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Nicholas Holt Head of Asia-Pacific Research
Content
◆ Background
◆ The Top 10
◆ Behind the headlines
◆ Comparative assets
Background
◆ Why?
Attitudes Survey 2015 – Investments of Passion
62% 63% 23% 67%
..of respondents said their clients
becoming more interested in passion
investments, although..
..said clients collect
primarily for pleasure. But..
..said capital growth and
“safe-haven” status main motivation.
And..
..of respondents with Chinese clients said
capital growth most important
Background
◆ Why?
◆ What?
◆ How?
Jewellery Art Classic cars Wine Furniture Watches Coins Stamps Chinese Ceramics Coloured diamonds
Best available third-party data Weight each asset to create KFLII
The Top 10
The Top 10 – changing fortunes
10
10
10
10
10 10
10
10
10
10
Art
Furniture
Chinese ceramics
Jewellery
Watches
Cars
Wine
Stamps
Coins
Coloured diamonds
2005
12
3
6
9
6
21
12
10
12
9
2015
Behind the headlines – classic cars
Behind the headlines – pearls
Behind the headlines - art
Standard KFLII +206% £ 3.1m
Behind the headlines – portfolio mix
The Hellraiser The Ladies’ man The Geek
+313% £ 4.1m +165% £ 2.7m +150% £ 2.5m
Comparative assets – 10-year capital growth (Q3 2015)
KFLII +206% Gold +174% Jewellery +159% HK Luxury houses +124% Hang Seng Index +41% 0
50
100
150
200
250
300
350
400
450
Se
p-0
5
Ma
r-0
6
Se
p-0
6
Ma
r-0
7
Se
p-0
7
Ma
r-0
8
Se
p-0
8
Ma
r-0
9
Se
p-0
9
Ma
r-10
Se
p-1
0
Ma
r-11
Se
p-1
1
Ma
r-12
Se
p-1
2
Ma
r-13
Se
p-1
3
Ma
r-14
Se
p-1
4
Ma
r-15
Se
p-1
5
Ind
ex
(Q
3 2
00
5=
10
0)
Passion versus property
One of these…. Four-bed, 3,314 sq ft
townhouse, Villa Rosa, Tai Tam, Island South
HK$160m =
Passion versus property
About half of this…. 1962 Ferrari 250 GTO
Berlinetta
$38m or
Passion versus property
About 1.5 of this…. Madonna Laboris, 1931, Nikolai
Konstantinovich Roerich
$12m or
Passion versus property
Almost two of these…. Fancy deep-blue diamond 5.3
carat Bulgari 'Trombino' ring
$9.3m or
Passion versus property
Around two of these…. Yongzheng blue and white garlic-
mouth vase
HK$76m ($9.8m)
And just in case you didn’t know
◆ Knight Frank is…
◆ More than 13,000 people in….
◆ Over 400 offices in….
◆ 58 countries across….
◆ Six continents
Thank you Now listen to the experts….