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HNWI Asset Allocation in Dominican Republic 2014
Synopsis
This report is the result of WealthInsights extensive research covering the high net worth individual (HNWI) population and wealth management market in
Dominican Republic. The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013. This
enables us to determine how well the country's HNWIs have performed through the crisis.
Summary
This report provides the latest asset allocations of Dominican Republic HNWIs across 13 asset classes. The report also includes projections of the volume,
wealth and asset allocations of Dominican Republic HNWIs to 2018 and a comprehensive and robust background of the local economy.
Scope
Independent market sizing of Dominican Republic HNWIs across five wealth bands HNWI volume and wealth trends from 2009 to 2013 HNWI volume and
wealth forecasts to 2018 HNWI and UHNWI asset allocations across 13 asset classes 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 dossiers on over 60,000 HNWIs from around the world. The Intelligence Center also includes tracking of wealth and
liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market. 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. Report includes comprehensive forecasts to 2018.
Key Highlights
In 2013, real estate was the largest asset class for Dominican Republic HNWIs, with 27.4% of total HNWI assets, followed by equities with 16.7%,
fixed-income with 15.4%, cash and deposits with 15.4%, business interests with 15.1%, and alternatives with 9.7%. Equities, business interests and alternatives
recorded growth at respective review-period rates of 68%, 45% and 37%. Real-estate assets held by Dominican Republic HNWIs decreased during the review
period, from 29.5% of total HNWI assets in 2009 to 27.4% in 2013. HNWI allocations to residential property decreased from 21.6% of total assets in 2009 to
19.2% in 2013. Over the forecast period, allocations in residential property are expected to increase slightly to 19.5% of total HNWI assets by 2018. In 2013,
HNWI liquid assets in the Dominican Republic amounted to US$20.8 billion.
table Of Content
1 Introduction
1.1 Details Of This Report
1.2 Definitions
2 Executive Summary
3 Wealth Sector Fundamentals
3.1 Political Background
3.2 Economic Background
3.3 Social Background
3.4 Benchmarking Dominican Republic Wealth In Context
3.4.1 Distribution Of Wealth In The Dominican Republic
3.5 Hnwi Volume And Wealth Trends
4 Analysis Of Dominican Republic Hnwi Investments
4.1 Analysis By Asset Class
4.1.1 Trends In Alternative Assets
4.1.2 Trends In Art, Wine And Wheels
4.1.3 Trends Of Investments In Real Estate
4.1.4 Trends Of Investments In Cash And Deposits
4.1.5 Trends Of Investments In Fixed-income
4.1.6 Investment Trends In Equity
4.1.7 Investments Trends In Business Interests
4.2 Analysis Of Foreign Investments
4.2.1 Investments In Europe
4.2.2 Investments In North America (including The Us, Mexico And The Caribbean)
4.2.3 Investments In Asia-pacific
4.2.4 Investments In Central And South America
4.2.5 Investments In The Middle East
4.2.6 Investments In Africa
4.3 Alternative Breakdown: Liquid Vs. Investable Assets
4.4 Analysis Of Dominican Republic Uhnwi Investments
HNWI Asset Allocation in Dominican Republic 2014
5 Appendix
5.1 Additional Components Of The Wealth Sector In Dominican Republic
5.1.1 Philanthropy
5.1.2 Demand For Intergenerational Wealth Transfer
5.2 Tax Regulations
5.3 Regulations Related To Immigration, Investment And Employment
5.4 Key Drivers
5.4.1 Dop To Us$ Exchange Rate
5.4.2 Real Gdp Growth
5.4.3 Per Capita Gdp
5.4.4 Domestic Market Capitalization
5.4.5 Commodity Index
5.4.6 Foreign Direct Investment Inflows And Outflows
5.4.7 Inflation Rate
5.4.8 Interest Rate
5.4.9 Balance Of Payments
5.4.10 Government Debt
5.4.11 Stock Market Performance
5.5 Wealth Breakdowns
6 About Wealthinsight
ResearchMoz(http://www.researchmoz.us/) is the one stop online destination to find and buy market research reports & Industry Analysis. We fulfill all your
research needs spanning across industry verticals with our huge collection of market research reports. We provide our services to all sizes of organizations and
across all industry verticals and markets. Our Research Coordinators have in-depth knowledge of reports as well as publishers and will assist you in making an
informed decision by giving you unbiased and deep insights on which reports will satisfy your needs at the best price.
