インドネシアのウェルスマネジメント：市場規模・市場機会の分析・予測 (～2022年)

当レポートでは、インドネシアのウェルスマネジメント市場を調査し、国内マクロ経済動向・予測、富裕層人口と保有資産、居住者によるリテール預金総額・リテール投資総額と金融商品別の内訳、居住者・非居住者による保有資産の比較、デジタルディスラプターの概要、最近の主要契約の概要などをまとめています。

目次

• エグゼクティブサマリー
• マクロ経済概要
• インドネシアのウェルス市場
• 居住者によるリテール預金高・リテール投資高
• インドネシアのリテール投資高：居住者 vs 非居住者
• デジタルディスラプター
• 近年の契約
• 付録

While the Indonesian affluent market remains small, it is set for continuous strong growth. In 2018, the affluent population (comprising high-net-worth [HNW] and mass affluent individuals) accounted for only 0.71% of adults in the country. However, the segment held 95.4% of Indonesia's total onshore liquid assets in 2018, with mass affluents alone holding more than half.

Indonesian HNW investors hold the majority (89.9%) of their investments in liquid assets such as equities, mutual funds, deposits, and bonds. However, wealth managers must remain aware of the slowly increasing investments in illiquid assets, with their proportion expected to rise over the coming years.

Indonesia's retail savings and investments market has been growing at a constant pace and this trend is expected to continue over the next five years. Overall, the value of the market tripled from $108bn in 2008 to $326bn in 2018 and is expected to cross the $400bn mark in 2022.

Based on our proprietary datasets, this report analyzes Indonesia's wealth and retail savings and investments markets, with a focus on the HNW segment. This includes overall affluent market size (both by number of individuals and the value of their liquid assets) as well as a breakdown of liquid versus illiquid HNW holdings. The report also provides analysis of the factors driving liquid asset growth, including a breakdown and forecast of total retail savings and investments split by asset classes including deposits, mutual funds, equities, and bonds.

Scope

• Affluent individuals accounted for 0.7% of Indonesia's total adult population in 2018, collectively holding 95.4% of the country's retail wealth.
• Deposits remain the preferred investment avenue among Indonesian retail investors, accounting for 66.8% of the total liquid retail savings and investments in 2018.
• 26.8% of Indonesian HNW investors' wealth was held outside of the country, with tax efficiency being the main reason to invest offshore.

Reasons to buy

• Make strategic decisions using top-level historic and forecast data on Indonesian wealth industry.
• Identify the most promising client segment by analyzing penetration of affluent individuals.
• Receive detailed insight into retail liquid asset holdings in Indonesia, including deposits, mutual funds, equities, and bonds.
• Understand changing market and competitive dynamics by learning about new competitors and recent deals in the wealth space.
• See an overview of key digital disruptors in the country's wealth market.

Table of Contents

• Executive Summary
• Macroeconomic Overview
• Indonesia's Wealth Market
• Resident Retail Savings and Investments
• Resident vs. Non-Resident Investments in Indonesia
• Digital Disruptors
• Recent Deals
• Appendix