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Published: Oct, 2014 | Pages:
108 | 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 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 2009 to 2013 UHNWI volume, wealth and allocation forecasts to 2018 UHNWI asset allocations across 13 asset classes Number of UHNWIs in each state and all major cities Fastest growing cities and states for UHNWIs (2009-2013) 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 Mexico Size of Mexico 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 Ultra HNWIs 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 reports 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 2,573 UHNWIs in Mexico in 2013; these had an average wealth of US$147 million, making them a prime target group for wealth sector professionals. Of this total, there were 18 billionaires, 256 centimillionaires and 2,300 affluent millionaires. UHNWIs accounted for 1.8% of the total Mexican HNWI population in 2013; far higher than the global average of 0.7%. The number of UHNWIs in Mexico increased by 46.4% during the review period, rising from 1,758 in 2009 to 2,573 in 2013. While the number of billionaires increased by 157.1%, the number of centimillionaires and affluent millionaires increased by 43.8% and 46.2% respectively. WealthInsight expects the number of UHNWIs to increase by 11.7%, to reach 2,951 in 2018. This will include 22 billionaires, 298 centimillionaires and 2,631 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's Wealth in Context 3.3.1 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 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 Mexican 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 the 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 Mexican UHNWI Investments 6 Competitive Landscape of the Wealth Sector 6.1 Competitive Landscape 6.1.1 Private banks 6.1.2 Wealth managers 6.1.3 Family offices 6.1.4 Financial advisors 6.2 Developments in the Mexican Private Banking Industry 6.3 Mexican Wealth Management Industry - Clientele Model and Maturity 6.4 Behavioral Mapping of Wealth Management and Private Banking in Mexico 7 Appendix 7.1 Tax Regulations 7.2 Key Drivers 7.2.1 MXN to US$ 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 investments - inflow and outflow 7.2.7 Inflation 7.2.8 Interest rate 7.2.9 Balance of payments 7.2.10 Government debt 7.2.11 Stock market performance 7.3 Wealth Breakdown 8 About WealthInsight
Table 1: HNWI Wealth Band and Group Definitions Table 2: Cities in Mexico, 2013 Table 3: Mexican HNWIs - Volume Distribution (%), 2013 Table 4: Mexican HNWIs - Wealth Distribution (%), 2013 Table 5: Mexican HNWIs - Industry Performance, 2009-2013 Table 6: Mexican HNWIs - Cities, 2013 Table 7: Mexican HNWIs - Growth in Top Cities, 2009-2013 Table 8: Mexican HNWIs - Population Density in Major Cities, 2013 Table 9: Mexican HNWIs - Populations in Top Cities (Thousands), 2009-2018 Table 10: Mexican HNWIs - Growth Rates for Top Cities, 2009-2018 Table 11: Mexican HNWIs - Populations by State, 2013 Table 12: Mexican HNWIs - State Performance, 2009-2013 Table 13: Mexican HNWIs - Population Density in States, 2013 Table 14: Mexican UHNWIs - Gender Performance, 2009-2013 Table 15: Mexican UHNWIs - Sources of Wealth (%), 2013 Table 16: Mexican UHNWIs - Populations in Top Cities, 2009-2018 Table 17: Mexican UHNWIs - Growth Rates for Top Cities, 2009-2018 Table 18: Mexican Billionaires - Market Overview (US$ Billion), 2009-2018 Table 19: Top Seven Mexican Billionaires (US$ Billion), 2013 Table 20: Mexican Billionaire Wealth Growth, 2009?2013 Table 21: Mexican Centimillionaires - Market Overview, 2009-2018 Table 22: Mexican Affluent Millionaires - Market Overview, 2009-2018 Table 23: Mexican Mid-Tier Millionaires - Market Overview, 2009-2018 Table 24: Mexican Lower-Tier Millionaires - Market Overview, 2009-2018 Table 25: Mexican Allocations of HNWI Assets, 2009-2018 Table 26: Mexican HNWIs ? Holdings Growth (%), 2009-2018 Table 27: Mexican HNWIs - Alternative Asset Composition (%), 2009-2018 Table 28: Mexican HNWIs - Trends of Investments in Alternative Assets (%), 2009-2018 Table 29: Mexican Trends in 'Art, Wine and Wheels', 2009-2013 Table 30: Global Prime Real Estate Prices per m2 (US$), 2014 Table 31: Mexican HNWIs - Foreign Investment Allocations (%), 2009-2018 Table 32: Mexican HNWIs - Liquidity Breakdown (US$ Billion), 2009-2018 Table 33: Mexican HNWIs - Liquidity Breakdown (%), 2009-2018 Table 34: Mexican UHNWIs - Allocations and Share of HNWI Assets, 2013 Table 35: Leading Private Banks in Mexico by AuM (US$ Million), 2013 Table 36: Mexican Wealth Managers, 2013 Table 37: Wealth Management Industry - Recent Deal Activity in Mexico, 2014 Table 38: Mexican Income Tax Bands (MXN), 2013 Table 39: MXN per US$ Exchange Rate, 2009-2018 Table 40: Mexican Real GDP Growth (%), 2009-2018 Table 41: Mexican GDP per Capita (US$), 2009-2018 Table 42: Mexican Domestic Market Capitalization (US$ Billion), 2009-2013 Table 43: Mexican Commodity Indices, 2009-2018 Table 44: Mexican Foreign Direct Investments (US$ Billion), 2009-2018 Table 45: Mexican Inflation Rate (%), 2009-2018 Table 46: Mexican Interest Rate (%), 2009-2018 Table 47: Mexican Balance of Payments (US$ Billion), 2009-2013 Table 48: Mexican Government Debt as a Percentage of GDP (%), 2009-2018 Table 49: Mexican Stock Market Performance, 2009-2013 Table 50: Mexican HNWI Wealth vs GDP Ratio (%), 2009-2018 Table 51: Mexico - Appendix One Table 52: Mexico - Appendix Two
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