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Wealth in Chile: Sizing the Market Opportunity

  • January 2014
  • -
  • GlobalData
  • -
  • 37 pages


Table of Contents

Part of a two-part series, Wealth in Chile: Sizing the Market Opportunity analyzes Chile's wealth and retail savings and investments markets, with a particular focus on the HNW segment. Analysis is based upon Verdict Financial's 2012 Global Wealth Managers Survey, Verdict Financial's Global Wealth Markets Analytics, and Verdict Financial's Global Retail Investments Analytics.

- Size your potential client base using Verdict Financial's proprietary data, presenting the number of affluent individuals by liquid asset band to 2017.
- Understand the drivers behind the growth of the affluent market, such as the wider macroeconomic environment and investment preferences.
- Quantify HNW asset allocations into non-liquid assets such as property. Find out how much of their investible assets are held offshore.
- Export the graphics from the dashboard, or if you are more at ease using Excel, export the data into your own worksheets.

Reasons To Buy
- How large is the HNW market in Chile?
- What is the penetration of affluent individuals in Chile?
- What is the current and future mix of asset class balances in Chile?
- How much of their wealth do Chilean HNW individuals invest offshore?
- Which booking centers are used by HNW individuals to invest offshore?

Key Highlights
Chile is a lucrative opportunity for wealth managers seeking to participate in the continent's 21st century growth story. Growth in the liquid assets held by the affluent Chilean population steadily declined from 7% in 2011 to 4% in 2012, rising again to 8% in 2013.

Chile's retail investments market continued to grow in 2012. In the past, the market has been driven by strong growth in fixed income investments and to a lesser extent deposits. In the next five years mutual funds will begin to play a larger role in the Chilean growth story as the local financial market continues to develop.

Chilean HNW individuals hold 22% of their investment portfolios in illiquid assets such as private equity and direct property investments. Offshore investment is high among Chilean HNW individuals, with on average only 28% of their portfolios held overseas, mostly booked in the US. Tax efficiency is the major driver of offshore investment.

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