Chile Wealth Report 2015

This report reviews the performance and asset allocations of HNWIs and ultra-HNWIs in Chile. It also includes an evaluation of the local wealth management market.

Scope

• An independent market sizing of Chilean HNWIs across five wealth bands

• Analysis of HNWI volume, wealth and allocation trends from 2010 to 2014

• An analysis of HNWI volume, wealth and allocation forecasts to 2019

• A breakdown of HNWI and UHNWI asset allocations across 13 asset classes

• A geographical breakdown of all foreign assets

• An alternative breakdown of liquid versus investable assets

• The number of UHNWIs in major Chilean cities

• Details of how wealth management has developed, in addition to analysis of the challenges and opportunities available in the wealth management and private banking sector in Chile

• Detail on the size of Chile’s wealth management industry

• The largest private banks measured by assets under management

• Detailed wealth management and family office information

• Insights into the drivers of HNWI wealth in the Chilean wealth market

Key Highlights

How many HNWIs were there in Chile in 2014? What is their total combined wealth in US$ billion?

By what percentage did the Chilean HNWI population increase in 2014? What was the increase in the previous year?

What is the percentage growth in the number of Chilean HNWIs forecast by 2019? What will be the total number of Chilean HNWIs in 2019? By how much is HNWI wealth projected to increase by 2019? What is their total wealth (in US$ billion) expected to be at the end of the forecast period?

Reasons to buy

• Investigate a comprehensive analysis of the private banking and wealth management sector in Chile and target prospects based on the most current market information

• Analyze the asset allocations of HNWIs and ultra-HNWIs, including projections of their volume, wealth and asset allocations to 2019

• Identify predicted growth segments over the forecast period and develop your product propositions to achieve competitive advantage

