• Japanese
  • Korean
  • Chinese
Cover Image

Brazil - The Future of HNWIs to 2016: The Latin American Giant

Synopsis

This report is the result of WealthInsight's extensive research covering the HNWI population and wealth management industry in Brazil. It provides market sizing and forecasts of local HNWI and UHNWI populations. The report also leverages WealthInsight's HNWI Database, to provide key demographic breakdowns such as sector and city specific data.

Summary

Brazil has the highest number of HNWIs in Latin America and third highest among BRIC nations. In addition to providing a comprehensive and robust background of the local economy, including, uniquely, detailed analysis of economic and political risks to HNWI wealth creation, this report provides robust projections of the volume, wealth and asset allocation of local HNWIs and UHNWIs. The report then couches these findings in an analysis of the local Wealth Management and Private Banking sector, and the opportunities therein.

Scope

The report features:

  • Independent market sizing of Brazilian HNWIs across five wealth bands
  • HNWI volume, wealth and allocation trends from 2007 to 2011
  • HNWI volume, wealth and allocation forecasts to 2016
  • HNWI and UHNWI asset allocations across 13 asset classes
  • City and sector wise breakdowns of UHNWI volumes and volume growth from 2007 to 2011, as well as 2016 forecasts
  • Number of UHNWIs in each city
  • Number of wealth managers in each city
  • City wise ratings of wealth management saturation and potential
  • Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in Brazil
  • Largest private banks in Brazil by AuM
  • Detailed wealth management and family office information
  • Insights into the drivers of HNWI wealth

Reasons 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 up to one hundred data-points on over 100,000 HNWIs from around the world. It also includes profiles on major private banks, wealth managers and family offices in each country. 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.
  • Comprehensive forecasts to 2016.
  • Detailed information on UHNWIs in each major city.

Table of Contents

1 Introduction

  • 1.1 What is this Report About?

2 Executive Summary

3 Wealth Management Fundamentals

  • 3.1 Political Background to Brazil
  • 3.2 Economic Background to Brazil
  • 3.3 Benchmarking Brazil's Wealth in Context
    • 3.3.1 Distribution of wealth

4 Findings from the WealthInsight HNWI Database

  • 4.1 Trends in HNWI Wealth to 2016
    • 4.1.1 HNWI trend analysis
    • 4.1.2 HNWI volume trend analysis
    • 4.1.3 HNWI wealth trend analysis
    • 4.1.4 Per capita HNWI trend analysis
    • 4.1.5 Trends of the wealth bands
    • 4.1.6 Demographic breakdown of HNWI
  • 4.2 UHNWIs
    • 4.2.1 UHNWI volume trend analysis
    • 4.2.2 UHNWI wealth trend analysis
    • 4.2.3 Demographic breakdown of UHNWIs
    • 4.2.4 UHNWIs - job titles
    • 4.2.5 UHNWIs - industry breakdown
    • 4.2.6 UHNWIs - industry performance
    • 4.2.7 UHNWIs - breakdown by city
    • 4.2.8 UHNWIs - city performance
    • 4.2.9 UHNWIs - city forecasts
  • 4.3 UHNWIs - billionaires
    • 4.3.1 Billionaire volume trend analysis
    • 4.3.2 Billionaire wealth trend analysis
    • 4.3.3 Billionaire per capita net worth trend analysis
    • 4.3.4 List of Billionaires
  • 4.4 UHNWIs - Centimillionaires
    • 4.4.1 Centimillionaire volume trend analysis
    • 4.4.2 Centimillionaire wealth trend analysis
    • 4.4.3 Centimillionaire per capita net worth trend analysis
  • 4.5 UHNWIs - Affluent Millionaires
    • 4.5.1 Affluent millionaire volume trend analysis
    • 4.5.2 Affluent millionaire wealth trend analysis
    • 4.5.3 Affluent millionaire per capita net worth trend analysis
  • 4.6 Core HNWIs
    • 4.6.1 Core HNWI volume trend analysis
    • 4.6.2 Core HNWI wealth trend analysis
  • 4.7 Core HNWIs - Mid-Tier Millionaires
    • 4.7.1 Mid-tier millionaire volume trend analysis
    • 4.7.2 Mid-tier millionaire wealth trend analysis
    • 4.7.3 Mid-tier millionaire per capita net worth trend analysis
  • 4.8 Core HNWIs - Lower-Tier Millionaires
    • 4.8.1 Lower-tier millionaire volume trend analysis
    • 4.8.2 Lower-tier millionaire wealth trend analysis
    • 4.8.3 Lower-tier millionaire per capita net worth trend analysis

