Synopsis
This report is the result of WealthInsights extensive research covering the high net worth individual (HNWI) population and wealth management market in Mexico.
Scope
• Independent market sizing of the Mexican HNWIs for five wealth bands
• HNWI volume, wealth and allocation trends from 2010 to 2014
• HNWI volume, wealth and allocation forecasts to 2019
• HNWI and UHNWI asset allocations across 13 asset classes
• Geographical breakdown of all foreign assets
• Alternative breakdown of liquid vs investable assets
• Details of the development, challenges and opportunities related to the wealth management and private banking sector in Mexico
• The size of Mexican wealth management industry
• Information on private banks
• Detailed wealth management and family office information
• Insights into the drivers of HNWI wealth
Summary
This report reviews the performance and asset allocations of HNWIs and ultra-HNWIs in Mexico. It also includes an evaluation of the local wealth management market.
Reasons To Buy
• Mexico Wealth Report 2015 is an unparalleled resource, and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the report comprises a wide variety of data, created based on over 125,000 HNWIs from around the world in WealthInsights database.
• With the wealth reports as the foundation for its research and analysis, WealthInsight is able to obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions it covers.
• The report reviews the performance and asset allocations of HNWIs and ultra-HNWIs. The report also includes projections of the volume, wealth and asset allocations of HNWIs to 2019, and a comprehensive background of the local economy.
• The report provides a thorough analysis of the private banking and wealth management sector, the latest merger and acquisition activity, and the opportunities and challenges that the sector faces.
Key highlights
• There were 147,895 HNWIs in Mexico in 2014, which collectively held US$750.9 billion in wealth.
• The Mexican HNWI population rose by 2.0% in 2014, following a 0.9% rise in 2013.
• The Mexican HNWI population is forecast to grow by 11.8% to reach 170,553 in 2019, while HNWI wealth is projected to grow by 29.9% to reach US$1.02 trillion.
Table Of Contents
1 Introduction
1.1 Details of this Report
1.2 Definitions
2 Executive Summary
3 Mexico Key Facts
4 Distribution of Wealth in Mexico
4.1 HNWI Volume and Wealth Trends
5 Findings from the WealthInsight HNWI Database
5.1 Trends in HNWI Wealth to 2019
5.1.1 HNWI trend analysis
5.1.2 Wealth band trends
5.1.3 Demographic breakdown of HNWIs
5.1.4 HNWIs - job titles
5.1.5 HNWIs - industry breakdown
5.1.6 HNWIs - industry performance
5.1.7 HNWIs - breakdown by city
5.1.8 HNWIs - city performance
5.1.9 HNWIs - city population densities
5.1.10 HNWIs - city forecasts
5.2 UHNWIs
5.2.1 UHNWI volume trend analysis
5.2.2 UHNWI wealth trend analysis
5.2.3 Demographic breakdown of UHNWIs
5.2.4 UHNWIs - industry breakdown
5.2.5 UHNWIs - city breakdown and performance
5.3 UHNWIs - Billionaires
5.3.1 Billionaire volume trend analysis
5.3.2 Billionaire wealth trend analysis
5.3.3 Billionaire per capita net worth trend analysis
5.3.4 List of billionaires
5.4 UHNWIs - Centimillionaires
5.4.1 Centimillionaire volume trend analysis
5.4.2 Centimillionaire wealth trend analysis
5.4.3 Centimillionaire per capita net worth trend analysis
5.5 UHNWIs - Affluent Millionaires
5.5.1 Affluent millionaire volume trend analysis
5.5.2 Affluent millionaire wealth trend analysis
5.5.3 Affluent millionaire per capita net worth trend analysis
5.6 Core HNWIs
5.6.1 Core HNWI volume trend analysis
5.7 Core HNWIs - Mid-Tier Millionaires
5.7.1 Mid-tier millionaire volume trend analysis
