市場調査レポート

南アフリカの富裕層の将来

South Africa - The Future of HNWIs to 2016: The Rise of African Wealth

発行 Wealthinsight 商品コード 247419
出版日 ページ情報 英文 123 Pages
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南アフリカの富裕層の将来 South Africa - The Future of HNWIs to 2016: The Rise of African Wealth
出版日: 2012年07月17日 ページ情報: 英文 123 Pages
概要

当レポートでは、南アフリカの富裕層(HNWI: High Net Worth Indivisuals)向け資産管理市場の現状と将来展望について分析し、同国の富裕層の全体的状況や今後の資産動向、資産階層ごと(超富裕層・中核富裕層)の詳細動向、富裕層による投資動向の詳細、資産管理・プライベート産業の概況といった情報を取りまとめ、概略以下の構成でお届けします。

第1章 イントロダクション

第2章 エグゼクティブ・サマリー

第3章 富裕層市場の基礎情報

  • 南アフリカの政治的背景
  • 南アフリカの経済的背景
  • 世界全体の状況との比較
    • 富の分配状況
    • 富裕層の人口・資産の傾向

第4章 WealthInsightの富裕層データベースの調査結果

  • 富裕層の資産の動向(今後5年間)
    • 富裕層の動向の分析
    • 各階層の動向
    • 富裕層の人口構成
  • 超富裕層(UHNWI)
    • 人数動向分析
    • 資産動向分析
    • 1人当たり純資産の動向分析
    • 人口構成
    • 職種
    • 産業別構成
    • 産業別業績
    • 都市別人口構成
    • 都市別実績
    • 都市人口密度
    • 都市別予測
    • 各都市の状況(ヨハネスブルク、ケープタウン、ダーバン、プレトリア、その他小都市)
  • 超富裕層:億万長者(Billionaire)(資産10億米ドル以上)
    • 人数動向分析
    • 資産動向分析
    • 億万長者の一覧
  • 超富裕層:センチミリオネア(Centimillionaire)(資産1億〜10億米ドル)
    • 人数動向分析
    • 資産動向分析
    • 1人当たり純資産の動向分析
    • 代表的なセンチミリオネアの一覧
  • 超富裕層:裕福な百万長者(Affluent Millionaire)(資産3000万〜1億米ドル)
    • 人数動向分析
    • 資産動向分析
    • 1人当たり純資産の動向分析
  • 中核富裕層(Core HNWI)
    • 人数動向分析
    • 資産動向分析
  • 中核富裕層:中級の百万長者(Mid Tier Millionaire)(資産500万〜3000万米ドル)
    • 人数動向分析
    • 資産動向分析
    • 1人当たり純資産の動向分析
  • 中核富裕層:下級の百万長者(Lower Tier Millionaire)(資産100万〜500万米ドル)
    • 人数動向分析
    • 資産動向分析
    • 1人当たり純資産の動向分析
  • 英国在住の南アフリカ人

第5章 南アフリカの富裕層による投資の分析

  • 資産クラス別の分析
    • 流動資産の動向の変化(株式、固定収入、現金・預金)
    • 代替的資産の動向
    • 「美術品・ワイン・車」の動向
    • 不動産投資動向
    • 現金・預金投資動向
    • 固定収入投資動向
    • 株式投資動向
    • 事業投資動向
  • 海外投資の分析
    • 欧州への投資動向
    • 北米への投資動向
    • 他のアフリカ諸国への投資動向
    • アジア太平洋地地域への投資動向
    • ラテンアメリカへの投資動向
    • 中東への投資動向
  • 超富裕層による投資の分析

第6章 南アフリカの富裕層市場

  • 競争環境
    • プライベートバンク
    • 資産管理会社
    • ファミリーオフィス
    • 資産アドバイザー
    • 各都市の資産管理会社
  • 南アフリカのファンド管理産業
  • 南アフリカの資産管理産業:顧客モデルと成熟度
  • 資産管理産業の行動マッピング
  • ポーターのファイブフォース分析:資産管理産業
  • その他の金融サービスの概要
    • リテールバンク
    • 未公開株・ヘッジファンド
  • 都市・カウンティ・地域
  • 教育
  • フィランソロピー
  • 若年層の顧客への世代間資産譲渡の需要
  • 英国の規制環境
  • 経済の主な動向と促進要因
  • 英国の背景事情(政治・経済・社会・技術)

