Hnwi Asset Allocation in Colombia: Wealth Management, Trends, Demand, Report, Opportunities and Forecast to 2018

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Date Submitted: 02/03/2015 09:53 PM

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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.

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.

Get more details of report at: http://www.reportscue.com/hnwi-asset-allocation-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

• Insights into the drivers of HNWI wealth

Key Highlights :

• In 2013, real estate was the largest asset class for HNWIs in Colombia, accounting for 30.8% of total HNWI assets. This was followed by equities with 16.2%, fixed-income with 14.6%, cash with 14.6%, business interests with 14.5%, and alternatives with 9.3%.

• Equities, real estate and business interests recorded growth at respective review-period rates of 137.5%, 107.6% and 99.9%.

• Alternative assets held by Colombian HNWIs decreased during the review period, from 9.7% of total HNWI assets in 2009 to 9.3% in 2013. HNWI allocations to commodities increased from 1.1% of total assets in 2009 to 1.4% in 2013.

• Over the forecast period, allocations in commodities are expected to decline to 1.0% of total HNWI assets by 2018, as global liquidity will tighten due to a...