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Peru 2013 Wealth Book

  • October 2013
  • -
  • GlobalData
  • -
  • 98 pages

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

There are 23,050 HNWIs and 284 UHNWIs in Peru in 2012. This report reviews the performance and asset allocations of HNWIs and Ultra HNWIs in Peru highlights top-performing cities. It also includes an evaluation of the local wealth management market.

Scope

• Independent market sizing of Peru HNWIs across five wealth bands
• HNWI volume, wealth and allocation trends from 2008 to 2012
• HNWI volume, wealth and allocation forecasts to 2017
• HNWI and UHNWI asset allocations across 13 asset classes
• Geographical breakdown of all foreign assets
• Alternative breakdown of liquid vs. investable assets
• Number of UHNWIs in major cities
• 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.


Reasons 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 approximately 23,050 HNWIs in Peru at the end of 2012. These HNWIs held US$111 billion in wealth which equates to 15% of total individual wealth held in the country.
• In 2012, Peruvian HNWI numbers rose by 7.1%, following a slight decline of 1.6% in 2011. • Equities recorded the strongest growth over the review period. Driven by a strong local residential market, real estate also grew strongly.
• 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
• At the end of 2012, Peruvian HNWIs held 39.1% (US$43 billion) of their wealth offshore, compared to 44% (US$26 billion) in 2008.

Table Of Contents

Peru 2013 Wealth Book
Table of Contents

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 Additional Regional Information
7.2 Regulations on Taxes
7.3 Key Drivers
7.3.1 LC to US$ exchange rate
7.3.2 Real GDP growth
7.3.3 Per capita GDP
7.3.4 Domestic market capitalization
7.3.5 Commodity index
7.3.6 Foreign direct investment
7.3.7 Inflation rate
7.3.8 Interest rate
7.3.9 Balance of payments
7.3.10 Stock market performance
7.4 Wealth breakdowns
8 About WealthInsight

List of Tables

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


List of Figures

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Peru
Figure 3: Peru Asset Price Performance (%), 2008-2012
Figure 4: Peru HNWI Performance, 2008-2017
Figure 5: Peru Local HNWIs vs the World
Figure 6: Peruvian HNWIs - Growth Factor Correlation, 2008-2012
Figure 7: Peruvian HNWIs - Volume Distribution Wealth Pyramid, 2012
Figure 8: Peruvian HNWIs - Wealth Distribution Wealth Pyramid (% share), 2012
Figure 9: Peruvian HNWIs - Age Distribution (%), 2012
Figure 10: Peruvian UHNWIs - Wealth vs Volume Growth (%), 2008-2012
Figure 11: Peruvian UHNWIs - Volume by Wealth Band, 2008-2017
Figure 12: Peruvian UHNWIs - Wealth by Wealth Band (US$ Billion), 2008-2017
Figure 13: Peruvian UHNWIs - Age Distribution (% Share), 2012
Figure 14: Peruvian Billionaires - Market Overview, 2008-2017
Figure 15: Peruvian Centimillionaires - Market Overview, 2008-2017
Figure 16: Peruvian Affluent Millionaires - Market Overview, 2008-2017
Figure 17: Peruvian Mid-Tier Millionaires - Market Overview, 2008-2017
Figure 18: Peruvian Lower-Tier Millionaires - Market Overview, 2008-2017
Figure 19: Peruvian HNWIs - Asset Class Composition (%), 2008-2017
Figure 20: Peruvian HNWIs - Trends in Alternative Assets (US$ Billion), 2008-2017
Figure 21: Peruvian HNWIs - Trends in “Art, Wine and Wheels”, 2008-2012
Figure 22: Peruvian HNWIs - Foreign Investment Allocation and Growth (%), 2013-2017
Figure 23: Peruvian HNWIs - Geographical Distribution of Foreign Investments (%), 2008-2017
Figure 24: Peruvian HNWIs - Liquidity Breakdown (%), 2008-2017
Figure 25: Peruvian UHNWIs - Asset Class Composition (%), 2008-2017
Figure 26: Peruvian Wealth Management Industry Pyramid
Figure 27: Peruvian Behavioral Mapping of HNWIs, 2012
Figure 28: PEN to US$ Exchange Rate, 2008-2017
Figure 29: Peruvian Real GDP Growth (%), 2008-2017
Figure 30: Peruvian GDP Per Capita, 2008-2017
Figure 31: Peruvian Domestic Market Capitalization (US$ Billion), 2008-2012
Figure 32: Global Commodity Indices, 2008-2017
Figure 33: Peruvian Foreign Direct Investment (US$ Billion), 2008-2017
Figure 34: Peruvian Inflation Rate, 2008-2017
Figure 35: Peruvian Benchmark Interest Rate, 2008-2017
Figure 36: Peruvian Balance of Payments (US$ Billion), 2008-2012
Figure 37: Peruvian Stock Market Performance, 2008-2012
Figure 38: Peruvian HNWI Wealth vs GDP Ratio (%), 2008-2017
Figure 39: Peruvian HNWIs - Volume by Wealth Band, 2008-2017
Figure 40: Peruvian HNWIs - Wealth by Wealth Band (US$ Billion), 2008-2017
Figure 41: Peruvian HNWIs - Wealth per Capita (US$ Billion), 2007-2017



Companies Mentioned

Banco de Credito del Perú
BBVA Continental
Scotiabank Perú
Banco Internacional del Perú - Interbank
Banco de la Nacion
Banco Interamericano de Finanzas
Banco Financiero del Peru

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