This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Brazil. 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.
This report is a thorough analysis of Brazil's Wealth Management and Private Banking sector, and the opportunities and challenges that it faces.
Independent market sizing of Brazil 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 Number of UHNWIs in each state and all major cities Fastest growing cities and states for UHNWIs (2009-2013) Insights into the drivers of HNWI wealth
Reason To Buy
The WealthInsight Intelligence Center Database 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. The Intelligence Center also includes tracking of wealth and liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market. With the Database 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.
At the end of 2013, Brazilian HNWIs held 22.6% (US$219 billion) of their wealth outside their home country, which is line with the global average of 20-30%. WealthInsight expects foreign asset holdings to increase to US$281 billion by 2018, to account for 21.2% of the total HNWI assets. In 2013, North America accounted for 36.1% of Brazilian HNWIs' foreign assets, followed by South America with 33.9%, Europe with 14.2%, Asia-Pacific with 11.4%, the Middle East with 2.9% and Africa with 1.7%. Brazilian HNWI allocations to North America decreased during the review period, from 39.8% in 2009 to 36.1% in 2013. Increased investments were made in the emerging economies of South America and Asia-Pacific. HNWIs are expected to further decrease their levels of investment in North America to 34.0% of foreign HNWI assets by 2018, with investments increasingly being diverted to South America.
Table of Contents 1 INTRODUCTION 1.1 Details of this Report 1.2 Definitions 2 EXECUTIVE SUMMARY 3 WEALTH SECTOR FUNDAMENTALS 3.1 Political Background 3.2 Economic Background 3.3 Social Background 3.4 Benchmarking Brazilian Wealth in Context 3.4.1 Distribution of wealth in Brazil 3.5 HNWI Volume and Wealth Trends 4 COMPETITIVE LANDSCAPE OF THE WEALTH SECTOR 4.1 Competitive Landscape 4.1.1 Domestic banks 4.1.2 Foreign private banks 4.1.3 Acquisitions 4.1.4 Wealth managers 4.1.5 Family offices 4.1.6 Financial advisors 4.2 Developments in the Brazilian Private Banking Industry 4.3 Wealth Management and the Private Banking Industry 4.3.1 The Brazilian wealth management industry - clientele model and maturity 4.4 Behavioral Mapping of Wealth Management and Private Banking in Brazil 4.5 Porter's Five Force Analysis - the Wealth Management Industry 5 APPENDIX 5.1 Additional Components of the Wealth Sector in Brazil 5.1.1 Philanthropy 5.1.2 Demand for intergenerational wealth transfer 5.1.3 Human resource availability for the wealth management industry 5.2 Tax Regulations 5.3 Regulations Related to Immigration, Investment and Employment 5.4 Key Drivers 5.4.1 BRL to US$ exchange rate 5.4.2 Real GDP growth 5.4.3 Per capita GDP 5.4.4 Domestic market capitalization 5.4.5 Commodity index 5.4.6 Foreign direct investment inflows and outflows 5.4.7 Inflation rate 5.4.8 Interest rate 5.4.9 Balance of payments 5.4.10 Government debt 5.4.11 Stock market performance 5.5 Wealth Breakdowns 6 ABOUT WEALTHINSIGHT
Table 1: HNWI Wealth Band and Group Definitions Table 2: Cities in Brazil by Population (Volume), 2013 Table 3: Leading Domestic Banks in Brazil by Local AuM (US$ Million), 2013 Table 4: Leading Foreign Private Banks in Brazil by Local AuM (US$ Million), 2013 Table 5: Leading Wealth Managers in Brazil by AuM (US$ Million), 2013 Table 6: Leading Brazilian Family Offices by Head Office, 2013 Table 7: Brazilian Wealth Management Industry - Recent Deal Activity, 2013 Table 8: Brazilian Income Tax Bands (BRL), 2013-2014 Table 9: BRL per US$ Exchange Rate, 2009-2018 Table 10: Brazilian Real GDP Growth (%), 2009-2018 Table 11: Brazilian GDP per Capita (US$), 2009-2018 Table 12: Brazilian Domestic Market Capitalization (US$ Billion), 2009-2013 Table 13: Brazilian Commodity Indices, 2009-2018 Table 14: Brazilian Foreign Direct Investment (US$ Billion), 2009-2018 Table 15: Brazilian Inflation Rate (%), 2009-2018 Table 16: Brazilian Money Market Rate (%), 2009-2018 Table 17: Brazilian Balance of Payments (US$ Billion), 2009-2013 Table 18: Brazilian Government Debt as a Percentage of GDP, 2009-2018 Table 19: Brazilian Stock Market Performance, 2009-2013 Table 20: Brazilian HNWI Wealth vs GDP Ratio, 2009-2018 Table 21: Brazil - Appendix One Table 22: Brazil - Appendix Two
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