This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Mexico.
This report is a thorough analysis of the Mexican Wealth Management and Private Banking sector and the opportunities and challenges that it faces.
Independent market sizing of Mexican HNWIs across five wealth bands Number of wealth managers in each city City wise ratings of wealth management saturation and potential Details of the development, challenges and opportunities for the Wealth Management and Private Banking sector in Mexico Size of the Mexican wealth management industry Largest domestic private banks by AuM Detailed wealth management and family office information Insights into the drivers of HNWI wealth
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The WealthInsight Intelligence Center Database is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the database comprises dossiers on over 60,000 HNWIs from around the world. The Intelligence Center also includes tracking of wealth and liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market. With the Database as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.
There were approximately 145,000 HNWIs in Mexico at the end of 2012. These HNWIs held US$736 billion in wealth which equates to 43% of total individual wealth held in the country. Mexican HNWIs outperformed the worldwide HNWI average during the review period. Mexican HNWI numbers rose by 32% while worldwide HNWI volumes declined by 0.3%. The total number of Mexican HNWIs is forecast to grow by 47%, to reach over 213,000 in 2017. HNWI wealth will see a larger percentage increase, growing by 54% to reach US$1.1 trillion by 2017. According to WealthInsight, Mexican local private banking assets under management (AuM) totaled just over US$190 billion at the end of 2012. The top five private banks by local AuM are Banorte, Banamex (Citigroup), BBVA Bancomer, Santander and Scotiabank.
1 Introduction 1.1 Details of this Report 1.2 Definitions 2 Executive Summary 3 Wealth Sector Fundamentals 3.1 Political Background 3.2 Economic Background 3.3 Benchmarking Mexico Wealth in Context 3.3.1 World statistics 3.3.2 Distribution of wealth in Mexico 3.4 HNWI Volume and Wealth Trends 4 Competitive Landscape of the Wealth Sector 4.1 Competitive Landscape 4.1.1 Private banks 4.1.2 Wealth managers 4.2 Family Offices 4.2.1 Offshore wealth 4.2.2 Saturation by city 4.3 Wealth Management Industry - Clientele Model and Maturity 4.4 Behavioral Mapping of Wealth Management and Private Banking Industry in Mexico 4.5 Pension Fund Industry 5 Appendix 5.1 Regulations on Taxes 5.2 Economic Indicators 5.2.1 Peso to dollar exchange rate 5.2.2 Real GDP growth 5.2.3 Per capita GDP 5.2.4 Domestic market capitalization 5.2.5 Commodity index 5.2.6 Foreign direct investment 5.2.7 Inflation rate 5.2.8 Interest rate 5.2.9 Balance of payments 5.2.10 Stock market performance 5.3 Wealth Breakdowns 6 About WealthInsight
Table 1: HNWI Wealth Band and Group Definitions Table 2: Mexico: 10 Most Populous States, 2012 Table 3: Mexico: Largest Cities, 2012 Table 4: Mexico: Key Private Banks by Domestic AuM (US$ Billion), 2012 Table 5: Mexico: Other Private Banks, 2012 Table 6: Mexico: Wealth Managers, 2012 Table 7: Mexico: Wealth Managers per City, 2012 Table 8: Mexico: Peso to US Dollar Exchange Rate, 2007-2017 Table 9: Mexico: Real GDP Growth, 2007-2017 Table 10: Mexico: GDP Per Capita, 2007-2017 Table 11: Mexico: Domestic Market Capitalization (US$ Billion), 2007-2011 Table 12: Mexico: Commodity Indices, 2007-2017 Table 13: Mexico: Foreign Direct Investment (US$ Billion), 2007-2017 Table 14: Mexico: Inflation Rate, 2007-2017 Table 15: Mexico: Benchmark Interest Rate, 2007-2017 Table 16: Mexico: Balance of Payments (US$ Billion), 2007-2012 Table 17: Mexico: Stock Market Performance, 2007-2012 Table 18: Mexico: HNWI Wealth vs GDP Ratio (%), 2007-2017 Table 19: Mexico: Appendix One Table 20: Mexico: Appendix Two
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