GCC Wealth Management

Pages
Pages 83
table
Tables 13
Chart
Charts 33
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Wealth management has undergone a significant change since the onset of the financial crisis. GCC region’s Ultra high net worth and High Net Wor.....

Summary

Wealth management has undergone a significant change since the onset of the financial crisis. GCC region’s Ultra high net worth and High Net Worth investors have traditionally booked much of their investments outside the region in order to diversify. They are assisted by wealth managers registered in the traditional financial centers of Geneva, Switzerland and London. Private banking is the name of the game when it comes to dealing with UHNWIs of the region and the expectations about performance fees charged has also changed since the financial crisis.

The GCC wealth management industry is largely fragmented and clients usually have more bargaining power (more wealth the client has the higher the bargaining power of a client is and vice-versa). Wealth management providers strive to showcase innovative products that cater to their clients growing needs. Investment strategies and returns are scrutinized more deeply by the clients. Since most of the GCC HNWIs are reaching their twilight years the need for estate planning and succession planning are on the rise, which creates both opportunities and threats for wealth managers. Technology has been a great enabler in empowering HNWIs and UHNWIs while dealing with private wealth managers. Overall, the GCC wealth management industry is constantly evolving. Following the financial crisis, putting the client`s need on the forefront and matching client’s risk tolerance with investment products has achieved increased prominence. 


This report talks about the usage and penetration of various wealth and its origins in the GCC region, the asset allocation, succession planning and more recently, the spread of Single Family Offices (SFOs). Wealth estimates have also been provided for all countries in the GCC for 2020 in the report. The report also talks about the broad trends that is expected to have a big impact globally as well as in the GCC region. Lastly the report looks into the impact of technology on the financial landscape of the GCC region.

TOC

  1. Executive Summary
  2. Wealth Management
  3. Wealth Creation in GCC Region
    • Real Estate Investment
    • Retail/franchise 
    • Asset Allocation 
    • Country Preference 
  4. Wealth in GCC 
    • GCC Wealth Estimate 2020 
    • Saudi Arabia 
    • United Arab Emirates 
    • Kuwait 
    • Qatar 
    • Oman 
    • Bahrain 
  5. Trust 
  6. Players 
  7. Family Office 
  8. Service Offering 
    • Cost and pricing 
    • Risk and Challenges 
    • Regulations 
  9. The changing face of Wealth Management 
  10. Key Takeaways 
  11. Appendix 

Tables & Charts

Tables:
3.1 Real Asset Allocation Increase vs Decrease in 2013
4.1 Number of HNWIs and UNHWIs - 2013
4.2 Major Projects Underway – Saudi Arabia
4.3 Major Projects Underway - UAE
4.4 Major Projects Underway - Kuwait
4.5 Major Projects Underway
4.6 Major Projects Underway
4.7 Major Projects Underway
6.1 List of International Private Banks in GCC
6.2 Local Banks and Offerings
8.1 DIFC and QFC Regulations
10.1 Saudi Arabia, 2013
10.2 Top 10 International Private Banks – 2012
 
Charts :
2.1 Evolution of GDP per Capita
2.2 GCC Wealth Creation Source
2.3 GCC Oil Production (Thousand Barrels per day)
2.4 Oil Prices over the Years
3.1 Top 5 Billionaire Producing Industries – MENA (No of Billionaires)
3.2 Middle East Investors – Asset Allocation 2012
3.3 Countries with highest HNWI interest
3.4 Demand Supply Gap for Sukuk Bonds
4.1 Distribution of Wealth Pool, 2013
4.2 Wealth Concentration – GCC vs. Other Regions (In USD)
4.3 Source of Wealth for Entrepreneurs (2013)
4.4 GCC Wealth Estimates
4.5 Saudi Arabia Wealth Estimate
4.6 Saudi Arabia GDP and Components
4.7 UAE Wealth Estimate
4.8 UAE GDP and Components
4.9 Kuwait Wealth Estimate
4.10 Kuwait GDP and Components
4.11 Qatar Wealth Estimate
4.12 Qatar GDP and Components
4.13 Oman Wealth Creation
4.14 Oman GDP and Components
4.15 Bahrain Wealth Estimate
4.16 Bahrain GDP and Components
5.1 Service Level Satisfaction from Private Banker or Wealth Manager
7.1 Key Services MFO VS SFO
7.2 Growing Popularity of Asian Market
8.1 Middle East Cost/Income Ratio
8.2 HNWI Mobile Usage (Wealth Management 2013)
8.3 Demographic Dividend – 2013 Estimates
8.4 Average Monthly salary for Sales/ Marketing Account Manager in USD - 2013
8.5 Perception of Transparency and Clarity in Advisers ‘Fee (GCC Region)
9.1 Source of Wealth - Comparison

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