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Mexico 2013 Wealth Book: Trends in Millionaire Wealth

WealthInsight
Published Date » 2013-06-13
No. Of Pages » 103

Synopsis

  • This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Mexico
  • The report focuses on HNWI performance between the end of 2007 (the peak before the global financial crisis) and the end of 2012. This enables us to determine how well the country’s HNWIs have performed through the crisis

Summary

There are 145,000 HNWIs and 2,540 UHNWIs in Mexico in 2012.  This report reviews the performance and asset allocations of HNWIs and Ultra HNWIs in Mexico and highlights top-performing cities. It also includes an evaluation of the local wealth management industry.

Scope

  • Independent market sizing of Mexican HNWIs across five wealth bands
  • HNWI volume, wealth and allocation trends from 2007 to 2012
  • HNWI volume, wealth and allocation forecasts to 2017
  • 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 wise ratings of wealth management saturation and potential
  • Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in Mexico
  • Size of the Mexican wealth management industry
  • Largest domestic private banks by AuM
  • Detailed wealth management and family office information
  • Insights into the drivers of HNWI wealth

Reasons To Buy

  • The WealthInsight Intelligence Center Database 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.
  • The Intelligence Center also includes tracking of wealth and liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market.
  • With the Database 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 2017.
  • Also provides detailed information on UHNWIs in each major city.

Key Highlights

  • There were approximately 145,000 HNWIs in Mexico at the end of 2012. These HNWIs hold US$736 billion in wealth which equates to 43% of total individual wealth held in the country. 
  • Mexican HNWIs outperformed the worldwide HNWI average during the review period. Mexican HNWI numbers rose by 32% while worldwide HNWI volumes declined by 0.3%.
  • At the end of 2012, Mexican HNWIs held 21.9% (US$161 billion) of their wealth outside their home country, compared to 23.2% (US$124 billion) in 2007. 
  • There are 2,540 UHNWIs in Mexico at the end of 2012 with US$364 billion in total combined wealth. Of this total, there are 16 billionaires, 252 centimillionaires and 2,272 affluent millionaires.
  • Mexico City is the largest city for Mexican UHNWIs, accounting for 43% of total UHNWIs with 1,088 individuals. There are also sizable UHNWI populations in Monterrey (208 UHNWIs) and Guadalajara (129 UHNWIs).
Table of Content

1 Introduction 
1.1 Details of this Report 
1.2 Definitions 

2 Executive Summary 

3 Wealth Sector Fundamentals 
3.1 Political Background 
3.2 Economic Background 
3.3 Benchmarking Mexico Wealth in Context 
3.3.1 World statistics 
3.3.2 Distribution of wealth in Mexico 
3.4 HNWI Volume and Wealth Trends 

4 Findings from the WealthInsight HNWI Database 
4.1 Trends in HNWI Wealth to 2017 
4.1.1 HNWI trend analysis 
4.1.2 Trends of the wealth bands 
4.1.3 Demographic breakdown of HNWI 
4.2 UHNWIs 
4.2.1 UHNWI volume trend analysis 
4.2.2 UHNWI wealth trend analysis 
4.2.3 Demographic breakdown of UHNWIs 
4.2.4 UHNWIs – job titles 
4.2.5 UHNWIs – industry breakdown 
4.2.6 UHNWIs – breakdown by city 
4.2.7 UHNWIs – city population densities 
4.2.8 UHNWIs – smaller cities 
4.2.1 UHNWIs – affluent suburbs 
4.3 UHNWIs – Billionaires 
4.3.1 Billionaire volume trend analysis 
4.3.2 Billionaire wealth trend analysis 
4.3.3 Billionaire per capita net worth trend analysis 
4.3.4 Billionaire demographics 
4.3.5 List of billionaires 
4.4 UHNWIs – Centimillionaires 
4.4.1 Centimillionaire volume trend analysis 
4.4.2 Centimillionaire wealth trend analysis 
4.4.3 Centimillionaire per capita net worth trend analysis 
4.5 UHNWIs – Affluent Millionaires 
4.5.1 Affluent millionaire volume trend analysis 
4.5.2 Affluent millionaire wealth trend analysis 
4.5.3 Affluent millionaire per capita net worth trend analysis 
4.6 Core HNWIs 
4.6.1 Core HNWI volume trend analysis 
4.7 Core HNWIs – Mid-Tier Millionaires 
4.7.1 Mid-tier millionaire volume trend analysis 
4.7.2 Mid-tier millionaire wealth trend analysis 
4.7.3 Mid-tier millionaire per capita net worth trend analysis 
4.8 Core HNWIs – Lower-Tier Millionaires 
4.8.1 Lower-tier millionaire volume trend analysis 
4.8.2 Lower-tier millionaire wealth trend analysis 
4.8.3 Lower-tier millionaire per capita net worth trend analysis 

