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Ultra HNWIs in Brazil 2014

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 UHNWIs have performed through the crisis.

Summary

This report reviews the performance and asset allocations of Ultra HNWIs in Brazil, and highlights top-performing cities. It also includes an evaluation of the local wealth management industry.

Scope

  • UHNWI volume, wealth and allocation trends from 2009 to 2013
  • UHNWI volume, wealth and allocation forecasts to 2018
  • 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)
  • 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
  • Size of Brazil wealth management industry
  • Largest domestic private banks 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 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.
  • Also provides detailed information on UHNWIs in each major city.

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. FINDINGS FROM THE WEALTHINSIGHT HNWI DATABASE

  • 4.1. Trends in HNWI Wealth to 2018
    • 4.1.1. HNWI trend analysis
    • 4.1.2. Wealth band trends
    • 4.1.3. Demographic breakdown of HNWIs
    • 4.1.4. HNWIs - job titles
    • 4.1.5. HNWIs - industry breakdown
    • 4.1.6. HNWIs - industry performance
    • 4.1.7. HNWIs - breakdown by city
    • 4.1.8. HNWIs - city performance
    • 4.1.9. HNWIs - city population densities
    • 4.1.10. HNWIs - city forecasts
    • 4.1.11. HNWIs - breakdown by state
    • 4.1.12. HNWIs - state performance
    • 4.1.13. HNWIs - state population densities
  • 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 - industry breakdown
    • 4.2.5. UHNWIs - city breakdown and performance
  • 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
  • 4.7. 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. Trends in alternative assets
    • 5.1.2. Trends in 'art, wine and wheels'
    • 5.1.3. Trends of investments in real estate
    • 5.1.4. Trends of investments in cash and deposits
    • 5.1.5. Trends of investments in fixed-income
    • 5.1.6. Investment trends in equity
    • 5.1.7. Investments trends in business interests
  • 5.2. Analysis of Foreign Investments
    • 5.2.1. Investments in Europe
    • 5.2.2. Investments in North America (including the US, Mexico and the Caribbean)
    • 5.2.3. Investments in Asia-Pacific
    • 5.2.4. Investments in Central and South America
    • 5.2.5. Investments in the Middle East
    • 5.2.6. Investments in Africa
  • 5.3. Alternative Breakdown: Liquid vs Investable Assets
  • 5.4. Analysis of Brazilian UHNWI Investments

6. COMPETITIVE LANDSCAPE OF THE WEALTH SECTOR

  • 6.1. Competitive Landscape
    • 6.1.1. Domestic banks
    • 6.1.2. Foreign private banks
    • 6.1.3. Acquisitions
    • 6.1.4. Wealth managers
    • 6.1.5. Family offices
    • 6.1.6. Financial advisors
  • 6.2. Developments in the Brazilian Private Banking Industry
  • 6.3. Wealth Management and the Private Banking Industry
    • 6.3.1. The Brazilian wealth management industry - clientele model and maturity
  • 6.4. Behavioral Mapping of Wealth Management and Private Banking in Brazil

7. APPENDIX

  • 7.1. Tax Regulations
  • 7.2. Key Drivers
    • 7.2.1. BRL to US$ exchange rate
    • 7.2.2. Real GDP growth
    • 7.2.3. Per capita GDP
    • 7.2.4. Domestic market capitalization
    • 7.2.5. Commodity index
    • 7.2.6. Foreign direct investment inflows and outflows
    • 7.2.7. Inflation rate
    • 7.2.8. Interest rate
    • 7.2.9. Balance of payments
    • 7.2.10. Government debt
    • 7.2.11. Stock market performance
  • 7.3. Wealth Breakdowns

