Wealth Sector in Colombia 2014- Size, Share, Global Trends and Opportunities

Executive Summary :

• 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 2008 (the peak before the global financial crisis) and the

end of 2013. This enables us to determine how well the country's HNWIs have performed through the crisis.

To get details:http://www.reportscue.com/challenges-and-opportunities-for-the-wealth-sector-in-colombia-2014-market

Scope :

• Independent market sizing of Colombia HNWIs across five wealth bands

• HNWI volume and wealth trends from 2009 to 2013

• HNWI volume and wealth forecasts to 2018

• HNWI and UHNWI asset allocations across 13 asset classes

• Number of UHNWIs in each state and all major cities

• Fastest growing cities and states for UHNWIs (2009-2013)

• Insights into the drivers of HNWI wealth

Key Highlights :

• At the end of 2013, Colombian HNWIs held 35.1% (US$54 billion) of their wealth offshore, compared to 37.3% (US$30

billion) in 2009.

• WealthInsight expects foreign asset holdings to reach US$68 billion by 2018 when they will account for 32.3% of total

HNWI assets.

• In 2013, Latin America made up 53.1% of the foreign assets of Colombian HNWIs. This was followed by North America

(including the Caribbean) with 22.1%, Asia-Pacific with 12.1%, Europe with 9.3%, Africa with 2.2% and the Middle East

with 1.2%.

• Funds allocated to the rest of Latin America increased substantially during the review period, from 43.3% of foreign

HNWI assets in 2009 to 53.1% in 2013 as Colombian HNWIs moved more funds into high-growth markets such as Peru and

Chile.

• Over the forecast period, HNWIs are expected to increase their levels of investment in South America to 58.7% of

foreign HNWI assets by 2018, with investments increasingly being diverted to emerging economies.