Synopsis
This report provides the latest asset allocations of Saudi Arabia HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Saudi Arabia HNWIs to 2019 and a comprehensive and robust background of the local economy.
Scope
• Independent market sizing of Saudi Arabia 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 WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Saudi Arabia.
• 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 Saudi Arabia 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, real estate was the largest asset class for Saudi Arabian HNWIs with 30.9% of total HNWI assets. It was followed by business interests with 22.3%, equities with 19.1%, cash and deposits with 13.5%, alternatives with 11.9%, and fixed-income with 2.2%.
• Equities, real estate and business interest grew during the review period, at respective rates of 33.9%, 49.3% and 28.8%.
• Alternative assets held by Saudi Arabian HNWIs decreased during the review period, from 12.8% of total HNWI assets in 2010 to 11.9% in 2014; HNWI allocations to commodities also decreased, from 3.3% of total assets in 2010 to 2.9% in 2014.
• Over the forecast period, WealthInsight expects allocations in commodities to fall further to 2.4% of total HNWI assets by 2019, as global liquidity tightens due to a forecast near-term drop in demand from China for raw materials. This is expected to cause global commodity prices to flatten out.
• As of 2014, Saudi Arabian HNWI liquid assets valued US$108.8 billion, representing 34.9% of total wealth holdings.
Table Of Contents
1 Introduction
1.1 Details of this Report
1.2 Definitions
2 Executive Summary
3 Wealth Sector Fundamentals
4 Distribution of Wealth in Saudi Arabia
4.1 HNWI Volume and Wealth Trends
5 Analysis of Saudi Arabian HNWI Investments
5.1 Analysis by Asset Class
5.1.1 Trends in alternative assets
5.1.2 Trends in ‘art, wine and wheels’
5.1.3 Trends of investment in real estate
5.1.4 Trends of investment in cash and deposits
5.1.5 Trends of investment in fixed-income
5.1.6 Investment trends in equity
5.1.7 Investments trends in business interests
5.2 Analysis of Foreign Investments
5.2.1 Investments in Europe
5.2.2 Investments in North America (including the US, Mexico and the Caribbean)
5.2.3 Investments in Asia-Pacific
5.2.4 Investments in South America
5.2.5 Investments in the Middle East
5.2.6 Investments in Africa
5.3 Alternative Breakdown: Liquid vs. Investable Assets
5.4 Analysis of Saudi Arabian UHNWI Investments
5.5 Key Drivers
5.5.1 SAR to US$ 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 investment (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: Saudi Arabian Allocations of HNWI Assets (%), 2010-2019
Table 3: Saudi Arabian HNWIs ? Holdings Growth (%), 2010-2019
Table 4: Saudi Arabian HNWI Alternative Asset Composition (%), 2010-2019
Table 5: Saudi Arabian HNWI Trends of Investments in Alternative Assets (%), 2010-2019
Table 6: Saudi Arabian Trends in ‘Art, Wine and Wheels’, 2010-2014
Table 7: Global Prime Real Estate Prices per m2 (US$), 2014
Table 8: Saudi Arabian HNWI Foreign Investment Allocations (%), 2010-2019
Table 9: Saudi Arabian HNWI Liquidity Breakdown (US$ Billion), 2010-2019
Table 10: Saudi Arabian HNWI Liquidity Breakdown (%), 2010-2019
Table 11: Saudi Arabian UHNWI Allocations and Share of HNWI Assets (%), 2014
Table 12: SAR to US$ Exchange Rate, 2010-2019
Table 13: Saudi Arabian Real GDP Growth (%), 2010-2019
Table 14: Saudi Arabian GDP Per Capita (US$), 2010-2019
Table 15: Saudi Arabian Domestic Market Capitalization (US$ Billion), 2010-2014
Table 16: Saudi Arabian Commodity Indices, 2010-2019
Table 17: Saudi Arabian Foreign Direct Investments (US$ Billion), 2010-2019
Table 18: Saudi Arabian Inflation Rate (%), 2010-2019
Table 19: Saudi Arabian Money Market Rate (%), 2010-2019
Table 20: Saudi Arabian Balance of Payments (US$ Billion), 2010-2014
Table 21: Saudi Arabian Government Debt as a Percentage of GDP (%), 2010-2019
Table 22: Saudi Arabian Stock Market Performance (Index), 2010-2014
Table 23: Saudi Arabian HNWI Wealth vs. GDP Ratio (%), 2010-2019
Table 24: Saudi Arabia- Appendix One
Table 25: Saudi Arabia - Appendix Two
List Of Figures
Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Saudi Arabia
Figure 3: Saudi Arabian Asset Price Performance (%), 2010-2014
Figure 4: Saudi Arabian HNWI Performance (US$ Billion and HNWI Volume), 2010-2019
Figure 5: Saudi Arabian vs Global HNWIs (%), 2010-2019
Figure 6: Saudi Arabian HNWI Asset Class Composition (%), 2010-2019
Figure 7: Saudi Arabian HNWI Trends in Alternative Assets (US$ Billion), 2010-2019
Figure 8: Saudi Arabian Trends in ‘Art, Wine and Wheels’, 2010-2014
Figure 9: Saudi Arabian HNWI Foreign Investment Allocation and Growth (%), 2014
Figure 10: Saudi Arabian HNWIs - Global Distribution of Foreign Investments (%), 2010-2019
Figure 11: Saudi Arabian HNWI Liquidity Breakdown (%), 2010-2019
Figure 12: Saudi Arabian UHNWI Asset Class Composition (%), 2010-2019
Figure 13: Saudi Arabian Exchange Rate - SAR to US$, 2009-2018
Figure 14: Saudi Arabian Real GDP Growth (%), 2010-2019
Figure 15: Saudi Arabian GDP Per Capita (US$), 2010-2019
Figure 16: Saudi Arabian Domestic Market Capitalization (US$ Billion), 2010-2014
Figure 17: Saudi Arabian Commodity Indices, 2010-2019
Figure 18: Saudi Arabian Foreign Direct Investments (US$ Billion), 2010-2019
Figure 19: Saudi Arabian Inflation Rate (%), 2010-2019
Figure 20: Saudi Arabian Money Market Rate (%), 2010-2019
Figure 21: Saudi Arabian Balance of Payments (US$ Billion), 2010-2014
Figure 22: Saudi Arabian Government Debt as a Percentage of GDP (%), 2010-2019
Figure 23: Saudi Arabian Stock Market Performance (Index), 2010-2014
Figure 24: Saudi Arabian HNWI Wealth vs GDP Ratio (%), 2010-2019
Figure 25: Saudi Arabian HNWIs - Volume by Wealth Band, 2010-2019
Figure 26: Saudi Arabian HNWIs - Wealth by Wealth Band (US$ Billion), 2010-2019
Figure 27: Saudi Arabian HNWIs - Wealth per Capita (US$ Million), 2010-2019
