Wealth in the UAE: HNW Customers

Date: 2015-11

Wealth in the UAE: HNW Customers analyzes the profile of HNW individuals in the UAE, from their investments to product demand to source of wealth. This report is based on our 2014 Global Wealth Managers Survey. The results of the survey are accompanied by best-practice case studies on how to target local HNW clients where applicable.

– Understand the major sources of HNW wealth in the UAE and the industries from which it has been amassed.
– Interpret the investment portfolios of HNW individuals in the UAE through detailed asset allocation analysis.
– Evaluate product and service demand among HNW individuals in the UAE, from discretionary asset management to art advisory and philanthropy services.
– Analyze the best methods to capture new HNW clients and how best to maintain communication during the client relationship.

– How do HNW individuals in the UAE amass their wealth?
– What investments make up an average HNW investment portfolio in the UAE?
– Which wealth management products and services are in demand in the UAE?
– How often do local wealth managers contact their clients through email, social media, or face-to-face meetings?
– How do HNW individuals in the UAE compare to their global peers?

Key Highlights
Wealth in the UAE is mostly derived from family business owners and earned income. In addition, expats represent a very significant 78% of the UAE HNW population, and thus are a key market segment for the country’s wealth managers.

Property and bond holdings account for the largest share of portfolio holdings. The share of bonds is due to the popularity of Sharia-compliant sukuk products. In the next two years, equities will see the biggest increase in demand, followed by cash holdings.

UAE HNW investors prefer to have some control over their assets, with advisory asset mandates dominating the market. However, in the next two years it is forecast that advisory asset mandates will increase in demand, with discretionary asset management and execution-only asset management experiencing smaller growth.”

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