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Ultra HNWIs in Peru 2014

  • February 2015
  • -
  • WealthInsight
  • -
  • 104 pages

Synopsis
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.

Summary
- 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 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.

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 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 Ultra HNWIs in Peru 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 276 UHNWIs in Peru in 2013, with an average per capita wealth of US$182.6 million, making them a prime target group for wealth sector professionals. Of this total, there were nine billionaires, 108 centimillionaires and 159 affluent millionaires.

- UHNWIs accounted for 1.2% of the total Peruvian HNWI population in 2013, significantly higher than the global average of 0.7%. During the review period, the number of Peruvian UHNWIs increased by 87.8%, from 147 in 2009 to 276 in 2013.

- There was a range of performance between the different UHNWI wealth bands. While the number of centimillionaires increased by 77.0%, the number of affluent millionaires increased by 84.9%.

- WealthInsight expects the number of UHNWIs to increase by 19.8% to reach 339 in 2018. This will include 11 billionaires, 134 centimillionaires and 193 affluent millionaires.

Table Of Contents

Ultra HNWIs in Peru 2014
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 Peruvian Wealth in Context
3.3.1 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 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
4.2 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 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 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 Trends of investments in cash and deposits
5.1.5 Trends of investments in fixed-income
5.1.6 Investment trends in equity
5.1.7 Investments 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 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 Peruvian UHNWI Investments
6 Competitive Landscape of the Wealth Sector
6.1 Competitive Landscape
6.1.1 Foreign private banks
6.1.2 Wealth managers
6.1.3 Family offices
6.1.4 Financial advisors
6.2 Wealth Management and the Private Banking Industry
6.3 The Peruvian Wealth Management Industry - Clientele Model and Maturity
6.4 Behavioral Mapping of Wealth Management and Private Banking in Peru
7 Appendix
7.1 Tax Regulations
7.2 Key Drivers
7.2.1 PEN 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 inflows and outflows
7.2.7 Inflation rate
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 Breakdowns
8 About WealthInsight

List of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Cities in Peru by Population (Volume), 2013
Table 3: Peruvian HNWIs - Volume Distribution (%), 2013
Table 4: Peruvian HNWIs - Wealth Distribution (%), 2013
Table 5: Peruvian HNWIs - Industry Performance, 2009-2013
Table 6: Peruvian HNWIs - Cities, 2013
Table 7: Peruvian HNWIs - Growth in Top Cities (Thousand), 2009-2013
Table 8: Peruvian HNWIs - Population Density in Major Cities (Thousand), 2013
Table 9: Peruvian HNWIs - Populations in Top Cities (Thousand), 2009-2018
Table 10: Peruvian HNWIs - Growth Rates for Top Cities (%), 2009-2018
Table 11: Peruvian UHNWIs - Gender Performance (%), 2009-2013
Table 12: Peruvian UHNWIs - Sources of Wealth (%), 2013
Table 13: Peruvian UHNWIs - Populations in Top Cities, (Thousand) 2009-2018
Table 14: Peruvian UHNWIs - Growth Rates in Top Cities (%), 2009-2018
Table 15: Peruvian Billionaires - Market Overview (Volume and US$ Billion), 2009-2018
Table 16: Peruvian Top Nine Billionaires (US$ Billion), 2013
Table 17: Peruvian Centimillionaires - Market Overview (Volume and US$ Million/Billion), 2009-2018
Table 18: Peruvian Affluent Millionaires - Market Overview (Volume and US$ Million/Billion), 2009-2018
Table 19: Peruvian Mid-Tier Millionaires - Market Overview (Volume and US$ Million/Billion), 2009-2018
Table 20: Peruvian Lower-Tier Millionaires - Market Overview (Volume and US$ Million/Billion), 2009-2018
Table 21: Peruvian HNWIs - Allocations of Assets (%), 2009-2018
Table 22: Peruvian HNWIs - Holdings Growth (%), 2009-2018
Table 23: Peruvian HNWIs - Alternative Asset Composition (%), 2009-2018
Table 24: Peruvian HNWIs - Trends of Investments in Alternative Assets (%), 2009-2018
Table 25: Peruvian Trends in ‘Art, Wine and Wheels', 2009-2013
Table 26: Global Prime Real Estate Prices per m2 (US$), 2014
Table 27: Peruvian HNWIs - Foreign Investment Allocations (%), 2009-2018
Table 28: Peruvian HNWIs - Liquidity Breakdown (US$ Billion), 2009-2018
Table 29: Peruvian HNWIs - Liquidity Breakdown (%), 2009-2018
Table 30: Peruvian UHNWIs - Allocations and Share of HNWI Assets (%), 2013
Table 31: Leading Foreign Private Banks in Peru by Local AuM (US$ Million), 2013
Table 32: Peruvian Income Tax Bands (US$), 2013-2014
Table 33: PEN per US$ Exchange Rate, 2009-2018
Table 34: Peruvian Real GDP Growth (%), 2009-2018
Table 35: Peruvian GDP per Capita (US$), 2009-2018
Table 36: Peruvian Domestic Market Capitalization (US$ Billion), 2009-2013
Table 37: Peruvian Commodity Indices, 2009-2018
Table 38: Peruvian Foreign Direct Investment (US$ Billion), 2009-2018
Table 39: Peruvian Inflation Rate (%), 2009-2018
Table 40: Peruvian Money Market Rate (%), 2009-2018
Table 41: Peruvian Balance of Payments (US$ Billion), 2009-2013
Table 42: Peruvian Government Debt as a Percentage of GDP, 2009-2018
Table 43: Peruvian Stock Market Performance, 2009-2013
Table 44: Peruvian HNWI Wealth vs GDP Ratio, 2009-2018
Table 45: Peru - Appendix One
Table 46: Peru - Appendix Two

