HNWI Asset Allocation in Indonesia 2012


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HNWI Asset Allocation in Indonesia 2012

  1. 1. HNWI Asset Allocation in Indonesia 2012Report Details:Published:October 2012No. of Pages: 68Price: Single User License – US$1995SynopsisThis report is the result of WealthInsight’s extensive research covering the HNWI population andwealth management industry in Indonesia.SummaryThis report provides the latest asset allocations of Indonesian HNWIs across 13 asset classes.The report also includes projections of the volume, wealth and asset allocation of IndonesianHNWIs to 2016 and a comprehensive and robust background of the local economy.ScopeThe report features:•Independent market sizing of Indonesian HNWIs across five wealth bands•HNWI volume, wealth and allocation trends from 2007 to 2011•HNWI volume, wealth and allocation forecasts to 2016•HNWI and UHNWI asset allocations across 13 asset classesReasons 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 up to one hundred data-points on over 100,000 HNWIs from around the world. It also includes profiles on major private banks, wealth managers and family offices in each country. 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.•Comprehensive forecasts to 2016.Key Highlights•As of 2011, there were just over 37,400 HNWIs in Indonesia, with a combined wealth of US$241 billion.•In 2011, equities were the largest asset class for HNWIs in Indonesia (25.4% of total HNWI assets), followed by real estate (24.6%), cash (14.9%), fixed income (14.2%) and alternatives (7.2%).•Business interests recorded the strongest growth over the review period, driven by new business formation in the country. Equities were the worst performing asset class, mainly due to the poor
  2. 2. performance of foreign equity markets.•Over the forecast period, equities are expected to be the top-performing asset class for HNWIs, followed by business interests, real estate and alternatives. Consequently, there will be a movement away from cash and fixed income products towards equities.•WealthInsight’s research shows that in 2011, 38% of Indonesian HNWIs had second homes abroad. The most popular destination for these homes is Singapore, followed by London in second place.Get your copy of this report @ points covered in Table of Contents of this report includeTable of Contents1 Introduction1.1 What is this Report About?1.2 Definitions2 Executive Summary3 Wealth Sector Fundamentals3.1 Political Background to the Wealth Sector3.2 Economic Background3.3 Benchmarking Indonesian Wealth in Context3.3.1 Distribution of wealth3.3.2 HNWI volume and wealth trends4 Analysis of Indonesian HNWI investments4.1 Analysis by Asset Classes4.1.1 Changing trends in liquid assets (equity, fixed income and cash and deposits)4.1.2 Trends in Alternative Assets4.1.3 Trends in “Art, Wine and Wheels”4.1.4 Trends of Investments in Real Estate4.1.5 Trends of Investments in Cash and Deposits4.1.6 Trends of investments in fixed income4.1.7 Trends of investments in equity4.1.8 Trends of investments in business interest4.2 Analysis of Foreign Investments4.2.1 Investments in the rest of the Asia-Pacific region4.2.2 Investments in Europe4.2.3 Investments in North America4.2.4 Investments in the Middle East4.2.5 Investments in Africa4.2.6 Investments in Latin America4.3 Analysis of Indonesian UHNWI Investments5 Appendix5.1 Regulatory Environment in Indonesia
