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Ultra HNWIs in Chile 2014

Published By :

WealthInsight

Published Date : May 2014

Category :

Banking

No. of Pages : 110 Pages


Synopsis

  • This report is the result of WealthInsight\'s extensive research covering the high net worth individual (HNWI) population and wealth management market in Chile.
  • 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 UHNWIs have performed through the crisis.
Summary

This report reviews the performance and asset allocations of Ultra HNWIs in Chile, and highlights top-performing cities. It also includes an evaluation of the local wealth management industry.

Scope

  • UHNWI volume, wealth and allocation trends from 2009 to 2013
  • UHNWI volume, wealth and allocation forecasts to 2018
  • 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)
  • 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 Chile
  • Size of Chile 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 2018.
  • Also provides detailed information on UHNWIs in each major city.
Key Highlights

  • There were 665 UHNWIs in Chile in 2013, with an average wealth of US$126 million, making them a prime target group for wealth sector professionals. Of this total, there were 12 billionaires, 239 centimillionaires and 414 affluent millionaires.
  • UHNWIs accounted for 1.5% of the total HNWI population in Chile in 2013. This is much higher than the global average of 0.7%. During the review period, the number of UHNWIs in Chile increased by 58.0%, rising from 421 in 2009 to 665 in 2013.
  • While the number of billionaires increased by 300.0%, the number of centimillionaires and affluent millionaires increased by 40.6% and 66.3% respectively.
  • WealthInsight expects the number of UHNWIs to increase by 24% to reach 866 in 2018. This will include 15 billionaires, 314 centimillionaires and 536 affluent millionaires.
Table of Contents

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 Social Background
3.4 Benchmarking Chile\'s Wealth in Context
3.4.1 Distribution of wealth in Chile
3.5 HNWI Volume and Wealth Trends

4 Findings from the WealthInsight HNWI Database
4.1 Trends in HNWI Wealth to 2018
4.1.1 HNWI trend analysis
4.1.2 Wealth band trends
4.1.3 Demographic breakdown of HNWIs
4.1.4 HNWIs - job titles
4.1.5 HNWIs - industry breakdown
4.1.6 HNWIs - industry performance
4.1.7 HNWIs - breakdown by city
4.1.8 HNWIs - city performance
4.1.9 HNWIs - city population densities
4.1.10 HNWIs - city forecasts
4.1.11 HNWIs - breakdown by state
4.1.12 HNWIs - state performance
4.1.13 HNWIs - state population densities
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 - industry breakdown
4.2.5 UHNWIs - city breakdown and performance
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 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 millionnaire 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 Chilean HNWI Investments
5.1 Analysis by Asset Class
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 Investments trends in cash and deposits
5.1.5 Investments trends in fixed income
5.1.6 Investment trends in equity
5.1.7 Investment trends in business interests
5.2 Analysis of Foreign Investments
5.2.1 Investments in Europe
5.2.2 Investments in North America (including the US, Mexico and the Caribbean)
5.2.3 Investments in Asia-Pacific
5.2.4 Investments in Central and South America
5.2.5 Investments in the Middle East
5.2.6 Investments in Africa
5.3 Alternative Breakdown: Liquid vs Investable Assets
5.4 Analysis of Chilean UHNWI Investments

6 Competitive Landscape of the Wealth Sector
6.1 Competitive Landscape
6.1.1 Private banks
6.1.2 Wealth managers
6.1.3 Family offices
6.1.4 Financial advisors
6.2 Developments in the Chilean Private Banking Industry
6.3 Wealth Management and the Private Banking Industry
6.4 Chilean Wealth Management Industry - Clientele Model and Maturity
6.5 Behavioral Mapping of Wealth Management and Private Banking in Chile

7 Appendix
7.1 Tax Regulations
7.2 Key Drivers
7.2.1 CLP 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 investments - inflow and outflow
7.2.7 Inflation
7.2.8 Interest rate
7.2.9 Balance of payments
7.2.10 Government debt
7.2.11 Stock market performance
7.3 Wealth Breakdown
8 About WealthInsight