第7章 付録

  • 南アフリカの資産管理産業の追加的要素
    • フィランソロピー
    • 黒人経済力強化政策(BEE)と「かつて差別されていたグループ」
  • 南アフリカの規制環境
  • 南アフリカの背景事情:追加情報
  • 主な経済動向とその促進要因
  • 資産の分解

第8章 WealthInsightについて

図表一覧

目次
Product Code: WI0053MR

Synopsis

This report is the result of WealthInsight's extensive research covering the HNWI population and wealth management industry in South Africa. It provides market sizing and forecasts of local HNWI and UHNWI populations. The report also leverages WealthInsight's HNWI Database, to provide key demographic breakdowns such as sector and city specific data.

Summary

South Africa has the highest number of HNWIs in Africa. In addition to providing a comprehensive and robust background of the local economy, including, uniquely, detailed analysis of economic and political risks to HNWI wealth creation, this report provides robust projections of the volume, wealth and asset allocation of local HNWIs and UHNWIs. The report then couches these findings in an analysis of the local Wealth Management and Private Banking sector, and the opportunities therein.

Scope

The report features:

  • Independent market sizing of South African HNWIs across five wealth bands
  • HNWI volume, wealth and allocation trends from 2007 to 2011
  • HNWI volume, wealth and allocation forecasts to 2016
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Number of UHNWIs in each city
  • City wise breakdowns of UHNWI volumes and volume growth from 2007 to 2011, as well as 2016 forecasts
  • Number of wealth managers in each city
  • City wise ratings of wealth management saturation and potential
  • Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in South Africa
  • Size of local wealth management industry
  • Largest private banks in South Africa by AuM
  • Detailed wealth management and family office information
  • Insights into the drivers of HNWI wealth

Reasons To Buy

  • The WealthInsight Intelligence Center Database is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the Database comprises up to one hundred data-points on over 100,000 HNWIs from around the world. It also includes profiles on major private banks, wealth managers and family offices in each country. With the Database as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.
  • Comprehensive forecasts to 2016.
  • Detailed information on UHNWIs in each major city.

Table of Contents

1 Introduction

2 Executive Summary

3 Wealth Sector Fundamentals

  • 3.1 Political Background to South Africa
  • 3.2 Economic Background to South Africa
  • 3.3 Benchmarking South Africa's Wealth in Context
    • 3.3.1 Distribution of wealth
    • 3.3.2 HNWI volume and wealth trends

4 Findings from the WealthInsight HNWI Database

  • 4.1 Trends in HNWI Wealth to 2016
    • 4.1.1 HNWI trend analysis
    • 4.1.2 Trends of the wealth bands
    • 4.1.3 Demographic Breakdown of HNWI
  • 4.2 UHNWIs
    • 4.2.1 UHNWI volume trend analysis
    • 4.2.2 UHNWI wealth trend analysis
    • 4.2.3 Per capita UHNWI trend analysis
    • 4.2.4 Demographic breakdown of UHNWIs
    • 4.2.5 UHNWIs - Job titles
    • 4.2.6 UHNWIs - Industry breakdown
    • 4.2.7 UHNWIs - Industry performance
    • 4.2.8 UHNWIs - Breakdown by city
    • 4.2.9 UHNWIs - City performance
    • 4.2.10 UHNWIs - Population densities
    • 4.2.11 UHNWIs - City forecasts
    • 4.2.12 UHNWIs - Johannesburg
    • 4.2.13 UHNWIs - Cape Town
    • 4.2.14 UHNWIs - Durban and Pretoria
    • 4.2.15 UHNWIs - Smaller cities
  • 4.3 UHNWIs - Billionaires
    • 4.3.1 Billionaire volume trend analysis
    • 4.3.2 Billionaire wealth trend analysis
    • 4.3.3 Billionaire per capita net worth trend analysis
    • 4.3.4 List of billionaires
  • 4.4 UHNWIs - Centimillionaires
    • 4.4.1 Centimillionaire volume trend analysis
    • 4.4.2 Centimillionaire wealth trend analysis
    • 4.4.3 Centimillionaire per capita net worth trend analysis
    • 4.4.4 List of top centimillionaires
  • 4.5 UHNWIs - Affluent millionaires
    • 4.5.1 Affluent millionaire volume trend analysis
    • 4.5.2 Affluent millionaire wealth trend analysis
    • 4.5.3 Affluent millionaire per capita net worth trend analysis
  • 4.6 Core HNWIs
    • 4.6.1 Core HNWI volume trend analysis
    • 4.6.2 Core HNWI wealth trend analysis
  • 4.7 Core HNWIs - Mid-tier millionaires
    • 4.7.1 Mid-tier millionaire volume trend analysis
    • 4.7.2 Mid-tier millionaire wealth trend analysis
    • 4.7.3 Mid-tier millionaire per capita net worth trend analysis
  • 4.8 Core HNWIs - Lower-tier millionaires
    • 4.8.1 Lower-tier millionaire volume trend analysis
    • 4.8.2 Lower-tier millionaire wealth trend analysis
    • 4.8.3 Lower-tier millionaire per capita net worth trend analysis
  • 4.9 South Africans living in the UK

