As well as this, Mexican HNWIs outperformed the worldwide HNWI average between
2007 and 2012 with the total number rising by 32% while worldwide HNWI volumes
declined by 0.3%.
In 2012, Mexican HNWI numbers rose by 15.7%, following a moderate growth of 0.4% in 2011. This strong growth in HNWI wealth and volumes is expected to continue and grow by 47% to reach 213,000 in 2017. HNWI wealth will also see a larger percentage increase, growing by 54% to reach US$1.1 trillion.
In 2012, real estate was the largest asset class for HNWIs in Mexico, accounting for 45% of total HNWI assets. This was followed by business interests with 17.5%, equities with 14.5%, fixed income with 12.3%, cash with 6.0% and alternatives with 5.1%. Of this, fixed income products recorded they strongest growth between 2008 and 2012, driven by a flight to safety during the financial crisis.
Compared to worldwide norms, real estate allocations in Mexico were high whilst equity allocations were low. Research actually showed that, at the end of 2012, 44% of Mexican HNWIs had second homes abroad.
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. It is expected that foreign asset holdings will reach US$234 billion by 2017 when they will account for 21% of total HNWI assets. This is in line with the worldwide norm of between 20% and 30%. Further to this, in 2012, North America, including the Caribbean, made up 69% of the foreign assets of Mexican HNWIs. This was followed by Europe with 13.0%, Asia-Pacific with 9.1%, Latin America with 7.4%, Africa with 1.1% and the Middle East with 0.3%.
Reasons to buy
• Understand the figures surrounding individual wealth in Mexico.
• Identify the trends in HNWI wealth including information on Billionaires, Centimillionaires, Affluent Millionaires and Core HNWIs.
• Understand the distribution and volume of the different types of HNWIs and UHNWIs within Mexico.
• Receive an analysis of Mexican HNWI investments and a review of the competitive landscape within the wealth sector.
Table of Contents
1.1 Details of this Report
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 Analysis of Mexican HNWI Investments
4.1 Analysis by Asset Classes
4.1.1 Trends in alternative assets
4.1.2 Trends in “art, wine and wheels”
4.1.3 Investment trends in real estate
4.1.4 Investment trends in cash and deposits
4.1.5 Investment trends in fixed income
4.1.6 Trends of investments in equity
4.1.7 Trends of investments in business interests
4.2 Analysis of Foreign Investments
4.2.1 Investments in North America
4.2.2 Investments in Europe
4.2.3 Investments in Asia-Pacific
4.2.4 Investments in the rest of Latin America
4.2.5 Investments in Africa
4.3 Alternative Breakdown: Liquid vs Investable Assets
4.4 Analysis of Mexican UHNWI Investments
5.1 Regulations on Taxes
5.2 Economic Indicators
5.2.1 Peso to dollar exchange rate
5.2.2 Real GDP growth
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