5.7.2 Mid-tier millionaire wealth trend analysis
5.7.3 Mid-tier millionaire per capita net worth trend analysis
5.8 Core HNWIs - Lower-Tier Millionaires
5.8.1 Lower-tier millionaire volume trend analysis
5.8.2 Lower-tier millionaire wealth trend analysis
5.8.3 Lower-tier millionaire per capita net worth trend analysis
6 Analysis of Mexican HNWI Investments
6.1 Analysis by Asset Class
6.1.1 Trends in alternative assets
6.1.2 Trends in ‘art, wine and wheels’
6.1.3 Trends of investment in real estate
6.1.4 Trends of investment in cash and deposits
6.1.5 Trends of investment in fixed-income
6.1.6 Investment trends in equity
6.1.7 Investments trends in business interests
6.2 Analysis of Foreign Investments
6.2.1 Investments in Europe
6.2.2 Investments in North America (including the US, Mexico and the Caribbean)
6.2.3 Investments in Asia-Pacific
6.2.4 Investments in South America
6.2.5 Investments in the Middle East
6.2.6 Investments in Africa
6.3 Alternative Breakdown: Liquid vs Investable Assets
6.4 Analysis of Mexican UHNWI Investments
7 Competitive Landscape
7.1 Additional Components of the Wealth Sector in Mexico
7.1.1 Domestic private banks
7.1.2 Foreign private banks
7.1.3 Wealth managers
7.1.4 Family offices
7.2 Key Drivers
7.2.1 MXN-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 (FDI) - inflows and outflows
7.2.7 Inflation rate
7.2.8 Interest rate
7.2.9 Balance of payments
7.2.10 Government debt
7.2.11Stock market performance
7.3 Wealth Breakdowns
8 About WealthInsight
List Of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Mexican HNWIs - Volume Distribution (%), 2014
Table 3: Mexican HNWIs - Wealth Distribution (%), 2014
Table 4: Mexican HNWIs - Industry Performance (%), 2010-2014
Table 5: Mexican HNWIs - Cities, 2014
Table 6: Mexican HNWIs - Growth in Top Cities (Thousand), 2010-2014
Table 7: Mexican HNWIs - Population Densities in Major Cities 2014
Table 8: Mexican HNWIs - Populations in Top Cities (Thousand), 2010-2019
Table 9: Mexican HNWIs - Growth Rates for Top Cities (%), 2010-2019
Table 10: Mexican HNWIs - Sources of Wealth (%), 2014
Table 11: Mexican UHNWIs - Gender Performance (%), 2010-2014
Table 12: Mexican UHNWIs - Populations in Top Cities, 2010-2019
Table 13: Mexican UHNWIs - Growth Rates for Top Cities (%), 2010-2019
Table 14: Mexican Billionaires - Market Overview (Volume and US$ Billions) 2010-2019
Table 15: Mexican Top Billionaires (US$ Billion), 2014
Table 16: Mexican Billionaire Wealth Growth (US$ Billion), 2010?2014
Table 17: Mexican Centimillionaires - Market Overview (Volume and US$ Million/Billion), 2010-2019
Table 18: Mexican Affluent Millionaires - Market Overview (Volume and US$ Million/Billion), 2010-2019
Table 19: Mexican Mid-Tier Millionaires - Market Overview (Volume and US$ Million/Billion), 2010-2019
Table 20: Mexican Lower-Tier Millionaires - Market Overview (Volume and US$ Million/Billion), 2010-2019
Table 21: Mexican HNWIs - Asset Allocations (%), 2010-2019
Table 22: Mexican HNWIs ? Holdings Growth (%), 2010-2019
Table 23: Mexican HNWIs - Alternative Asset Composition (%), 2010-2019
Table 24: Mexican HNWIs - Trends of Investments in Alternative Assets (%), 2010-2019
Table 25: Mexican Trends in ‘Art, Wine and Wheels’, 2010-2014
Table 26: Global Prime Real Estate Prices (US$ per m2), 2014
Table 27: Mexican HNWIs - Foreign Investment Allocations (%), 2010-2019
Table 28: Mexican HNWIs - Liquidity Breakdown (US$ Billion), 2010-2019
Table 29: Mexican HNWIs - Liquidity Breakdown (%), 2010-2019
Table 30: Mexican UHNWIs - Allocations and Share of HNWI Assets (%), 2014
Table 31: MXN to US$ Exchange Rate, 2010-2019
Table 32: Mexican Real GDP Growth (%), 2010-2019
Table 33: Mexican GDP Per Capita (US$), 2010-2019
