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Published: Apr, 2014 | Pages:
118 | Publisher: WealthInsight
Industry: Wealth Management | Report Format: Electronic (PDF)
Synopsis
This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Chile.
Summary
This report reviews the performance and asset allocations of HNWIs and Ultra HNWIs in Chile. It also includes an evaluation of the local wealth management market.
Scope
Independent market sizing of Chile HNWIs across five wealth bands HNWI volume, wealth and allocation trends from 2009 to 2013 HNWI volume, wealth and allocation forecasts to 2018 HNWI and UHNWI asset allocations across 13 asset classes Geographical breakdown of all foreign assets Alternative breakdown of liquid vs. investable assets Number of UHNWIs in major cities Number of wealth managers in each city City wise ratings of wealth management saturation and potential Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in Chile Size of the Chilean wealth management industry Largest private banks by AuM Detailed wealth management and family office information Insights into the drivers of HNWI wealth
Reason To Buy
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 95,000 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. Report includes comprehensive forecasts to 2018. Also provides detailed information on UHNWIs in each major city.
Key Highlights
There were 44,141 HNWIs in Chile in 2013. These HNWIs held US$243 billion in wealth, and wealth per capita was US$5.5 million. In 2013, Chilean HNWI numbers rose by 0.5%, following an increase of 5.9% in 2012. Growth in HNWI wealth and volumes are expected to improve over the forecast period. The total number of Chilean HNWIs is forecast to grow by 24.0% to reach 57,469 in 2018. HNWI wealth will grow by 29.0% to reach US$337 billion by 2018. In 2013, Chilean HNWIs held 38.7%, equal to US$94 billion, of their wealth outside their home country, which is higher than the global average of 20-30%.
Table of Contents LIST OF TABLES LIST OF FIGURES 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 Social Background 3.4 Benchmarking Chile's Wealth in Context 3.4.1 Distribution of wealth in Chile 3.5 HNWI Volume and Wealth Trends 4 Findings from the WealthInsight HNWI Database 4.1 Trends in HNWI Wealth to 2018 4.1.1 HNWI trend analysis 4.1.2 Wealth band trends 4.1.3 Demographic breakdown of HNWIs 4.1.4 HNWIs - job titles 4.1.5 HNWIs - industry breakdown 4.1.6 HNWIs - industry performance 4.1.7 HNWIs - breakdown by city 4.1.8 HNWIs - city performance 4.1.9 HNWIs - city population densities 4.1.10 HNWIs - city forecasts 4.1.11 HNWIs - breakdown by state 4.1.12 HNWIs - state performance 4.1.13 HNWIs - state population densities 4.2 UHNWIs 4.2.1 UHNWI volume trend analysis 4.2.2 UHNWI wealth trend analysis 4.2.3 Demographic breakdown of UHNWIs 4.2.4 UHNWIs - industry breakdown 4.2.5 UHNWIs - city breakdown and performance 4.3 UHNWIs - Billionaires 4.3.1 Billionaire volume trend analysis 4.3.2 Billionaire wealth trend analysis 4.3.3 Billionaire per capita net worth trend analysis 4.3.4 List of billionaires 4.4 UHNWIs - Centimillionaires 4.4.1 Centimillionaire volume trend analysis 4.4.2 Centimillionaire wealth trend analysis 4.4.3 Centimillionaire per capita net worth trend analysis 4.5 UHNWIs - Affluent Millionaires 4.5.1 Affluent millionaire volume trend analysis 4.5.2 Affluent millionaire wealth trend analysis 4.5.3 Affluent millionaire per capita net worth trend analysis 4.6 Core HNWIs 4.6.1 Core HNWI volume trend analysis 4.7 Core HNWIs - Mid-Tier Millionaires 4.7.1 Mid-tier millionnaire volume trend analysis 4.7.2 Mid-tier millionaire wealth trend analysis 4.7.3 Mid-tier millionaire per capita net worth trend analysis 4.8 Core HNWIs - Lower-Tier Millionaires 4.8.1 Lower-tier millionaire volume trend analysis 4.8.2 Lower-tier millionaire wealth trend analysis 4.8.3 Lower-tier millionaire per capita net worth trend analysis 5 Analysis of Chilean HNWI Investments 5.1 Analysis by Asset Class 5.1.1 Trends in alternative assets 5.1.2 Trends in 'art, wine and wheels' 5.1.3 Trends of investments in real estate 5.1.4 Investments trends in cash and deposits 5.1.5 Investments trends in fixed income 5.1.6 Investment trends in equity 5.1.7 Investment trends in business interests 5.2 Analysis of Foreign Investments 5.2.1 Investments in Europe 5.2.2 Investments in North America (including the US, Mexico and the Caribbean) 5.2.3 Investments