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Published: Jun, 2013 | Pages:
76 | Publisher: WealthInsight
Industry: Wealth Management | Report Format: Electronic (PDF)
Synopsis
This report is the result of WealthInsight's extensive research covering the ultra high net worth individual (UHNWI) 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 UHNWIs have performed through the crisis.
Summary
This report reviews the performance and asset allocations of Ultra HNWIs in Mexico and highlights top-performing cities. It also includes an evaluation of the local wealth management industry.
Scope
UHNWI volume, wealth and allocation trends from 2007 to 2012 UHNWI volume, wealth and allocation forecasts to 2017 UHNWI asset allocations across 13 asset classes Number of UHNWIs in each state and all major cities Fastest growing cities and states for UHNWIs (2007-2012) 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
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. Also provides detailed information on UHNWIs in each major city.
Key Highlights
There were 2,540 UHNWIs in Mexico. Of this total, there were 16 billionaires, 252 centimillionaires and 2,272 affluent millionaires, as of the end of 2012. The number of UHNWIs in Mexico increased by 19% from 2,129 individuals in 2007 to 2,540 in 2012. The number of billionaires increased by 14%, while the number of centimillionaires and affluent millionaires rose by 24% and 19% respectively. With US$364 billion in total combined wealth, Mexican UHNWIs held 49% of the total wealth of the country's HNWIs, which is well above the worldwide average of 30%. UHNWI wealth increased by 43%, compared to the 32% rise experienced by core HNWIs. This strong growth was fuelled by a 68% rise in billionaire wealth. WealthInsight expects the number of UHNWIs to increase by 47%, to reach 3,733 individuals in 2017. This will include 21 billionaires, 373 centimillionaires and 3,339 affluent millionaires.
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 Findings from the WealthInsight HNWI Database 4.1 Trends in HNWI Wealth to 2017 4.1.1 HNWI trend analysis 4.1.2 Trends of the Wealth bands 4.1.3 Demographic breakdown of HNWIs 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 - job titles 4.2.5 UHNWIs - industry breakdown 4.2.6 UHNWIs - breakdown by city 4.2.7 UHNWIs - city population densities 4.2.8 UHNWIs - smaller cities 4.2.1 UHNWIs - affluent suburbs 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 Billionaire demographics 4.3.5 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 5 Analysis of Mexican UHNWI Investments 6 Competitive Landscape of the Wealth Sector 6.1 Competitive Landscape 6.1.1 Private banks 6.1.2 Wealth managers 6.2 Family Offices 6.2.1 Offshore wealth 6.2.2 Saturation by city 6.3 Wealth Management Industry - Clientele Model and Maturity 6.4 Behavioral Mapping of Wealth Management and Private Banking Industry in Mexico 6.5 Pension Fund Industry 7 Appendix 7.1 Regulations on Taxes 7.2 Economic Indicators 7.2.1 Peso to dollar exchange rate 7.2.2 Real GDP growth 7.2.3 Per capita GDP 7.2.4 Domestic market capitalization 7.2.5 Commodity index 7.2.6 Foreign direct investment 7.2.7 Inflation rate 7.2.8 Interest rate 7.2.9 Balance of payments 7.2.10 Stock market performance 7.3 Wealth Breakdowns 8 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: HNWIs - Volume Distribution Wealth Pyramid, 2012 Table 5: Mexico: HNWIs - Wealth Distribution Wealth Pyramid (% share), 2012 Table 6: Mexico: UHNWI - Gender, 2012 Table 7: Mexico: UHNWI - Source of Wealth (%), 2012 Table 8: Mexico: UHNWIs - Top 10 Cities, 2012 Table 9: Mexico: UHNWIs - Population Density in Top 10 Cities, 2012 Table 10: Mexico: UHNWIs - Smaller Cities, 2012 Table 11: Mexico: UHNWIs - Affluent Suburbs, 2012 Table 12: Mexico: Billionaires - Market Overview (US$ Billion) 2007-2017 Table 13: Mexico: Top Billionaires (US$ Billion), 2012 Table 14: Mexico: Top Billionaires (US$ Billion), 2007-2012 Table 15: Mexico: Centimillionaires - Market Overview, 2007-2017 Table 16: Mexico: Affluent Millionaires - Market Overview, 2007-2017 Table 17: Mexico: UHNWIs - Allocations and Share of HNWI Assets (%), 2012 Table 18: Mexico: Key Private Banks by Domestic AuM (US$ Billion), 2012 Table 19: Mexico: Other Private Banks, 2012 Table 20: Mexico: Wealth Managers, 2012 Table 21: Mexico: Wealth Managers per City, 2012 Table 22: Mexico: Peso to US Dollar Exchange Rate, 2007-2017 Table 23: Mexico: Real GDP Growth, 2007-2017 Table 24: Mexico: GDP Per Capita, 2007-2017 Table 25: Mexico: Domestic Market Capitalization (US$ Billion), 2007-2011 Table 26: Mexico: Commodity Indices, 2007-2017 Table 27: Mexico: Foreign Direct Investment (US$ Billion), 2007-2017 Table 28: Mexico: Inflation Rate, 2007-2017 Table 29: Mexico: Benchmark Interest Rate, 2007-2017 Table 30: Mexico: Balance of Payments (US$ Billion), 2007-2012 Table 31: Mexico: Stock Market Performance, 2007-2012 Table 32: Mexico: HNWI Wealth vs GDP Ratio (%), 2007-2017 Table 33: Mexico: Appendix One Table 34: Mexico: Appendix Two
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