Abstract
Overview
Introduction
This report offers access to key statistics from Datamonitors proprietary Global Wealth Model, providing a clear picture of the scale and composition of the wealth management landscape in Saudi Arabia, Bahrain and the UAE, including market sizing and forecasting through 2009.
Scope
- Sizes segments and forecasts the number of mass affluents and high net worths and the amount of aggregate liquid assets they hold from 2000 - 2009.
- Data for Saudi Arabia, Bahrain and the UAE.
- Covers regulatory, product and competitive developments.
- Identifies companies launching Sharia-compliant investments, property investments and NRI services.
Report Highlights
The GCC market is currently undergoing extensive development, notably the creation of sophisticated financial hubs such as the DIFC and the Bahrain Financial Harbor.
Wealth managers in the GCC region are looking to target non-resident Indians and local Muslims by offering services and products tailored to their needs.
Liquid wealth held by wealthy individuals is set to grow fastest in the UAE by 2009 in comparison with Bahrain and Saudi Arabia.
Reasons to Purchase
- Assess market attractiveness by reviewing size and growth forecasts up to 2009
- Formulate strategies to increase market share by gathering intelligence on level of competition
- Discover which client segments are being focused on in the Middle East
Table of Contents
INTRODUCTION
- What is this report about?
- Who is the target reader?
- How to use this report
- Note to readers
CHAPTER 1 MIDDLE EASTERN MASS AFFLUENTS AND HIGH NETWORTHS
- Saudi Arabia has more wealthy individuals than any otherGCC nation
- In Saudi Arabia more liquid wealth is held in the EUR3m+band than any other
- There are far more mass affluent than high net worthindividuals in the UAE
- More liquid wealth is held by high net worth individualsthan by mass affluents in the UAE
- There has been slow growth in the number of wealthyBahrainis
- Wealthy Bahrainis held EUR2.4bn in liquid wealth intotal in 2004
- Data tables
CHAPTER 2 CLIENT FOCUS
- Expats into GCC countries
- Offshore wealth from GCC countries
- Client service
CHAPTER 3 COMPETITIVE BACKGROUND
- The Middle Eastern wealth management market is polarisedaround two dominant financial centers
- Focus on United Arab Emirates
- The economic landscape
- Players in the wealth management market
- The National Bank of Abu Dhabi: market leader
- Standard Chartered: foreign player
- Focus on Bahrain
- The economic landscape
- Players in the wealth management market
- TAIB Bank: market leader
- UBS: foreign player
- Focus on Qatar
- The economic landscape
- Players in the wealth management market
- Qatar National Bank (QNB): market leader
- HSBC: Foreign player
CHAPTER 4 MARKET DEVELOPMENTS 2004-5
- Competitive developments
- Increasing presence of European wealth managers in theUAE, especially the DIFC
- Bahrain becomes a focus of wealth management in theMiddle East
- New frontiers in Middle Eastern wealth management
- Products and service trends
- Wealth management targeting NRIs
- Islamic banking has significant potential in the MiddleEast
- Real estate is booming as an investment opportunity
- Specialist investment opportunities in the financialcenters
- Data Tables
CHAPTER 5 FUTURE MARKET SIZE
- Wealthy Saudi Arabians are set to increase in numbersignificantly by 2009
- The liquid wealth held by wealthy Saudi Arabians willgrow in the next five years
- The number of wealthy individuals in the UAE willcontinue to be comprised mainly of mass affluent individuals
- Liquid wealth held by wealthy individuals in the UAE isforecast to rise, particularly among high net worth individuals
- The number of wealthy individuals in Bahrain will riseby 8.7% between 2005 and 2009