5 Analysis of Mexican HNWI Investments 
5.1 Analysis by Asset Classes 
5.1.1 Trends in alternative assets 
5.1.2 Trends in “art, wine and wheels” 
5.1.3 Trends of investments in real estate 
5.1.4 Trends of investments in cash and deposits 
5.1.5 Trends of investments in fixed income 
5.1.6 Trends of investments in equity 
5.1.7 Trends of investments in business interests 
5.2 Analysis of Foreign Investments 
5.2.1 Investments in North America (including the Caribbean) 
5.2.2 Investments in Europe (including the UK) 
5.2.3 Investments in Asia-Pacific
5.2.4 Investments in the rest of Latin America 
5.2.5 Investments in Africa 
5.3 Alternative Breakdown: Liquid vs Investable Assets 
5.4 Analysis of Mexican UHNWI Investments 

6 Competitive Landscape of the Wealth Sector 
6.1 Competitive Landscape 
6.1.1 Private banks 
6.1.2 Wealth managers 
6.2 Family Offices 
6.2.1 Offshore wealth 
6.2.2 Saturation by city 
6.3 Wealth Management Industry – Clientele Model and Maturity 
6.4 Behavioral Mapping of Wealth Management and Private Banking Industry in Mexico 
6.5 Pension Fund Industry 

7 Appendix 
7.1 Regulations on Taxes 
7.2 Economic Indicators 
7.2.1 LC to US$ exchange rate 
7.2.2 Real GDP growth 
7.2.3 Per capita GDP 
7.2.4 Domestic market capitalization 
7.2.5 Commodity index 
7.2.6 Foreign direct investment 
7.2.7 Inflation rate 
7.2.8 Interest rate 
7.2.9 Balance of payments 
7.2.10 Stock market performance 
7.3 Wealth Breakdowns 

8 About WealthInsight

List of Tables


Table 1: HNWI Wealth Band and Group Definitions 
Table 2: Mexico: 10 Most Populous States, 2012 
Table 3: Mexico: Largest Cities, 2012 
Table 4: Mexico: HNWIs – Volume Distribution Wealth Pyramid, 2012 
Table 5: Mexico: HNWIs – Wealth Distribution Wealth Pyramid (% share), 2012 
Table 6: Mexico: UHNWI – Gender, 2012 
Table 7: Mexico: UHNWI – Source of Wealth (%), 2012 
Table 8: Mexico: UHNWIs – Top 10 Cities, 2012 
Table 9: Mexico: UHNWIs – Population Density in Top 10 Cities, 2012 
Table 10: Mexico: UHNWIs – Smaller Cities, 2012 
Table 11: Mexico: UHNWIs – Affluent Suburbs, 2012 
Table 12: Mexico: Billionaires – Market Overview (US$ Billion) 2007–2017 
Table 13: Mexico: Top Billionaires (US$ Billion), 2012 
Table 14: Mexico: Top Billionaires (US$ Billion), 2007–2012 39
Table 15: Mexico: Centimillionaires – Market Overview, 2007–2017 
Table 16: Mexico: Affluent Millionaires – Market Overview, 2007–2017 
Table 17: Mexico: Mid-Tier Millionaires – Market Overview, 2007–2017 
Table 18: Mexico: Lower-Tier Millionaires – Market Overview, 2007–2017 
Table 19: Mexico: Allocations of HNWI Assets (%), 2007−2017 
Table 20: Mexico: HNWIs − Holdings Growth (%), 2007–2017 
Table 21: Mexico: HNWIs – Trends of Investments in Alternative Assets (%), 2007–2017 
Table 22: Mexico: HNWIs – Alternative Asset Composition (%), 2007–2017 
Table 23: Mexico: Trends in “Art, Wine and Wheels”, 2007–2012 
Table 24: Latin America: Residential Real Estate Prices (US$ per square meter), 2012 
Table 25: Global: Prime Residential Real Estate Prices (US$ per square meter), 2012 
Table 26: Global: Prime International Cities Performance (%), 2007–2012 
Table 27: Mexico: HNWIs – Percentages of Foreign Investment Allocation (%), 2007–2017 
Table 28: Mexico: HNWIs – Liquidity Breakdown (US$ Billion), 2007–2017 
Table 29: Mexico: HNWIs – Liquidity Breakdown (%), 2007–2017 
Table 30: Mexico: UHNWIs – Allocations and Share of HNWI Assets (%), 2012 
Table 31: Mexico: Major Private Banks by Local AuM (US$ Billion), 2012 
Table 32: Mexico: Other Private Banks, 2012 
Table 33: Mexico: Wealth Managers, 2012 
Table 34: Mexico: Wealth Managers per Major City, 2012 
Table 35: Mexico: LC to US$ Exchange Rate, 2007–2017 
Table 36: Mexico: Real GDP Growth, 2007–2017 
Table 37: Mexico: GDP Per Capita, 2007–2017 
Table 38: Mexico: Domestic Market Capitalization (US$ Billion), 2007–2011 
Table 39: Mexico: Commodity Indices, 2007–2017 
Table 40: Mexico: Foreign Direct Investment (US$ Billion), 2007–2017 
Table 41: Mexico: Inflation Rate, 2007–2017 
Table 42: Mexico: Benchmark Interest Rate, 2007–2017 
Table 43: Mexico: Balance of Payments (US$ Billion), 2007–2012 
Table 44: Mexico: Stock Market Performance, 2007–2012 
Table 45: Mexico: HNWI Wealth vs GDP Ratio (%), 2007–2017 
Table 46: Mexico: Appendix 1 
Table 47: Mexico: Appendix 2 

