HNWI Asset Allocation in Colombia 2015

HNWI Asset Allocation in Colombia 2015

“• 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 2010 and the end of 2014. This enables us to determine how well the country’s HNWIs have performed through the crisis.”


Table of contents :

1 Introduction
1.1 Details of this Report
1.2 Definitions
2 Executive Summary
3 Colombia Key Facts
4 Distribution of Wealth in Colombia
4.1 HNWI Volume and Wealth Trends
5 Analysis of Colombian 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 the 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 Colombian UHNWI Investments
6 APPENDIX
6.1 Key Drivers
6.1.1 COP to US$ exchange rate
6.1.2 Real GDP growth
6.1.3 Per capita GDP
6.1.4 Domestic market capitalization
6.1.5 Commodity index
6.1.6 Foreign direct investments (FDI) – inflows and outflows
6.1.7 Inflation rate
6.1.8 Interest rate
6.1.9 Balance of payments
6.1.10 Government debt
6.1.11 Stock market performance
6.2 Wealth Breakdowns
7 About WealthInsight”
“Table 1: HNWI Wealth Band and Group Definitions
Table 2: Colombian Allocations of HNWI Assets (%), 2010–2019
Table 3: Colombian HNWIs − Holdings Growth (%), 2010–2019
Table 4: Colombian HNWI Alternative Asset Composition (%), 2010–2019
Table 5: Colombian HNWI Trends of...

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