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HNWI Asset Allocation in Dominican Republic 2014

  • July 2014
  • -
  • WealthInsight
  • -
  • 66 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 Dominican Republic.
- 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 Dominican Republic HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Dominican Republic HNWIs to 2018 and a comprehensive and robust background of the local economy.

Scope
- Independent market sizing of Dominican Republic 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, real estate was the largest asset class for Dominican Republic HNWIs, with 27.4% of total HNWI assets, followed by equities with 16.7%, fixed-income with 15.4%, cash and deposits with 15.4%, business interests with 15.1%, and alternatives with 9.7%.
- Equities, business interests and alternatives recorded growth at respective review-period rates of 68%, 45% and 37%.
- Real-estate assets held by Dominican Republic HNWIs decreased during the review period, from 29.5% of total HNWI assets in 2009 to 27.4% in 2013. HNWI allocations to residential property decreased from 21.6% of total assets in 2009 to 19.2% in 2013.
- Over the forecast period, allocations in residential property are expected to increase slightly to 19.5% of total HNWI assets by 2018.
- In 2013, HNWI liquid assets in the Dominican Republic amounted to US$20.8 billion.

Table Of Contents

HNWI Asset Allocation in Dominican Republic 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 Dominican Republic Wealth in Context
3.4.1 Distribution of wealth in the Dominican Republic
3.5 HNWI Volume and Wealth Trends
4 Analysis of Dominican Republic 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 the US, 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 Dominican Republic UHNWI Investments
5 Appendix
5.1 Additional Components of the Wealth Sector in Dominican Republic
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 DOP 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 investment inflows and outflows
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 Dominican Republic by Population (Volume), 2013
Table 3: Dominican Republic Allocations of HNWI Assets (%), 2009-2018
Table 4: Dominican Republic HNWI Holdings Growth (%), 2009-2018
Table 5: Dominican Republic HNWI Alternative Asset Composition (%), 2009-2018
Table 6: Dominican Republic HNWI Trends of Investments in Alternative Assets (%), 2009-2018
Table 7: Dominican Republic Trends in ‘Art, Wine and Wheels', 2009-2013
Table 8: Global Prime Real Estate Prices per m2 (US$), 2013
Table 9: Dominican Republic HNWI Foreign Investment Allocations (%), 2009-2018
Table 10: Dominican Republic HNWI Liquidity Breakdown (US$ Billion), 2009-2018
Table 11: Dominican Republic HNWI Liquidity Breakdown (%), 2009-2018
Table 12: Dominican Republic UHNWI Allocations and Share of HNWI Assets (%), 2013
Table 13: Dominican Republic Income Tax Bands (DOP), 2013-2014
Table 14: Dominican Republic: DOP per US$ Exchange Rate, 2009-2018
Table 15: Dominican Republic Real GDP Growth (%), 2009-2018
Table 16: Dominican Republic GDP per Capita (US$), 2009-2018
Table 17: Dominican Republic Domestic Market Capitalization (US$ Billion), 2009-2013
Table 18: Dominican Republic Commodity Indices, 2009-2018
Table 19: Dominican Republic Foreign Direct Investment (US$ Billion), 2009-2018
Table 20: Dominican Republic Inflation Rate (%), 2009-2018
Table 21: Dominican Republic Money Market Rate (%), 2009-2018
Table 22: Dominican Republic Balance of Payments (US$ Billion), 2009-2013
Table 23: Dominican Republic Government Debt as a Percentage of GDP, 2009-2018
Table 24: Dominican Republic Stock Market Performance, 2009-2013
Table 25: Dominican Republic HNWI Wealth vs. GDP Ratio, 2009-2018
Table 26: Dominican Republic - Appendix One
Table 27: Dominican Republic - Appendix Two

List of Figures

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Dominican Republic
Figure 3: Dominican Republic Asset Price Performance (%), 2009-2013
Figure 4: Dominican Republic HNWI Performance (US$ Billion and HNWI Volume), 2009-2018
Figure 5: Dominican Republic vs. Global HNWIs (%), 2009-2018
Figure 6: Dominican Republic HNWI Asset Class Composition (%), 2009-2018
Figure 7: Dominican Republic HNWI Trends in Alternative Assets (US$ Billion), 2009-2018
Figure 8: Dominican Republic Trends in ‘Art, Wine and Wheels', 2008-2013
Figure 9: Dominican Republic HNWI Foreign Investment Allocations and Growth (%), 2013
Figure 10: Dominican Republic HNWI Global Distribution of Foreign Investments (%), 2009-2018
Figure 11: Dominican Republic HNWI Liquidity Breakdown (%), 2009-2018
Figure 12: Dominican Republic UHNWI Asset Class Composition (%), 2009-2018
Figure 13: Dominican Republic: DOP to US$ Exchange Rate, 2009-2018
Figure 14: Dominican Republic Real GDP Growth (%), 2009-2018
Figure 15: Dominican Republic GDP per Capita (US$), 2009-2018
Figure 16: Dominican Republic Domestic Market Capitalization (US$ Billion), 2009-2013
Figure 17: Dominican Republic Commodity Indices, 2009-2018
Figure 18: Dominican Republic Foreign Direct Investment (US$ Billion), 2009-2018
Figure 19: Dominican Republic Inflation Rate (%), 2009-2018
Figure 20: Dominican Republic Money Market Rate (%), 2009-2018
Figure 21: Dominican Republic Balance of Payments (US$ Billion), 2009-2013
Figure 22: Dominican Republic Government Debt as a Percentage of GDP, 2009-2018
Figure 23: Dominican Republic Stock Market Performance, 2009-2013
Figure 24: Dominican Republic HNWI Wealth vs. GDP Ratio, 2009-2018
Figure 25: Dominican Republic HNWIs - Volume by Wealth Band, 2009-2018
Figure 26: Dominican Republic HNWIs - Wealth by Wealth Band (US$ Billion), 2009-2018
Figure 27: Dominican Republic HNWIs - Wealth per Capita (US$ Million), 2009-2018

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