5 Analysis of Brazilian HNWI Investments

  • 5.1 Analysis by Asset Class
    • 5.1.1 Changing trends in liquid assets (equity, fixed income and cash and deposits)
    • 5.1.2 Trends in alternative assets
    • 5.1.3 Trends in "Art, Wine and Wheels"
    • 5.1.4 Trends of investments in real estate
    • 5.1.5 Trends of investments in cash and deposits
    • 5.1.6 Trends of investments in fixed income
    • 5.1.7 Trends of investments in equity
    • 5.1.8 Trends of investments in business interest
  • 5.2 Analysis of Foreign Investments
    • 5.2.1 Trend of investments in North America
    • 5.2.2 Trend of investments in Latin America and Caribbean
    • 5.2.3 Trend of investments in Europe
    • 5.2.4 Trend of investments in Asia-Pacific region
  • 5.3 Analysis of Brazilian UHNWI Investments

6 The Wealth Sector in Brazil

  • 6.1 Competitive Landscape
    • 6.1.1 Private banks
    • 6.1.2 Wealth managers
    • 6.1.3 Wealth management in each city
    • 6.1.4 Family offices
  • 6.2 Brazil Wealth Management Industry - Clientele Model and Maturity
  • 6.3 Behavioral Mapping of Wealth Management and Private Banking Industry in Brazil
  • 6.4 Porter's Five Force Analysis- Wealth Management Industry in Brazil
  • 6.5 Financial Services Review
  • 6.6 Case Study: Top-10 Global Private Banks

7 Appendix

  • 7.1 Regulatory Environment in Brazil
    • 7.1.1 Banking regulations
    • 7.1.2 Regulations on Taxes
    • 7.1.3 Regulations on wealth management and private banking
    • 7.1.4 Regulations related to immigration, investment and employment
  • 7.2 Social Background of Brazil
    • 7.2.1 LC to USD Exchange Rate
    • 7.2.2 Real GDP growth
    • 7.2.3 GDP per capita
    • 7.2.4 Domestic market capitalization
    • 7.2.5 Housing price indices
    • 7.2.6 Commodity index
    • 7.2.7 Foreign direct investment
    • 7.2.8 Investments of FIIs in equity products
    • 7.2.9 Inflation rate
    • 7.2.10 Interest rate
    • 7.2.11 Balance of payments
    • 7.2.12 Government debt
    • 7.2.13 Stock market performance
    • 7.2.14 HNWI wealth to GDP ratio

8 About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: Regions in Brazil
  • Table 3: Largest 10 Cities in Brazil
  • Table 4: HNWIs - Volume Distribution Wealth Pyramid, 2011
  • Table 5: HNWIs - Wealth Distribution Wealth Pyramid (% Share), 2011
  • Table 6: UHNWIs - Top Sectors for UHNWIs in Major Cities, 2011
  • Table 7: UHNWIs - Top 14 Brazilian Cities for UHNWIs, 2011
  • Table 8: UHNWIs - UHNWI population density in Major Cities, 2011
  • Table 9: UHNWIs - UHNWI Growth Rates for Top 14 Cities, 2007-2016
  • Table 10: UHNWIs - Billionaires - Market Overview, 2007-2016
  • Table 11: Billionaire List, 2011
  • Table 12: UHNWIs - Centimillionaires - Market Overview, 2007-2016
  • Table 13: UHNWIs - Affluent Millionaires - Market Overview, 2007-2016
  • Table 14: Core HNWIs - Mid-Tier Millionaires - Market Overview, 2007-2016
  • Table 15: Core HNWIs - Lower-Tier Millionaires - Market Overview, 2007-2016
  • Table 16: HNWIs - HNWI Holdings Growth (%), 2007-2016
  • Table 17: HNWIs - Liquid Asset Composition (%), 2007-2016
  • Table 18: HNWIs - Trends of Investments in Alternative Assets (%), 2007-2016
  • Table 19: HNWIs - Alternative Asset Composition (%), 2007-2016
  • Table 20: HNWIs - Trends in "Art, Wine and Wheels", 2007-2011
  • Table 21: HNWIs - Residential Real Estate Prices Per City, 2011
  • Table 22: HNWIs - Foreign Real Estate investment in Brazil, 2007-2016
  • Table 23: HNWIs - Prime International Cities, 2007-2011
  • Table 24: HNWIs - % Foreign Allocation, 2007-2016 - X Axis
  • Table 25: UHNWIs - Allocations and Share of HNWI Assets, 2011
  • Table 26: Largest Private Banks in Brazil, 2011
  • Table 27: Emerging Private Banks in Brazil, 2011
  • Table 28: Wealth Manager Asset Allocation in Brazil, 2011
  • Table 29: Wealth Management Companies Per-City, 2011
  • Table 30: Family Offices in Brazil
  • Table 31: Top ten mutual-fund managers in Brazil, 2011
  • Table 32: Top ten pension-fund managers in Brazil, 2011
  • Table 33: Top-10 Private Equity Firms in Brazil, 2011
  • Table 34: Top 10 Private Banks by Global AuM and New Money (US$ Billion), 2011
  • Table 35: LC to USD Exchange Rate, 2006-2016
  • Table 36: Real GDP Growth, 2006-2016
  • Table 37: GDP Per Capita, 2006-2016
  • Table 38: Domestic Market Capitalization, 2006-2011
  • Table 39: Housing Price Index, 2006-2011
  • Table 40: Commodity Indices, 2006-2016
  • Table 41: Foreign Direct Investments, 2006-2016
  • Table 42: Investments of FIIs in Equity Products, 2006-2010
  • Table 43: Inflation Rate, 2006-2016
  • Table 44: Money Market Rate, 2006-2016
  • Table 45: Balance of Payments, 2006-2011
  • Table 46: Government Debt to GDP, 2006-2016
  • Table 47: Stock Market Performance, 2006-2011
  • Table 48: HNWI Wealth vs. GDP Ratio, 2007-2016
  • Table 49: Appendix One
  • Table 50: Appendix Two