List of Table


Table 1: HNWI Wealth Band and Group Definitions
Table 2: Cities in Chile, 2013
Table 3: Chilean HNWIs - Volume Distribution (%), 2013
Table 4: Chilean HNWIs - Wealth Distribution (%), 2013
Table 5: Chilean HNWIs - Industry Performance, 2009-2013
Table 6: Chilean HNWIs - Cities, 2013
Table 7: Chilean HNWIs - Growth in Top Cities, 2009-2013
Table 8: Chilean HNWIs - Population Density in Major Cities, 2013
Table 9: Chilean HNWIs - Populations in Top Cities (Thousands), 2009-2018
Table 10: Chilean HNWIs - Growth Rates for Top Cities, 2009-2018
Table 11: Chilean HNWIs - Populations by State, 2013
Table 12: Chilean HNWIs - State Performance, 2009-2013
Table 13: Chilean HNWIs - Population Density in States, 2013
Table 14: Chilean UHNWIs - Gender Performance, 2009-2013
Table 15: Chilean UHNWIs - Sources of Wealth (%), 2013
Table 16: Chilean UHNWIs - Populations in Top Cities, 2009-2018
Table 17: Chilean UHNWIs - Growth Rates for Top Cities, 2009-2018
Table 18: Chilean Billionaires - Market Overview (US$ Billion), 2009-2018
Table 19: Top Seven Chilean Billionaires (US$ Billion), 2013
Table 20: Chilean Billionaire Wealth Growth, 2009?2013
Table 21: Chilean Centimillionaires - Market Overview, 2009-2018
Table 22: Chilean Affluent Millionaires - Market Overview, 2009-2018
Table 23: Chilean Mid-Tier Millionaires - Market Overview, 2009-2018
Table 24: Chilean Lower-Tier Millionaires - Market Overview, 2009-2018
Table 25: Chilean Allocations of HNWI Assets, 2009-2018
Table 26: Chilean HNWIs ? Holdings Growth (%), 2009-2018
Table 27: Chilean HNWIs - Alternative Asset Composition (%), 2009-2018
Table 28: Chilean HNWIs - Trends of Investments in Alternative Assets (%), 2009-2018
Table 29: Chilean Trends in ‘Art, Wine and Wheels\', 2009-2013
Table 30: Global Prime Real Estate Prices per m2 (US$), 2014
Table 31: Chilean HNWIs - Foreign Investment Allocations (%), 2009-2018
Table 32: Chilean HNWIs - Liquidity Breakdown (US$ Billion), 2009-2018
Table 33: Chilean HNWIs - Liquidity Breakdown (%), 2009-2018
Table 34: Chilean UHNWIs - Allocations and Share of HNWI Assets, 2013
Table 35: Leading Private Banks in Chile by AuM (US$ Million), 2012
Table 36: Chilean Wealth Managers, 2013
Table 37: Wealth Management Industry - Recent Deal Activity in Japan, 2013
Table 38: Chilean Income Tax Bands (CLP), 2013
Table 39: CLP per US$ Exchange Rate, 2009-2018
Table 40: Chilean Real GDP Growth (%), 2009-2018
Table 41: Chilean GDP per Capita (US$), 2009-2018
Table 42: Chilean Domestic Market Capitalization (US$ Billion), 2009-2013
Table 43: Chilean Commodity Indices, 2009-2018
Table 44: Chilean Foreign Direct Investments (US$ Billion), 2009-2018
Table 45: Chilean Inflation Rate (%), 2009-2018
Table 46: Chilean Interest Rate (%), 2009-2018
Table 47: Chilean Balance of Payments (US$ Billion), 2009-2013
Table 48: Chilean Government Debt as a Percentage of GDP (%), 2009-2018
Table 49: Chilean Stock Market Performance, 2009-2013
Table 50: Chilean HNWI Wealth vs GDP Ratio (%), 2009-2018
Table 51: Chile - Appendix One
Table 52: Chile - Appendix Two

