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HNWI Asset Allocation in Mexico 2013

Published: Jun, 2013 | Pages: 67 | 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 Mexico. The report focuses on HNWI performance between the end of 2007 (the peak before the global financial crisis) and the end of 2012. This enables us to determine how well the country's HNWIs have performed through the crisis.
Summary
This report provides the latest asset allocations of Mexican HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Mexican HNWIs to 2017 and a comprehensive and robust background of the local economy.
Scope
Independent market sizing of Mexican HNWIs across five wealth bands HNWI volume, wealth and allocation trends from 2007 to 2012 HNWI volume, wealth and allocation forecasts to 2017 HNWI and UHNWI asset allocations across 13 asset classes 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 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. Report includes comprehensive forecasts to 2017.
Key Highlights
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. The strong growth in HNWI wealth is expected to continue over the forecast period. HNWI wealth will grow by 54% to reach US$1.1 trillion by 2017. As of 2012, HNWI liquid assets amounted to US$98 billion, representing 13% of the wealth holdings of Mexican HNWIs. WealthInsight's research showed that, at the end of 2012, 44% of Mexican HNWIs had second homes abroad. At the end of 2012, Mexican HNWIs held 21.9% (US$161 billion) of their wealth outside their home country, compared to 23.2% (US$124 billion) in 2007.
 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 Analysis of Mexican HNWI Investments 
4.1 Analysis by Asset Classes 
4.1.1 Trends in alternative assets 
4.1.2 Trends in "art, wine and wheels" 
4.1.3 Investment trends in real estate 
4.1.4 Investment trends in cash and deposits 
4.1.5 Investment trends in fixed income 
4.1.6 Trends of investments in equity 
4.1.7 Trends of investments in business interests 
4.2 Analysis of Foreign Investments 
4.2.1 Investments in North America 
4.2.2 Investments in Europe 
4.2.3 Investments in Asia-Pacific 
4.2.4 Investments in the rest of Latin America 
4.2.5 Investments in Africa 
4.3 Alternative Breakdown: Liquid vs Investable Assets 
4.4 Analysis of Mexican UHNWI Investments 
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: Allocations of HNWI Assets (%), 2007?2017 
Table 5: Mexico: HNWIs ? Holdings Growth (%), 2007-2017 
Table 6: Mexico: HNWIs - Trends of Investments in Alternative Assets (%), 2007-2017 
Table 7: Mexico: HNWIs - Alternative Asset Composition (%), 2007-2017 
Table 8: Mexico: Trends in "Art, Wine and Wheels", 2007-2012 
Table 9: Latin America: Residential Real Estate Prices (US$ per sq. m), 2012 
Table 10: Global: Prime Residential Real Estate Prices (US$ per sq. m), 2012 
Table 11: Global: Prime International Cities Performance (%), 2007-2012 
Table 12: Mexico: HNWIs - Percentages of Foreign Investment Allocation (%), 2007-2017 
Table 13: Mexico: HNWIs - Liquidity Breakdown (US$ Billion), 2007-2017 
Table 14: Mexico: HNWIs - Liquidity Breakdown (%), 2007-2017 
Table 15: Mexico: UHNWIs - Allocations and Share of HNWI Assets (%), 2012 
Table 16: Mexico: Peso to US Dollar Exchange Rate, 2007-2017 
Table 17: Mexico: Real GDP Growth, 2007-2017 
Table 18: Mexico: GDP Per Capita, 2007-2017 
Table 19: Mexico: Domestic Market Capitalization (US$ Billion), 2007-2011 
Table 20: Mexico: Commodity Indices, 2007-2017 
Table 21: Mexico: Foreign Direct Investment (US$ Billion), 2007-2017 
Table 22: Mexico: Inflation Rate, 2007-2017 
Table 23: Mexico: Benchmark Interest Rate, 2007-2017 
Table 24: Mexico: Balance of Payments (US$ Billion), 2007-2012 
Table 25: Mexico: Stock Market Performance, 2007-2012 
Table 26: Mexico: HNWI Wealth vs GDP Ratio (%), 2007-2017 
Table 27: Mexico: Appendix One 
Table 28: Mexico: Appendix Two 

 



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