“• 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 US$263.6 billion in 2013, representing 32.9% of wealth holdings.”