Table 34: Mexican Domestic Market Capitalization (US$ Billion), 2010-2014
Table 35: Mexican Commodity Indices, 2010-2019
Table 36: Mexican Foreign Direct Investments (US$ Billion), 2010-2019
Table 37: Mexican Inflation Rate (%), 2010-2019
Table 38: Mexican Money Market Rate (%), 2010-2019
Table 39: Mexican Balance of Payments (US$ Billion), 2010-2014
Table 40: Mexican Government Debt as a Percentage of GDP (%), 2010-2019
Table 41: Mexican Stock Market Performance (Index), 2010-2014
Table 42: Mexican HNWI Wealth vs. GDP Ratio (%), 2010-2019
Table 43: Mexico - Appendix One
Table 44: Mexico - Appendix Two
List Of Figures
Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Mexico
Figure 3: Mexican Asset Price Performance (%), 2010-2014
Figure 4: Mexican HNWI Performance (US$ Billion and HNWI Volume), 2010-2019
Figure 5: Mexican vs Global HNWIs (%), 2010-2014
Figure 6: Mexican HNWIs - Growth Factor Correlation, 2010-2014
Figure 7: Mexican HNWIs - Wealth Pyramid (Volume Distribution), 2014
Figure 8: Mexican HNWIs - Wealth Pyramid (Wealth Distribution), 2014
Figure 9: Mexican HNWIs - Age Distribution (%), 2014
Figure 10: Mexican HNWIs - Job Titles (%), 2010-2014
Figure 11: Mexican HNWIs - Distribution by Industry (%), 2014
Figure 12: Mexican HNWIs - City Performance (%), 2010-2014
Figure 13: Mexican HNWIs - Popualtion by City (Thousand), 2010 and 2014
Figure 14: Mexican HNWIs - City Forecasts (%), 2015-2019
Figure 15: Mexican HNWIs - Populations by City (Thousand), 2015-2019
Figure 16: Mexican UHNWIs - Wealth Share vs Volume Growth (%), 2010-2014
Figure 17: Mexican UHNWIs - Volume by Wealth Band 2010-2019
Figure 18: Mexican UHNWIs - Wealth by Wealth Band (US$ Billion), 2010-2019
Figure 19: Mexican UHNWIs - Age Distribution (Percentage Share), 2014
Figure 20: Mexican UHNWIs - Distribution by Industry (%), 2014
Figure 21: Mexican Billionaires - Market Overview (Volume and US$ Billion), 2010-2019
Figure 22: Mexican Centimillionaires - Market Overview (Volume and US$ Million/Billion), 2010-2019
Figure 23: Mexican Affluent Millionaires - Market Overview (Volume and US$ Million/Billion), 2010-2019
Figure 24: Mexican Mid-Tier Millionaires - Market Overview (Volume and US$ Million/Billion), 2010-2019
Figure 25: Mexican Lower-Tier Millionaires - Market Overview (Volume and US$ Million/Billion), 2010-2019
Figure 26: Mexican HNWIs - Asset Class Composition (%), 2010-2019
Figure 27: Mexican HNWIs - Trends in Alternative Assets (US$ Billion), 2010-2019
Figure 28: Mexican Trends in ‘Art, Wine and Wheels’, 2010-2014
Figure 29: Mexican HNWIs - Foreign Investment Allocation and Growth (%), 2014
Figure 30: Mexican HNWIs - Global Distribution of Foreign Investments (%), 2010-2019
Figure 31: Mexican HNWIs - Liquidity Breakdown (%), 2010-2019
Figure 32: Mexican UHNWIs - Asset Class Composition (%), 2010-2019
Figure 33: Mexican Exchange Rate - MXN to US$, 2010-2019
Figure 34: Mexican Real GDP Growth (%), 2010-2019
Figure 35: Mexican GDP Per Capita (US$), 2010-2019
Figure 36: Mexican Domestic Market Capitalization (US$ Billion), 2010-2014
Figure 37: Mexican Commodity Indices, 2010-2019
Figure 38: Mexican Foreign Direct Investments (US$ Billion), 2010-2019
Figure 39: Mexican Inflation Rate (%), 2010-2019
Figure 40: Mexican Money Market Rate (%), 2010-2019
Figure 41: Mexican Balance of Payments (US$ Billion), 2010-2014
Figure 42: Mexican Government Debt as a Percentage of GDP (%), 2010-2019
Figure 43: Mexican Stock Market Performance (Index), 2010-2014
Figure 44: Mexican HNWI Wealth vs. GDP Ratio (%), 2010-2019
Figure 45: Mexican HNWIs - Volume by Wealth Band, 2010-2019
Figure 46: Mexican HNWIs - Wealth by Wealth Band (US$ Billion), 2010-2019
Figure 47: Mexican HNWIs - Wealth per Capita (US$ Million), 2010-2019
