate, 20072017
Figure 35: Colombia: Benchmark Interest Rate, 20072017
Figure 36: Colombia: Balance of Payments (US$ Billion), 20072012
Figure 37: Colombia: Stock Market Performance, 20072012
Figure 38: Colombia: HNWI Wealth vs GDP Ratio (%), 20072017
Figure 39: Colombia: HNWIs Volume by Wealth Band, 20072017
Figure 40: Colombia: HNWIs Wealth by Wealth Band (US$ Billion), 20072017
Figure 41: Colombia: HNWIs Wealth per Capita (US$ Billion), 20072017

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