5 Analysis of South African HNWI investments

  • 5.1 Analysis by Asset Class
    • 5.1.1 Changing trends in liquid assets (equity, fixed income and cash and deposits)
    • 5.1.2 Trends in alternative assets
    • 5.1.3 Trends in "art, wine and wheels"
    • 5.1.4 Trends of investments in real estate
    • 5.1.5 Trends of investments in cash and deposits
    • 5.1.6 Trends of investments in fixed income
    • 5.1.7 Trends of investments in equity
    • 5.1.8 Trends of investments in business interests
  • 5.2 Analysis of Foreign Investments
    • 5.2.1 Trend of investments in Europe
    • 5.2.2 Trend of investments in North America
    • 5.2.3 Trend of investments in the rest of Africa
    • 5.2.4 Trend of investments in Asia-Pacific region
    • 5.2.5 Trend of investments in Latin America
    • 5.2.6 Trend of investments in the Middle East
  • 5.3 Analysis of South African UHNWI investments

6 The Wealth Sector in South Africa

  • 6.1 Competitive Landscape
    • 6.1.1 Private banks
    • 6.1.2 Wealth managers
    • 6.1.3 Family offices
    • 6.1.4 Wealth advisors
    • 6.1.5 Wealth management in each city
  • 6.2 Fund management in South Africa
  • 6.3 South African Wealth Management Industry - Clientele Model and Maturity
  • 6.4 Behavioral Mapping of Wealth Management Industry in South Africa
  • 6.5 Porter's Five Force Analysis - Wealth Management Industry in South Africa
  • 6.6 Other Financial Services Review
    • 6.6.1 Retail banks
    • 6.6.2 Private equity and hedge funds

7 Appendix

  • 7.1 Additional Components of the Wealth Sector in South Africa
    • 7.1.1 Philanthropy
    • 7.1.2 Black Economic Empowerment (BEE) and 'Previously Disadvantaged Groups'
  • 7.2 Regulatory Environment in South Africa
    • 7.2.1 Exchange controls
    • 7.2.2 Banking regulations
    • 7.2.3 Regulations on taxes
    • 7.2.4 Regulations on property and inheritance
  • 7.3 Additional background of South Africa
  • 7.4 Key Economic Trends and Drivers
    • 7.4.1 LC to USD exchange rate
    • 7.4.2 Real GDP growth
    • 7.4.3 GDP per capita
    • 7.4.4 Domestic market capitalization
    • 7.4.5 Housing price indices
    • 7.4.6 Commodity index
    • 7.4.7 Foreign direct investment
    • 7.4.8 Foreign institutional investments (FIIs) in equity products
    • 7.4.9 Inflation rate
    • 7.4.10 Interest rate
    • 7.4.11 Balance of payments
    • 7.4.12 Government debt
    • 7.4.13 Stock market performance
  • 7.5 Wealth breakdowns