List of Chart

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Chile
Figure 3: Chilean Asset Price Performance, 2009-2013
Figure 4: Chilean HNWI Performance, 2009-2018
Figure 5: Chilean vs Global HNWIs
Figure 6: Chilean HNWIs - Growth Factor Correlation, 2009-2013
Figure 7: Chilean HNWIs - Volume Distribution Wealth Pyramid, 2013
Figure 8: Chilean HNWIs - Wealth Distribution Wealth Pyramid (%), 2013
Figure 9: Chilean HNWIs - Age Distribution (%), 2013
Figure 10: Chilean HNWIs - Job Titles, 2009-2013
Figure 11: Chilean HNWIs - Distribution by Industry (%), 2013
Figure 12: Chilean HNWIs - City Performance, 2009-2013
Figure 13: Chilean HNWIs - City Numbers, 2009-2013
Figure 14: Chilean HNWIs - City Forecasts, 2014-2018
Figure 15: Chilean HNWIs - Populations in Top Cities (Thousands), 2014-2018
Figure 16: Chilean UHNWIs - Wealth Share vs Volume Growth (%), 2009-2013
Figure 17: Chilean UHNWIs - Volume by Wealth Band, 2009-2018
Figure 18: Chilean UHNWIs - Wealth by Wealth Band (US$ Billion), 2009-2018
Figure 19: Chilean UHNWIs - Age Distribution (Percentage Share), 2013
Figure 20: Chilean UHNWIs - Distribution by Industry (%), 2013
Figure 21: Chilean Billionaires - Market Overview, 2009-2018
Figure 22: Chilean Centimillionaires - Market Overview, 2009-2018
Figure 23: Chilean Affluent Millionaires - Market Overview, 2009-2018
Figure 24: Chilean Mid-Tier Millionaires - Market Overview, 2009-2018
Figure 25: Chilean Lower-Tier Millionaires - Market Overview, 2009-2018
Figure 26: Chilean HNWIs - Asset Class Composition, 2009-2018
Figure 27: Chilean HNWIs - Trends in Alternative Assets (US$ Billion), 2009-2018
Figure 28: Chilean Trends in ‘Art, Wine and Wheels\', 2009-2013
Figure 29: Chilean HNWIs - Foreign Investment Allocation and Growth (%), 2013
Figure 30: Chilean HNWIs - Global Distribution of Foreign Investments, 2009-2018
Figure 31: Chilean HNWIs - Liquidity Breakdown (%), 2009-2018
Figure 32: Chilean UHNWIs - Asset Class Composition (%), 2009-2018
Figure 33: Chilean Wealth Management Industry - Maturity Level of Operators
Figure 34: Chilean Wealth Management Industry - Behavioral Mapping, 2013
Figure 35: CLP to US$ Exchange Rate, 2009-2018
Figure 36: Chilean Real GDP Growth (%), 2009-2018
Figure 37: Chilean GDP per Capita (US$), 2009-2018
Figure 38: Chilean Domestic Market Capitalization (US$ Billion), 2009-2013
Figure 39: Chilean Commodity Indices, 2009-2018
Figure 40: Chilean Foreign Direct Investments (US$ Billion), 2009-2018
Figure 41: Chilean Inflation Rate (%), 2009-2018
Figure 42: Chilean Interest Rate (%), 2009-2018
Figure 43: Chilean Balance of Payments (US$ Billion), 2009-2013
Figure 44: Chilean Government Debt as a Percentage of GDP (%), 2009-2018
Figure 45: Chilean Stock Market Performance, 2009-2013
Figure 46: Chilean HNWI Wealth vs GDP Ratio (%), 2009-2018
Figure 47: Chilean HNWIs - Volume by Wealth Band, 2009-2018
Figure 48: Chilean HNWIs - Wealth by Wealth Band (US$ Billion), 2009-2018
Figure 49: Chilean HNWIs - Wealth per Capita (US$ Million), 2009-2018

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