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Wealth in Malaysia: Sizing the Market Opportunity

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Summary
 
 The small but fast-developing Malaysian wealth market slowed down in 2015 as global economic trends - particularly weak growth in China and falling oil prices - negatively impacted retail investment values. Fortunately, the market continued to grow and expand as a proportion of the population, and although the heady growth rates of recent years are largely a thing of the past, wealth managers can still rely upon steady expansion within the countrys investor class.
 
 Key Findings

 
 -  The affluent investor class in Malaysia will number 1 million individuals by 2017, adding almost 200,000 people to the market.
 
 -  Going forward, the proportion of retail investments in deposits is set to fall, highlighting the continued evolution of Malaysian investment preferences.
 
 -  HNW investors have led the way in branching out into more sophisticated investments, with roughly one quarter of their onshore liquid wealth held in non-traditional investments as of 2015.
 
 -  Given its proximity and range of sophisticated investments Singapore remains a constant draw for Malaysian wealth, particularly for HNW individuals.
 
 Synopsis
 
 Verdict Financials “Wealth in Malaysia: Sizing the Market Opportunity” analyzes the Malaysian wealth and retail savings and investments markets, with a focus on the HNW segment. The report is based on our proprietary datasets.
 
 Specifically the report:
 
 -  Sizes the affluent market (both by the number of individuals and the value of their liquid assets) using our proprietary datasets.
 
 -  Analyzes which asset classes are favored by Malaysian retail investors and how their preferences and the development of the local finance industry impact the growth of the total savings and investments market.
 
 -  Examines HNW clients attitudes towards non-liquid investments, such as hedge funds, property, and commodities.
 
 -  Identifies key drivers and booking centers for offshore investments by Malaysian HNW clients.
 
 Reasons To Buy
 
 -  Benchmark your share of the Malaysia wealth market against the current market size.
 
 -  Forecast your future growth prospects using our projections for the market to 2019.
 
 -  Identify your most promising client segment by analyzing penetration of affluent individuals in Malaysia.
 
 -  Evaluate your HNW proposition by understanding how FATCA and CRS are affecting your HNW clients.
 
 -  Review your offshore strategy by learning HNW motivations for offshore investments and their preferred booking centers.

 EXECUTIVE SUMMARY
 The Malaysian wealth market weathered a rough 2014 well
 Key findings
 Critical success factors
 SIZING AND FORECASTING THE MALAYSIAN WEALTH MARKET
 Malaysia is developing as a financial center and as a wealth market
 The affluent population is still shy of the 1 million mark
 Investible assets are concentrated within the upper tiers of the wealth market
 DRIVERS OF GROWTH IN THE MALAYSIAN WEALTH MARKET
 The retail investment market will see strong growth
 Retail investments are expected to experience improved growth into the future
 The Malaysian investment market is more developed than most markets in Asia Pacific but its retail sector is still focused on deposits
 Growth will be healthy across all asset classes, but investors will turn to mutual funds going forward
 Retail deposit growth will continue to outstrip GDP growth
 Deposit growth moderated in 2015 but will pick up over the forecast period
 Economic growth will be steady rather than spectacular, but will sustain growth in deposits
 The robust bond growth of 2015 will not persist, returning to 2014 levels
 Local wealth managers are highlighting their fixed income offerings
 Equities and mutual funds will rebound to stronger growth in 2016
 The Kuala Lumpur Stock Exchange suffered in 2015
 Equities are a major asset class but have not experienced widespread take-up among consumers
 Mutual funds in Malaysia are mainly equity and bond plays
 HNW INVESTMENT PREFERENCES
 Onshore HNW portfolios are concentrated in simple traditional assets
 Just under one quarter of Malaysian HNW assets are in non-liquid asset classes
 Offshore banking is a not insignificant drain on onshore assets
 Offshore investments among HNW investors is slightly below the Asia Pacific average
 The lack of onshore investment options is preventing wealth from coming home
 Australia, Singapore, and Hong Kong are the primary beneficiaries of offshore investment
 APPENDIX
 Abbreviations and acronyms
 Supplementary data
 Definitions
 Affluent
 Domicile
 DTA
 FATCA
 HNW
 Liquid assets
 Bonds
 Cash
 Deposits
 Equities
 Mutual funds
 Mass affluent
 Onshore
 Residency
 Sharia investments
 TIEAs
 Methodology
 Global Wealth Model methodology
 The main sub-model
 Global Retail Investments Analytics methodology
 Verdict Financials 2015 Global Wealth Managers Survey
 Bibliography
 Further reading
 About Verdict Financial
 Disclaimer


List Of Tables

 Table 1: Malaysia: adult population segmented by affluent category and asset band (000s), 2009?14
 Table 2: Malaysia: adult population segmented by affluent category and asset band (000s), 2015e?19f
 Table 3: Malaysia: total liquid wealth segmented by affluent category and asset band ($bn), 2009?14
 Table 4: Malaysia: total liquid wealth segmented by affluent category and asset band ($bn), 2015e?19f
 Table 5: Malaysian ringgit-US dollar exchange rate, December 31, 2014 and December 31, 2015


List Of Figures

 Figure 1: The core affluent investor market remains restricted to a tiny (but growing) elite
 Figure 2: More than half of all financial assets in Malaysia are held by mass affluent investors
 Figure 3: Growth moderated in 2015, reflecting a weaker oil and gas sector, but is expected to improve in 2016
 Figure 4: Deposits dominate Malaysian investors onshore holdings
 Figure 5: The outsized share of deposits in the Malaysian market has held back growth
 Figure 6: Retail deposits should see steady growth over the forecast period, but the heights of 2011?12 are behind the market
 Figure 7: Bond growth was healthy in 2015, but a return to 2014 growth seems likely
 Figure 8: The stock market in Malaysia has struggled since 2013
 Figure 9: Equities and mutual funds will see stronger growth in 2016
 Figure 10: Mutual funds in Malaysia are still mainly a way to gain equity exposure
 Figure 11: HNW investors have been relatively open to alternatives, strongly favoring property
 Figure 12: HNW Malaysians rank well below other Asia Pacific markets in terms of offshore investments, but the share is increasing
 Figure 13: Perceptions of a better range of investments compels HNW investors to book assets abroad
 Figure 14: Local booking centers attract the bulk of Malaysian offshore investment
 Figure 15: Malaysia has pursued comprehensive DTAs


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Reports Details

Published Date : May 2016
No. of Pages :41
Country :Malaysia
Category :Finance and Banking
Publisher :Verdict Financial
Report Delivery By :Email
Report Delivery Time :12 to 24 hours after placing the order.

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