  3. 3. 5.1.1 Banking regulations5.1.2 Regulations on Taxes5.2 Additional Country Background5.3 Key Economic Trends and Drivers5.3.1 LC to US$ exchange rate5.3.2 Real GDP growth5.3.3 Per capita GDP5.3.4 Domestic market capitalization5.3.5 Housing price index5.3.6 Commodity index5.3.7 Foreign direct investment5.3.8 Investments of FIIs in equity products5.3.9 Inflation rate5.3.10 Interest rate5.3.11 Balance of payments5.3.12 Government debt5.3.13 Stock market performance5.4 Wealth Breakdowns6 About WealthInsightList of TablesTable 1: HNWI Wealth Band and Group DefinitionsTable 2: 10-Largest States in Indonesia by Population, 2010Table 3: 10-Largest Cities in Indonesia, 2010Table 4: Indonesia: HNWIs Holdings Growth (%), 2007–2016Table 5: Indonesia: HNWIs – Liquid Asset Composition (%), 2007–2016Table 6: Indonesia: HNWIs – Trends of Investments in Alternative Assets (%), 2007–2016Table 7: Indonesia: HNWIs – Alternative Asset Composition (%), 2007–2016Table 8: Indonesia: Trends in “Art, Wine and Wheels”, 2007–2011Table 9: Indonesia: Prime Real Estate Performance by City, 2007–2011Table 10: Indonesia: Prime Residential Indices by CityTable 11: HNWIs – Prime International Cities, 2007–2011Table 12: Indonesia: Allocations of HNWI Assets, 20072016Table 13: Indonesia: HNWIs – % Foreign allocation, 2007–2016Table 14: Indonesia: UHNWIs – Allocations and Share of HNWI Assets, 2011Table 15: Income Tax Structure in IndonesiaTable 16: Indonesia: LC to USD Exchange Rate, 2006–2016Table 17: Indonesia: Real GDP Growth, 2006–2016Table 18: Indonesia: GDP Per Capita, 2006–2016Table 19: Indonesia: Domestic Market Capitalization (US$ Billions) 2006–2011Table 20: Indonesia: Housing Price Index, 2006–2011Table 21: Indonesia: Commodity Indices, 2006–2016Table 22: Indonesia: Foreign Direct Investments (US$ Billions) 2006–2016
  4. 4. Table 23: Indonesia: Investments of FIIs in Equity Products (US$ Billion) 2006–2010Table 24: Indonesia: Inflation Rate, 2006–2016Table 25: Indonesia: Money Market Rate, 2006–2016Table 26: Indonesia: Balance of Payments (US$ Billions) 2006-2011Table 27: Indonesia: Government Debt to GDP, 2006–2016 5Table 28: Indonesia: Stock Market Performance, 2006–2011Table 29: Indonesia: HNWI Wealth vs GDP Ratio, 2007–2016Table 30: Appendix OneTable 31: Appendix TwoList of FiguresFigure 1: HNWI Wealth Band DefinitionsFigure 2: Map of IndonesiaFigure 3: Indonesia: Asset Price Performance, 2007-2011Figure 4: Indonesia: HNWI Performance (US$ Billion), 2007-2016Figure 5: Indonesia: Indonesian HNWIs vs the WorldFigure 6: Indonesia: HNWIs – Asset Class Composition, 2007–2016Figure 7: Indonesia: HNWIs – Total Liquid Assets (as a % of Total Assets), 2007–2016Figure 8: Indonesia: HNWIs – Liquid Assets Composition (US$ Billion), 2007-2016Figure 9: Indonesia: HNWIs – Trends in Alternative Assets (in US$ Billion), 2007–2016Figure 10: Indonesia: Trends in “Art, Wine and Wheels”, 2007–2011Figure 11: Indonesia: HNWIs – Foreign Investment Allocation and Growth (%), 2011–2016Figure 12: Indonesia: HNWIs – Global Distribution of Foreign Investments, 2007–2016Figure 13: Indonesia: UHNWIs – Asset Class Composition, 2007–2016Figure 14: Indonesia: LC to USD Exchange Rate, 2006–2016Figure 15: Indonesia: Real GDP Growth (%), 2006–2016Figure 16: Indonesia: GDP Per Capita, 2006–2016Figure 17: Indonesia: Domestic Market Capitalization (US$ Billion) 2006–2011Figure 18: Indonesia: Housing Price Index, 2006–2011Figure 19: Indonesia: Commodity Indices, 2006–2016Figure 20: Indonesia: Foreign Direct Investments (US$ Billion) 2006–2016Figure 21: Indonesia: Investments of FIIs in Equity Products (US$ Billion) 2006–2010Figure 22: Indonesia: Inflation Rate, 2006–2016Figure 23: Indonesia: Money Market Rate, 2006-2016Figure 24: Indonesia: Balance of Payments (US$ Billion) 2006-2011Figure 25: Indonesia: Government Debt to GDP, 2006–2016Figure 26: Indonesia: Stock Market Performance, 2006–2011Figure 27: Indonesia: HNWI Wealth vs GDP Ratio, 2007–2016Figure 28: Indonesia: HNWIs – Volume by Wealth Band, 2007–2016Figure 29: Indonesia: HNWIs – Wealth by Wealth Band (in US$ Billion), 2007–2016Figure 30: Indonesia: HNWIs – Wealth per Capita (in US$ Billion), 2007–2016Contact: for more information.