Wealth in Indonesia: HNW Investors 2017

2017-06-09
Price :
Published : Jun-2017
No. of Pages : 46

Wealth in Indonesia: HNW Investors 2017

Summary

HNW investors of Indonesia have predominately accumulated their wealth through business interests, with property and manufacturing key wealth generators. Investors show strong demand for advisory mandates, but a significant proportion of wealth remains unmanaged. Defensive investments dominate the average portfolio, and while this is not expected to change we do forecast a decrease in demand for cash, while demand for fixed income is expected to rise. Tax planning is most sought after, but demand for pension and financial planning is on the rise.

Critical success factors in HNW Investors market
– Capitalize on the untapped potential: A large pot of Indonesian HNW wealth remains unmanaged. An excellent track record, a wide range of financial products, and a focus on the convenience aspect of professional advice will be key to seizing this opportunity.
– Match the growing demand for tax planning: Indonesia’s tax amnesty is driving demand for tax planning in the country. Wealth managers lacking in-house expertise should consider partnerships.
– Build up a strong corporate offering: A significant proportion of HNW wealth continues to be self-directed; with the main reason being the noteworthy proportion of investments is non-financial assets, such as HNW investors’ own business ventures. Wealth managers with a strong corporate offering will be able to get their hands on these assets.

Key points to note –
– Indonesian HNW individuals tend to be older than their regional peers.
– The expat opportunity is less developed than in Asia Pacific, but wealth managers reaching out to HNW expats from South Korea or Singapore will find them to be a lucrative target market.
– The country’s HNW investors engage multiple wealth management firms, which is symptomatic of a relatively underdeveloped and risk-averse wealth market.
– A lack of expertise and time are the top drivers for Indonesian HNW investors to seek professional advice, while non-financial investments are the main reason they self-direct.
– HNW demand for equity, fixed income, and alternatives is forecast to rise over the next 12 months, while demand for cash and near-cash products is expected to decrease.
– A multi-service strategy – encompassing tax, financial, and pension planning – is becoming increasingly important as demand for these services is on the rise.

The report “Wealth in Indonesia: HNW Investors 2017” analyzes the investment preferences and portfolio allocation of Indonesian HNW investors.

Specifically the report provides the following –
– Profiles the average Indonesian HNW investor in terms of their demographics and analyzes the expat opportunity in Indonesia.
– Analyzes which wealth management mandates are preferred among Indonesian HNW investors and how demand will develop looking forward.
– Examines the allocation of Indonesian HNW investors’ portfolios into different asset classes and how this is expected to develop in the future.
– Analyzes product and service demand among Indonesian HNW investors.

Company mentioned in this report: Bank International Indonesia

Scope

– Indonesian HNW individuals tend to be older than their regional peers.
– The expat opportunity is less developed than in Asia Pacific, but wealth managers reaching out to HNW expats from South Korea or Singapore will find them to be a lucrative target market.
– The country’s HNW investors engage multiple wealth management firms, which is symptomatic of a relatively underdeveloped and risk-averse wealth market.
– A lack of expertise and time are the top drivers for Indonesian HNW investors to seek professional advice, while non-financial investments are the main reason they self-direct.
– HNW demand for equity, fixed income, and alternatives is forecast to rise over the next 12 months, while demand for cash and near-cash products is expected to decrease.
– A multi-service strategy – encompassing tax, financial, and pension planning – is becoming increasingly important as demand for these services is on the rise.

Reasons to buy

– Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.
– Give your marketing strategies the edge required and capture new clients using insights from our data on HNW investors’ drivers for seeking investment advice vs self-directing.
– Tailor your investment product portfolio to match current and future demand for different asset classes among HNW individuals.
– Develop your proposition to match the product and service demand expressed by Indonesian HNW investors and react proactively to forecasted changes in demand.

Filed in: Banking & Finance, Wealth Management
Publisher : GlobalData
More Reports
Title Price Buy Now

UK Household Insurance: Distribution & Marketing 2018

UK Household Insurance: Distribution & Marketing 2018 Summary "UK Household Insurance: Distribution & Marketing 2018", report explores consumer purchasing behavior and how consumer preferences are changing over time for contents, buildings, and combined cover. It discovers what is most influential to customers when purchasing a policy and reveals the most popular providers in the market. New trends and innovations are highlighted, as well as the key factors that will influence the household insurance market over the next few years. Purchasing household insurance direct from an insurer was the most popular method in 2018, although there was increased competition from price comparison sites due to the proliferation of online purchasing methods. Purchasing household insurance online is now......
$1295

Retail Banking Market Dynamics: Hong Kong 2018

Retail Banking Market Dynamics: Hong Kong 2018 Summary "Retail Banking Market Dynamics: Hong Kong 2018", report identifies the macroeconomic and competitive dynamics that impact upon the Hong Kong retail banking market. The personal loan and retail deposits markets in Hong Kong reported strong growth during 2013-17, but are expected to decelerate going forward. The credit card market is expected to show moderate growth during 2018-22 compared with the preceding five-year period, while the mortgage market is expected to decline slightly. Hong Kong banks are the most profitable when compared with their peers in China and Singapore. Their operating efficiency is also higher. It provides insight into - - The outlook for deposits, credit cards, personal loans, and mortgages. - Net changes ......
$5250

Strategic Market Intelligence: Life Insurance in Singapore – Key Trends and Opportunities to 2022

