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 provides the latest asset allocations of Brazil HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Brazil HNWIs to 2018 and a comprehensive and robust background of the local economy.
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 Insights into the drivers of HNWI wealth
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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.
In 2013, real estate was the largest asset class for Brazilian HNWIs, with 33.5% of total HNWI assets, followed by equities with 20.4%, business interests with 16.8%, cash and deposits with 12.1%, fixed-income with 11.2%, and cash and alternatives with 6.0%. Real estate, alternatives and cash recorded growth at respective review-period rates of 95%, 82% and 72%. Real-estate assets held by Brazilian HNWIs increased during the review period, from 28.3% of total HNWI assets in 2009 to 33.5% in 2013. HNWI allocations to residential property increased from 19.1% of total assets in 2009 to 23.4% in 2013. Over the forecast period, allocations in residential property are expected to increase slightly to 23.5% of total HNWI assets by 2018, as the local residential market expands due to increased numbers of HNWIs and easing of credit conditions on mortgages. In 2013, Brazilian HNWI liquid assets amounted to US$421.8 billion.
Table of Contents 1 INTRODUCTION 1.1 Details of this Report 1.2 Definitions 2 EXECUTIVE SUMMARY 3 WEALTH SECTOR FUNDAMENTALS 3.1 Political Background 3.2 Economic Background 3.3 Social Background 3.4 Benchmarking Brazilian Wealth in Context 3.4.1 Distribution of wealth in Brazil 3.5 HNWI Volume and Wealth Trends 4 ANALYSIS OF BRAZILIAN HNWI INVESTMENTS 4.1 Analysis by Asset Class 4.1.1 Trends in alternative assets 4.1.2 Trends in 'art, wine and wheels' 4.1.3 Trends of investments in real estate 4.1.4 Trends of investments in cash and deposits 4.1.5 Trends of investments in fixed-income 4.1.6 Investment trends in equity 4.1.7 Investments trends in business interests 4.2 Analysis of Foreign Investments 4.2.1 Investments in Europe 4.2.2 Investments in North America (including the US, Mexico and the Caribbean) 4.2.3 Investments in Asia-Pacific 4.2.4 Investments in Central and South America 4.2.5 Investments in the Middle East 4.2.6 Investments in Africa 4.3 Alternative Breakdown: Liquid vs Investable Assets 4.4 Analysis of Brazilian UHNWI Investments 5 APPENDIX 5.1 Additional Components of the Wealth Sector in Brazil 5.1.1 Philanthropy 5.1.2 Demand for intergenerational wealth transfer 5.1.3 Human resource availability for the wealth management industry 5.2 Tax Regulations 5.3 Regulations Related to Immigration, Investment and Employment 5.4 Key Drivers 5.4.1 BRL to US$ 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: Brazilian Allocations of HNWI Assets (%), 2009-2018 Table 4: Brazilian HNWI Holdings Growth (%), 2009-2018 Table 5: Brazilian HNWI Alternative Asset Composition (%), 2009-2018 Table 6: Brazilian HNWI Trends of Investments in Alternative Assets (%), 2009-2018 Table 7: Brazilian Trends in 'Art, Wine and Wheels', 2009-2013 Table 8: Global Prime Real Estate Prices per m2 (US$), 2012 Table 9: Brazilian HNWI Foreign Investment Allocations (%), 2009-2018 Table 10: Brazilian HNWI Liquidity Breakdown (US$ Billion), 2009-2018 Table 11: Brazilian HNWI Liquidity Breakdown (%), 2009-2018 Table 12: Brazilian UHNWI Allocations and Share of HNWI Assets (%), 2013 Table 13: Brazilian Income Tax Bands (BRL), 2013-2014 Table 14: BRL per US$ Exchange Rate, 2009-2018 Table 15: Brazilian Real GDP Growth (%), 2009-2018 Table 16: Brazilian GDP per Capita (US$), 2009-2018 Table 17: Brazilian Domestic Market Capitalization (US$ Billion), 2009-2013 Table 18: Brazilian Commodity Indices, 2009-2018 Table 19: Brazilian Foreign Direct Investment (US$ Billion), 2009-2018 Table 20: Brazilian Inflation Rate (%), 2009-2018 Table 21: Brazilian Money Market Rate (%), 2009-2018 Table 22: Brazilian Balance of Payments (US$ Billion), 2009-2013 Table 23: Brazilian Government Debt as a Percentage of GDP, 2009-2018 Table 24: Brazilian Stock Market Performance, 2009-2013 Table 25: Brazilian HNWI Wealth vs GDP Ratio, 2009-2018 Table 26: Brazil - Appendix One Table 27: Brazil - Appendix Two
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