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.
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.
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
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.
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.