Indonesia Wealth Management Market Sizing and Opportunities to 2026
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Indonesia Wealth Management Market Report Overview
Indonesia’s affluent segment (which includes HNW and mass affluent individuals) experienced robust growth during 2016-2021. This growth can be attributed to high yields realized from bond investments, as investors flocked to the safety of government bonds amid volatile market conditions.
The Indonesia wealth management market research report analyzes Indonesia’s wealth and retail savings and investments markets, including the overall affluent market size. The report also provides an analysis of the factors driving liquid asset growth, including a breakdown, and forecast of total retail savings and investments split by equities, mutual funds, deposits, and bonds.
Key Asset Bands | Mass Market, Emerging Affluent, Mass Affluent, and HNW |
Key Asset Allocation Classes | Equities, Cash and Near-Cash, Bonds, Property, Commodities, and Alternatives |
Leading Players | Bank Rakyat Indonesia (Persero), Bank Central Asia, Bibit, Halofina, Allianz Global Investors, PT Bareksa Portal Investasi, PT Moduit Digital Indonesia, and PT Ajaib Sekuritas Asia |
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Indonesia Wealth Management Market Dynamics
Emerging affluent investors hold most of their wealth in deposits. However, they also invest over 20% across equities and mutual funds, which shows that emerging affluent investors are motivated to expose a small part of their portfolio to heightened volatility in the stock market in anticipation of higher returns on their investments.
Although savings accounts account for the largest proportion of the mass affluent portfolio, Indonesian investors hold a higher proportion of their wealth in riskier, more volatile asset classes such as mutual funds and equities. This shows that mass affluent investors have a higher risk tolerance compared to other investor segments.
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Indonesia Wealth Management Market Segmentation by Asset Bands
The Indonesia wealth management market is segmented into asset bands such as mass market, emerging affluent, mass affluent, and HNW. In 2021e, the majority of Indonesia’s total onshore liquid assets were accounted for by affluent individuals, with the HNW segment alone holding more than 40%.
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Indonesia Wealth Management Market Segmentation by HNW Asset Allocation Classes
The key HNW asset allocation classes in the Indonesia wealth management market are equities, cash and near-cash, bonds, property, commodities, and alternatives. The lion’s share of HNW investors’ onshore wealth in Indonesia is allocated to equities. This is mainly due to the strong 2021 performance of the country’s flagship index, the IDX Composite.
In the real estate space, the rise of real estate investment trusts (REITs) stands out. REITs are a major counterweight to equities, fixed income, and cash because they generate dividend income along with capital depreciation and tax incentives. The asset class also provides investors access to the real estate market without having to buy properties.
Most Indonesian HNW investors allocate a substantial share of wealth to cash and near-cash products, severely limiting the earning potential of wealth managers. The desire to maintain liquidity is the primary factor driving this decision. Therefore, it is crucial to help investors manage their cashflows to see funds diverted to fee-bearing investments.
Indonesia Wealth Management Market Analysis by Asset Allocation Classes, 2022 (%)
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Indonesia Wealth Management Market - Competitive Landscape
The leading players in the Indonesia wealth management market are Bank Rakyat Indonesia (Persero), Bank Central Asia, Bibit, Halofina, Allianz Global Investors, PT Bareksa Portal Investasi, PT Moduit Digital Indonesia, and PT Ajaib Sekuritas Asia.
Indonesia Wealth Management Market Players
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Key Highlights
- Advisory mandates dominate the Indonesian HNW wealth market.
- Deposits remain the most popular investment avenue for Indonesian individuals, indicating their preference for safe-haven investment asset classes.
- Mutual funds form a small proportion of retail investment portfolios in 2021.
Reasons to Buy
- Make strategic decisions using top-level historic and forecast data on Indonesia’s wealth industry.
- Identify the most promising client segment by analyzing the penetration of affluent individuals.
- Receive detailed insights into retail liquid asset holdings in Indonesia.
- Understand the 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.
Bank Central Asia
Bibit
Halofina
Allianz Global Investors
PT Bareksa Portal Investasi
PT Moduit Digital Indonesia
PT Ajaib Sekuritas Asia
Table of Contents
Frequently asked questions
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What are the key asset bands in the Indonesia wealth management market?
The key asset bands in the Indonesia wealth management market are mass affluent, emerging affluent, mass market, and HNW.
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What are the key HNW asset allocation classes in the Indonesia wealth management market?
The key HNW asset allocation classes in the Indonesia wealth management market are equities, cash and near-cash, bonds, property, commodities, and alternatives.
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Why do HNW investors in Indonesia allocate a substantial share of wealth to cash and near-cash products?
The HNW investors in Indonesia allocate a substantial share of wealth to cash and near-cash products because of their desire to maintain liquidity.
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Who are the leading players in the Indonesia wealth management market?
The key players in the Indonesia wealth management market are Bank Rakyat Indonesia (Persero), Bank Central Asia, Bibit, Halofina, Allianz Global Investors, PT Bareksa Portal Investasi, PT Moduit Digital Indonesia, and PT Ajaib Sekuritas Asia.
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