8 About WealthInsight

List of Tables

  • Table 1: HNWI wealth band and group definitions
  • Table 2: Major regions in South Africa, 2011
  • Table 3: HNWIs - Volume Distribution Wealth Pyramid, 2011
  • Table 4: HNWIs - Wealth Distribution Wealth Pyramid (% share), 2011
  • Table 5: UHNWIs - Top Sectors for UHNWIs in Major Cities, 2011
  • Table 6: UHNWIs - Top South African Cities for UHNWIs, 2011
  • Table 7: UHNWIs - UHNWI Population Density in Major Cities, 2011
  • Table 8: UHNWIs - UHNWI Growth Rates for Top Cities, 2007-2016
  • Table 9: UHNWIs - Johannesburg, UHNWIs by Suburb, 2011
  • Table 10: UHNWIs - Cape Town, UHNWIs by Suburb, 2011
  • Table 11: UHNWIs - Durban, UHNWIs by Suburb, 2011
  • Table 12: UHNWIs - Pretoria, UHNWIs by Suburb, 2011
  • Table 13: UHNWIs - Other Hotspots, 2011
  • Table 14: UHNWIs - Large Cities with Low Numbers of UHNWIs, 2011
  • Table 15: UHNWIs - Billionaires - Market Overview, 2007-2016
  • Table 16: Billionaire List, 2011
  • Table 17: UHNWIs - Centimillionaires - Market Overview, 2007-2016
  • Table 18: Top Centimillionaire List, 2011
  • Table 19: UHNWIs - Affluent Millionaires - Market Overview, 2007-2016
  • Table 20: Core HNWIs - Mid-Tier Millionaires - Market Overview, 2007-2016
  • Table 21: Core HNWIs - Lower-Tier Millionaires - Market Overview, 2007-2016
  • Table 22: HNWIs - HNWI Holdings Growth (%), 2007-2016
  • Table 23: HNWIs - Liquid Asset Composition (%), 2007-2016
  • Table 24: HNWIs - Trends of Investments in Alternative Assets (%), 2007-2016
  • Table 25: HNWIs - Alternative Asset Composition (%), 2007-2016
  • Table 26: HNWIs - Trends in "Art, Wine and Wheels", 2007-2011
  • Table 27: HNWIs - Local Residential Cities, 2007-2011
  • Table 28: HNWIs - Foreign Real Estate Investment in South Africa, 2007-2016
  • Table 29: HNWIs - City office prices per square meter
  • Table 30: HNWIs - Prime International Cities, 2007-2011
  • Table 31: HNWIs - % Foreign allocation, 2007-2016
  • Table 32: UHNWIs - Allocations and Share of HNWI Assets, 2011
  • Table 33: The Largest Private Banks in South Africa, 2011
  • Table 34: Local Wealth Managers, 2011
  • Table 35: Foreign Wealth Managers Operating in South Africa, 2011
  • Table 36: Wealth Advisors in South Africa
  • Table 37: Wealth Management Companies Per City, 2011
  • Table 38: The largest fund managers in South Africa, 2010
  • Table 39: Tax Structure for Individuals in South Africa
  • Table 40: LC to USD Exchange Rate, 2006-2016
  • Table 41: Real GDP Growth, 2006-2016
  • Table 42: GDP Per Capita, 2006-2016
  • Table 43: Domestic Market Capitalization, 2006-2011
  • Table 44: Housing Price Index, 2006-2011
  • Table 45: Commodity Indices, 2006-2016
  • Table 46: Foreign Direct Investments, 2006-2016
  • Table 47: Investments of FIIs in Equity Products, 2006-2010
  • Table 48: Inflation rate, 2006-2016
  • Table 49: Money Market Rate, 2006-16
  • Table 50: Balance of Payments, 2006-2011
  • Table 51: Government Debt to GDP, 2006-2016
  • Table 52: Stock Market Performance, 2006-2011
  • Table 53: HNWI Wealth to GDP Ratio, 2007-2016
  • Table 54: Appendix One
  • Table 55: Appendix Two