in Asia-Pacific 5.2.4 Investments in Central and South America 5.2.5 Investments in the Middle East 5.2.6 Investments in Africa 5.3 Alternative Breakdown: Liquid vs Investable Assets 5.4 Analysis of Chilean UHNWI Investments 6 Competitive Landscape of the Wealth Sector 6.1 Competitive Landscape 6.1.1 Private banks 6.1.2 Wealth managers 6.1.3 Family offices 6.1.4 Financial advisors 6.2 Developments in the Chilean Private Banking Industry 6.3 Wealth Management and the Private Banking Industry 6.4 Chilean Wealth Management Industry - Clientele Model and Maturity 6.5 Behavioral Mapping of Wealth Management and Private Banking in Chile 6.6 Porter's Five Force Analysis - Wealth Management Industry 7 Appendix 7.1 Additional Components of the Chilean Wealth Sector 7.1.1 Philanthropy 7.1.2 Demand for intergenerational wealth transfer 7.1.3 Availability of human resources 7.2 Tax Regulations 7.3 Regulations Related to Immigration, Investment and Employment 7.4 Key Drivers 7.4.1 CLP to US$ exchange rate 7.4.2 Real GDP growth 7.4.3 Per capita GDP 7.4.4 Domestic market capitalization 7.4.5 Commodity index 7.4.6 Foreign direct investments - inflow and outflow 7.4.7 Inflation 7.4.8 Interest rate 7.4.9 Balance of payments 7.4.10 Government debt 7.4.11 Stock market performance 7.5 Wealth Breakdown 8 About WealthInsight
LIST OF TABLES Table 1: HNWI Wealth Band and Group Definitions Table 2: Cities in Chile, 2013 Table 3: Chilean HNWIs - Volume Distribution (%), 2013 Table 4: Chilean HNWIs - Wealth Distribution (%), 2013 Table 5: Chilean HNWIs - Industry Performance, 2009-2013 Table 6: Chilean HNWIs - Cities, 2013 Table 7: Chilean HNWIs - Growth in Top Cities, 2009-2013 Table 8: Chilean HNWIs - Population Density in Major Cities, 2013 Table 9: Chilean HNWIs - Populations in Top Cities (Thousands), 2009-2018 Table 10: Chilean HNWIs - Growth Rates for Top Cities, 2009-2018 Table 11: Chilean HNWIs - Populations by State, 2013 Table 12: Chilean HNWIs - State Performance, 2009-2013 Table 13: Chilean HNWIs - Population Density in States, 2013 Table 14: Chilean UHNWIs - Gender Performance, 2009-2013 Table 15: Chilean UHNWIs - Sources of Wealth (%), 2013 Table 16: Chilean UHNWIs - Populations in Top Cities, 2009-2018 Table 17: Chilean UHNWIs - Growth Rates for Top Cities, 2009-2018 Table 18: Chilean Billionaires - Market Overview (US$ Billion), 2009-2018 Table 19: Top Seven Chilean Billionaires (US$ Billion), 2013 Table 20: Chilean Billionaire Wealth Growth, 2009?2013 Table 21: Chilean Centimillionaires - Market Overview, 2009-2018 Table 22: Chilean Affluent Millionaires - Market Overview, 2009-2018 Table 23: Chilean Mid-Tier Millionaires - Market Overview, 2009-2018 Table 24: Chilean Lower-Tier Millionaires - Market Overview, 2009-2018 Table 25: Chilean Allocations of HNWI Assets, 2009-2018 Table 26: Chilean HNWIs ? Holdings Growth (%), 2009-2018 Table 27: Chilean HNWIs - Alternative Asset Composition (%), 2009-2018 Table 28: Chilean HNWIs - Trends of Investments in Alternative Assets (%), 2009-2018 Table 29: Chilean Trends in 'Art, Wine and Wheels', 2009-2013 Table 30: Global Prime Real Estate Prices per m2 (US$), 2014 Table 31: Chilean HNWIs - Foreign Investment Allocations (%), 2009-2018 Table 32: Chilean HNWIs - Liquidity Breakdown (US$ Billion), 2009-2018 Table 33: Chilean HNWIs - Liquidity Breakdown (%), 2009-2018 Table 34: Chilean UHNWIs - Allocations and Share of HNWI Assets, 2013 Table 35: Leading Domestic Private Banks in Chile by AuM (US$ Million), 2012 Table 36: Chilean Wealth Managers, 2013 Table 37: Wealth Management Industry - Recent Deal Activity in Japan, 2013 Table 38: Chilean Income Tax Bands (CLP), 2013 Table 39: CLP per US$ Exchange Rate, 2009-2018 Table 40: Chilean Real GDP Growth (%), 2009-2018 Table 41: Chilean GDP per Capita (US$), 2009-2018 Table 42: Chilean Domestic Market Capitalization (US$ Billion), 2009-2013 Table 43: Chilean Commodity Indices, 2009-2018 Table 44: Chilean Foreign Direct Investments (US$ Billion), 2009-2018 Table 45: Chilean Inflation Rate (%), 2009-2018 Table 46: Chilean Interest Rate (%), 2009-2018 Table 47: Chilean Balance of Payments (US$ Billion), 2009-2013 Table 48: Chilean Government Debt as a Percentage of GDP (%), 2009-2018 Table 49: Chilean Stock Market Performance, 2009-2013 Table 50: Chilean HNWI Wealth vs GDP Ratio (%), 2009-2018 Table 51: Chile - Appendix One Table 52: Chile - Appendix Two
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