Synopsis
This report provides the latest asset allocations of Russia HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Russia HNWIs to 2019 and a comprehensive and robust background of the local economy.
Scope
• Independent market sizing of Russia 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 Russia.
• The report focuses on HNWI performance between the end of 2010 and the end of 2014. This enables us to determine how well the country's HNWIs have performed through the crisis.
Reasons To Buy
• The HNWI Asset Allocation in Russia 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
• In 2014, equities were the largest asset class for Russian HNWIs, with 29.1% of total HNWI assets. This was followed by real estate with 20.2%, business interests with 19.7%, fixed-income with 17.5%, alternatives with 7.6% and cash and deposits with 5.9%.
• Equities, alternatives and real estate recorded growth during the review period, at respective rates of 39.3%, 39.6% and 2.5%.
• Alternative assets held by Russian HNWIs increased during the review period, going from 6.7% of total HNWI assets in 2010 to 7.6% in 2014. HNWI allocations to commodities increased from 1.9% to 2.0% of total assets over the same period.
• WealthInsight expects allocations in commodities to decline over the forecast period, to reach back to 1.4% 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.
• Russian HNWI liquid assets valued US$617.9 billion as of 2014, representing 52.5% of total wealth holdings
Table Of Contents
1 Introduction
1.1 Details of this Report
1.2 Definitions
2 Executive Summary
3 Wealth Sector Fundamentals
4 Distribution of Wealth in Russia
4.1 HNWI Volume and Wealth Trends
5 Analysis of Russian HNWI Investments
5.1 Analysis by Asset Class
5.1.1 Trends in alternative assets
5.1.2 Trends in art, wine and wheels
5.1.3 Trends of investment in real estate
5.1.4 Trends of investment in cash and deposits
5.1.5 Trends of investment in fixed-income
5.1.6 Investment trends in equity
5.1.7 Investments trends in business interests
5.2 Analysis of Foreign Investments
5.2.1 Investments in Europe
5.2.2 Investments in North America (including the US, Mexico and the Caribbean)
5.2.3 Investments in Asia-Pacific
5.2.4 Investments in South America
5.2.5 Investments in the Middle East
5.2.6 Investments in Africa
5.3 Alternative Breakdown: Liquid vs. Investable Assets
5.4 Analysis of Russian UHNWI Investments
5.5 Key Drivers
5.5.1 RUB to US$ exchange rate
5.5.2 Real GDP growth
5.5.3 Per capita GDP
5.5.4 Domestic market capitalization
5.5.5 Commodity index
5.5.6 Foreign direct investments (FDI) - inflows and outflows
5.5.7 Inflation rate
5.5.8 Interest rate
5.5.9 Balance of payments
5.5.10 Government debt
5.5.11 Stock market performance
5.6 Wealth Breakdowns
6 About WealthInsight
List Of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Russian Allocations of HNWI Assets (%), 2010-2019
Table 3: Russian HNWIs ? Holdings Growth (%), 2010-2019
Table 4: Russian HNWI Alternative Asset Composition (%), 2010-2019
Table 5: Russian HNWI Trends of Investments in Alternative Assets (%), 2010-2019
Table 6: Russian Trends in Art, Wine and Wheels, 2010-2014
Table 7: Global Prime Real Estate Prices per m2 (US$), 2014
Table 8: Russian HNWI Foreign Investment Allocations (%), 2010-2019
Table 9: Russian HNWI Liquidity Breakdown (US$ Billion), 2010-2019
Table 10: Russian HNWI Liquidity Breakdown (%), 2010-2019
Table 11: Russian UHNWI Allocations and Share of HNWI Assets (%), 2014
Table 12: RUB to US$ Exchange Rate, 2010-2019
Table 13: Russian Real GDP Growth (%), 2010-2019
Table 14: Russian GDP Per Capita (US$), 2010-2019
Table 15: Russian Domestic Market Capitalization (US$ Billion), 2010-2014
Table 16: Russian Commodity Indices, 2010-2019
Table 17: Russian Foreign Direct Investments (US$ Billion), 2010-2019
Table 18: Russian Inflation Rate (%), 2010-2019
Table 19: Russian Money Market Rate (%), 2010-2019
Table 20: Russian Balance of Payments (US$ Billion), 2010-2014
Table 21: Russian Government Debt as a Percentage of GDP (%), 2010-2019
Table 22: Russian Stock Market Performance (Index), 2010-2014
Table 23: Russian HNWI Wealth vs. GDP Ratio (%), 2010-2019
Table 24: Russia- Appendix One
Table 25: Russia - Appendix Two
List Of Figures
Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Russia
Figure 3: Russian Asset Price Performance (%), 2010-2014
Figure 4: Russian HNWI Performance (US$ Billion and HNWI Volume), 2010-2019
Figure 5: Russian vs Global HNWIs (%), 2010-2019
Figure 6: Russian HNWI Asset Class Composition (%), 2010-2019
Figure 7: Russian HNWI Trends in Alternative Assets (US$ Billion), 2010-2019
Figure 8: Russian Trends in Art, Wine and Wheels, 2010-2014
Figure 9: Russian HNWI Foreign Investment Allocation and Growth (%), 2014
Figure 10: Russian HNWIs - Global Distribution of Foreign Investments (%), 2010-2019
Figure 11: Russian HNWI Liquidity Breakdown (%), 2010-2019
Figure 12: Russian UHNWI Asset Class Composition (%), 2010-2019
Figure 13: Russian Exchange Rate - RUB to US$, 2010-2019
Figure 14: Russian Real GDP Growth (%), 2010-2019
Figure 15: Russian GDP Per Capita (US$), 2010-2019
Figure 16: Russian Domestic Market Capitalization (US$ Billion), 2010-2014
Figure 17: Russian Commodity Indices, 2010-2019
Figure 18: Russian Foreign Direct Investments (US$ Billion), 2010-2019
Figure 19: Russian Inflation Rate (%), 2010-2019
Figure 20: Russian Money Market Rate (%), 2010-2019
Figure 21: Russian Balance of Payments (US$ Billion), 2010-2014
Figure 22: Russian Government Debt as a Percentage of GDP (%), 2010-2019
Figure 23: Russian Stock Market Performance (Index), 2010-2014
Figure 24: Russian HNWI Wealth vs. GDP Ratio (%), 2010-2019
Figure 25: Russian HNWIs - Volume by Wealth Band, 2010-2019
Figure 26: Russian HNWIs - Wealth by Wealth Band (US$ Billion), 2010-2019
Figure 27: Russian HNWIs - Wealth per Capita (US$ Million), 2010-2019
