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Published: Nov, 2013 | Pages:
64 | 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 Peru. 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 Peru HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Peru HNWIs to 2017 and a comprehensive and robust background of the local economy.
Scope
Independent market sizing of Peru HNWIs across five wealth bands HNWI volume and wealth trends from 2008 to 2012 HNWI volume and wealth 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
Peruvian HNWI assets are relatively evenly spread between the six main asset classes. At the end of 2012, real estate was the largest asset class for HNWIs in Peru, accounting for 26.7% of total HNWI assets. This was followed by equities with 16.9%, fixed-income with 15.8%, cash with 15.6%, business interests with 15.2%, and alternatives with 9.8%. Equities recorded the strongest growth over the review period. Driven by a strong local residential market, real estate also grew strongly. Foreign equity holdings also performed well, increasing from 9.1% of total HNWI assets in 2008 to 10.7% in 2012. WealthInsight's research showed that, at the end of 2012, 26% of Peruvian HNWIs had second homes abroad. As of 2012, HNWI liquid assets amounted to US$27 billion, representing 24.6% of the wealth holdings of Peruvian HNWIs. Investment funds (held by asset managers and wealth managers) accounted for US$37billion of HNWI assets in 2012, equating to 33% of HNWI wealth in 2012.
1 Introduction 1.1 Details of this Report 1.2 Definitions 2 Executive Summary 3 Wealth Sector Fundamentals 3.1 Political Background 3.2 Economic Background 3.3 Benchmarking Peru Wealth in Context 3.3.1 World statistics 3.3.2 Distribution of wealth in Peru 3.4 HNWI Volume and Wealth Trends 4 Analysis of Peruvian HNWI Investments 4.1 Analysis by Asset Classes 4.1.1 Trends in "art, wine and wheels" 4.1.2 Trends of investments in real estate 4.1.3 Trends of investments in cash and deposits 4.1.4 Trends of investments in fixed-income 4.1.5 Trends of investments in equity 4.1.6 Trends of investments in business interests 4.2 Analysis of foreign investments 4.2.1 Investments in the rest of Latin America 4.2.2 Investments in North America (including the Caribbean) 4.2.3 Investments in Europe (including the UK) 4.2.4 Investments in Asia-Pacific 4.3 Alternative Breakdown: Liquid vs Investable Assets 4.4 Analysis of Peruvian UHNWI Investments 5 Appendix 5.1 Additional Regional Information 5.2 Regulations on Taxes 5.3 Key Drivers 5.3.1 LC to US$ exchange rate 5.3.2 Real GDP growth 5.3.3 Per capita GDP 5.3.4 Domestic market capitalization 5.3.5 Commodity index 5.3.6 Foreign direct investment 5.3.7 Inflation rate 5.3.8 Interest rate 5.3.9 Balance of payments 5.3.10 Stock market performance 5.4 Wealth breakdowns 8 About WealthInsight
Table 1: HNWI Wealth Band and Group Definitions Table 2: Largest Peruvian Cities, 2012 Table 3: Peruvian Allocations of HNWI Assets (%), 2008?2017 Table 4: Peruvian HNWIs ? Holdings Growth (%), 2008-2017 Table 5: Peruvian Allocations of HNWI Assets (US$ billion), 2008?2017 Table 6: Peruvian HNWIs - Trends of Investments in Alternative Assets (%), 2008-2017 Table 7: Peruvian HNWIs - Alternative Asset Composition (%), 2008-2017 Table 8: Peruvian Trends in "Art, Wine and Wheels", 2008-2012 Table 9: Latin American Residential Real Estate Prices (US$ per Square Meter), 2012 Table 10: Global Prime Residential Real Estate Prices (US$ per Square Meter), 2012 Table 11: Global Prime International City Performances (%), 2008-2012 Table 12: Peruvian HNWIs -Foreign investment allocations per asset class (%), 2008-2017 Table 13: Peruvian HNWIs - Liquidity Breakdown (%), 2008-2017 Table 14: Peruvian HNWIs - Liquidity Breakdown (US$ Billion), 2008-2017 Table 15: Peruvian UHNWIs - Allocations and Share of HNWI Assets (%), 2012 Table 16: PEN to US$ Exchange Rate, 2008-2017 Table 17: Peruvian Real GDP Growth (%), 2008-2017 Table 18: Peruvian GDP Per Capita, 2008-2017 Table 19: Peruvian Domestic Market Capitalization (US$ Billion), 2008-2012 Table 20: Global Commodity Indices, 2008-2017 Table 21: Peruvian Foreign Direct Investment (US$ Billion), 2008-2017 Table 22: Peruvian Inflation Rate, 2008-2017 Table 23: Peruvian Benchmark Interest Rate, 2008-2017 Table 24: Peruvian Balance of Payments (US$ Billion), 2008-2012 Table 25: Peruvian Stock Market Performance, 2008-2012 Table 26: Peruvian HNWI Wealth vs GDP Ratio (%), 2008-2017 Table 27: Peru Appendix 1 Table 28: Peru Appendix 2
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