In Latin America, investing in real estate represents a percentage of over 20%. According to the 2014 World Wealth report on the firm Capgemini and RBC Wealth Management, real estate is equivalent to 27.6% of the portfolio of Latin Americans.

Gogetit Highlights

* Latin American investors seeking real estate and then fixed.

* Real estate mean 27.6% of the total portfolio of investors who reside in Latin America and equity positions mean just 11.7% of the total compared with 32.5% represented in the portfolio of HNWIs in North America.

* In the last year, alternatives and fixed income investments were those that showed a spike unlike other options to assign flows for high net worth investors.

According to information published by the information portal El Financiero, and according to the 2014 World Wealth report on the analysis firm Capgemini and RBC Wealth Management, hold positions in cash remains the predominant trend worldwide in the portfolio of the population with high net wealth (HNWI), with 26.6% of assets located, followed by investment in equity markets with 24.8%.

However, the composition of portfolios of Latin American investors differs because secondly seeking real estate, then fixed income, alternative investments and the lowest proportion allocated assets to equity market.

Real estate means 27.6% of the total portfolio of investors who reside in Latin America and equity positions mean just 11.7% of the total compared with 32.5% in the portfolio representing HNWIs in North America.

In the last year, alternatives and fixed income investments were those that showed a spike unlike other options to assign flows for high net worth investors. The report notes that very high net worth individuals lead a change in preferences that favor the growth of wealth at the expense of preservation. Likewise, they have increased their international investments.

The allocation of investments in 2014 reflected the reduced attention to the preservation of wealth. Although cash remains active with greater weight in the portfolios of HNWIs, allocation to this asset class fell by 1.6 percentage points compared to the figure a year ago to be at 26.6 percent. The sum of allocations to cash and equities fell 2.8 percentage points to 51.5 percent, up from 54.3 percent in 2013.

Read more information here (article in Spanish).

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Silvia Merida Pellicer
Gogetit Content Manager. Author of important reviews for Gogetit News, “The #1 Source for real estate news in Panama.”
Specialized in the search and analysis of the most important news about real estate in Panama.

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