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Challenges and Opportunities for the Wealth Sector in Peru 2014

Challenges and Opportunities for the Wealth Sector in Peru 2014

Synopsis

This report is a thorough analysis of Peru's Wealth Management and Private Banking sector, and the opportunities and challenges that it faces.

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.
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
  • Number of UHNWIs in each state and all major cities
  • Fastest growing cities and states for UHNWIs (2009-2013)
  • Insights into the drivers of HNWI wealth
Reasons To Buy
  • The Challenges and Opportunities for the Wealth Sector 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 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.
Key Highlights
  • At the end of 2013, Peruvian HNWIs held 38.7% (US$49.3 billion) of their wealth outside of their home country, which is higher than the global average of 20–30%.
  • WealthInsight expects foreign asset holdings to increase to US$63.4 billion in 2018, to account for 36.2% of the total HNWI assets.
  • In 2013, South America accounted for 53.1% of Peruvian HNWIs’ foreign assets, followed by North America with 22.1%, Asia-Pacific with 12.1%, Europe with 9.3%, Africa with 2.2% and the Middle East with 1.2%.
  • Peruvian HNWI allocations to North America decreased during the review period, from 30.1% in 2009 to 22.1% in 2013. Increased investments were made in the emerging economies of South America and Asia-Pacific.
  • HNWIs are expected to further decrease their levels of investment in North America to 17.5% of foreign HNWI assets by 2018, with investments increasingly being diverted to South America.


  • Introduction
    • Details of this Report
    • Definitions
      • Table HNWI Wealth Band and Group Definitions
  • Executive Summary
  • Wealth Sector Fundamentals
    • Political Background
      • Table Cities in Peru by Population (Volume), 2013
    • Economic Background
    • Benchmarking Peruvian Wealth in Context
      • Distribution of wealth in Peru
    • HNWI Volume and Wealth Trends
  • Competitive Landscape of the Wealth Sector
    • Competitive Landscape
      • Foreign private banks
        • Table Leading Foreign Private Banks in Peru by Local AuM (US$ Million), 2013
      • Wealth managers
      • Family offices
      • Financial advisors
    • Wealth Management and the Private Banking Industry
    • The Peruvian Wealth Management Industry - Clientele Model and Maturity
    • Behavioral Mapping of Wealth Management and Private Banking in Peru
  • Appendix
    • Additional Components of the Wealth Sector in Peru
      • Philanthropy
      • Demand for intergenerational wealth transfer
    • Tax Regulations
      • Table Peruvian Income Tax Bands (US$), 2013-2014
    • Regulations Related to Immigration, Investment and Employment
    • Key Drivers
      • PEN to US$ exchange rate
        • Table PEN per US$ Exchange Rate, 2009-2018
      • Real GDP growth
        • Table Peruvian Real GDP Growth (%), 2009-2018
      • Per capita GDP
        • Table Peruvian GDP per Capita (US$), 2009-2018
      • Domestic market capitalization
        • Table Peruvian Domestic Market Capitalization (US$ Billion), 2009-2013
      • Commodity index
        • Table Peruvian Commodity Indices, 2009-2018
      • Foreign direct investment inflows and outflows
        • Table Peruvian Foreign Direct Investment (US$ Billion), 2009-2018
      • Inflation rate
        • Table Peruvian Inflation Rate (%), 2009-2018
      • Interest rate
        • Table Peruvian Money Market Rate (%), 2009-2018
      • Balance of payments
        • Table Peruvian Balance of Payments (US$ Billion), 2009-2013
      • Government debt
        • Table Peruvian Government Debt as a Percentage of GDP, 2009-2018
      • Stock market performance
        • Table Peruvian Stock Market Performance, 2009-2013
    • Wealth Breakdowns
      • Table Peruvian HNWI Wealth vs GDP Ratio, 2009-2018
      • Table Peru - Appendix One
      • Table Peru - Appendix Two
  • About WealthInsight

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