- There will be moderate growth in the liquid wealth heldby wealthy individuals in Bahrain between 2005 and 2009
- Data tables
CHAPTER 6 APPENDIX
- Definitions
- Expatriates
- High net worth (HNW)
- Liquid assets
- Liquid asset bands
- Mass affluent
- Sukuk
- Research methodology
- Global Wealth Model Methodology
- The UK sub model
- Middle Eastern sub model
- Forecasting methodology
- Continuous refinement to the understanding of liquidwealth distribution
- Specific changes to data this year
- Datamonitors wealth numbers compared with other wealthnumbers
- Further Reading
- Datamonitor Global Wealth Service SPP: Reports
- Datamonitor Global Wealth Service SPP: Insight Reports
- Datamonitor Wealth Management Competitor Tracker
- Datamonitor Asia Pacific Wealth Management SPP: Reports
- Datamonitor Savings & Investments SPP: Reports &Briefs
- Asset Management and Funds
- Offshore Financial Services
- Retail Savings and Investments
- Datamonitor Savings, Investments and Protection SPP:Interactive Models
- SPP writing team
List of Tables
- Table 1: Saudi Arabian wealthy individuals 2000 - 2004
- Table 2: Saudi Arabian aggregate liquid wealth 2000 -20004
- Table 3: UAE wealthy individuals 2000 - 2004
- Table 4: UAE aggregate liquid wealth 2000 - 2004
- Table 5: Bahraini wealthy individuals 2000 - 2004
- Table 6: Bahraini aggregate liquid wealth 2000 - 2004
- Table 7: Market capitalization of the Dubai FinancialMarket
- Table 8: United Arab Emirates GDP by sector 2004
- Table 9: Bahraini GDP by business sector, 2003
- Table 10: Market capitalization of the Bahrain StockExchange
- Table 11: Qatari GDP by business sector, 2004
- Table 12: Forecast number of wealthy individuals inSaudi Arabia, 2005 - 2009
- Table 13: Forecast liquid wealth held by wealthy SaudiArabians, 2005 - 2009
- Table 14: Forecast number of wealthy individuals inthe UAE, 2005 - 2009
- Table 15: Forecast liquid wealth held by wealthyindividuals in the UAE, 2005 - 2009
- Table 16: Forecast number of wealthy individuals inBahrain, 2005 - 2009
- Table 17: Forecast liquid wealth held by wealthyindividuals in Bahrain, 2005 - 2009
List of Figures
- Figure 1: Most wealthy Saudis are in the lower wealthbands
- Figure 2: The amount of liquid wealth possessed bywealthy Saudis is growing steadily
- Figure 3: The number of wealthy individuals in the UAEhas grown quickly in recent years
- Figure 4: Liquid wealth held by the very wealthy inthe UAE has increased rapidly between 2000 and 2004
- Figure 5: After dipping in 2002, the number of wealthyBahrainis has slowly grown
- Figure 6: The amount of wealth held by wealthyBahrainis is now beginning to grow
- Figure 7: The Dubai Financial Market has seen marketcapitalization rise sharply since the resurgence of the global market
- Figure 8: In 2004 financial services was a significantpart of the UAE economy
- Figure 9: In 2003 Bahrains economy was diversifiedwith a strong finance sector
- Figure 10: Market capitalization on the BSE hasclearly risen in the past two years
- Figure 11: The majority of Qatars 2004 GDP is derivedfrom oil and gas
- Figure 12: Competitive developments and product andservice trends over the last year
- Figure 13: The number of wealthy Saudi Arabians isforecast to rise to over 160,000 by 2009
- Figure 14: The liquid wealth held by wealthy SaudiArabians is forecast to grow between 2005 and 2009
- Figure 15: The number of wealthy individuals in theUAE is forecast to rise between 2005 and 2009
- Figure 16: Wealthy individuals in the UAE can expectto see their liquid wealth increase between 2005 and 2009
- Figure 17: There will be a moderate rise in the numberof wealthy individuals between 2005 and 2009
- Figure 18: Liquid wealth held by wealthy individualsin Bahrain is forecast to rise to EUR3.5bn by 2009
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