Synopsis
This report provides the latest asset allocations of Chile HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Chile HNWIs to 2019 and a comprehensive and robust background of the local economy.
Scope
• Independent market sizing of Chile HNWIs across five wealth bands
• HNWI volume and wealth trends from 2010 to 2014
• HNWI volume and wealth forecasts to 2019
• HNWI and UHNWI asset allocations across 13 asset classes
• Insights into the drivers of HNWI wealth
Summary
• This report is the result of WealthInsights extensive research covering the high net worth individual (HNWI) population and wealth management market in Chile.
• The report focuses on HNWI performance between the end of 2010 and the end of 2014. This enables us to determine how well the countrys HNWIs have performed through the crisis.
Reasons To Buy
• The HNWI Asset Allocation in Chile 2015 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 report 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 2019.
Key highlights
• Real estate was the largest asset class for Chilean HNWIs in 2014, with 28.5% of total HNWI assets. It was followed by equities with 19.2%, business interests with 15%, cash with 14%, fixed income with 13.4% and alternatives with 10%.
• Alternatives, business interests, real estate and fixed income recorded growth at respective rates of 44%, 43.1%, 36.1% and 25.5% during the review period.
• Alternative assets held by Chilean HNWIs increased during the review period, from 8.9% of total HNWI assets in 2010 to 10% in 2014. HNWI allocations to commodities increased from 1.7% to 1.8% of total assets over the same period.
• WealthInsight expects allocations in commodities to decline over the forecast period to 1.4% of total HNWI assets by 2019, as global liquidity tightens due to a forecast near-term drop in demand for raw materials from China. This is expected to cause global commodity prices to flatten out further.
• Chilean HNWI liquid assets valued US$121.9 billion as of 2014, representing 46.6% of total wealth holdings.
Table Of Contents
1 Introduction
1.1 Details of this Report
1.2 Definitions
2 Executive Summary
3 Chile Key Facts
4 Distribution of Wealth in Chile
4.1 HNWI Volume and Wealth Trends
5 Analysis of Chilean HNWI Investments
5.1 Analysis by Asset Class
5.1.1 Trends in alternative assets
5.1.2 Trends in ‘art, wine and wheels’
5.1.3 Trends of investment in real estate
5.1.4 Trends of investment in cash and deposits
5.1.5 Trends of investment in fixed income
5.1.6 Investment trends in equity
5.1.7 Investments trends in business interests
5.2 Analysis of Foreign Investments
5.2.1 Investments in Europe
5.2.2 Investments in North America (including the US, Mexico and the Caribbean)
5.2.3 Investments in Asia-Pacific
5.2.4 Investments in South America
5.2.5 Investments in the Middle East
5.2.6 Investments in Africa
5.3 Alternative Breakdown: Liquid vs Investable Assets
5.4 Analysis of Chilean UHNWI Investments
6 APPENDIX
6.1 Key Drivers
6.1.1 CLP to US$ exchange rate
6.1.2 Real GDP growth
6.1.3 Per capita GDP
6.1.4 Domestic market capitalization
6.1.5 Commodity index
6.1.6 Foreign direct investments (FDI) - inflows and outflows
6.1.7 Inflation rate
6.1.8 Interest rate
6.1.9 Balance of payments
6.1.10 Government debt
6.1.11 Stock market performance
6.2 Wealth Breakdowns
7 About WealthInsight
List Of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Chilean Allocations of HNWI Assets (%), 2010-2019
Table 3: Chilean HNWIs ? Holdings Growth (%), 2010-2019
Table 4: Chilean HNWI Alternative Asset Composition (%), 2010-2019
Table 5: Chilean HNWI Trends of Investments in Alternative Assets (%), 2010-2019
Table 6: Chilean Trends in ‘Art, Wine and Wheels’, 2010-2014
Table 7: Global Prime Real Estate Prices per m2 (US$), 2014
Table 8: Chilean HNWI Foreign Investment Allocations (%), 2010-2019
Table 9: Chilean HNWI Liquidity Breakdown (US$ Billion), 2010-2019
Table 10: Chilean HNWI Liquidity Breakdown (%), 2010-2019
Table 11: Chilean UHNWI Allocations and Share of HNWI Assets (%), 2014
Table 12: CLP to US$ Exchange Rate, 2010-2019
Table 13: Chilean Real GDP Growth (%), 2010-2019
Table 14: Chilean GDP Per Capita (US$), 2010-2019
Table 15: Chilean Domestic Market Capitalization (US$ Billion), 2010-2014
Table 16: Chilean Commodity Indices, 2010-2019
Table 17: Chilean Foreign Direct Investments (US$ Billion), 2010-2019
Table 18: Chilean Inflation Rate (%), 2010-2019
Table 19: Chilean Money Market Rate (%), 2010-2019
Table 20: Chilean Balance of Payments (US$ Billion), 2010-2014
Table 21: Chilean Government Debt as a Percentage of GDP (%), 2010-2019
Table 22: Chilean Stock Market Performance (Index), 2010-2014
Table 23: Chilean HNWI Wealth vs GDP Ratio (%), 2010-2019
Table 24: Chile - Appendix One
Table 25: Chile - Appendix Two
List Of Figures
Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Chile
Figure 3: Chilean Asset Price Performance (%), 2010-2014
Figure 4: Chilean HNWI Performance (US$ Billion and HNWI Volume), 2010-2019
Figure 5: Chilean vs Global HNWIs (%), 2010-2019
Figure 6: Chilean HNWI Asset Class Composition (%), 2010-2019
Figure 7: Chilean HNWI Trends in Alternative Assets (US$ Billion), 2010-2019
Figure 8: Chilean Trends in ‘Art, Wine and Wheels’, 2010-2014
Figure 9: Chilean HNWI Foreign Investment Allocation and Growth (%), 2014
Figure 10: Chilean HNWIs - Global Distribution of Foreign Investments (%), 2010-2019
Figure 11: Chilean HNWI Liquidity Breakdown (%), 2010-2019
Figure 12: Chilean UHNWI Asset Class Composition (%), 2010-2019
Figure 13: Chilean Exchange Rate - BRL to US$, 2010-2019
Figure 14: Chilean Real GDP Growth (%), 2010-2019
Figure 15: Chilean GDP Per Capita (US$), 2010-2019
Figure 16: Chilean Domestic Market Capitalization (US$ Billion), 2010-2014
Figure 17: Chilean Commodity Indices, 2010-2019
Figure 18: Chilean Foreign Direct Investments (US$ Billion), 2010-2019
Figure 19: Chilean Inflation Rate (%), 2010-2019
Figure 20: Chilean Money Market Rate (%), 2010-2019
Figure 21: Chilean Balance of Payments (US$ Billion), 2010-2014
Figure 22: Chilean Government Debt as a Percentage of GDP (%), 2010-2019
Figure 23: Chilean Stock Market Performance (Index), 2010-2014
Figure 24: Chilean HNWI Wealth vs GDP Ratio (%), 2010-2019
Figure 25: Chilean HNWIs - Volume by Wealth Band, 2010-2019
Figure 26: Chilean HNWIs - Wealth by Wealth Band (US$ Billion), 2010-2019
Figure 27: Chilean HNWIs - Wealth per Capita (US$ Million), 2010-2019