List of Figures

  • Figure 1: HNWI wealth band definitions
  • Figure 2: Map of South Africa
  • Figure 3: Asset Price Performance, 2007-2011
  • Figure 4: South African HNWI Performance, 2007-2016
  • Figure 5: HNWI - South Africa vs The World
  • Figure 6: HNWIs - Growth Factor Correlation, 2007-2011
  • Figure 7: HNWIs - Volume Distribution Wealth Pyramid, 2011
  • Figure 8: HNWIs - Wealth Distribution Wealth Pyramid (% share), 2011
  • Figure 9: HNWIs - Age Distribution, 2011
  • Figure 10: UHNWIs - Wealth Share Vs Volume Growth, 2007-2011
  • Figure 11: UHNWIs - Volume by Wealth Band, 2007-2016
  • Figure 12: UHNWIs - Wealth by Wealth Band (in US$ billion), 2007-2016
  • Figure 13: UHNWIs - Age Distribution (% Share), 2011
  • Figure 14: UHNWIs - Racial Distribution, 2007-2011
  • Figure 15: UHNWIs - Job Titles, 2007-2011
  • Figure 16: UHNWIs - Distribution by Industry, 2011
  • Figure 17: UHNWIs - Sector Performance, 2007-2011
  • Figure 18: UHNWIs - City Performance, 2007-2011
  • Figure 19: UHNWIs - Regional Forecasts, 2011-2016
  • Figure 20: UHNWIs - Billionaires - Market Overview, 2007-2016
  • Figure 21: UHNWIs - Centimillionaires - Market Overview, 2007-2016
  • Figure 22: UHNWIs - Affluent Millionaires - Market Overview, 2007-2016
  • Figure 23: Core HNWIs - Mid-Tier Millionaires - Market Overview, 2007-2016
  • Figure 24: Core HNWIs - Lower-Tier Millionaires - Market Overview, 2007-2016
  • Figure 25: Non-Domiciled UHNWIs Living in UK - Country-Wise Share, 2011
  • Figure 26: HNWIs - Asset Class Composition, 2007-2016
  • Figure 27: HNWIs - Trends in Total Liquid Assets (as a Percentage of Total Assets), 2007-2016
  • Figure 28: HNWIs - Liquid Assets Composition (US$ billion), 2007-16
  • Figure 29: HNWIs - Trends of Investments in Alternative Assets (in US$ billion), 2007-2016
  • Figure 30: HNWIs - Trends in "Art, Wine and Wheels", 2007-2011
  • Figure 31: HNWIs - Foreign Investment Allocation and Growth by Asset Class (%), 2011-2016
  • Figure 32: HNWIs - Global Distribution of Foreign Investments, 2007-2016
  • Figure 33: UHNWIs - Asset Class Composition, 2007-2016
  • Figure 34: Wealth Management Industry - Maturity Level Of Players
  • Figure 35: South African Wealth Management Industry - Behavioral Mapping, 2011
  • Figure 36: Wealth Management Industry in South Africa - Five Forces Analysis
  • Figure 37: LC to USD Exchange Rate, 2006-2016
  • Figure 38: Real GDP Growth (%), 2006-2016
  • Figure 39: GDP Per Capita, 2006-2016
  • Figure 40: Domestic Market Capitalization, 2006-2011
  • Figure 41: Housing Price Index, 2006-2011
  • Figure 42: Commodity Indices, 2006-2016
  • Figure 43: Foreign Direct Investments, 2006-2016
  • Figure 44: Investments of FIIs in Equity Products, 2006-2010
  • Figure 45: Inflation rate, 2006-2016
  • Figure 46: Money Market Rate, 2006-2016
  • Figure 47: Balance of Payments, 2006-2011
  • Figure 48: Government Debt to GDP, 2006-2016
  • Figure 49: Stock Market Performance, 2006-2011
  • Figure 50: HNWI Wealth vs GDP Ratio, 2007-2016
  • Figure 51: HNWIs - Volume by Wealth Band, 2007-2016
  • Figure 52: HNWIs - Wealth by Wealth Band (in US$ Billion), 2007-2016
  • Figure 53: HNWIs - Per Capita Net Worth (US$ million), 2007-2016
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