List of Figures


Figure 1: HNWI Wealth Band Definitions 
Figure 2: Map of Mexico 
Figure 3: Mexico: Asset Price Performance (%), 2007–2012 
Figure 4: Mexico: HNWI Performance, 2007–2017 
Figure 5: Mexico: Mexican HNWIs vs the World 
Figure 6: Mexico: HNWIs – Growth Factor Correlation, 2007–2012 
Figure 7: Mexico: HNWIs – Volume Distribution Wealth Pyramid, 2012 
Figure 8: Mexico: HNWIs – Wealth Distribution Wealth Pyramid (% share), 2012 
Figure 9: Mexico: HNWIs – Age Distribution (%), 2012 
Figure 10: Mexico: UHNWIs – Wealth Share vs Volume Growth (%), 2007–2012 
Figure 11: Mexico: UHNWIs – Volume by Wealth Band, 2007–2017 
Figure 12: Mexico: UHNWIs – Wealth by Wealth Band (US$ Billion), 2007–2017 
Figure 13: Mexico: UHNWIs – Age Distribution (% Share), 2012 
Figure 14: Mexico: HNWIs – Job Titles (%), 2012 
Figure 15: Mexico: UHNWIs – Distribution by Industry (%), 2012 
Figure 16: Mexico: Billionaires – Market Overview, 2007–2017 
Figure 17: Mexico: Centimillionaires – Market Overview, 2007–2017 
Figure 18: Mexico: Affluent Millionaires – Market Overview, 2007–2017 
Figure 19: Mexico: Mid-Tier Millionaires – Market Overview, 2007–2017 
Figure 20: Mexico: Lower-Tier Millionaires – Market Overview, 2007–2017 
Figure 21: Mexico: HNWIs – Asset Class Composition (%), 2007–2017 
Figure 22: Mexico: HNWIs – Trends in Alternative Assets (US$ Billion), 2007–2017 
Figure 23: Mexico: HNWIs – Trends in “Art, Wine and Wheels”, 2007–2012 
Figure 24: Mexico: HNWIs – Foreign Investment Allocation and Growth (%), 2012–2017 
Figure 25: Mexico: HNWIs – Global Distribution of Foreign Investments (%), 2007–2017 
Figure 26: Mexico: HNWIs – Liquidity Breakdown (%), 2007–2017 
Figure 27: Mexico: UHNWIs – Asset Class Composition (%), 2007–2017 
Figure 28: Mexico: Wealth Management Industry – Maturity Level of Players 
Figure 29: Mexico: Wealth Management Industry – Behavioral Mapping, 2012 
Figure 30: Mexico: LC to US$ Exchange Rate, 2007–2017 
Figure 31: Mexico: Real GDP Growth (%), 2007–2017 
Figure 32: Mexico: GDP Per Capita, 2007–2017 
Figure 33: Mexico: Domestic Market Capitalization (US$ Billion), 2007–2011 
Figure 34: Mexico: Commodity Indices, 2007–2017 
Figure 35: Mexico: Foreign Direct Investment (US$ Billion), 2007–2017 
Figure 36: Mexico: Inflation Rate, 2007–2017 
Figure 37: Mexico: Benchmark Interest Rate, 2007–2017 
Figure 38: Mexico: Balance of Payments (US$ Billion), 2007–2012 
Figure 39: Mexico: Stock Market Performance, 2007–2012 
Figure 40: Mexico: HNWI Wealth vs GDP Ratio (%), 2007–2017 
Figure 41: Mexico: HNWIs – Volume by Wealth Band, 2007–2017
Figure 42: Mexico: HNWIs – Wealth by Wealth Band (US$ Billion), 2007–2017 
Figure 43: Mexico: HNWIs – Wealth per Capita (US$ Billion), 2007–2017 

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