HNWI Asset Allocation in South Africa 2014

Published: June 2014
No. of Pages: 66
  

Synopsis

  • This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in South Africa.
  • 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.

Summary

This report provides the latest asset allocations of South Africa HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of South Africa HNWIs to 2018 and a comprehensive and robust background of the local economy.

Scope

  • Independent market sizing of South Africa 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

Reasons To Buy

  • The WealthInsight Intelligence Center Database 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.
  • The Intelligence Center also includes tracking of wealth and liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market.
  • With the Database 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 2018.

Key Highlights

  • In 2013, equities was the largest asset class for South African HNWIs, with 27.1% of total HNWI assets. This was followed by real estate with 26.3%; business interests with 14.7%; cash and deposits with 12.6%; fixed-income with 11.5%; and alternatives with 7.8%.
  • Alternatives, equities and business interests recorded growth at respective review-period rates of 58%, 58% and 46%.
  • Alternative assets held by South African HNWIs increased during the review period, from 7.1% of the total HNWI assets in 2009 to 7.8% in 2013.
  • Over the forecast period, allocations in commodities are expected to decline to 1.7% of the total HNWI assets by 2018, as global liquidity tightens due to a forecast near-term drop in demand from China for raw materials that will cause global commodity prices to flatten out.
  • In 2013, South African HNWI liquid assets amounted to US$102.4 billion, representing 51.2% of wealth holdings.

HNWI Asset Allocation in South Africa 2014

Table of Contents

1 Introduction
1.1 Details of this Report
1.2 Definitions

2 Executive Summary

3 Wealth Sector Fundamentals
3.1 Political Background
3.2 Economic Background
3.3 Social Background
3.4 Benchmarking South African Wealth in Context
3.4.1 Distribution of wealth in South Africa
3.5 HNWI Volume and Wealth Trends

4 Analysis of South African HNWI Investments
4.1 Analysis by Asset Class
4.1.1 Trends in alternative assets
4.1.2 Trends in 'art, wine and wheels'
4.1.3 Trends of investments in real estate
4.1.4 Trends of investments in cash and deposits
4.1.5 Trends of investments in fixed-income
4.1.6 Investment trends in equity
4.1.7 Investments trends in business interests
4.2 Analysis of Foreign Investments
4.2.1 Investments in Europe
4.2.2 Investments in North America (including Mexico and the Caribbean)
4.2.3 Investments in Asia-Pacific
4.2.4 Investments in Central and South America
4.2.5 Investments in the Middle East
4.2.6 Investments in Africa
4.3 Alternative Breakdown: Liquid vs Investable Assets
4.4 Analysis of South African UHNWI Investments

5 Appendix
5.1 Additional Components of the Wealth Sector in South Africa
5.1.1 Philanthropy
5.1.2 Demand for intergenerational wealth transfer
5.2 Tax Regulations
5.3 Regulations Related to Immigration, Investment and Employment
5.4 Key Drivers
5.4.1 ZAR to US$ exchange rate
5.4.2 Real GDP growth
5.4.3 Per capita GDP
5.4.4 Domestic market capitalization
5.4.5 Commodity index
5.4.6 Foreign direct investments - inflow and outflow
5.4.7 Inflation rate
5.4.8 Interest rate
5.4.9 Balance of payments
5.4.10 Government debt
5.4.11 Stock market performance
5.5 Wealth Breakdowns

6 About WealthInsight

List of Tables

Table 1: HNWI Wealth Band and Group Definitions
Table 2: Cities in South Africa by Population (Volume), 2013
Table 3: South African Allocations of HNWI Assets (%), 2009-2018
Table 4: South African HNWI Holdings Growth (%), 2009-2018
Table 5: South African HNWI Alternative Asset Composition (%), 2009-2018
Table 6: South African HNWI Trends of Investments in Alternative Assets (%), 2009-2018
Table 7: South African Trends in ?Art, Wine and Wheels', 2009-2013
Table 8: Global Prime Real Estate Prices per m2 (US$), 2012
Table 9: South African HNWI Foreign Investment Allocations (%), 2009-2018
Table 10: South African HNWI Liquidity Breakdown (US$ Billion), 2009-2018
Table 11: South African HNWI Liquidity Breakdown (%), 2009-2018
Table 12: South African UHNWI Allocations and Share of HNWI Assets (%), 2013
Table 13: South African Income Tax Bands (ZAR), 2013-2014
Table 14: ZAR per US$ Exchange Rate, 2009-2018
Table 15: South African Real GDP Growth (%), 2009-2018
Table 16: South African GDP per Capita (US$), 2009-2018
Table 17: South African Domestic Market Capitalization (US$ Billion), 2009-2013
Table 18: South African Commodity Indices, 2009-2018
Table 19: South African Foreign Direct Investment (US$ Billion), 2009-2018
Table 20: South African Inflation Rate (%), 2009-2018
Table 21: South African Money Market Rate (%), 2009-2018
Table 22: South African Balance of Payments (US$ Billion), 2009-2013
Table 23: South African Government Debt as a Percentage of GDP, 2009-2018
Table 24: South African Stock Market Performance, 2009-2013
Table 25: South African HNWI Wealth vs GDP Ratio, 2009-2018
Table 26: South Africa - Appendix One
Table 27: South Africa - Appendix Two

List of Figures

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of South Africa
Figure 3: South African Asset Price Performance (%), 2009-2013
Figure 4: South African HNWI Performance (US$ Billions and HNWI Volume), 2009-2018
Figure 5: South African vs Global HNWIs (%), 2009-2018
Figure 6: South African HNWI Asset Class Composition (%), 2009-2018
Figure 7: South African HNWI Trends in Alternative Assets (US$ Billion), 2009-2018
Figure 8: South African Trends in ?Art, Wine and Wheels', 2009-2013
Figure 9: South African HNWI Foreign Investment Allocation and Growth (%), 2013
Figure 10: South African HNWI Global Distribution of Foreign Investments (%), 2009-2018
Figure 11: South African HNWI Liquidity Breakdown (%), 2009-2018
Figure 12: South African UHNWI Asset Class Composition (%), 2009-2018
Figure 13: ZAR to US$ Exchange Rate, 2009-2018
Figure 14: South African Real GDP Growth (%), 2009-2018
Figure 15: South African GDP per Capita (US$), 2009-2018
Figure 16: South African Domestic Market Capitalization (US$ Billion), 2009-2013
Figure 17: South African Commodity Indices, 2009-2018
Figure 18: South African Foreign Direct Investment (US$ Billion), 2009-2018
Figure 19: South African Inflation Rate (%), 2009-2018
Figure 20: South African Money Market Rate (%), 2009-2018
Figure 21: South African Balance of Payments (US$ Billion), 2009-2013
Figure 22: South African Government Debt as a Percentage of GDP, 2009-2018
Figure 23: South African Stock Market Performance, 2009-2013
Figure 24: South African HNWI Wealth vs GDP Ratio, 2009-2018
Figure 25: South African HNWIs - Volume by Wealth Band, 2009-2018
Figure 26: South African HNWIs - Wealth by Wealth Band (US$ Billion), 2009-2018
Figure 27: South African HNWIs - Wealth per Capita (US$ Million), 2009-2018

Published By: WealthInsight
Product Code: WealthInsight821


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