Contact:
M/s Sheela,
90 State Street,
Suite 700,
Albany NY - 12207
United States
Tel: +1-518-618-1030
USA - Canada Toll Free 866-997-4948
Email: sales@researchmoz.us
Website: http://www.researchmoz.us/
HNWI Asset Allocation in Dominican Republic 2014

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Hnwi asset allocation in dominican republic 2014

  • 1. HNWI Asset Allocation in Dominican Republic 2014 Synopsis This report is the result of WealthInsights extensive research covering the high net worth individual (HNWI) population and wealth management market in Dominican Republic. The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013. This enables us to determine how well the country's HNWIs have performed through the crisis. Summary This report provides the latest asset allocations of Dominican Republic HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Dominican Republic HNWIs to 2018 and a comprehensive and robust background of the local economy. Scope Independent market sizing of Dominican Republic HNWIs across five wealth bands HNWI volume and wealth trends from 2009 to 2013 HNWI volume and wealth forecasts to 2018 HNWI and UHNWI asset allocations across 13 asset classes 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 dossiers on over 60,000 HNWIs from around the world. The Intelligence Center also includes tracking of wealth and liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market. 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. Report includes comprehensive forecasts to 2018. Key Highlights In 2013, real estate was the largest asset class for Dominican Republic HNWIs, with 27.4% of total HNWI assets, followed by equities with 16.7%, fixed-income with 15.4%, cash and deposits with 15.4%, business interests with 15.1%, and alternatives with 9.7%. Equities, business interests and alternatives recorded growth at respective review-period rates of 68%, 45% and 37%. Real-estate assets held by Dominican Republic HNWIs decreased during the review period, from 29.5% of total HNWI assets in 2009 to 27.4% in 2013. HNWI allocations to residential property decreased from 21.6% of total assets in 2009 to 19.2% in 2013. Over the forecast period, allocations in residential property are expected to increase slightly to 19.5% of total HNWI assets by 2018. In 2013, HNWI liquid assets in the Dominican Republic amounted to US$20.8 billion. table Of Content 1 Introduction 1.1 Details Of This Report 1.2 Definitions 2 Executive Summary 3 Wealth Sector Fundamentals 3.1 Political Background 3.2 Economic Background 3.3 Social Background 3.4 Benchmarking Dominican Republic Wealth In Context 3.4.1 Distribution Of Wealth In The Dominican Republic 3.5 Hnwi Volume And Wealth Trends 4 Analysis Of Dominican Republic Hnwi Investments 4.1 Analysis By Asset Class 4.1.1 Trends In Alternative Assets 4.1.2 Trends In Art, Wine And Wheels 4.1.3 Trends Of Investments In Real Estate 4.1.4 Trends Of Investments In Cash And Deposits 4.1.5 Trends Of Investments In Fixed-income 4.1.6 Investment Trends In Equity 4.1.7 Investments Trends In Business Interests 4.2 Analysis Of Foreign Investments 4.2.1 Investments In Europe 4.2.2 Investments In North America (including The Us, Mexico And The Caribbean) 4.2.3 Investments In Asia-pacific 4.2.4 Investments In Central And South America 4.2.5 Investments In The Middle East 4.2.6 Investments In Africa 4.3 Alternative Breakdown: Liquid Vs. Investable Assets 4.4 Analysis Of Dominican Republic Uhnwi Investments HNWI Asset Allocation in Dominican Republic 2014
  • 2. 5 Appendix 5.1 Additional Components Of The Wealth Sector In Dominican Republic 5.1.1 Philanthropy 5.1.2 Demand For Intergenerational Wealth Transfer 5.2 Tax Regulations 5.3 Regulations Related To Immigration, Investment And Employment 5.4 Key Drivers 5.4.1 Dop To Us$ Exchange Rate 5.4.2 Real Gdp Growth 5.4.3 Per Capita Gdp 5.4.4 Domestic Market Capitalization 5.4.5 Commodity Index 5.4.6 Foreign Direct Investment Inflows And Outflows 5.4.7 Inflation Rate 5.4.8 Interest Rate 5.4.9 Balance Of Payments 5.4.10 Government Debt 5.4.11 Stock Market Performance 5.5 Wealth Breakdowns 6 About Wealthinsight ResearchMoz(http://www.researchmoz.us/) is the one stop online destination to find and buy market research reports & Industry Analysis. We fulfill all your research needs spanning across industry verticals with our huge collection of market research reports. We provide our services to all sizes of organizations and across all industry verticals and markets. Our Research Coordinators have in-depth knowledge of reports as well as publishers and will assist you in making an informed decision by giving you unbiased and deep insights on which reports will satisfy your needs at the best price. Contact: M/s Sheela, 90 State Street, Suite 700, Albany NY - 12207 United States Tel: +1-518-618-1030 USA - Canada Toll Free 866-997-4948 Email: sales@researchmoz.us Website: http://www.researchmoz.us/ HNWI Asset Allocation in Dominican Republic 2014