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HNWI Asset Allocation in Peru 2014

HNWI Asset Allocation in Peru 2014

Synopsis

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.

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
  • 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.
Key Highlights
  • 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.


  • 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
  • Findings from the WealthInsight HNWI Database
    • Trends in HNWI Wealth to 2018
      • HNWI trend analysis
      • Wealth band trends
        • Table Peruvian HNWIs - Volume Distribution (%), 2013
        • Table Peruvian HNWIs - Wealth Distribution (%), 2013
      • Demographic breakdown of HNWIs
      • HNWIs - job titles
      • HNWIs - industry breakdown
      • HNWIs - industry performance
        • Table Peruvian HNWIs - Industry Performance, 2009-2013
      • HNWIs - breakdown by city
        • Table Peruvian HNWIs - Cities, 2013
      • HNWIs - city performance
        • Table Peruvian HNWIs - Growth in Top Cities (Thousand), 2009-2013
      • HNWIs - city population densities
        • Table Peruvian HNWIs - Population Density in Major Cities (Thousand), 2013
      • HNWIs - city forecasts
        • Table Peruvian HNWIs - Populations in Top Cities (Thousand), 2009-2018
        • Table Peruvian HNWIs - Growth Rates for Top Cities (%), 2009-2018
    • UHNWIs
      • UHNWI volume trend analysis
      • UHNWI wealth trend analysis
      • Demographic breakdown of UHNWIs
        • Table Peruvian UHNWIs - Gender Performance (%), 2009-2013
        • Table Peruvian UHNWIs - Sources of Wealth (%), 2013
      • UHNWIs - industry breakdown
      • UHNWIs - city breakdown and performance
        • Table Peruvian UHNWIs - Populations in Top Cities, (Thousand) 2009-2018
        • Table Peruvian UHNWIs - Growth Rates in Top Cities (%), 2009-2018
    • UHNWIs - Billionaires
      • Table Peruvian Billionaires - Market Overview (Volume and US$ Billion), 2009-2018
      • Billionaire volume trend analysis
      • Billionaire wealth trend analysis
      • Billionaire per capita net worth trend analysis
      • List of billionaires
        • Table Peruvian Top Nine Billionaires (US$ Billion), 2013
    • UHNWIs - Centimillionaires
      • Table Peruvian Centimillionaires - Market Overview (Volume and US$ Million/Billion), 2009-2018
      • Centimillionaire volume trend analysis
      • Centimillionaire wealth trend analysis
      • Centimillionaire per capita net worth trend analysis
    • UHNWIs - Affluent Millionaires
      • Table Peruvian Affluent Millionaires - Market Overview (Volume and US$ Million/Billion), 2009-2018
      • Affluent millionaire volume trend analysis
      • Affluent millionaire wealth trend analysis
      • Affluent millionaire per capita net worth trend analysis
    • Core HNWIs
      • Core HNWI volume trend analysis
    • Core HNWIs - Mid-Tier Millionaires
      • Table Peruvian Mid-Tier Millionaires - Market Overview (Volume and US$ Million/Billion), 2009-2018
      • Mid-tier millionaire volume trend analysis
      • Mid-tier millionaire wealth trend analysis
      • Mid-tier millionaire per capita net worth trend analysis
    • Core HNWIs - Lower-Tier Millionaires
      • Table Peruvian Lower-Tier Millionaires - Market Overview (Volume and US$ Million/Billion), 2009-2018
      • Lower-tier millionaire volume trend analysis
      • Lower-tier millionaire wealth trend analysis
      • Lower-tier millionaire per capita net worth trend analysis
  • Analysis of Peruvian HNWI Investments
    • Analysis by Asset Class
      • Table Peruvian HNWIs - Allocations of Assets (%), 2009-2018
      • Table Peruvian HNWIs - Holdings Growth (%), 2009-2018
      • Trends in alternative assets
        • Table Peruvian HNWIs - Alternative Asset Composition (%), 2009-2018
        • Table Peruvian HNWIs - Trends of Investments in Alternative Assets (%), 2009-2018
      • Trends in `art, wine and wheels'
        • Table Peruvian Trends in `Art, Wine and Wheels', 2009-2013
      • Trends of investments in real estate
        • Table Global Prime Real Estate Prices per m2 (US$), 2014
      • Trends of investments in cash and deposits
      • Trends of investments in fixed-income
      • Investment trends in equity
      • Investments trends in business interests
    • Analysis of Foreign Investments
      • Table Peruvian HNWIs - Foreign Investment Allocations (%), 2009-2018
      • Investments in Europe
      • Investments in North America (including the US, Mexico and the Caribbean)
      • Investments in Asia-Pacific
      • Investments in Central and South America
      • Investments in the Middle East
      • Investments in Africa
    • Alternative Breakdown: Liquid vs Investable Assets
      • Table Peruvian HNWIs - Liquidity Breakdown (US$ Billion), 2009-2018
      • Table Peruvian HNWIs - Liquidity Breakdown (%), 2009-2018
    • Analysis of Peruvian UHNWI Investments
      • Table Peruvian UHNWIs - Allocations and Share of HNWI Assets (%), 2013
  • 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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