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Published: Nov, 2013 | Pages:
96 | 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 UHNWIs have performed through the crisis.
Summary
This report reviews the performance and asset allocations of Ultra HNWIs in Peru, and highlights top-performing cities. It also includes an evaluation of the local wealth management industry.
Scope
UHNWI volume, wealth and allocation trends from 2008 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 (2008-2012) 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 Peru Size of Peru 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 284 UHNWIs in Peru as of the end of 2012. Of this total, there were eight billionaires, 37 centimillionaires and 239 affluent millionaires. UHNWIs accounted for 1.2% of the total HNWI population of Peru in 2012, well above the global average of 0.7%. During the review period, the number of UHNWIs in Peru increased by 65.1% from 172 individuals in 2008 to 284 in 2012. There was a wide range of performance between the different UHNWI wealth bands. The number of billionaires increased by 700%, while the number of centimillionaires and affluent millionaires rose by 54.2% and 62.6% respectively.
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 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 - sector breakdown 4.2.5 UHNWIs - breakdown by city 4.2.6 UHNWIs - city population densities 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 millionaire 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 Peruvian HNWI Investments 5.1 Analysis by Asset Classes 5.1.1 Trends in "art, wine and wheels" 5.1.2 Trends of investments in real estate 5.1.3 Trends of investments in cash and deposits 5.1.4 Trends of investments in fixed-income 5.1.5 Trends of investments in equity 5.1.6 Trends of investments in business interests 5.2 Analysis of foreign investments 5.2.1 Investments in the rest of Latin America 5.2.2 Investments in North America (including the Caribbean) 5.2.3 Investments in Europe (including the UK) 5.2.4 Investments in Asia-Pacific 5.3 Alternative Breakdown: Liquid vs Investable Assets 5.4 Analysis of Peruvian 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 Offshore wealth 6.2 Wealth Management Industry - Clientele Model and Maturity 6.3 Behavioral mapping of wealth management and private banking in Peru 6.4 Financial Services Review 6.4.1 Financial advisors 6.4.2 Pension fund industry 7 Appendix 7.1 Regulations on Taxes 7.2 Key Drivers 7.2.1 LC 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 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: Largest Peruvian Cities, 2012 Table 3: Peruvian HNWIs - Volume Distribution Wealth Pyramid, 2012 Table 4: Peruvian HNWIs - Wealth Distribution Wealth Pyramid, 2012 Table 5: Peruvian UHNWIs - Gender, 2012 Table 6: Peruvian UHNWIs - Sources of Wealth (%), 2012 Table 7: Peruvian UHNWIs - Sources of Wealth by Sector, 2012 Table 8: Peruvian UHNWIs - Top Seven Cities, 2012 Table 9: Peruvian UHNWIs - Population Density in Top 7 Cities, 2012 Table 10: Peruvian Billionaires - Market Overview (US$ Billion) 2008-2017 Table 11: Top Peruvian Billionaires (US$ Billion), 2012 Table 12: Peruvian Centimillionaires - Market Overview, 2008-2017 Table 13: Peruvian Affluent Millionaires - Market Overview, 2008-2017 Table 14: Peruvian Mid-Tier Millionaires - Market Overview, 2008-2017 Table 15: Peruvian Lower-Tier Millionaires - Market Overview, 2008-2017 Table 16: Peruvian Allocations of HNWI Assets (%), 2008?2017 Table 17: Peruvian HNWIs ? Holdings Growth (%), 2008-2017 Table 18: Peruvian Allocations of HNWI Assets (US$ billion), 2008?2017 Table 19: Peruvian HNWIs - Trends of Investments in Alternative Assets (%), 2008-2017 Table 20: Peruvian HNWIs - Alternative Asset Composition (%), 2008-2017 Table 21: Peruvian Trends in "Art, Wine and Wheels", 2008-2012 Table 22: Latin American Residential Real Estate Prices (US$ per Square Meter), 2012 Table 23: Global Prime Residential Real Estate Prices (US$ per Square Meter), 2012 Table 24: Global Prime International City Performances (%), 2008-2012 Table 25: Peruvian HNWIs -Foreign investment allocations per asset class (%), 2008-2017 Table 26: Peruvian HNWIs - Liquidity Breakdown (%), 2008-2017 Table 27: Peruvian HNWIs - Liquidity Breakdown (US$ Billion), 2008-2017 Table 28: Peruvian UHNWIs - Allocations and Share of HNWI Assets (%), 2012 Table 29: Major Peruvian Private Banks Ranked by Local AuM (US$ Billion), 2012 Table 30: Other Peruvian Private Banks, 2012 Table 31: Peruvian Major Foreign Private Banks, 2012 Table 32: Peruvian Wealth Managers, 2012 Table 33: Peruvian Financial Advisors, 2012 Table 34: PEN to US$ Exchange Rate, 2008-2017 Table 35: Peruvian Real GDP Growth (%), 2008-2017 Table 36: Peruvian GDP Per Capita, 2008-2017 Table 37: Peruvian Domestic Market Capitalization (US$ Billion), 2008-2012 Table 38: Global Commodity Indices, 2008-2017 Table 39: Peruvian Foreign Direct Investment (US$ Billion), 2008-2017 Table 40: Peruvian Inflation Rate, 2008-2017 Table 41: Peruvian Benchmark Interest Rate, 2008-2017 Table 42: Peruvian Balance of Payments (US$ Billion), 2008-2012 Table 43: Peruvian Stock Market Performance, 2008-2012 Table 44: Peruvian HNWI Wealth vs GDP Ratio (%), 2008-2017 Table 45: Peru Appendix 1 Table 46: Peru Appendix 2
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