Synopsis• This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Mexico. • 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 UHNWIs have performed through the crisis.Scope• UHNWI volume, wealth and allocation trends from 2009 to 2013 • UHNWI volume, wealth and allocation forecasts to 2018 • UHNWI asset allocations across 13 asset classes • Number of UHNWIs in each state and all major cities • Fastest growing cities and states for UHNWIs (2009-2013) • Number of wealth managers in each city • City wise ratings of wealth management saturation and potential • Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in Mexico • Size of Mexico wealth management industry • Largest domestic private banks by AuM • Detailed wealth management and family office information • Insights into the drivers of HNWI wealthSummaryThis report reviews the performance and... Research Beam Model: Research Beam Product ID: 133663 1995 USD New
Ultra HNWIs in Mexico 2014

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Ultra HNWIs in Mexico 2014

 
  • Category : BFSI
  • Published On : October  2014
  • Pages : 108
 
 
Synopsis
• This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Mexico.
• 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 UHNWIs have performed through the crisis.
Scope
• UHNWI volume, wealth and allocation trends from 2009 to 2013
• UHNWI volume, wealth and allocation forecasts to 2018
• UHNWI asset allocations across 13 asset classes
• Number of UHNWIs in each state and all major cities
• Fastest growing cities and states for UHNWIs (2009-2013)
• Number of wealth managers in each city
• City wise ratings of wealth management saturation and potential
• Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in Mexico
• Size of Mexico wealth management industry
• Largest domestic private banks by AuM
• Detailed wealth management and family office information
• Insights into the drivers of HNWI wealth
Summary
This report reviews the performance and asset allocations of Ultra HNWIs in Mexico, and highlights top-performing cities. It also includes an evaluation of the local wealth management industry.
Reasons To Buy
• The Ultra HNWIs in Mexico 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 reports 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.
• Also provides detailed information on UHNWIs in each major city.

