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Peru Wealth Report 2015

Peru Wealth Report 2015

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 the Peruvian HNWIs for five wealth bands
  • HNWI volume, wealth and allocation trends from 2010 to 2014
  • HNWI volume, wealth and allocation forecasts to 2019
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Geographical breakdown of all foreign assets
  • Alternative breakdown of liquid vs investable assets
  • Details of the development, challenges and opportunities related to the wealth management and private banking sector in Peru
  • The size of Peruvian wealth management industry
  • Information on private banks
  • Detailed wealth management and family office information
  • Insights into the drivers of HNWI wealth
Reasons To Buy
  • Peru Wealth Report 2015 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, created based on over 125,000 HNWIs from around the world in WealthInsight's database.
  • With the wealth reports as the foundation for its research and analysis, WealthInsight is able to 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 HNWIs to 2019, 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 the sector faces.
Key Highlights
  • There were 23,546 HNWIs in Peru in 2014. These HNWIs held US$122.6 billion in wealth.
  • The volume of Peruvian HNWIs rose by 2.4% in 2014, following an increase of 3% in 2013.
  • Growth in HNWI wealth and numbers is expected to improve over the forecast period.
  • The number of Colombian HNWIs is forecast to grow by 20.4%, to reach 29,404 in 2019, while HNWI wealth is projected to grow by 36.1%, to reach US$174 billion by the same year.


  • Introduction
    • Details of this Report
    • Definitions
      • Table HNWI Wealth Band and Group Definitions
  • Executive Summary
  • Peru Key Facts
  • Distribution of Wealth in Peru
    • HNWI Volume and Wealth Trends
  • Findings from the WealthInsight HNWI Database
    • Trends in HNWI Wealth to 2019
      • HNWI trend analysis
      • Wealth band trends
        • Table Peruvian HNWIs - Volume Distribution (%), 2014
        • Table Peruvian HNWIs - Wealth Distribution Wealth Pyramid (%), 2014
      • Demographic breakdown of HNWIs
      • HNWIs - job titles
      • HNWIs - industry breakdown
      • HNWIs - industry performance
        • Table Peruvian HNWIs - Industry Performance (%), 2010-2014
      • HNWIs - breakdown by city
        • Table Peruvian HNWIs - Cities, 2014
      • HNWIs - city performance
        • Table Peruvian HNWIs - Growth in Top Cities (Thousand), 2010-2014
      • HNWIs - city population densities
        • Table Peruvian HNWIs - Population Density in Major Cities 2014
      • HNWIs - city forecasts
        • Table Peruvian HNWIs - Populations in Top Cities (Thousand), 2010-2019
        • Table Peruvian HNWIs - Growth Rates for Top Cities (%), 2010-2019
        • Table Peruvian HNWIs - Sources of Wealth (%), 2014
    • UHNWIs
      • UHNWI volume trend analysis
      • UHNWI wealth trend analysis
      • Demographic breakdown of UHNWIs
        • Table Peruvian UHNWIs - Gender Performance (%), 2010-2014
      • UHNWIs - industry breakdown
      • UHNWIs - city breakdown and performance
        • Table Peruvian UHNWIs - Populations in Top Cities, 2010-2019
        • Table Peruvian UHNWIs - Growth Rates for Top Cities (%), 2010-2019
    • UHNWIs - Billionaires
      • Table Peruvian Billionaires - Market Overview (Volume and US$ Billions) 2010-2019
      • Billionaire volume trend analysis
      • Billionaire wealth trend analysis
      • Billionaire per capita net worth trend analysis
      • List of billionaires
        • Table Peruvian Top Billionaires (US$ Billion), 2014
        • Table Peruvian Billionaires - Wealth Growth (US$ Billion), 2010-2014
    • UHNWIs - Centimillionaires
      • Table Peruvian Centimillionaires - Market Overview (Volume and US$ Million/Billion), 2010-2019
      • 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), 2010-2019
      • 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), 2010-2019
      • 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), 2010-2019
      • 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 - Assets Allocations (%), 2010-2019
      • Table Peruvian HNWIs - Holdings Growth (%), 2010-2019
      • Trends in alternative assets
        • Table Peruvian HNWIs - Alternative Asset Composition (%), 2010-2019
        • Table Peruvian HNWIs - Trends of Investments in Alternative Assets (%), 2010-2019
      • Trends in `art, wine and wheels'
        • Table Peruvian Trends in `Art, Wine and Wheels', 2010-2014
      • Trends of investment in real estate
        • Table Global Prime Real Estate Prices per m2 (US$), 2014
      • Trends of investment in cash and deposits
      • Trends of investment in fixed-income
      • Investment trends in equity
      • Investments trends in business interests
    • Analysis of Foreign Investments
      • Table Peruvian HNWIs - Foreign Investment Allocations (%), 2010-2019
      • Investments in Europe
      • Investments in North America (including the US, Mexico and the Caribbean)
      • Investments in the Asia-Pacific
      • Investments in South America
      • Investments in the Middle East
      • Investments in Africa
    • Alternative Breakdown: Liquid vs Investable Assets
      • Table Peruvian HNWIs - Liquidity Breakdown (US$ Billion), 2010-2019
      • Table Peruvian HNWIs - Liquidity Breakdown (%), 2010-2019
    • Analysis of Peruvian UHNWI Investments
      • Table Peruvian UHNWIs - Allocations and Share of HNWI Assets (%), 2014
  • Competitive Landscape
    • Additional Components of the Wealth Sector in Peru
      • Domestic private banks
      • Foreign Private Banks
      • Wealth managers
      • Family offices
    • Key Drivers
      • PEN-US$ exchange rate
        • Table Peruvian Exchange Rate - PEN-US$ Exchange Rate, 2010-2019
      • Real GDP growth
        • Table Peruvian Real GDP Growth (%), 2010-2019
      • Per capita GDP
        • Table Peruvian GDP per Capita (US$), 2010-2019
      • Domestic market capitalization
        • Table Peruvian Domestic Market Capitalization (US$ Billion), 2010-2014
      • Commodity index
        • Table Peruvian Commodity Indices, 2010-2019
      • Foreign direct investment (FDI) - inflows and outflows
        • Table Peruvian Foreign Direct Investment (US$ Billion), 2010-2019
      • Inflation rate
        • Table Peruvian Inflation Rate (%), 2010-2019
      • Interest rate
        • Table Peruvian Money Market Rate (%), 2010-2019
      • Balance of payments
        • Table Peruvian Balance of Payments (US$ Billion), 2010-2014
      • Government debt
        • Table Peruvian Government Debt as a Percentage of GDP (%), 2010-2019
      • Stock market performance
        • Table Peruvian Stock Market Performance (Index), 2010-2014
    • Wealth Breakdowns
      • Table Peruvian HNWI Wealth vs. GDP Ratio (%), 2010-2019
      • Table Peru - Appendix One
      • Table Peru - Appendix Two
  • About WealthInsight

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