SynopsisThis report provides the latest asset allocations of Peru HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Peru HNWIs to 2018 and a comprehensive and robust background of the local economy.Scope• Independent market sizing of Peru HNWIs across five wealth bands • HNWI volume and wealth trends from 2009 to 2013 • HNWI volume and wealth forecasts to 2018 • HNWI and UHNWI asset allocations across 13 asset classes • Insights into the drivers of HNWI wealthSummary• 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 HNWIs have performed through the crisis.Reasons To Buy• The HNWI Asset Allocation in Peru 2014 is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of... Research Beam Model: Research Beam Product ID: 173267 1995 USD New
HNWI Asset Allocation in Peru 2014
 
 

HNWI Asset Allocation in Peru 2014

  • Category : BFSI
  • Published On : February   2015
  • Pages : 97
  • Publisher : WealthInsight
 
 
 
Synopsis
This report provides the latest asset allocations of Peru HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Peru HNWIs to 2018 and a comprehensive and robust background of the local economy.
Scope
• Independent market sizing of Peru HNWIs across five wealth bands

• HNWI volume and wealth trends from 2009 to 2013

• HNWI volume and wealth forecasts to 2018

• HNWI and UHNWI asset allocations across 13 asset classes

• Insights into the drivers of HNWI wealth
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 HNWIs have performed through the crisis.
Reasons To Buy
• The HNWI Asset Allocation 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 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 2018.
Key highlights
• In 2013, real estate was the largest asset class for Peruvian HNWIs, with 27.4% of total HNWI assets, followed by equities with 16.7%, fixed-income with 15.7%, cash and deposits with 15.4%, business interests with 15.0%, and alternatives with 9.7%.

• Real estate, business interests and equities increased at respective review-period compound annual growth rates (CAGRs) of 215.5%, 139.2% and 138.7%.

• Real-estate assets held by Peruvian HNWIs increased during the review period, from 20.3% of the total HNWI assets in 2009 to 27.4% in 2013. HNWI allocations to residential property rose from 13.3% of the total assets in 2009 to 19.2% in 2013.

• Over the forecast period, residential property allocations are expected to increase to represent 20.8% of the total HNWI assets in 2018, as the local residential market expands due to increased numbers of HNWIs and the easing of credit conditions on mortgages.

• In 2013, Peruvian HNWI liquid assets valued US$60.9 billion.

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 Appendix
6.1 Additional Components of the Wealth Sector in Peru
6.1.1 Philanthropy
6.1.2 Demand for intergenerational wealth transfer
6.2 Tax Regulations
6.3 Regulations Related to Immigration, Investment and Employment
6.4 Key Drivers
6.4.1 PEN to US$ exchange rate
6.4.2 Real GDP growth
6.4.3 Per capita GDP
6.4.4 Domestic market capitalization
6.4.5 Commodity index
6.4.6 Foreign direct investment inflows and outflows
6.4.7 Inflation rate
6.4.8 Interest rate
6.4.9 Balance of payments
6.4.10 Government debt
6.4.11 Stock market performance
6.5 Wealth Breakdowns
7 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: Peruvian Income Tax Bands (US$), 2013–2014
Table 32: PEN per US$ Exchange Rate, 2009–2018
Table 33: Peruvian Real GDP Growth (%), 2009–2018
Table 34: Peruvian GDP per Capita (US$), 2009–2018
Table 35: Peruvian Domestic Market Capitalization (US$ Billion), 2009–2013
Table 36: Peruvian Commodity Indices, 2009–2018
Table 37: Peruvian Foreign Direct Investment (US$ Billion), 2009–2018
Table 38: Peruvian Inflation Rate (%), 2009–2018
Table 39: Peruvian Money Market Rate (%), 2009–2018
Table 40: Peruvian Balance of Payments (US$ Billion), 2009–2013
Table 41: Peruvian Government Debt as a Percentage of GDP, 2009–2018
Table 42: Peruvian Stock Market Performance, 2009–2013
Table 43: Peruvian HNWI Wealth vs GDP Ratio, 2009–2018
Table 44: Peru Appendix One
Table 45: 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: BRL to US$ Exchange Rate, 2009–2018
Figure 34: Peruvian Real GDP Growth (%), 2009–2018
Figure 35: Peruvian GDP per Capita (US$), 2009–2018
Figure 36: Peruvian Domestic Market Capitalization (US$ Billion), 2009–2013
Figure 37: Peruvian Commodity Indices, 2009–2018
Figure 38: Peruvian Foreign Direct Investment (US$ Billion), 2009–2018
Figure 39: Peruvian Inflation Rate (%), 2009–2018
Figure 40: Peruvian Money Market Rate (%), 2009–2018
Figure 41: Peruvian Balance of Payments (US$ Billion), 2009–2013
Figure 42: Peruvian Government Debt as a Percentage of GDP, 2009–2018
Figure 43: Peru Stock Market Performance, 2009–2013
Figure 44: Peruvian HNWI Wealth vs GDP Ratio, 2009–2018
Figure 45: Peruvian HNWIs Volume by Wealth Band, 2009–2018
Figure 46: Peruvian HNWIs Wealth by Wealth Band (US$ Billion), 2009–2018
Figure 47: Peruvian HNWIs Wealth per Capita (US$ Million), 2009–2018
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