Wealth in the UAE: HNW Investors No of Pages – 41 Publishing Date - May 25, 2016 Browse detailed TOC, Tables, Figures, Charts in Wealth in the UAE: HNW Investors athttp://www.absolutereports.com/10185405 Summary The resident population in the UAE is predominantly comprised of expats. Reflecting this, expats also constitute a noteworthy 75.6% 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 typically come from either an entrepreneurial background or have sourced their wealth through earned income. The leading generator of wealth is oil, gas, and mining followed by property and real estate. Key Findings - Advisory mandates are the preferred type of asset management among UAE investors, followed by discretionary services. Looking forward, the already strong demand for advisory mandates will continue to increase. - The desire to gain access to more sophisticated investment products only available through professionals and the complexity of their portfolios are the leading reasons Emirati HNW individuals seek professional advice. - Those seeking to self-direct are largely motivated by the desire to retain exclusive control over at least some of their portfolio and to avoid management fees. - The UAE HNW portfolio is balanced, with bonds and property accounting for the largest share of allocation followed by equities. Demand for all asset classes is expected to increase, with the exception of property investments. Synopsis Verdict Financial's “Wealth in the UAE: HNW Investors” analyzes the investing preferences and portfolio allocation of Emirati HNW investors. The report is based on our proprietary Global Wealth Managers Survey. Specifically the report: - Profiles the average Emirati HNW investor in terms of their demographics and analyzes the expat opportunity. - Analyzes which wealth management mandates are preferred among Emirati HNW investors and how demand will change in the future. - Examines the allocation of Emirati HNW investors' portfolios into different asset classes and how this is expected to develop. - Analyzes product and service demand among Emirati HNW investors. 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 service proposition to match the service and product demand expressed by Emirati HNW investors and react proactively to the forecasted change in demand. Ask for Discount at – http://www.absolutereports.com/enquiry/request-discount/10185405 EXECUTIVE SUMMARY HNW individuals are typically expats and have sourced their wealth either through earned income or entrepreneurship Key findings Critical success factors PROFILING THE EMIRATI HNW INVESTOR The mining, oil, and gas sector is the leading source of UAE HNW wealth Professionals are the leading demographic segment Many HNW investors have built their fortunes through oil, mining, and gas Expats form the majority of the local HNW population Expats constitute 75.6% of the local HNW population Fear of insufficient control over their investments motivates investors to keep their wealth in their country of residence India is the largest feeder country for HNW expats EMIRATI HNW INVESTMENT STYLE PREFERENCES Advisory mandates dominate the UAE investment mandate landscape Wealth managers should highlight their specialist expertise The largest proportion of HNW wealth is in advisory mandates Demand is strongest for advisory mandates Advisory mandates will remain the favored asset management mandate Emirati HNW investors who self-direct want to have control over some of their portfolio ASSET ALLOCATION TRENDS AMONG EMIRATI HNW INDIVIDUALS Bonds and commodities are the leading asset classes among UAE investors Equities constitute a fifth of HNW investors' managed wealth Bond investments are forecast to increase amid an uncertain environment Cash and near-cash allocation is below the global average Property constitutes 27% of the typical HNW portfolio Alternatives constitute 3% of the typical HNW portfolio Commodities constitute 6% of the portfolio EMIRATI HNW PRODUCT AND SERVICE DEMAND Demand for planning services is high in the UAE The high proportion of expats drives demand for planning services Tax planning demand is high among the UAE's diverse HNW community While the UAE's tax system is straightforward, expats often have different tax planning needs Repatriation brings particular challenges Demand for tax planning will remain strong APPENDIX Abbreviations and acronyms Definitions HNW Liquid assets Sukuk Methodology Verdict Financial's 2015 Global Wealth Managers Survey Verdict Financial's 2014 Global Wealth Managers Survey Exchange rates Bibliography Further reading About Verdict Financial Disclaimer Report Details – Date of Publishing - May 25, 2016 No of Pages – 41 Single User PDF License – $3450 Corporate License – $10350 Buy Now - http://www.absolutereports.com/purchase/10185405 About Absolute Report: Absolute Reports is an upscale platform to help key personnel in the business world in strategizing and taking visionary decisions based on facts and figures derived from in depth market research. We are one of the top report resellers in the market, dedicated towards bringing you an ingenious concoction of data parameters. Contact– Mr. Ameya Pingaley Absolute Reports +1-408 520 9750 Email – [email protected] www.absolutereports.com Powered by TCPDF (www.tcpdf.org) Powered by TCPDF (www.tcpdf.org)
The PDF document links to survey report which analyzes the investing preferences and portfolio allocation of Emirati HNW investors. The report is based on Verdict Financial’s proprietary Global Wealth Managers Survey. Key findings, Critical success factors, Emirati HNW investor profile, Emirati HNW investment style preferences, asset allocation trends among Emirati HNW individuals, their current and future preferences, product and service demand have been covered in detail in the report.
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