The Zambia 2014 Wealth Report

  • ID: 2894018
  • Report
  • Region: Zambia
  • 71 Pages
  • New World Wealth
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HNWIs in the Copper Belt of Africa

FEATURED COMPANIES

  • Barclays Zambia
  • Phatisa Zambia
  • Rand Merchant Bank | FICC
  • Stanbic Zambia
  • Standard Chartered
  • MORE
Along with Angola and Ghana, Zambia is the top performing wealth market in Africa. This report provides a comprehensive review of the wealth sector in Zambia, including HNWI trends, wealth management trends and luxury trends in the country.

Scope

- Demographics including age, gender, city and sector breakdowns of local HNWIs.
- Detailed review of local wealth management industry, including major players.
- HNWI and UHNWI asset allocations across 10 asset classes.
- Details on HNWI offshore funds and where they are held.
- Detailed review of local luxury and collectables industry.
- Independent market sizing of local HNWIs across five wealth bands.
- HNWI volume, wealth and allocation trends from 2007 to 2013.
- HNWI volume, wealth and allocation forecasts to 2017.
- Detailed review of local prime property sector, including affluent suburbs review.
- Insights into the drivers of HNWI wealth.

Key Highlights

- At the end of 2013, there were approximately 900 HNWIs in Zambia, with a combined wealth of US$4.4 billion.
- The average age of HNWIs in Zambia is 59 years which is above the worldwide average of approximately 56 years. The majority of local HNWIs, 29%, are aged between 61 and 70 years.
- At the end of 2013, Zambian HNWIs held 31% (US$1.3 billion) of their wealth abroad compared to 45% in 2007.
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FEATURED COMPANIES

  • Barclays Zambia
  • Phatisa Zambia
  • Rand Merchant Bank | FICC
  • Stanbic Zambia
  • Standard Chartered
  • MORE
1 Introduction
1.1 What is this Report About?
1.2 Definitions

2 Highlights

3 Wealth Sector Fundamentals
3.1 Political Background to Zambia
3.2 Economic Background to Zambia
3.3 Benchmarking Zambia's Wealth in Context
3.3.1 World statistics
3.3.2 Distribution of wealth in Zambia
3.3.3 HNWI volume and wealth trends

4 Findings from HNWI Database
4.1 Trends in HNWI Wealth to 2017
4.1.1 HNWI trend analysis
4.1.2 Trends of the wealth bands
4.1.3 HNWIs - Age & Gender distribution
4.1.4 HNWIs – Breakdown by city
4.1.5 HNWIs – Affluent Neighborhoods & Suburbs
4.1.6 HNWIs – Population densities
4.1.1 HNWIs – Industry breakdown
4.2 UHNWIs
4.2.1 UHNWI volume trend analysis
4.2.2 Top UHNWIs
4.2.3 UHNWI wealth trend analysis
4.3 Core HNWIs
4.3.1 Core HNWI volume trend analysis
4.3.2 Core HNWI wealth trend analysis

5 Asset Allocation
5.1 Analysis by Asset Class
5.1.1 Trends in alternative assets
5.1.2 Trends in “art, wine and wheels”
5.1.3 Trends of investments in real estate
5.1.4 Trends of investments in cash and bonds
5.1.5 Trends of investments in equity
5.1.6 Trends of investments in business interests
5.2 Analysis of Foreign Investments
5.2.1 Investments in Europe
5.2.2 Investments in North America (including Caribbean & Bermuda)
5.2.3 Investments in Africa
5.2.4 Investments in the rest of the world
5.3 Alternative Breakdown: Liquid vs. Investable Assets
5.4 Analysis of Zambian UHNWI investments

6 The Wealth Management Sector in Zambia

7 Luxury Sector in Zambia
7.1 Luxury Cars
7.2 Luxury Brand Stores
7.3 Luxury Department and Food Stores
7.4 Luxury Hotels & Hangouts

8 Appendix
8.1 Regulations
8.2 Key Economic Trends and Drivers
8.2.1 LC to USD exchange rate
8.2.2 Real GDP growth
8.2.3 GDP per capita
8.2.4 Housing price indices
8.2.5 Commodity index
8.2.6 Inflation rate
8.2.7 Interest rate
8.2.8 Stock market performance
8.2.9 Domestic market capitalization
8.3 Wealth breakdowns

