Wealth Maket in the UAE 2017 HNW Investors Analysis

Key Findings from the report:
- Sizes the affluent market (both by number of individuals and their demographics) using our proprietary datasets.
- Analyzes which asset classes are favored by Emirati investors and how their preferences impact the growth of the total savings and investments market.
- Examines HNW clients’ attitudes towards non-liquid investments such as property and commodities.
- Identifies key drivers and booking centers for offshore investments.

Key Companies covered in the report are Mondial Dubai, James Berry & Associates, Old Mutual Wealth, Skandia, Credence, HSBC.

Browse the complete report @ http://www.orbisresearch.com/reports/index/wealth-in-the-uae-hnw-investors-2017 .

"Wealth in the UAE: HNW Investors 2017" analyzes the Emirati investments markets, with a focus on the HNW segment. The report is based on our proprietary datasets.

The resident population in the UAE is predominantly comprised of expats. Reflecting this, expats also constitute a noteworthy 74.6% of the local HNW population – which has considerable implications when it comes to investors’ product and service demand. With strong demand for all planning services, being able to offer a holistic service proposition is a must in the UAE. Emirati HNW individuals have typically sourced their wealth predominantly through earned income, but family business owners represent a sizable target market as well. The leading generator of wealth is the property and real estate sector, followed by oil, gas, and mining. Bonds are the preferred asset class, followed by property, as Emirati investors tend to have a pronounced risk-averse nature. Wealth managers in the UAE face a competitive but lucrative market, as most of Emirati HNW individuals’ investments are in advisory mandates.

Scope
- Most Emirati HNW investors are male professionals under the age of 60, and they have primarily sourced their wealth through property and real estate.
- Bonds and property are the preferred types of investment for Emirati investors, as many Sharia-compliant options are available for these asset classes.
- Advisory mandates are the preferred type of asset management among UAE investors, as Emirati investors lack the knowledge and expertise to manage their finances on their own.
- Financial and inheritance planning services are particularly in demand, but looking forward demand for all planning services will grow strongly.

Reasons to buy
- Benchmark your share of the UAE wealth market against the current market size.
- Forecast your future growth prospects using our projections for the market to 2020.
- Identify your most promising client segment by analyzing penetration of affluent individuals in the UAE.
- Evaluate your HNW proposition by understanding how the Emirati tax system will impact HNW clients.
- Review your offshore strategy by learning HNW motivations for offshore investments and their preferred booking centers.

Request a sample @ http://www.orbisresearch.com/contacts/request-sample/240337 .

Table of Contents:
1. EXECUTIVE SUMMARY 2
1.1. HNW individuals are typically expats and have sourced their wealth either through earned income or family business ownership 2
1.2. Key findings 2
1.3. Critical success factors 2

2. PROFILING THE EMIRATI HNW INVESTOR 9
2.1. Earned income remains the largest source of wealth 9
2.1.1. The bulk of Emirati HNW individuals are male and below 60 years of age 9
2.1.2. Earned income is the leading source of Emirati HNW wealth 10
2.1.3. Many HNW investors have built their fortunes through property and real estate 11
2.1.4. Nearly all HNW individuals in the UAE are board members 13
2.2. Expats account for almost three quarters of the local HNW population 13
2.2.1. Visas are designed to encourage immigration 14
2.2.2. India is the largest feeder country for HNW expats 15
2.2.3. NRIs are targeted extensively by Indian and Arabic banks in the UAE 15
2.2.4. Welch & Ellis targets UK expats in Dubai 16

3. EMIRATI HNW INVESTMENT STYLE PREFERENCES 18
3.1. A lack of expertise drives advisory mandates 18
3.1.1. The largest proportion of HNW wealth is in advisory mandates 18
3.1.2. Wealth managers should highlight their specialist expertise 19
3.1.3. UAE HNW investors place just over half of their managed wealth with their main wealth manager 20
3.2. Emirati HNW investors’ lack of time is driving uptake of discretionary mandates 21
3.2.1. But demand is strongest for advisory mandates 21
3.2.2. Advisory mandates will remain the favored asset management service 22
3.2.3. A reluctance to give up control is driving demand for advisory mandates 23
3.2.4. Emirati HNW investors who self-direct lack trust in wealth managers 24

4. UNDERSTANDING ASSET ALLOCATION TRENDS AMONG EMIRATI HNW INDIVIDUALS 26
4.1. Bonds and property are the leading asset classes among UAE investors 26
4.1.1. Bonds dominate the typical HNW portfolio, but cash holdings are forecast to experience the greatest increase in popularity 26
4.1.2. Equity investments only constitute a small proportion of the average Emirati HNW portfolio 27
4.1.3. Asset diversification and capital appreciation opportunities feed HNW appetite for equities 28
4.1.4. Bond investments are forecast to increase amid an uncertain environment 29
4.1.5. Bond holdings are driven by the risk-averse nature of UAE investors 30
4.1.6. Cash and near-cash allocations are above the global average 31
4.1.7. Investors’ desire to maintain liquidity drives allocations into deposits 32
4.1.8. Property constitutes almost one third of the typical HNW portfolio 33
4.1.9. Demand for property is likely to decrease 34
4.1.10. Alternatives constitute a meagre percentage of the typical HNW portfolio 35
4.1.11. Asset diversification is the leading driver for investments into alternatives 36
4.1.12. Commodities allocations beat the global average 37
4.1.13. Mashreq offers accounts for those investing in gold 38
4.1.14. Inflation protection is the leading driver for commodity investments 39

5. HNW PRODUCT AND SERVICE DEMAND 41
5.1. Demand for planning services is high in the UAE 41
5.1.1. The high proportion of expats drives demand for planning services 41
5.1.2. A multi-service proposition is key to competing in UAE’s HNW market 42
5.1.3. Demand for all planning services is forecast to increase 43
5.1.4. Advisors should develop pension planning services 44

6. APPENDIX 46
6.1. Abbreviations and acronyms 46
6.2. Definitions 46
6.2.1. Affluent 46
6.2.2. HNW 46
6.2.3. Liquid assets 46
6.2.4. Mass affluent 46
6.2.5. Sukuk 46
6.3. Methodology 47
6.3.1. GlobalData’s 2016 Global Wealth Managers Survey 47
6.3.2. GlobalData’s 2015 Global Wealth Managers Survey 47
6.3.3. Global Data’s WealthInsights 47
6.3.4. Exchange rates 48
6.4. Bibliography 48
6.5. Further reading 49

About Us:
Orbis Research (orbisresearch.com) is a single point aid for all your market research requirements. We have vast database of reports from the leading publishers and authors across the globe. We specialize in delivering customised reports as per the requirements of our clients. We have complete information about our publishers and hence are sure about the accuracy of the industries and verticals of their specialisation. This helps our clients to map their needs and we produce the perfect required market research study for our clients.

4144N Central Expressway, Suite 600

This release was published on openPR.