HNWI Asset Allocation in Mexico 2014 - PowerPoint PPT Presentation

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HNWI Asset Allocation in Mexico 2014

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Real estate was the largest asset class for Mexican HNWIs in 2013, with 45.1% of total HNWI assets, followed by business interests with 17.1%, equities with 15.0%, fixed-income with 12.1%, cash and deposits with 5.8% and alternatives with 4.9%. Get details at here: – PowerPoint PPT presentation

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Title: HNWI Asset Allocation in Mexico 2014


1

Main Title
Market Research Report 
HNWI Asset Allocation in Mexico 2014
reportscue
2

Synopsis This report is the result of
WealthInsights 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
2008 (the peak before the global financial
crisis) and the end of 2013. This enables us to
determine how well the country's HNWIs have
performed through the crisis. Report
Overview This report provides the latest asset
allocations of Mexico HNWIs across 13 asset
classes. The report also includes projections of
the volume, wealth and asset allocations of
Mexico HNWIs to 2018 and a comprehensive and
robust background of the local economy.
3

Scope Independent market sizing of Mexico
HNWIs across five wealth bands HNWI volume and
wealth trends from 2009 to 2013 HNWI volume
and wealth forecasts to 2018 HNWI and UHNWI
asset allocations across 13 asset classes  
Insights into the drivers of HNWI wealth
4

Key Highlights Real estate was the largest
asset class for Mexican HNWIs in 2013, with 45.1
of total HNWI assets, followed by business
interests with 17.1, equities with 15.0,
fixed-income with 12.1, cash and deposits with
5.8 and alternatives with 4.9. Equities,
real estate and business interests recorded the
strongest growth during the review period, at
97.1, 57.7 and 56.8 respectively. 
Alternative assets held decreased from 5.2 of
the total HNWI assets in 2009 to 4.9 in 2013
allocations increased from 0.8 in 2009 to 1.0
by 2013.  WealthInsight expects allocations in
commodities to decline over the forecast period -
reaching 0.7 of total HNWI assets by 2018 - as
global liquidity tightens due to a forecast
near-term drop in Chinese demand for raw
materials. This will cause global commodity
prices to level out. Mexican HNWI liquid
assets amounted to US263.6 billion in 2013,
representing 32.9 of wealth holdings. 
5

Reason To Buy The HNWI Asset Allocation in
Mexico 2014 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. With the wealth
report 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. To
Get Details http//www.reportscue.com/hnwi-asset-
allocation-in-mexico-2014-market
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