Challenges and Opportunities for the Wealth Sector in Mexico 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 Mexico’s Wealth in Context
3.3.1 Distribution of wealth in Mexico
3.4 HNWI Volume and Wealth Trends
4 Competitive Landscape of the Wealth Sector
4.1 Competitive Landscape
4.1.1 Private banks
4.1.2 Wealth managers
4.1.3 Family offices
4.1.4 Financial advisors
4.2 Developments in the Mexican Private Banking Industry
4.3 Mexican Wealth Management Industry – Clientele Model and Maturity
4.4 Behavioral Mapping of Wealth Management and Private Banking in Mexico
5 Appendix
5.1 Additional Components of the Mexican Wealth Sector
5.1.1 Philanthropy
5.1.2 Demand for intergenerational wealth transfer
5.2 Tax Regulations
5.3 Regulations Related to Immigration, Investment and Employment
5.4 Key Drivers
5.4.1 MXN to US$ exchange rate
5.4.2 Real GDP growth
5.4.3 Per capita GDP
5.4.4 Domestic market capitalization
5.4.5 Commodity index
5.4.6 Foreign direct investments – inflow and outflow
5.4.7 Inflation
5.4.8 Interest rate
5.4.9 Balance of payments
5.4.10 Government debt
5.4.11 Stock market performance
5.5 Wealth Breakdown
6 About WealthInsight
List Of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Cities in Mexico, 2013
Table 3: Leading Private Banks in Mexico by AuM (US$ Million), 2013
Table 4: Mexican Wealth Managers, 2013
Table 5: Wealth Management Industry – Recent Deal Activity in Mexico, 2014
Table 6: Mexican Income Tax Bands (MXN), 2013
Table 7: MXN per US$ Exchange Rate, 2009–2018
Table 8: Mexican Real GDP Growth (%), 2009–2018
Table 9: Mexican GDP per Capita (US$), 2009–2018
Table 10: Mexican Domestic Market Capitalization (US$ Billion), 2009–2013
Table 11: Mexican Commodity Indices, 2009–2018
Table 12: Mexican Foreign Direct Investments (US$ Billion), 2009–2018
Table 13: Mexican Inflation Rate (%), 2009–2018
Table 14: Mexican Interest Rate (%), 2009–2018
Table 15: Mexican Balance of Payments (US$ Billion), 2009–2013
Table 16: Mexican Government Debt as a Percentage of GDP (%), 2009–2018
Table 17: Mexican Stock Market Performance, 2009–2013
Table 18: Mexican HNWI Wealth vs GDP Ratio (%), 2009–2018
Table 19: Mexico – Appendix One
Table 20: Mexico – Appendix Two
List Of Figures
Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Mexico
Figure 3: Mexican Asset Price Performance, 2009–2013
Figure 4: Mexican HNWI Performance, 2009–2018
Figure 5: Mexican vs Global HNWIs
Figure 6: Mexican Wealth Management Industry – Maturity Level of Operators
Figure 7: Mexican Wealth Management Industry – Behavioral Mapping, 2013
Figure 8: MXN to US$ Exchange Rate, 2009–2018
Figure 9: Mexican Real GDP Growth (%), 2009–2018
Figure 10: Mexican GDP per Capita (US$), 2009–2018
Figure 11: Mexican Domestic Market Capitalization (US$ Billion), 2009–2013
Figure 12: Mexican Commodity Indices, 2009–2018
Figure 13: Mexican Foreign Direct Investments (US$ Billion), 2009–2018
Figure 14: Mexican Inflation Rate (%), 2009–2018
Figure 15: Mexican Interest Rate (%), 2009–2018
Figure 16: Mexican Balance of Payments (US$ Billion), 2009–2013
Figure 17: Mexican Government Debt as a Percentage of GDP (%), 2009–2018
Figure 18: Mexican Stock Market Performance, 2009–2013
Figure 19: Mexican HNWI Wealth vs GDP Ratio (%), 2009–2018
Figure 20: Mexican HNWIs – Volume by Wealth Band, 2009–2018
Figure 21: Mexican HNWIs – Wealth by Wealth Band (US$ Billion), 2009–2018
Figure 22: Mexican HNWIs – Wealth per Capita (US$ Million), 2009–2018

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