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 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
4.1.11 HNWIs – breakdown by state
4.1.12 HNWIs – state performance
4.1.13 HNWIs – state population densities
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 millionnaire 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 Mexican 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 Investments trends in cash and deposits
5.1.5 Investments trends in fixed income
5.1.6 Investment trends in equity
5.1.7 Investment 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 the 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 Mexican UHNWI Investments
6 Competitive Landscape of the Wealth Sector
6.1 Competitive Landscape
6.1.1 Private banks
6.1.2 Wealth managers
6.1.3 Family offices
6.1.4 Financial advisors
6.2 Developments in the Mexican Private Banking Industry
6.3 Mexican Wealth Management Industry – Clientele Model and Maturity
6.4 Behavioral Mapping of Wealth Management and Private Banking in Mexico
7 Appendix
7.1 Tax Regulations
7.2 Key Drivers
7.2.1 MXN to 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 investments – inflow and outflow
7.2.7 Inflation
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 Breakdown
8 About WealthInsight
List Of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Cities in Mexico, 2013
Table 3: Mexican HNWIs – Volume Distribution (%), 2013
Table 4: Mexican HNWIs – Wealth Distribution (%), 2013
Table 5: Mexican HNWIs – Industry Performance, 2009–2013
Table 6: Mexican HNWIs – Cities, 2013
Table 7: Mexican HNWIs – Growth in Top Cities, 2009–2013
Table 8: Mexican HNWIs – Population Density in Major Cities, 2013
Table 9: Mexican HNWIs – Populations in Top Cities (Thousands), 2009–2018
Table 10: Mexican HNWIs – Growth Rates for Top Cities, 2009–2018
Table 11: Mexican HNWIs – Populations by State, 2013
Table 12: Mexican HNWIs – State Performance, 2009–2013
Table 13: Mexican HNWIs – Population Density in States, 2013
Table 14: Mexican UHNWIs – Gender Performance, 2009–2013
Table 15: Mexican UHNWIs – Sources of Wealth (%), 2013
Table 16: Mexican UHNWIs – Populations in Top Cities, 2009–2018
Table 17: Mexican UHNWIs – Growth Rates for Top Cities, 2009–2018
Table 18: Mexican Billionaires – Market Overview (US$ Billion), 2009–2018
Table 19: Top Seven Mexican Billionaires (US$ Billion), 2013
Table 20: Mexican Billionaire Wealth Growth, 2009?2013
Table 21: Mexican Centimillionaires – Market Overview, 2009–2018
Table 22: Mexican Affluent Millionaires – Market Overview, 2009–2018
Table 23: Mexican Mid-Tier Millionaires – Market Overview, 2009–2018
Table 24: Mexican Lower-Tier Millionaires – Market Overview, 2009–2018
Table 25: Mexican Allocations of HNWI Assets, 2009–2018
Table 26: Mexican HNWIs ? Holdings Growth (%), 2009–2018
Table 27: Mexican HNWIs – Alternative Asset Composition (%), 2009–2018
Table 28: Mexican HNWIs – Trends of Investments in Alternative Assets (%), 2009–2018
Table 29: Mexican Trends in ‘Art, Wine and Wheels’, 2009–2013
Table 30: Global Prime Real Estate Prices per m2 (US$), 2014
Table 31: Mexican HNWIs – Foreign Investment Allocations (%), 2009–2018
Table 32: Mexican HNWIs – Liquidity Breakdown (US$ Billion), 2009–2018
Table 33: Mexican HNWIs – Liquidity Breakdown (%), 2009–2018
Table 34: Mexican UHNWIs – Allocations and Share of HNWI Assets, 2013
Table 35: Leading Private Banks in Mexico by AuM (US$ Million), 2013
Table 36: Mexican Wealth Managers, 2013
Table 37: Wealth Management Industry – Recent Deal Activity in Mexico, 2014
Table 38: Mexican Income Tax Bands (MXN), 2013
Table 39: MXN per US$ Exchange Rate, 2009–2018
Table 40: Mexican Real GDP Growth (%), 2009–2018
Table 41: Mexican GDP per Capita (US$), 2009–2018
Table 42: Mexican Domestic Market Capitalization (US$ Billion), 2009–2013
Table 43: Mexican Commodity Indices, 2009–2018
Table 44: Mexican Foreign Direct Investments (US$ Billion), 2009–2018
Table 45: Mexican Inflation Rate (%), 2009–2018
Table 46: Mexican Interest Rate (%), 2009–2018
Table 47: Mexican Balance of Payments (US$ Billion), 2009–2013
Table 48: Mexican Government Debt as a Percentage of GDP (%), 2009–2018
Table 49: Mexican Stock Market Performance, 2009–2013
Table 50: Mexican HNWI Wealth vs GDP Ratio (%), 2009–2018
Table 51: Mexico – Appendix One
Table 52: 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 HNWIs – Growth Factor Correlation, 2009–2013
Figure 7: Mexican HNWIs – Volume Distribution Wealth Pyramid, 2013
Figure 8: Mexican HNWIs – Wealth Distribution Wealth Pyramid (%), 2013
Figure 9: Mexican HNWIs – Age Distribution (%), 2013
Figure 10: Mexican HNWIs – Job Titles, 2009–2013
Figure 11: Mexican HNWIs – Distribution by Industry (%), 2013
Figure 12: Mexican HNWIs – City Performance, 2009–2013
Figure 13: Mexican HNWIs – City Numbers, 2009–2013
Figure 14: Mexican HNWIs – City Forecasts, 2014–2018
Figure 15: Mexican HNWIs – Populations in Top Cities (Thousands), 2014–2018
Figure 16: Mexican UHNWIs – Wealth Share vs Volume Growth (%), 2009–2013
Figure 17: Mexican UHNWIs – Volume by Wealth Band, 2009–2018
Figure 18: Mexican UHNWIs – Wealth by Wealth Band (US$ Billion), 2009–2018
Figure 19: Mexican UHNWIs – Age Distribution (Percentage Share), 2013
Figure 20: Mexican UHNWIs – Distribution by Industry (%), 2013
Figure 21: Mexican Billionaires – Market Overview, 2009–2018
Figure 22: Mexican Centimillionaires – Market Overview, 2009–2018
Figure 23: Mexican Affluent Millionaires – Market Overview, 2009–2018
Figure 24: Mexican Mid-Tier Millionaires – Market Overview, 2009–2018
Figure 25: Mexican Lower-Tier Millionaires – Market Overview, 2009–2018
Figure 26: Mexican HNWIs – Asset Class Composition, 2009–2018
Figure 27: Mexican HNWIs – Trends in Alternative Assets (US$ Billion), 2009–2018
Figure 28: Mexican Trends in ‘Art, Wine and Wheels’, 2009–2013
Figure 29: Mexican HNWIs – Foreign Investment Allocation and Growth (%), 2013
Figure 30: Mexican HNWIs – Global Distribution of Foreign Investments, 2009–2018
Figure 31: Mexican HNWIs – Liquidity Breakdown (%), 2009–2018
Figure 32: Mexican UHNWIs – Asset Class Composition (%), 2009–2018
Figure 33: Mexican Wealth Management Industry – Maturity Level of Operators
Figure 34: Mexican Wealth Management Industry – Behavioral Mapping, 2013
Figure 35: MXN to US$ Exchange Rate, 2009–2018
Figure 36: Mexican Real GDP Growth (%), 2009–2018
Figure 37: Mexican GDP per Capita (US$), 2009–2018
Figure 38: Mexican Domestic Market Capitalization (US$ Billion), 2009–2013
Figure 39: Mexican Commodity Indices, 2009–2018
Figure 40: Mexican Foreign Direct Investments (US$ Billion), 2009–2018
Figure 41: Mexican Inflation Rate (%), 2009–2018
Figure 42: Mexican Interest Rate (%), 2009–2018
Figure 43: Mexican Balance of Payments (US$ Billion), 2009–2013
Figure 44: Mexican Government Debt as a Percentage of GDP (%), 2009–2018
Figure 45: Mexican Stock Market Performance, 2009–2013
Figure 46: Mexican HNWI Wealth vs GDP Ratio (%), 2009–2018
Figure 47: Mexican HNWIs – Volume by Wealth Band, 2009–2018
Figure 48: Mexican HNWIs – Wealth by Wealth Band (US$ Billion), 2009–2018
Figure 49: Mexican HNWIs – Wealth per Capita (US$ Million), 2009–2018