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Peru Wealth Report 2014

Peru Wealth Report 2014

Synopsis

This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Peru.

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.

Scope

  • Independent market sizing of Peru's HNWIs across five wealth bands
  • HNWI volume, wealth and allocation trends from 2009 to 2013
  • HNWI volume, wealth and allocation forecasts to 2018
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Geographical breakdown of all foreign assets
  • Alternative breakdown of liquid vs investable assets
  • Number of UHNWIs in major cities
  • Number of wealth managers in each city
  • City ratings of wealth management saturation and potential
  • Details of the development, challenges and opportunities of the wealth management and private banking sector in Peru
  • Size of Singapore's wealth management industry
  • Largest private banks by AuM
  • Detailed wealth management and family office information
  • Insights into the drivers of HNWI wealth
Reasons To Buy
  • The Peru Wealth Report 2014 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 that is created based on over 125,000 HNWIs from around the world in our database.
  • With the wealth reports as the foundation for its research and analysis, WealthInsight is able 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 the HNWIs to 2018, 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 it faces.
  • It also provides detailed information on HNWI volumes in each major city.
Key Highlights
  • There were 23,009 HNWIs in Peru in 2013. These HNWIs held US$127.3 billion in wealth, and the average wealth per HNWI was US$5.5 million.
  • In 2013, the volume of Peruvian HNWIs rose by 3.1%, following a 11.8% increase in 2012.
  • Growth in both HNWI volumes and wealth is anticipated to improve over the forecast period. The number of Peruvian HNWIs is forecast to grow by 19.4% to reach 28,103 by 2018, and HNWI wealth is expected to grow by 29.1% to reach US$175.1 billion by 2018.
  • 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%.


  • 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
    • Social 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 PeruvianHNWIs - Volume Distribution (%), 2013
        • Table PeruvianHNWIs - Wealth Distribution (%), 2013
      • Demographic breakdown of HNWIs
      • HNWIs - job titles
      • HNWIs - industry breakdown
      • HNWIs - industry performance
        • Table PeruvianHNWIs - Industry Performance, 2009-2013
      • HNWIs - breakdown by city
        • Table PeruvianHNWIs - Cities, 2013
      • HNWIs - city performance
        • Table PeruvianHNWIs - Growth in Top Cities (Thousand), 2009-2013
      • HNWIs - city population densities
        • Table PeruvianHNWIs- Population Density in Major Cities (Thousand), 2013
      • HNWIs - city forecasts
        • Table PeruvianHNWIs - Populations in Top Cities (Thousand), 2009-2018
        • Table PeruvianHNWIs - Growth Rates for Top Cities (%), 2009-2018
    • UHNWIs
      • UHNWI volume trend analysis
      • UHNWI wealth trend analysis
      • Demographic breakdown of UHNWIs
        • Table PeruvianUHNWIs - Gender Performance (%), 2009-2013
        • Table PeruvianUHNWIs -Sources of Wealth (%), 2013
      • UHNWIs - industry breakdown
      • UHNWIs - city breakdown and performance
        • Table PeruvianUHNWIs- Populations in Top Cities, (Thousand) 2009-2018
        • Table PeruvianUHNWIs- Growth Rates in Top Cities (%), 2009-2018
    • UHNWIs - Billionaires
      • Table PeruvianBillionaires- 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 PeruvianCentimillionaires - 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 PeruvianAffluent 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 PeruvianMid-Tier Millionaires - Market Overview (Volume and US$ Million/Billion), 2009-2018
      • Mid-tiermillionaire volume trend analysis
      • Mid-tier millionaire wealth trend analysis
      • Mid-tier millionaire per capita net worth trend analysis
    • Core HNWIs - Lower-Tier Millionaires
      • Table PeruvianLower-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 PeruvianHNWIs - Allocations of Assets (%), 2009-2018
      • Table PeruvianHNWIs- Holdings Growth (%), 2009-2018
      • Trends in alternative assets
        • Table PeruvianHNWIs - Alternative Asset Composition (%), 2009-2018
        • Table PeruvianHNWIs- Trends of Investments in Alternative Assets (%), 2009-2018
      • Trends in `art, wine and wheels'
        • Table PeruvianTrends in `Art, Wine and Wheels', 2009-2013
      • Trends of investments in real estate
        • Table Global Prime Real Estate Prices per m2 (US$), 2014
      • Trends of investments in cash and deposits
      • Trends of investments in fixed-income
      • Investment trends in equity
      • Investments trends in business interests
    • Analysis of Foreign Investments
      • Table PeruvianHNWIs- Foreign Investment Allocations (%), 2009-2018
      • Investments in Europe
      • Investments in North America (including the US, Mexico and the Caribbean)
      • Investments in Asia-Pacific
      • Investments in Central and South America
      • Investments in the Middle East
      • Investments in Africa
    • Alternative Breakdown: Liquid vs Investable Assets
      • Table PeruvianHNWIs -Liquidity Breakdown (US$ Billion), 2009-2018
      • Table PeruvianHNWIs- Liquidity Breakdown (%), 2009-2018
    • Analysis of PeruvianUHNWI Investments
      • Table PeruvianUHNWIs- Allocations and Share of HNWI Assets (%), 2013
  • Competitive Landscape of the Wealth Sector
    • Competitive Landscape
      • Domesticbanks
        • Table Leading Domestic Banks in Peru by Local AuM (US$ Million), 2013
      • 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 PeruvianWealth Management Industry - Clientele Model and Maturity
    • Behavioral Mapping of Wealth Management and Private Banking inPeru
    • Porter's Five Force Analysis - the Wealth Management Industry
  • Appendix
    • Additional Components of the Wealth Sector in Peru
      • Philanthropy
      • Demand for intergenerational wealth transfer
    • Tax Regulations
      • Table PeruvianIncome Tax Bands (US$), 2013-2014
    • Regulations Related to Immigration, Investment and Employment
    • Key Drivers
      • PENto US$ exchange rate
        • Table PEN per US$ Exchange Rate, 2009-2018
      • Real GDP growth
        • Table PeruvianReal GDP Growth (%), 2009-2018
      • Per capita GDP
        • Table PeruvianGDP per Capita (US$), 2009-2018
      • Domestic market capitalization
        • Table PeruvianDomestic Market Capitalization (US$ Billion),2009-2013
      • Commodity index
        • Table PeruvianCommodity Indices, 2009-2018
      • Foreign direct investment inflows and outflows
        • Table PeruvianForeign Direct Investment (US$ Billion), 2009-2018
      • Inflation rate
        • Table PeruvianInflation Rate (%), 2009-2018
      • Interest rate
        • Table PeruvianMoney Market Rate (%), 2009-2018
      • Balance of payments
        • Table PeruvianBalance of Payments (US$ Billion), 2009-2013
      • Government debt
        • Table PeruvianGovernment Debt as a Percentage of GDP, 2009-2018
      • Stock market performance
        • Table PeruvianStock Market Performance, 2009-2013
    • Wealth Breakdowns
      • Table PeruvianHNWI Wealth vs GDP Ratio, 2009-2018
      • Table Peru - Appendix One
      • Table Peru - Appendix Two
  • About WealthInsight

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