List of Figures

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: Asset Price Performance, 2007-2011
  • Figure 3: Brazilian HNWI Performance, 2007-2016
  • Figure 4: HNWI - Brazil vs the World
  • Figure 5: HNWIs - Growth Factor Correlation, 2007-2011
  • Figure 6: HNWIs - Volume by Wealth Band, 2007-2016
  • Figure 7: HNWIs - Wealth by Wealth Band (in US$ Billion), 2007-2016
  • Figure 8: HNWIs - Per Capita Net Worth (in US$ Million), 2007-2016
  • Figure 9: HNWIs - Volume Distribution Wealth Pyramid, 2011
  • Figure 10: HNWIs - Wealth Distribution Wealth Pyramid (% Share), 2011
  • Figure 11: HNWIs - Age Distribution, 2011
  • Figure 12: UHNWIs - Wealth Share vs Volume Growth, 2007-2011
  • Figure 13: UHNWIs - Volume by Wealth Band, 2007-2016
  • Figure 14: UHNWIs - Wealth by Wealth Band (in US$ Billion), 2007-2016
  • Figure 15: UHNWIs - Age Distribution (% Share), 2011
  • Figure 16: UHNWIs - Job Titles, 2007-2011
  • Figure 17: UHNWIs - Distribution by Industry, 2011
  • Figure 18: UHNWIs - Sector Performance, 2007-2011
  • Figure 19: UHNWIs - City Performance, 2007-2011
  • Figure 20: UHNWIs - Regional Forecasts, 2011-2016
  • Figure 21: UHNWIs - Billionaires - Market Overview, 2007-2016
  • Figure 22: UHNWIs - Centimillionaires - Market Overview, 2007-2016
  • Figure 23: UHNWIs - Affluent Millionaires - Market Overview, 2007-2016
  • Figure 24: Core HNWIs - Mid-Tier Millionaires - Market Overview, 2007-2016
  • Figure 25: Core HNWIs - Lower-Tier Millionaires - Market Overview, 2007-2016
  • Figure 26: HNWIs - Asset Class Composition, 2007-2016
  • Figure 27: HNWIs - Changing Trends in Total Liquid Assets (as a Percentage of Total Assets), 2007-2016
  • Figure 28: HNWIs - Trends of Investments in Alternative Assets (in US$ Billion), 2007-2016
  • Figure 29: HNWIs - Trends in "Art, Wine and Wheels", 2007-2011
  • Figure 30: HNWIs - Foreign Investment Allocation and Growth by Asset Class (%), 2011-2016
  • Figure 31: HNWIs - Global Distribution of Foreign Investments, 2007-2016
  • Figure 32: UHNWIs - Asset Class Composition, 2007-2016
  • Figure 33: Wealth Management Industry in Brazil - Maturity Level of Players
  • Figure 34: Brazil Wealth Management Industry - Behavioral Mapping, 2011
  • Figure 35: Wealth management industry in Brazil - Five Forces Analysis
  • Figure 36: LC to USD Exchange Rate, 2006-2016
  • Figure 37: Real GDP Growth (%), 2006-2016
  • Figure 38: GDP Per Capita, 2006-2016
  • Figure 39: Domestic Market Capitalization, 2006-2011
  • Figure 40: Housing Price Index, 2006-2011
  • Figure 41: Commodity Indices, 2006-2016
  • Figure 42: Foreign Direct Investments, 2006-2016
  • Figure 43: Investments of FIIs in Equity Products, 2006-2010
  • Figure 44: Inflation Rate, 2006-2016
  • Figure 45: Money Market Rate, 2006-2016
  • Figure 46: Balance of Payments, 2006-2011 1
  • Figure 47: Government Debt to GDP, 2006-2016
  • Figure 48: Stock Market Performance, 2006-2011
  • Figure 49: HNWI Wealth vs GDP Ratio, 2007-2016 103
Show More
Pricing
Get Notified
Email me when related reports are published