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Colombia 2013 Wealth Book

  • September 2013
  • -
  • WealthInsight
  • -
  • 101 pages

Synopsis

• 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 2007 (the peak before the global financial crisis) and the end of 2012. This enables us to determine how well the country’s HNWIs have performed through the crisis.

Summary

There were 35,900 HNWIs and 435 UHNWIs in Colombia in 2012. This report reviews the performance and asset allocations of HNWIs and Ultra HNWIs in Colombia and highlights top-performing cities. It also includes an evaluation of the local wealth management market.

Scope

• Independent market sizing of Colombia HNWIs across five wealth bands
• HNWI volume, wealth and allocation trends from 2008 to 2012
• HNWI volume, wealth and allocation forecasts to 2017
• HNWI and UHNWI asset allocations across 13 asset classes
• Geographical breakdown of all foreign assets
• Alternative breakdown of liquid vs. investable assets
• Number of UHNWIs in major cities
• Number of wealth managers in each city
• City wise ratings of wealth management saturation and potential
• Details of the development, challenges and opportunities for the Wealth Management and Private Banking sector in Colombia
• Size of the Colombian wealth management industry
• Largest domestic private banks by AuM
• Detailed wealth management and family office information
• 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 2017.
• Also provides detailed information on UHNWIs in each major city.

Key Highlights

• There were approximately 35,900 HNWIs in Colombia at the end of 2012. These HNWIs hold US$160 billion in wealth which equates to 22% of total individual wealth held in the country.
• Colombian HNWIs outperformed the worldwide HNWI average during the review period. Colombian HNWI numbers rose by 39% whilst worldwide HNWI volumes declined by 0.3%.
• In 2012, Colombian HNWI numbers rose by 16.6%, following moderate growth of 3.0% in 2011.
• There are 435 UHNWIs in Colombia. Of this total, there are 5 billionaires, 74 centimillionaires and 356 affluent millionaires, as of the end of 2012.
• UHNWIs account for 1.2% of the total HNWI population of Colombia, which is well above the global average of 0.7%.
• Bogota is the largest city for Colombian UHNWIs, accounting for 40% of total UHNWIs with 173 individuals. There are also sizable UHNWI populations in Cali (63 UHNWIs) and Medellin (39 UHNWIs).

Table Of Contents

Colombia 2013 Wealth Book
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 Benchmarking Colombia Wealth in Context
3.3.1 World statistics
3.3.2 Distribution of wealth in Colombia
3.4 HNWI Volume and Wealth Trends
4 Findings from the WealthInsight HNWI Database
4.1 Trends in HNWI Wealth to 2017
4.1.1 HNWI trend analysis
4.1.2 Trends of the wealth bands
4.1.3 Demographic breakdown of HNWI
4.2 UHNWIs
4.2.1 UHNWI volume trend analysis
4.2.2 UHNWI wealth trend analysis
4.2.3 Demographic breakdown of UHNWIs
4.2.4 UHNWIs - sector breakdown
4.2.5 UHNWIs - breakdown by city
4.2.6 UHNWIs - city population densities
4.3 UHNWIs - Billionaires
4.3.1 Billionaire volume trend analysis
4.3.2 Billionaire wealth trend analysis
4.3.3 Billionaire per capita net worth trend analysis
4.3.4 List of billionaires
4.4 UHNWIs - Centimillionaires
4.4.1 Centimillionaire volume trend analysis
4.4.2 Centimillionaire wealth trend analysis
4.4.3 Centimillionaire per capita net worth trend analysis
4.5 UHNWIs - Affluent Millionaires
4.5.1 Affluent millionaire volume trend analysis
4.5.2 Affluent millionaire wealth trend analysis
4.5.3 Affluent millionaire per capita net worth trend analysis
4.6 Core HNWIs
4.6.1 Core HNWI volume trend analysis
4.7 Core HNWIs - Mid-Tier Millionaires
4.7.1 Mid-tier millionaire volume trend analysis
4.7.2 Mid-tier millionaire wealth trend analysis
4.7.3 Mid-tier millionaire per capita net worth trend analysis
4.8 Core HNWIs - Lower-Tier Millionaires
4.8.1 Lower-tier millionaire volume trend analysis
4.8.2 Lower-tier millionaire wealth trend analysis
4.8.3 Lower-tier millionaire per capita net worth trend analysis
5 Analysis of Colombian HNWI Investments
5.1 Analysis by Asset Classes
5.1.1 Trends in alternative assets
5.1.2 Trends in “art, wine and wheels”
5.1.3 Trends of investments in real estate
5.1.4 Trends of investments in cash and deposits
5.1.5 Trends of investments in fixed income
5.1.6 Trends of investments in equity
5.1.7 Trends of investments in business interests
5.1.8 Analysis of Foreign Investments
5.1.9 Investments in the rest of Latin America
5.1.10 Investments in North America (including the Caribbean)
5.1.11 Investments in Europe (including the UK)
5.1.12 Investments in Asia-Pacific
5.2 Alternative Breakdown: Liquid vs Investable Assets
5.3 Analysis of Colombian UHNWI Investments
6 Competitive Landscape of the Wealth Sector
6.1 Competitive Landscape
6.2 Private banks
6.2.1 Wealth managers
6.2.2 Family Offices
6.2.3 Offshore wealth
6.2.4 Saturation by city
6.3 Wealth Management Industry - Clientele Model and Maturity
6.4 Behavioral Mapping of Wealth Management and Private Banking Industry in Colombia
6.4.1 Financial Advisors
6.5 Pension Fund Industry
7 Appendix
7.1.1 Additional Regional Information
7.2 Regulations on Taxes
7.3 Economic Indicators
7.3.1 LC to US$ exchange rate
7.3.2 Real GDP growth
7.3.3 Per capita GDP
7.3.4 Domestic market capitalization
7.3.5 Commodity index
7.3.6 Foreign direct investment
7.3.7 Inflation rate
7.3.8 Interest rate
7.3.9 Balance of payments
7.3.10 Stock market performance
7.3.11 Wealth Breakdowns
8 About WealthInsight