Strategic Market Intelligence: Life Insurance in Singapore - Key Trends and Opportunities to 2022 Summary GlobalData's "Strategic Market Intelligence: Life Insurance in Singapore - Key Trends and Opportunities to 2022", report provides a detailed outlook by product category for the Singaporean life insurance segment. It provides values for key performance indicators such as written premium, gross claims, life insurance penetration, total assets and total investment income during the review period (2013-2017) and forecast period (2017-2022). The report also analyzes distribution channels operating in the segment, gives a comprehensive overview of the Singaporean economy and demographics, and provides detailed information on the competitive landscape in the country. The report brings to......
$3999

Strategic Market Intelligence: General Insurance in Singapore – Key Trends and Opportunities to 2022

Strategic Market Intelligence: General Insurance in Singapore - Key Trends and Opportunities to 2022 Summary GlobalData's "Strategic Market Intelligence: General Insurance in Singapore - Key Trends and Opportunities to 2022", report provides a detailed outlook by product category for the Singaporean general insurance segment. It provides values for key performance indicators such as written premium, claims ratio and general insurance penetration during the review period (2013-2017) and forecast period (2017-2022). The report also analyzes distribution channels operating in the segment, gives a comprehensive overview of the Singaporean economy and demographics, and provides detailed information on the competitive landscape in the country. The report brings together GlobalData's researc......
$3999

Strategic Market Intelligence: Reinsurance in Singapore – Key Trends and Opportunities to 2022

Strategic Market Intelligence: Reinsurance in Singapore - Key Trends and Opportunities to 2022 Summary GlobalData's "Strategic Market Intelligence: Reinsurance in Singapore - Key Trends and Opportunities to 2022", report provides a detailed outlook by product category for the Singaporean reinsurance segment. It provides values for key performance indicators such as premium accepted, premium ceded and cession rates, during the review period (2013-2017) and forecast period (2017-2022). The report also analyzes distribution channels operating in the segment, gives a comprehensive overview of the Singaporean economy and demographics, and provides detailed information on the competitive landscape in the country. The report brings together GlobalData's research, modeling and analysis expert......
$3999

Payments Landscape in the UK: Opportunities and Risks to 2022 (including Consumer Survey Insights)

Payments Landscape in the UK: Opportunities and Risks to 2022 (including Consumer Survey Insights) Summary GlobalData's "Payments Landscape in the UK: Opportunities and Risks to 2022 (including Consumer Survey Insights)", report provides detailed analysis of market trends in the UK cards and payments industry. It provides values and volumes for a number of key performance indicators in the industry, including cash, cards, credit transfers, direct debits, and cheques during the review-period (2014-18e). The report also analyzes various payment card markets operating in the industry and provides detailed information on the number of cards in circulation, transaction values and volumes during the review-period and over the forecast-period (2018e-22f). It also offers information on the coun......
$2750

Retail Banking Market Dynamics: Singapore 2018

Retail Banking Market Dynamics: Singapore 2018 Summary "Retail Banking Market Dynamics: Singapore 2018", report identifies macroeconomic and competitive dynamics that impact upon Singapore's retail banking market. The retail deposits market in Singapore reported robust growth during 2013-17, but is expected to slow down over 2018-22. The credit card and personal loan markets are expected to accelerate during 2018-22 after a sluggish performance in the preceding five-year period, while the mortgage market is expected to remain steady. Singaporean banks are least profitable when compared with their peers in Malaysia and Thailand. Their operating efficiency is also lower. It provides insight into - - The outlook for deposits, credit cards, personal loans, and mortgages. - Net changes in ......
$5250

Strategic Market Intelligence: Insurance Industry in Paraguay – Key Trends and Opportunities to 2023

Strategic Market Intelligence: Insurance Industry in Paraguay - Key Trends and Opportunities to 2023 Summary GlobalData's "Strategic Market Intelligence: Insurance Industry in Paraguay - Key Trends and Opportunities to 2023", report provides a detailed outlook by product category for the Paraguayan insurance industry, and a comparison of the Paraguayan insurance with its regional counterparts. It provides values for key performance indicators such as written premium, incurred loss, claims paid, commissions and expenses, combined ratio, total assets, total investment income and net earned premium during the review period (2014-2018) and forecast period (2018-2023). The report also analyzes distribution channels operating in the segment, gives a comprehensive overview of the Paraguayan e......
$1450

Strategic Market Intelligence: Insurance Industry in Brunei – Key Trends and Opportunities to 2022

Strategic Market Intelligence: Insurance Industry in Brunei - Key Trends and Opportunities to 2022 Summary GlobalData's "Strategic Market Intelligence: Insurance Industry in Brunei - Key Trends and Opportunities to 2022", report provides a detailed outlook by product category for the Bruneian insurance industry, and a comparison of the Bruneian insurance with its regional counterparts. It provides values for key performance indicators such as written premium, penetration, loss ratio and density during the review period (2013-2017) and forecast period (2017-2022). The report also gives a comprehensive overview of the Bruneian economy and demographics, and provides detailed information on the competitive landscape in the country. The report brings together GlobalData's research, modelin......
$995

Alternative Payment Solution: Pingit

Alternative Payment Solution: Pingit Summary Pingit was the UK's first instant mobile payments app, introduced by Barclays in 2012. Initially launched as a P2P payment service between individuals, it extended its service for merchants, allowing them to accept payments for online and offline purchases. The service was initially only offered to Barclays account holders, before being extended to all UK residents with a UK-registered mobile number and UK bank account. The app can be downloaded from the App Store, Google Play Store and the Windows App Store. The solution enables users to make real-time P2P transfers from their mobile phones using the recipient's mobile. For Barclays customers, the app is directly linked to their Barclays current account, while for non-Barclays customers a Pi......
$350
We use cookies to deliver the best possible experience on our website.
By continuing to use this site, or closing this box, you consent to our use of cookies. To learn more, visit our Privacy Policy