Synopsis
This report is the result of WealthInsights extensive research covering the high net worth individual (HNWI) population and wealth management market in Peru.
Scope
• Independent market sizing of the Peruvian 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 Peru
• The size of Peruvian 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 Peru. It also includes an evaluation of the local wealth management market.
Reasons To Buy
• Peru 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 23,546 HNWIs in Peru in 2014. These HNWIs held US$122.6 billion in wealth.
• The volume of Peruvian HNWIs rose by 2.4% in 2014, following an increase of 3% in 2013.
• Growth in HNWI wealth and numbers is expected to improve over the forecast period.
• The number of Colombian HNWIs is forecast to grow by 20.4%, to reach 29,404 in 2019, while HNWI wealth is projected to grow by 36.1%, to reach US$174 billion by the same year.
Table Of Contents
1 Introduction
1.1 Details of this Report
1.2 Definitions
2 Executive Summary
3 Peru Key Facts
4 Distribution of Wealth in Peru
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 Peruvian 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 the 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 Peruvian UHNWI Investments
7 Competitive Landscape
7.1 Additional Components of the Wealth Sector in Peru
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 PEN-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
7.2.11 Stock market performance
7.3 Wealth Breakdowns
8 About WealthInsight
List Of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Peruvian HNWIs - Volume Distribution (%), 2014
Table 3: Peruvian HNWIs - Wealth Distribution Wealth Pyramid (%), 2014
Table 4: Peruvian HNWIs - Industry Performance (%), 2010-2014
Table 5: Peruvian HNWIs - Cities, 2014
Table 6: Peruvian HNWIs - Growth in Top Cities (Thousand), 2010-2014
Table 7: Peruvian HNWIs - Population Density in Major Cities 2014
Table 8: Peruvian HNWIs - Populations in Top Cities (Thousand), 2010-2019
Table 9: Peruvian HNWIs - Growth Rates for Top Cities (%), 2010-2019
Table 10: Peruvian HNWIs - Sources of Wealth (%), 2014
Table 11: Peruvian UHNWIs - Gender Performance (%), 2010-2014
Table 12: Peruvian UHNWIs - Populations in Top Cities, 2010-2019
Table 13: Peruvian UHNWIs - Growth Rates for Top Cities (%), 2010-2019
Table 14: Peruvian Billionaires - Market Overview (Volume and US$ Billions) 2010-2019
Table 15: Peruvian Top Billionaires (US$ Billion), 2014
Table 16: Peruvian Billionaires - Wealth Growth (US$ Billion), 2010?2014
Table 17: Peruvian Centimillionaires - Market Overview (Volume and US$ Million/Billion), 2010-2019
Table 18: Peruvian Affluent Millionaires - Market Overview (Volume and US$ Million/Billion), 2010-2019
Table 19: Peruvian Mid-Tier Millionaires - Market Overview (Volume and US$ Million/Billion), 2010-2019
Table 20: Peruvian Lower-Tier Millionaires - Market Overview (Volume and US$ Million/Billion), 2010-2019
Table 21: Peruvian HNWIs - Assets Allocations (%), 2010-2019
Table 22: Peruvian HNWIs - Holdings Growth (%), 2010-2019
Table 23: Peruvian HNWIs - Alternative Asset Composition (%), 2010-2019
Table 24: Peruvian HNWIs - Trends of Investments in Alternative Assets (%), 2010-2019
Table 25: Peruvian Trends in ‘Art, Wine and Wheels’, 2010-2014
Table 26: Global Prime Real Estate Prices per m2 (US$), 2014
Table 27: Peruvian HNWIs - Foreign Investment Allocations (%), 2010-2019
Table 28: Peruvian HNWIs - Liquidity Breakdown (US$ Billion), 2010-2019
Table 29: Peruvian HNWIs - Liquidity Breakdown (%), 2010-2019
Table 30: Peruvian UHNWIs - Allocations and Share of HNWI Assets (%), 2014
Table 31: Peruvian Exchange Rate - PEN-US$ Exchange Rate, 2010-2019
Table 32: Peruvian Real GDP Growth (%), 2010-2019
Table 33: Peruvian GDP per Capita (US$), 2010-2019