Companies mentioned

Moneda asset management

Larrainvial private clients

Banchile inversions

Banco bice

BTG Pactual

Banco Santander Chile

Moneda Asset Management Company

Table of Contents

1 Introduction

1.1 Details of this Report

1.2 Definitions

2 Executive Summary

3 Chile Key Facts

4 Distribution of Wealth in Chile

4.1 HNWI Volume and Wealth Trends

5 Findings from the WealthInsight HNWI Database

5.1 Trends in HNWI Wealth to 2019

5.1.1 HNWI trend analysis

5.1.2 Wealth band trends

5.1.3 Demographic breakdown of HNWIs

5.1.4 HNWIs – job titles

5.1.5 HNWIs – industry breakdown

5.1.6 HNWIs – industry performance

5.1.7 HNWIs – breakdown by city

5.1.8 HNWIs – city performance

5.1.9 HNWIs – city population densities

5.1.10 HNWIs – city forecasts

5.2 UHNWIs

5.2.1 UHNWI volume trend analysis

5.2.2 UHNWI wealth trend analysis

5.2.3 Demographic breakdown of UHNWIs

5.2.4 UHNWIs – industry breakdown

5.2.5 UHNWIs – city breakdown and performance

5.3 UHNWIs – Billionaires

5.3.1 Billionaire volume trend analysis

5.3.2 Billionaire wealth trend analysis

5.3.3 Billionaire per capita net worth trend analysis

5.3.4 List of billionaires

5.4 UHNWIs – Centimillionaires

5.4.1 Centimillionaire volume trend analysis

5.4.2 Centimillionaire wealth trend analysis

5.4.3 Centimillionaire per capita net worth trend analysis

5.5 UHNWIs – Affluent Millionaires

5.5.1 Affluent millionaire volume trend analysis

5.5.2 Affluent millionaire wealth trend analysis

5.5.3 Affluent millionaire per capita net worth trend analysis

5.6 Core HNWIs

5.6.1 Core HNWI volume trend analysis

5.7 Core HNWIs – Mid-Tier Millionaires

5.7.1 Mid-tier millionaire volume trend analysis

5.7.2 Mid-tier millionaire wealth trend analysis

5.7.3 Mid-tier millionaire per capita net worth trend analysis

5.8 Core HNWIs – Lower-Tier Millionaires

5.8.1 Lower-tier millionaire volume trend analysis

5.8.2 Lower-tier millionaire wealth trend analysis

5.8.3 Lower-tier millionaire per capita net worth trend analysis

6 Analysis of Chilean HNWI Investments

6.1 Analysis by Asset Class

6.1.1 Trends in alternative assets

6.1.2 Trends in ‘art, wine and wheels’

6.1.3 Trends of investment in real estate

6.1.4 Trends of investment in cash and deposits

6.1.5 Trends of investment in fixed income

6.1.6 Investment trends in equity

6.1.7 Investments trends in business interests

6.2 Analysis of Foreign Investments

6.2.1 Investments in Europe

6.2.2 Investments in North America (including the US, Mexico and the Caribbean)

6.2.3 Investments in Asia-Pacific

6.2.4 Investments in South America

6.2.5 Investments in the Middle East

6.2.6 Investments in Africa

6.3 Alternative Breakdown: Liquid vs Investable Assets

6.4 Analysis of Chilean UHNWI Investments

7 Competitive Landscape

7.1 Additional Components of the Wealth Sector in Chile

7.1.1 Domestic private banks

7.1.2 Foreign private banks

7.1.3 Wealth managers

7.1.4 Family offices

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 (FDI) – inflows and outflows

7.2.7 Inflation rate

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 Breakdowns

8 About WealthInsight

List of Tables

Table 1: HNWI Wealth Band and Group Definitions

Table 2: Chilean HNWIs – Volume Distribution (%), 2014

Table 3: Chilean HNWIs – Wealth Distribution Wealth Pyramid (%), 2014

Table 4: Chilean HNWIs – Industry Performance (%), 2010–2014

Table 5: Chilean HNWIs – Cities, 2014

Table 6: Chilean HNWI Growth in Top Cities 2010–2014

Table 7: Chilean HNWIs Population Density in Major Cities, 2014

Table 8: Chilean HNWIs in Top Cities, 2010–2019

Table 9: Chilean HNWIs – Growth Rates for Top Cities (%), 2010–2019

Table 10: Chilean HNWI Source of Wealth (%), 2014

Table 11: Chilean UHNWI Gender Performance (%), 2010–2014

Table 12: Chilean Volume of UHNWI in Top Cities, 2010–2019

Table 13: Chilean UHNWIs Growth Rates for Top Cities (%), 2010–2019

Table 14: Chilean Billionaires Market Overview (Volume and US$ Billion) 2010–2019

Table 15: Chilean Top 10 Billionaires (US$ Billion), 2014

Table 16: Chilean Billionaire Wealth Growth (US$ Billion), 2010−2014

Table 17: Chilean Centimillionaires Market Overview (Volume and US$ Million/Billion), 2010–2019

Table 18: Chilean Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2010–2019

Table 19: Chilean Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2010–2019

Table 20: Chilean Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2010–2019

Table 21: Chilean Allocations of HNWI Assets (%), 2010–2019

Table 22: Chilean HNWIs − Holdings Growth (%), 2010–2019

Table 23: Chilean HNWI Alternative Asset Composition (%), 2010–2019

Table 24: Chilean HNWI Trends of Investments in Alternative Assets (%), 2010–2019