List of Figures
Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Peru
Figure 3: Peruvian Asset Price Performance (%), 2009-2013
Figure 4: Peruvian HNWIs - Performance (US$ Billion and HNWI Volume), 2009-2018
Figure 5: Peruvian vs Global HNWIs (%), 2009-2018
Figure 6: Peruvian HNWIs - Growth Factor Correlation, 2009-2013
Figure 7: Peruvian HNWIs - Wealth Pyramid (Volume Distribution), 2013
Figure 8: Peruvian HNWIs - Wealth Pyramid (Distribution), 2013
Figure 9: Peruvian HNWIs - Age Distribution (%), 2013
Figure 10: Peruvian HNWIs - Job Titles (%), 2009-2013
Figure 11: Peruvian HNWIs - Distribution by Industry (%), 2013
Figure 12: Peruvian HNWIs - City Performance (%), 2009-2013
Figure 13: Peruvian HNWIs - Populations by City (Thousand), 2009 and 2013
Figure 14: Peruvian HNWIs - City Forecasts (%), 2014-2018
Figure 15: Peruvian HNWIs - Populations by City (Thousand), 2014-2018
Figure 16: Peruvian UHNWIs - Wealth Share vs Volume Growth (%), 2009-2013
Figure 17: Peruvian UHNWIs - Volume by Wealth Band (Thousand), 2009-2018
Figure 18: Peruvian UHNWIs - Wealth by Wealth Band (US$ Billion), 2009-2018
Figure 19: Peruvian UHNWIs - Age Distribution (Percentage Share), 2013
Figure 20: Peruvian UHNWIs - Distribution by Industry (%), 2013
Figure 21: Peruvian Billionaires - Market Overview (Volume and US$ Billion), 2009-2018
Figure 22: Peruvian Centimillionaires - Market Overview (Volume and US$ Million/Billion), 2009-2018
Figure 23: Peruvian Affluent Millionaires - Market Overview (Volume and US$ Million/Billion), 2009-2018
Figure 24: Peruvian Mid-Tier Millionaires - Market Overview (Volume and US$ Million/Billion), 2009-2018
Figure 25: Peruvian Lower-Tier Millionaires - Market Overview (Volume and US$ Million/Billion), 2009-2018
Figure 26: Peruvian HNWIs - Asset Class Composition (%), 2009-2018
Figure 27: Peruvian HNWIs - Trends in Alternative Assets (US$ Billion), 2009-2018
Figure 28: Peruvian Trends in ‘Art, Wine and Wheels', 2009-2013
Figure 29: Peruvian HNWIs - Foreign Investment Allocations and Growth (%), 2013
Figure 30: Peruvian HNWIs - Global Distribution of Foreign Investments (%), 2009-2018
Figure 31: Peruvian HNWIs - Liquidity Breakdown (%), 2009-2018
Figure 32: Peruvian UHNWIs - Asset Class Composition (%), 2009-2018
Figure 33: Peruvian Wealth Management Industry - Maturity Level of Operators, 2014
Figure 34: The Peruvian Wealth Management Industry - Behavioral Mapping, 2013
Figure 35: BRL to US$ Exchange Rate, 2009-2018
Figure 36: Peruvian Real GDP Growth (%), 2009-2018
Figure 37: Peruvian GDP per Capita (US$), 2009-2018
Figure 38: Peruvian Domestic Market Capitalization (US$ Billion), 2009-2013
Figure 39: Peruvian Commodity Indices, 2009-2018
Figure 40: Peruvian Foreign Direct Investment (US$ Billion), 2009-2018
Figure 41: Peruvian Inflation Rate (%), 2009-2018
Figure 42: Peruvian Money Market Rate (%), 2009-2018
Figure 43: Peruvian Balance of Payments (US$ Billion), 2009-2013
Figure 44: Peruvian Government Debt as a Percentage of GDP, 2009-2018
Figure 45: Peru Stock Market Performance, 2009-2013
Figure 46: Peruvian HNWI Wealth vs GDP Ratio, 2009-2018
Figure 47: Peruvian HNWIs - Volume by Wealth Band, 2009-2018
Figure 48: Peruvian HNWIs - Wealth by Wealth Band (US$ Billion), 2009-2018
Figure 49: Peruvian HNWIs - Wealth per Capita (US$ Million), 2009-2018

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