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Indonesia Wealth Management: Market Sizing and Opportunities to 2022

Region:Asia

Author(s):

Product Code:FS0273CI

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Published on

September 2019

Total pages

41

Table of Content

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About the Report

About the Report

Indonesia Wealth Management: Market Sizing and Opportunities to 2022
 
Summary
 
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 USD 108bn in 2008 to USD 326bn in 2018 and is expected to cross the USD 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.

Products

Products

Wealth management, inshore assets, offshore assets, HNW investors, mass affluent, emerging affluent, mass market, deposits, bonds, mutual funds, equities, stock exchange index, inflation, wealth managers, digital disruptors, deals


Companies

Bukalapak

Bareksa

Stockbit

PT Bareksa Portal Investasi

PT Bank Danamon Indonesia Tbk

PT Bank Nusantara Parahyangan Tbk

PT Bank Tabungan Negara (Persero) Tbk

PNM Investment Management

PT Visionet Internasional

PT Bank Rakyat Indonesia (Persero) Tbk

PT Danareksa Investment Management

Bank Mandiri

Bank Central Asia (BCA)

Bank Rayat

Bank Negara Indonesia

OCBC NSIP

Bank Tabungan Negara

CIMB Niaga

Maybank (Indonesia)

Panin Bank

Permata Bank

Bank Danamon

PT Bank HSBC Indonesia

Table of Contents

Table of Contents

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

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