Table 25: Chilean Trends in ‘Art, Wine and Wheels’, 2010–2014

Table 26: Global Prime Real Estate Prices per m2 (US$), 2014

Table 27: Chilean HNWI Foreign Investment Allocations (%), 2010–2019

Table 28: Chilean HNWI Liquidity Breakdown (US$ Billion), 2010–2019

Table 29: Chilean HNWI Liquidity Breakdown (%), 2010–2019

Table 30: Chilean UHNWI Allocations and Share of HNWI Assets (%), 2014

Table 31: Leading Domestic Private Banks in Chile by AuM (US$), 2014

Table 32: CLP to US$ Exchange Rate, 2010–2019

Table 33: Chilean Real GDP Growth (%), 2010–2019

Table 34: Chilean GDP Per Capita (US$), 2010–2019

Table 35: Chilean Domestic Market Capitalization (US$ Billion), 2010–2014

Table 36: Chilean Commodity Indices, 2010–2019

Table 37: Chilean Foreign Direct Investments (US$ Billion), 2010–2019

Table 38: Chilean Inflation Rate (%), 2010–2019

Table 39: Chilean Money Market Rate (%), 2010–2019

Table 40: Chilean Balance of Payments (US$ Billion), 2010–2014

Table 41: Chilean Government Debt as a Percentage of GDP (%), 2010–2019

Table 42: Chilean Stock Market Performance (Index), 2010–2014

Table 43: Chilean HNWI Wealth vs GDP Ratio (%), 2010–2019

Table 44: Chile – Appendix One

Table 45: Chile – Appendix Two

List of Figures

Figure 1: HNWI Wealth Band Definitions

Figure 2: Map of Chile

Figure 3: Chilean Asset Price Performance (%), 2010–2014

Figure 4: Chilean HNWI Performance (US$ Billion and HNWI Volume), 2010–2019

Figure 5: Chilean vs Global HNWIs (%), 2010–2019

Figure 6: Chilean HNWIs – Growth Factor Correlation, 2010–2014

Figure 7: Chilean HNWIs – Wealth Pyramid (Volume Distribution), 2014

Figure 8: Chilean HNWIs – Wealth Pyramid (Volume Distribution), 2014

Figure 9: Chilean HNWIs – Age Distribution (%), 2014

Figure 10: Chilean HNWIs – Job Titles (%), 2010–2014

Figure 11: Chilean HNWIs – Distribution by Industry (%), 2014

Figure 12: Chilean HNWIs – City Performance (%), 2010–2014

Figure 13: Chilean HNWIs – Volume of HNWIs by City (Thousand), 2010 and 2014

Figure 14: Chilean HNWIs – City Forecasts (%), 2015–2019

Figure 15: Chilean Volume of HNWIs by City (Thousand), 2015–2019

Figure 16: Chilean UHNWIs Wealth Share vs Volume Growth (%), 2010–2014

Figure 17: Chilean UHNWIs Volume by Wealth Band (Thousand), 2010–2019

Figure 18: Chilean UHNWI Wealth by Wealth Band (US$ Billion), 2010–2019

Figure 19: Chilean UHNWI Age Distribution (Percentage Share), 2014

Figure 20: Chilean UHNWI Distribution by Industry (%), 2014

Figure 21: Chilean Billionaires Market Overview (Volume and US$ Billion), 2010–2019

Figure 22: Chilean Centimillionaires Market Overview (Volume and US$ Million/Billion), 2010–2019

Figure 23: Chilean Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2010–2019

Figure 24: Chilean Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2010–2019

Figure 25: Chilean Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2010–2019

Figure 26: Chilean HNWI Asset Class Composition (%), 2010–2019

Figure 27: Chilean HNWI Trends in Alternative Assets (US$ Billion), 2010–2019

Figure 28: Chilean Trends in ‘Art, Wine and Wheels’, 2010–2014

Figure 29: Chilean HNWI Foreign Investment Allocation and Growth (%), 2014

Figure 30: Chilean HNWIs – Global Distribution of Foreign Investments (%), 2010–2019

Figure 31: Chilean HNWI Liquidity Breakdown (%), 2010–2019

Figure 32: Chilean UHNWI Asset Class Composition (%), 2010–2019

Figure 33: Chilean Exchange Rate – BRL to US$, 2010–2019

Figure 34: Chilean Real GDP Growth (%), 2010–2019

Figure 35: Chilean GDP Per Capita (US$), 2010–2019

Figure 36: Chilean Domestic Market Capitalization (US$ Billion), 2010–2014

Figure 37: Chilean Commodity Indices, 2010–2019

Figure 38: Chilean Foreign Direct Investments (US$ Billion), 2010–2019

Figure 39: Chilean Inflation Rate (%), 2010–2019

Figure 40: Chilean Money Market Rate (%), 2010–2019

Figure 41: Chilean Balance of Payments (US$ Billion), 2010–2014

Figure 42: Chilean Government Debt as a Percentage of GDP (%), 2010–2019

Figure 43: Chilean Stock Market Performance (Index), 2010–2014

Figure 44: Chilean HNWI Wealth vs GDP Ratio (%), 2010–2019

Figure 45: Chilean HNWIs – Volume by Wealth Band, 2010–2019

Figure 46: Chilean HNWIs – Wealth by Wealth Band (US$ Billion), 2010–2019

Figure 47: Chilean HNWIs – Wealth per Capita (US$ Million), 2010–2019

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