(MoneyNewsWire.Net, January 11, 2018 ) "Wealth in Indonesia: HNW Investors 2017" analyzes the investment preferences and portfolio allocation of Indonesian HNW investors. The report is based on our proprietary Global Wealth Managers Survey.
HNW investors 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.
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Specifically the report -
- 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.
- 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.
Bank International Indonesia
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- Develop your proposition to match the product and service demand expressed by Indonesian HNW investors and react proactively to forecasted changes in demand.
Table of Content:
1. EXECUTIVE SUMMARY 3
1.1. Entrepreneurship is the leading generator of HNW wealth 3
1.2. Key findings 3
1.3. Critical success factors 3
2. PROFILING THE INDONESIAN HNW INVESTOR 9
2.1. Indonesian HNW investors skew heavily towards males and are typically older than their Asia Pacific peers 9
2.1.1. The majority of Indonesian HNWs are family business owners and entrepreneurs 10
2.1.2. A lower proportion of Indonesian HNW individuals are directors or chairmen 11
2.1.3. The majority of Indonesian HNW investors have established their fortunes in either property or manufacturing 12
2.2. Expats form a small proportion of the overall HNW population 13
2.2.1. The number of HNW expats in Indonesia is below the Asia Pacific average 13
2.2.1. Most HNW expats are from South Korea or Singapore 15
3. INDONESIAN HNW INVESTMENT STYLE PREFERENCES 16
3.1. Indonesian HNW investors use several wealth management firms to save them time and to benefit from their expertise 16
3.1.1. Indonesian HNW investors are more likely to spread their wealth across multiple wealth management firms than their regional peers 16
3.1.2. Indonesian wealth managers are chosen for the time they save their HNW clients and their expertise 17
3.2. The large pot of Indonesian HNW wealth that remains unmanaged is a significant opportunity 18
3.2.1. A majority of Indonesian HNW investors' portfolio is not placed with a professional wealth manager 18
3.2.2. Indonesian investors opt for advisory asset management to save time and cap costs, whereas discretionary asset management is about optimizing returns 20
3.2.3. Significant investments in non-financial assets mean a noteworthy proportion of HNW wealth is self-directed 21
3.3. Already high demand for advisory wealth management will increase further among HNW Indonesians 23
3.3.1. Indonesian wealth managers are experiencing the most demand for advisory mandates 23
3.3.2. A majority of Indonesian wealth managers expect demand for advisory and execution-only mandates to increase in the next two years 24
4. ASSET ALLOCATION TRENDS AMONG INDONESIAN HNW INVESTORS 26
4.1. Investors' reliance on cash looks set to subside as equities and bonds come to the fore 26
4.1.1. Indonesian HNW asset allocation currently over-indexes with cash and bonds compared to elsewhere in Asia 26
4.1.2. HNW demand for equities will increase as investors seek higher returns 27
4.1.3. Already popular bond investments are forecast to further increase in popularity 29
4.1.4. Cash and near-cash allocation will likely fall as real returns deteriorate 31
4.1.5. Property will become a slightly more attractive option for risk-averse investors 33
4.1.6. Although only a small component of HNW portfolios, demand for alternatives is forecast to increase 35
4.1.7. Demand for commodities has fallen since 2014 as prices have trended downwards 37
5. HNW PRODUCT AND SERVICE DEMAND 40
5.1. Tax advice should be a staple in every wealth manager's service proposition 40
5.1.1. Inheritance planning solutions are sold rather than bought 40
5.1.2. The outlook for financial, pension, and tax planning is relatively positive 41
6. APPENDIX 43
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