Synopsis
This report provides the latest asset allocations of Colombia HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Colombia HNWIs to 2019 and a comprehensive and robust background of the local economy.
Scope
Independent market sizing of Colombia HNWIs across five wealth bands
HNWI volume and wealth trends from 2010 to 2014
HNWI volume and wealth forecasts to 2019
HNWI and UHNWI asset allocations across 13 asset classes
Insights into the drivers of HNWI wealth
Summary
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 2010 and the end of 2014. This enables us to determine how well the countrys HNWIs have performed through the crisis.
Reasons To Buy
The HNWI Asset Allocation in Colombia 2015 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.
With the wealth report 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 2019.
Key highlights
Real estate was the largest asset class for Colombian HNWIs in 2014, accounting for 30.2% of total HNWI assets. This was followed by equities with 16.6%, business interests with 14.9%, fixed-income with 14.6%, cash and deposits with 14.6% and alternatives with 9%.
Business interests, real estate and alternatives recorded growth during the review period, at respective rates of 54%, 53.3% and 51.5%.
Alternative assets held by Colombian HNWIs increased during the review period, from 8.3% of total HNWI assets in 2010 to 9% in 2014. HNWI allocations to commodities remained at 1.3% of total assets over the same period.
WealthInsight expects allocations in commodities to decline over the forecast period to reach 1% of total HNWI assets by 2019, as global liquidity tightens due to a forecast near-term drop in demand for raw materials from China. This is expected to cause global commodity prices to flatten out.
Colombian HNWI liquid assets valued US$72.8 billion as of 2014, representing 45.9% of total wealth holdings.
Table Of Contents
1 Introduction
1.1 Details of this Report
1.2 Definitions
2 Executive Summary
3 Colombia Key Facts
4 Distribution of Wealth in Colombia
4.1 HNWI Volume and Wealth Trends
5 Analysis of Colombian HNWI Investments
5.1 Analysis by Asset Class
5.1.1 Trends in alternative assets
5.1.2 Trends in ‘art, wine and wheels’
5.1.3 Trends of investment in real estate
5.1.4 Trends of investment in cash and deposits
5.1.5 Trends of investment in fixed-income
5.1.6 Investment trends in equity
5.1.7 Investments trends in business interests
5.2 Analysis of Foreign Investments
5.2.1 Investments in Europe
5.2.2 Investments in North America (including the US, Mexico and the Caribbean)
5.2.3 Investments in the Asia-Pacific
5.2.4 Investments in South America
5.2.5 Investments in the Middle East
5.2.6 Investments in Africa
5.3 Alternative Breakdown: Liquid vs. Investable Assets
5.4 Analysis of Colombian UHNWI Investments
6 APPENDIX
6.1 Key Drivers
6.1.1 COP to US$ exchange rate
6.1.2 Real GDP growth
6.1.3 Per capita GDP
6.1.4 Domestic market capitalization
6.1.5 Commodity index
6.1.6 Foreign direct investments (FDI) - inflows and outflows
6.1.7 Inflation rate
6.1.8 Interest rate
6.1.9 Balance of payments
6.1.10 Government debt
6.1.11 Stock market performance
6.2 Wealth Breakdowns
7 About WealthInsight
List Of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Colombian Allocations of HNWI Assets (%), 2010-2019
Table 3: Colombian HNWIs ? Holdings Growth (%), 2010-2019
Table 4: Colombian HNWI Alternative Asset Composition (%), 2010-2019
Table 5: Colombian HNWI Trends of Investments in Alternative Assets (%), 2010-2019
Table 6: Colombian Trends in ‘Art, Wine and Wheels’, 2010-2014
Table 7: Global Prime Real Estate Prices per m2 (US$), 2014
Table 8: Colombian HNWI Foreign Investment Allocations (%), 2010-2019
Table 9: Colombian HNWI Liquidity Breakdown (US$ Billion), 2010-2019
Table 10: Colombian HNWI Liquidity Breakdown (%), 2010-2019
Table 11: Colombian UHNWI Allocations and Share of HNWI Assets (%), 2014
Table 12: COP to US$ Exchange Rate, 2010-2019
Table 13: Colombian Real GDP Growth (%), 2010-2019
Table 14: Colombian GDP Per Capita (US$), 2010-2019
Table 15: Colombian Domestic Market Capitalization (US$ Billion), 2010-2014
Table 16: Colombian Commodity Indices, 2010-2019
Table 17: Colombian Foreign Direct Investments (US$ Billion), 2010-2019
Table 18: Colombian Inflation Rate (%), 2010-2019
Table 19: Colombian Money Market Rate (%), 2010-2019
Table 20: Colombian Balance of Payments (US$ Billion), 2010-2014
Table 21: Colombian Government Debt as a Percentage of GDP (%), 2010-2019
Table 22: Colombian Stock Market Performance (Index), 2010-2014
Table 23: Colombian HNWI Wealth vs. GDP Ratio (%), 2010-2019
Table 24: Colombia - Appendix One
Table 25: Colombia - Appendix Two
List Of Figures
Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Colombia
Figure 3: Colombian Asset Price Performance (%), 2010-2014
Figure 4: Colombian HNWI Performance (US$ Billion and HNWI Volume), 2010-2019
Figure 5: Colombian vs Global HNWIs (%), 2010-2019
Figure 6: Colombian HNWI Asset Class Composition (%), 2010-2019
Figure 7: Colombian HNWI Trends in Alternative Assets (US$ Billion), 2010-2019
Figure 8: Colombian Trends in ‘Art, Wine and Wheels’, 2010-2014
Figure 9: Colombian HNWI Foreign Investment Allocation and Growth (%), 2014
Figure 10: Colombian HNWIs - Global Distribution of Foreign Investments (%), 2010-2019
Figure 11: Colombian HNWI Liquidity Breakdown (%), 2010-2019
Figure 12: Colombian UHNWI Asset Class Composition (%), 2010-2019
Figure 13: Colombian Exchange Rate - COP to US$, 2010-2019
Figure 14: Colombian Real GDP Growth (%), 2010-2019
Figure 15: Colombian GDP Per Capita (US$), 2010-2019
Figure 16: Colombian Domestic Market Capitalization (US$ Billion), 2010-2014
Figure 17: Colombian Commodity Indices, 2010-2019
Figure 18: Colombian Foreign Direct Investments (US$ Billion), 2010-2019
Figure 19: Colombian Inflation Rate (%), 2010-2019
Figure 20: Colombian Money Market Rate (%), 2010-2019
Figure 21: Colombian Balance of Payments (US$ Billion), 2010-2014
Figure 22: Colombian Government Debt as a Percentage of GDP (%), 2010-2019
Figure 23: Colombian Stock Market Performance (Index), 2010-2014
Figure 24: Colombian HNWI Wealth vs. GDP Ratio (%), 2010-2019
Figure 25: Colombian HNWIs - Volume by Wealth Band, 2010-2019
Figure 26: Colombian HNWIs - Wealth by Wealth Band (US$ Billion), 2010-2019
Figure 27: Colombian HNWIs - Wealth per Capita (US$ Million), 2010-2019