Table 34: Peruvian Domestic Market Capitalization (US$ Billion), 2010-2014
Table 35: Peruvian Commodity Indices, 2010-2019
Table 36: Peruvian Foreign Direct Investment (US$ Billion), 2010-2019
Table 37: Peruvian Inflation Rate (%), 2010-2019
Table 38: Peruvian Money Market Rate (%), 2010-2019
Table 39: Peruvian Balance of Payments (US$ Billion), 2010-2014
Table 40: Peruvian Government Debt as a Percentage of GDP (%), 2010-2019
Table 41: Peruvian Stock Market Performance (Index), 2010-2014
Table 42: Peruvian HNWI Wealth vs. GDP Ratio (%), 2010-2019
Table 43: Peru - Appendix One
Table 44: Peru - Appendix Two
List Of Figures
Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Peru
Figure 3: Peruvian Asset Price Performance (%), 2010-2014
Figure 4: Peruvian HNWI Performance (US$ Billion and HNWI Volume), 2010-2019
Figure 5: Peruvian vs Global HNWIs (%), 2010-2019
Figure 6: Peruvian HNWIs - Growth Factor Correlation, 2010-2014
Figure 7: Peruvian HNWIs - Wealth Pyramid (Volume Distribution), 2014
Figure 8: Peruvian HNWIs - Wealth Pyramid (Wealth Distribution), 2014
Figure 9: Peruvian HNWIs - Age Distribution (%), 2014
Figure 10: Peruvian HNWIs - Job Titles (%), 2010-2014
Figure 11: Peruvian HNWIs - Distribution by Industry (%), 2014
Figure 12: Peruvian HNWIs - City Performance (%), 2010-2014
Figure 13: Peruvian HNWIs - Volume of HNWIs by City (Thousand), 2010 and 2014
Figure 14: Peruvian HNWIs - City Forecasts (%), 2015-2019
Figure 15: Peruvian HNWIs - Population by City (Thousand), 2015-2019
Figure 16: Peruvian UHNWIs - Wealth Share vs Volume Growth (%), 2010-2014
Figure 17: Peruvian UHNWIs - Volume by Wealth Band 2010-2019
Figure 18: Peruvian UHNWIs - Wealth by Wealth Band (US$ Billion), 2010-2019
Figure 19: Peruvian UHNWIs - Age Distribution (Percentage Share), 2014
Figure 20: Peruvian UHNWIs - Distribution by Industry (%), 2014
Figure 21: Peruvian Billionaires - Market Overview (Volume and US$ Billion), 2010-2019
Figure 22: Peruvian Centimillionaires - Market Overview (Volume and US$ Million/Billion), 2010-2019
Figure 23: Peruvian Affluent Millionaires - Market Overview (Volume and US$ Million/Billion), 2010-2019
Figure 24: Peruvian Mid-Tier Millionaires - Market Overview (Volume and US$ Million/Billion), 2010-2019
Figure 25: Peruvian Lower-Tier Millionaires - Market Overview (Volume and US$ Million/Billion), 2010-2019
Figure 26: Peruvian HNWs - Asset Class Composition (%), 2010-2019
Figure 27: Peruvian HNWIs - Trends in Alternative Assets (US$ Billion), 2010-2019
Figure 28: Peruvian Trends in ‘Art, Wine and Wheels’, 2010-2014
Figure 29: Peruvian HNWIs - Foreign Investment Allocation and Growth (%), 2014
Figure 30: Peruvian HNWIs - Global Distribution of Foreign Investments (%), 2010-2019
Figure 31: Peruvian HNWIs - Liquidity Breakdown (%), 2010-2019
Figure 32: Peruvian UHNWIs - Asset Class Composition (%), 2010-2019
Figure 33: Peruvian Exchange Rate - PEN-US$, 2010-2019
Figure 34: Peruvian Real GDP Growth (%), 2010-2019
Figure 35: Peruvian GDP per Capita (US$), 2010-2019
Figure 36: Peruvian Domestic Market Capitalization (US$ Billion), 2010-2014
Figure 37: Peruvian Commodity Indices, 2010-2019
Figure 38: Peruvian Foreign Direct Investment (US$ Billion), 2010-2019
Figure 39: Peruvian Inflation Rate (%), 2010-2019
Figure 40: Peruvian Money Market Rate (%), 2010-2019
Figure 41: Peruvian Balance of Payments (US$ Billion), 2010-2014
Figure 42: Peruvian Government Debt as a Percentage of GDP (%), 2010-2019
Figure 43: Peruvian Stock Market Performance (Index), 2010-2014
Figure 44: Peruvian HNWI Wealth vs GDP Ratio (%), 2010-2019
Figure 45: Peruvian HNWIs - Volume by Wealth Band, 2010-2019
Figure 46: Peruvian HNWIs - Wealth by Wealth Band (US$ Billion), 2010-2019
Figure 47: Peruvian HNWIs - Wealth per Capita (US$ Million), 2010-2019