About New World Wealth

LIST OF TABLES

Table 1: HNWI wealth band and group definitions
Table 2: Top cities in Zambia by population, 2013
Table 3: Regions in Zambia by population, 2013
Table 4: HNWIs – Volume Distribution Wealth Pyramid, 2013
Table 5: HNWIs – Wealth Distribution Wealth Pyramid (% share), 2013
Table 6: HNWIs – Top Zambian Cities for millionaires, 2013
Table 7: HNWIs – HNWI Population Density in Major Cities, 2013
Table 8: UHNWI List, 2013
Table 9: HNWIs – Allocations of HNWI Assets (%), 2007-2017
Table 10: HNWIs – HNWI Holdings Growth (%), 2007–2017
Table 11: HNWIs – Alternative Asset Composition (%), 2007–2017
Table 12: HNWIs – Trends of Investments in Alternative Assets (% growth), 2007–2017
Table 13: Global: Trends in Art, Wine and Wheels, 2007 - 2013
Table 14: Global: Prime Residential Real Estate Prices (US$ per square meter), 2013
Table 15: HNWIs – Liquidity Breakdown (%), 2007–2017
Table 16: HNWIs – Liquidity Breakdown (US$ Billion), 2007–2017
Table 17: UHNWIs – Allocations and Share of HNWI Assets, 2013
Table 18: Companies that offer wealth advisory services in Zambia, 2013
Table 19: LC to USD Exchange Rate, 2007–2017
Table 20: Real GDP Growth, 2007–2017
Table 21: GDP Per Capita, 2007–2017
Table 22: Housing Price Index (US$ terms), 2007–2013
Table 23: Commodity Indices, 2007–2017
Table 24: Inflation rate, 2007–2017
Table 25: Interest Rate, 2007–2017
Table 26: Stock Market Performance (US$ terms), 2007–2013
Table 27: Domestic Market Capitalization, 2007 - 2013
Table 28: HNWI Wealth to GDP Ratio, 2007–2017
Table 29: Appendix One
Table 30: Appendix Two

LIST OF FIGURES

Figure 1: Map of Zambia
Figure 2: Asset Price Performance (US$ terms), 2007–2013
Figure 3: Zambian HNWI Performance, 2007–2017
Figure 4: HNWIs – Zambia vs The World, 2007–2017
Figure 5: HNWIs – Growth Factor Correlation, 2007–2013 1
Figure 6: HNWIs – Volume Distribution Wealth Pyramid, 2013
Figure 7: HNWIs – Wealth Distribution Wealth Pyramid (% share), 2013
Figure 8: HNWIs – Age Distribution, 2013
Figure 9: HNWIs – Distribution by Industry, 2013
Figure 10: UHNWIs – Wealth Share Vs Volume Growth, 2007–2013
Figure 11: UHNWIs – Volume by Wealth Band, 2007–2017
Figure 12: UHNWIs – Wealth by Wealth Band (in US$ billion), 2007–2017
Figure 13: HNWIs – Asset Class Composition, 2007–2017
Figure 14: HNWIs – Trends of Investments in Alternative Assets (in US$ billion), 2007–2017
Figure 15: Global: Trends in Art, Wine and Wheels, 2007 - 2013
Figure 16: HNWIs – Global Distribution of Foreign Investments, 2007–2017
Figure 17: HNWIs – Liquidity Breakdown of Investable Assets (%), 2007–2017
Figure 18: UHNWIs – Asset Class Composition, 2007–2017
Figure 19: Behavioral Mapping of HNWIs, 2013
Figure 20: LC to USD Exchange Rate, 2007–2017
Figure 21: Real GDP Growth (%), 2007–2017
Figure 22: GDP Per Capita, 2007–2017
Figure 23: Housing Price Index (US$ terms), 2007–2013
Figure 24: Commodity Indices, 2007–2017
Figure 25: Inflation rate, 2007–2017
Figure 26: Interest Rate, 2007–2017
Figure 27: Stock Market Performance (US$ terms), 2007–2013
Figure 28: Domestic Market Capitalization, 2007 - 2013
Figure 29: HNWI Wealth vs GDP Ratio, 2007–2017
Figure 30: HNWIs – Volume by Wealth Band, 2007–2017
Figure 31: HNWIs – Wealth by Wealth Band (in US$ Billion), 2007–2017
Figure 32: HNWIs – Per Capita Net Worth (US$ million), 2007–2017
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- Aflife (alliance with Sanlam)
- Barclays Zambia
- deVere and Partners Zambia
- Ecobank (alliance with Nedbank)
- Equity Capital Resources (ECR)
- JM Busha Investment Group Zambia
- Madison Asset Management (MAMCo)
- Phatisa Zambia
- Rand Merchant Bank | FICC
- Stanbic Zambia
- Standard Chartered
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