List of Tables

Table 1: HNWI Wealth Band and Group Definitions
Table 2: Colombia: 10 most populous departments, 2012
Table 3: Colombia: Largest Cities, 2012
Table 4: Colombia: HNWIs - Volume Distribution Wealth Pyramid, 2012
Table 5: Colombia: HNWIs - Wealth Distribution Wealth Pyramid, 2012
Table 6: Colombia: UHNWI - Gender, 2012
Table 7: Colombia: UHNWI - Source of Wealth (%), 2012
Table 8: Colombia: UHNWIs by sector, 2012
Table 9: Colombia: UHNWIs - Top 7 Cities, 2012
Table 10: Colombia: UHNWIs - Population Density in Top 7 Cities, 2012
Table 11: Colombia: Billionaires - Market Overview (US$ Billion) 2007-2017
Table 12: Colombia: Top Billionaires (US$ Billion), 2012
Table 13: Colombia: Centimillionaires - Market Overview, 2007-2017
Table 14: Colombia: Affluent Millionaires - Market Overview, 2007-2017
Table 15: Colombia: Mid-Tier Millionaires - Market Overview, 2007-2017
Table 16: Colombia: Lower-Tier Millionaires - Market Overview, 2007-2017
Table 17: Colombia: Allocations of HNWI Assets (%), 2007?2017
Table 18: Colombia: HNWIs ? Holdings Growth (%), 2007-2017
Table 19: Colombia: Allocations of HNWI Assets (US$ billion), 2007?2017
Table 20: Colombia: HNWIs - Trends of Investments in Alternative Assets (%), 2007-2017
Table 21: Colombia: HNWIs - Alternative Asset Composition (%), 2007-2017
Table 22: Colombia: Trends in “Art, Wine and Wheels”, 2007-2012
Table 23: Latin America: Residential Real Estate Prices (US$ per square meter), 2012
Table 24: Global: Prime Residential Real Estate Prices (US$ per square meter), 2012
Table 25: Global: Prime International Cities Performance (%), 2007-2012
Table 26: Colombia: HNWIs -Foreign investment allocations per asset class (%), 2007-2017
Table 27: Colombia: HNWIs - Liquidity Breakdown (%), 2007-2017
Table 28: Colombia: HNWIs - Liquidity Breakdown (US$ Billion), 2007-2017
Table 29: Colombia: UHNWIs - Allocations and Share of HNWI Assets (%), 2012
Table 30: Colombia: Major Private Banks ranked by local AuM (US$ Billion), 2012
Table 31: Colombia: Colombia: Other Private Banks, 2012
Table 32: Colombia: Wealth Managers, 2012
Table 33: Colombia: Wealth Managers per Major City, 2012
Table 34: Colombia: Financial Advisors, 2012
Table 35: Colombia: LC to US$ Exchange Rate, 2007-2017
Table 36: Colombia: Real GDP Growth (%), 2007-2017
Table 37: Colombia: GDP Per Capita, 2007-2017
Table 38: Colombia: Domestic Market Capitalization (US$ Billion), 2007-2012
Table 39: Global: Commodity Indices, 2007-2017
Table 40: Colombia: Foreign Direct Investment (US$ Billion), 2007-2017
Table 41: Colombia: Inflation Rate, 2007-2017
Table 42: Colombia: Benchmark Interest Rate, 2007-2017
Table 43: Colombia: Balance of Payments (US$ Billion), 2007-2012
Table 44: Colombia: Stock Market Performance, 2007-2012
Table 45: Colombia: HNWI Wealth vs GDP Ratio (%), 2007-2017
Table 46: Colombia: Appendix 1
Table 47: Colombia: Appendix 2

