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HNWI Asset Allocation in Mexico 2014

Published: Oct, 2014 | Pages: 65 | 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 2008 (the peak before the global financial crisis) and the end of 2013. 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 Mexico HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Mexico HNWIs to 2018 and a comprehensive and robust background of the local economy.
Scope
Independent market sizing of Mexico HNWIs across five wealth bands HNWI volume and wealth trends from 2009 to 2013 HNWI volume and wealth forecasts to 2018 HNWI and UHNWI asset allocations across 13 asset classes Insights into the drivers of HNWI wealth
Reason To Buy
The HNWI Asset Allocation in Mexico 2014 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. With the wealth report 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.
Key Highlights
Real estate was the largest asset class for Mexican HNWIs in 2013, with 45.1% of total HNWI assets, followed by business interests with 17.1%, equities with 15.0%, fixed-income with 12.1%, cash and deposits with 5.8% and alternatives with 4.9%. Equities, real estate and business interests recorded the strongest growth during the review period, at 97.1%, 57.7% and 56.8% respectively. Alternative assets held decreased from 5.2% of the total HNWI assets in 2009 to 4.9% in 2013; allocations increased from 0.8% in 2009 to 1.0% by 2013. WealthInsight expects allocations in commodities to decline over the forecast period - reaching 0.7% of total HNWI assets by 2018 - as global liquidity tightens due to a forecast near-term drop in Chinese demand for raw materials. This will cause global commodity prices to level out. Mexican HNWI liquid assets amounted to US$263.6 billion in 2013, representing 32.9% of wealth holdings.
 1 Introduction
1.1 Details of this Report
1.2 Definitions
2 Executive Summary
3 Wealth Sector Fundamentals
3.1 Political Background
3.2 Economic Background
3.3 Benchmarking Mexico's Wealth in Context
3.3.1 Distribution of wealth in Mexico
3.4 HNWI Volume and Wealth Trends
4 Analysis of Mexican HNWI Investments
4.1 Analysis by Asset Class
4.1.1 Trends in alternative assets
4.1.2 Trends in 'art, wine and wheels'
4.1.3 Trends of investments in real estate
4.1.4 Investments trends in cash and deposits
4.1.5 Investments trends in fixed income
4.1.6 Investment trends in equity
4.1.7 Investment trends in business interests
4.2 Analysis of Foreign Investments
4.2.1 Investments in Europe
4.2.2 Investments in North America (including the US, Mexico and the Caribbean)
4.2.3 Investments in the Asia-Pacific
4.2.4 Investments in Central and South America
4.2.5 Investments in the Middle East
4.2.6 Investments in Africa
4.3 Alternative Breakdown: Liquid vs Investable Assets
4.4 Analysis of Mexican UHNWI Investments
5 Appendix
5.1 Additional Components of the Mexican Wealth Sector
5.1.1 Philanthropy
5.1.2 Demand for intergenerational wealth transfer
5.2 Tax Regulations
5.3 Regulations Related to Immigration, Investment and Employment
5.4 Key Drivers
5.4.1 MXN to US$ exchange rate
5.4.2 Real GDP growth
5.4.3 Per capita GDP
5.4.4 Domestic market capitalization
5.4.5 Commodity index
5.4.6 Foreign direct investments - inflow and outflow
5.4.7 Inflation
5.4.8 Interest rate
5.4.9 Balance of payments
5.4.10 Government debt
5.4.11 Stock market performance
5.5 Wealth Breakdown
6 About WealthInsight
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Cities in Mexico, 2013
Table 3: Mexican Allocations of HNWI Assets, 2009-2018
Table 4: Mexican HNWIs ? Holdings Growth (%), 2009-2018
Table 5: Mexican HNWIs - Alternative Asset Composition (%), 2009-2018
Table 6: Mexican HNWIs - Trends of Investments in Alternative Assets (%), 2009-2018
Table 7: Mexican Trends in 'Art, Wine and Wheels', 2009-2013
Table 8: Global Prime Real Estate Prices per m2 (US$), 2014
Table 9: Mexican HNWIs - Foreign Investment Allocations (%), 2009-2018
Table 10: Mexican HNWIs - Liquidity Breakdown (US$ Billion), 2009-2018
Table 11: Mexican HNWIs - Liquidity Breakdown (%), 2009-2018
Table 12: Mexican UHNWIs - Allocations and Share of HNWI Assets, 2013
Table 13: Mexican Income Tax Bands (MXN), 2013
Table 14: MXN per US$ Exchange Rate, 2009-2018
Table 15: Mexican Real GDP Growth (%), 2009-2018
Table 16: Mexican GDP per Capita (US$), 2009-2018
Table 17: Mexican Domestic Market Capitalization (US$ Billion), 2009-2013
Table 18: Mexican Commodity Indices, 2009-2018
Table 19: Mexican Foreign Direct Investments (US$ Billion), 2009-2018
Table 20: Mexican Inflation Rate (%), 2009-2018
Table 21: Mexican Interest Rate (%), 2009-2018
Table 22: Mexican Balance of Payments (US$ Billion), 2009-2013
Table 23: Mexican Government Debt as a Percentage of GDP (%), 2009-2018
Table 24: Mexican Stock Market Performance, 2009-2013
Table 25: Mexican HNWI Wealth vs GDP Ratio (%), 2009-2018
Table 26: Mexico - Appendix One
Table 27: Mexico - Appendix Two 



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