List of Figures

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Colombia
Figure 3: Colombia: Asset Price Performance (%), 2007-2012
Figure 4: Colombia: HNWI Performance, 2007-2017
Figure 5: Colombia: Local HNWIs vs the World
Figure 6: Colombia: HNWIs - Growth Factor Correlation, 2007-2012
Figure 7: Colombia: HNWIs - Volume Distribution Wealth Pyramid, 2012
Figure 8: Colombia: HNWIs - Wealth Distribution Wealth Pyramid (% share), 2012
Figure 9: Colombia: HNWIs - Age Distribution (%), 2012
Figure 10: Colombia: UHNWIs - Wealth vs Volume Growth (%), 2007-2012
Figure 11: Colombia: UHNWIs - Volume by Wealth Band, 2007-2017
Figure 12: Colombia: UHNWIs - Wealth by Wealth Band (US$ Billion), 2007-2017
Figure 13: Colombia: UHNWIs - Age Distribution (% Share), 2012
Figure 14: Colombia: Billionaires - Market Overview, 2007-2017
Figure 15: Colombia: Centimillionaires - Market Overview, 2007-2017
Figure 16: Colombia: Affluent Millionaires - Market Overview, 2007-2017
Figure 17: Colombia: Mid-Tier Millionaires - Market Overview, 2007-2017
Figure 18: Colombia: Lower-Tier Millionaires - Market Overview, 2007-2017
Figure 19: Colombia: HNWIs - Asset Class Composition (%), 2007-2017
Figure 20: Colombia: HNWIs - Trends in Alternative Assets (US$ Billion), 2007-2017
Figure 21: Colombia: HNWIs - Trends in “Art, Wine and Wheels”, 2007-2012
Figure 22: Colombia: HNWIs - Foreign Investment Allocation and Growth (%), 2012-2017
Figure 23: Colombia: HNWIs - Geographical Distribution of Foreign Investments (%), 2007-2017
Figure 24: Colombia: HNWIs - Liquidity Breakdown (%), 2007-2017
Figure 25: Colombia: UHNWIs - Asset Class Composition (%), 2007-2017
Figure 26: Colombia: Wealth Management Industry Pyramid
Figure 27: Colombia: Behavioral Mapping of HNWIs, 2012
Figure 28: Colombia: LC to US$ Exchange Rate, 2007-2017
Figure 29: Colombia: Real GDP Growth (%), 2007-2017
Figure 30: Colombia: GDP Per Capita, 2007-2017
Figure 31: Colombia: Domestic Market Capitalization (US$ Billion), 2007-2011
Figure 32: Global: Commodity Indices, 2007-2017
Figure 33: Colombia: Foreign Direct Investment (US$ Billion), 2007-2017
Figure 34: Colombia: Inflation Rate, 2007-2017
Figure 35: Colombia: Benchmark Interest Rate, 2007-2017
Figure 36: Colombia: Balance of Payments (US$ Billion), 2007-2012
Figure 37: Colombia: Stock Market Performance, 2007-2012
Figure 38: Colombia: HNWI Wealth vs GDP Ratio (%), 2007-2017
Figure 39: Colombia: HNWIs - Volume by Wealth Band, 2007-2017
Figure 40: Colombia: HNWIs - Wealth by Wealth Band (US$ Billion), 2007-2017
Figure 41: Colombia: HNWIs - Wealth per Capita (US$ Billion), 2007-2017

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