8. ABOUT WEALTHINSIGHT

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: Cities in Brazil by Population (Volume), 2013
  • Table 3: Brazilian HNWIs - Volume Distribution (%), 2013
  • Table 4: Brazilian HNWIs - Wealth Distribution (%), 2013
  • Table 5: Brazilian HNWIs - Industry Performance, 2009-2013
  • Table 6: Brazilian HNWIs - Cities, 2013
  • Table 7: Brazilian HNWI Growth in Top Cities (Thousand), 2009-2013
  • Table 8: Brazilian HNWI Population Density in Major Cities (Thousand), 2013
  • Table 9: Brazilian HNWIs in Top Cities (Thousand), 2009-2018
  • Table 10: Brazilian HNWIs - Growth Rates for Top Cities (%), 2009-2018
  • Table 11: Brazilian Volume of HNWI by States (Thousand), 2013
  • Table 12: Brazilian HNWI State Performance (%), 2009-2013
  • Table 13: Brazilian HNWIs Population Density by State (Thousand), 2013
  • Table 14: Brazilian UHNWI Gender Performance (%), 2009-2013
  • Table 15: Brazilian UHNWI Sources of Wealth (%), 2013
  • Table 16: Brazilian Volume of UHNWIs in Top Cities, (Thousand) 2009-2018
  • Table 17: Brazilian UHNWI Growth Rates in Top Cities (%), 2009-2018
  • Table 18: Brazilian Billionaires Market Overview (Volume and US$ Billion), 2009-2018
  • Table 19: Brazilian Top-10 Billionaires (US$ Billion), 2013
  • Table 20: Brazilian Billionaire Wealth Growth (US$ Billion), 2009?2013
  • Table 21: Brazilian Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
  • Table 22: Brazilian Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
  • Table 23: Brazilian Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
  • Table 24: Brazilian Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
  • Table 25: Brazilian Allocations of HNWI Assets (%), 2009-2018
  • Table 26: Brazilian HNWI Holdings Growth (%), 2009-2018
  • Table 27: Brazilian HNWI Alternative Asset Composition (%), 2009-2018
  • Table 28: Brazilian HNWI Trends of Investments in Alternative Assets (%), 2009-2018
  • Table 29: Brazilian Trends in 'Art, Wine and Wheels', 2009-2013
  • Table 30: Global Prime Real Estate Prices per m2 (US$), 2012
  • Table 31: Brazilian HNWI Foreign Investment Allocations (%), 2009-2018
  • Table 32: Brazilian HNWI Liquidity Breakdown (US$ Billion), 2009-2018
  • Table 33: Brazilian HNWI Liquidity Breakdown (%), 2009-2018
  • Table 34: Brazilian UHNWI Allocations and Share of HNWI Assets (%), 2013
  • Table 35: Leading Domestic Banks in Brazil by Local AuM (US$ Million), 2013
  • Table 36: Leading Foreign Private Banks in Brazil by Local AuM (US$ Million), 2013
  • Table 37: Leading Wealth Managers in Brazil by AuM (US$ Million), 2013
  • Table 38: Leading Brazilian Family Offices by Head Office, 2013
  • Table 39: Brazilian Wealth Management Industry - Recent Deal Activity, 2013
  • Table 40: Brazilian Income Tax Bands (BRL), 2013-2014
  • Table 41: BRL per US$ Exchange Rate, 2009-2018
  • Table 42: Brazilian Real GDP Growth (%), 2009-2018
  • Table 43: Brazilian GDP per Capita (US$), 2009-2018
  • Table 44: Brazilian Domestic Market Capitalization (US$ Billion), 2009-2013
  • Table 45: Brazilian Commodity Indices, 2009-2018
  • Table 46: Brazilian Foreign Direct Investment (US$ Billion), 2009-2018
  • Table 47: Brazilian Inflation Rate (%), 2009-2018
  • Table 48: Brazilian Money Market Rate (%), 2009-2018
  • Table 49: Brazilian Balance of Payments (US$ Billion), 2009-2013
  • Table 50: Brazilian Government Debt as a Percentage of GDP, 2009-2018
  • Table 51: Brazilian Stock Market Performance, 2009-2013
  • Table 52: Brazilian HNWI Wealth vs GDP Ratio, 2009-2018
  • Table 53: Brazil - Appendix One
  • Table 54: Brazil - Appendix Two

List of Figures

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: Map of Brazil
  • Figure 3: Brazilian Asset Price Performance (%), 2009-2013
  • Figure 4: Brazilian HNWI Performance (US$ Billion and HNWI Volume), 2009-2018
  • Figure 5: Brazilian vs Global HNWIs (%), 2009-2018
  • Figure 6: Brazilian HNWIs - Growth Factor Correlation, 2009-2013
  • Figure 7: Brazilian HNWIs - Wealth Pyramid (Volume Distribution), 2013
  • Figure 8: Brazilian HNWIs - Wealth Pyramid (Distribution), 2013
  • Figure 9: Brazilian HNWIs - Age Distribution (%), 2013
  • Figure 10: Brazilian HNWIs - Job Titles (%), 2009-2013
  • Figure 11: Brazilian HNWIs - Distribution by Industry (%), 2013
  • Figure 12: Brazilian HNWIs - City Performance (%), 2009-2013
  • Figure 13: Brazilian HNWIs - Volume of HNWIs by City (Thousand), 2009 and 2013
  • Figure 14: Brazilian HNWIs - City Forecasts (%), 2014-2018
  • Figure 15: Brazilian Volume of HNWIs by City (Thousand), 2014-2018
  • Figure 16: Brazilian UHNWI Wealth Share vs Volume Growth (%), 2009-2013
  • Figure 17: Brazilian UHNWI Volume by Wealth Band (Thousand), 2009-2018
  • Figure 18: Brazilian UHNWI Wealth by Wealth Band (US$ Billion), 2009-2018
  • Figure 19: Brazilian UHNWI Age Distribution (Percentage Share), 2013
  • Figure 20: Brazilian UHNWI Distribution by Industry (%), 2013
  • Figure 21: Brazilian Billionaires Market Overview (Volume and US$ Billion), 2009-2018
  • Figure 22: Brazilian Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
  • Figure 23: Brazilian Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
  • Figure 24: Brazilian Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
  • Figure 25: Brazilian Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
  • Figure 26: Brazilian HNWI Asset Class Composition (%), 2009-2018
  • Figure 27: Brazilian HNWI Trends in Alternative Assets (US$ Billion), 2009-2018
  • Figure 28: Brazilian Trends in 'Art, Wine and Wheels', 2009-2013
  • Figure 29: Brazilian HNWI Foreign Investment Allocations and Growth (%), 2013
  • Figure 30: Brazilian HNWI Global Distribution of Foreign Investments (%), 2009-2018
  • Figure 31: Brazilian HNWI Liquidity Breakdown (%), 2009-2018
  • Figure 32: Brazilian UHNWI Asset Class Composition (%), 2009-2018
  • Figure 33: Brazilian Wealth Management Industry - Maturity Level of Operators, 2014
  • Figure 34: The Brazilian Wealth Management Industry - Behavioral Mapping, 2013
  • Figure 35: BRL to US$ Exchange Rate, 2009-2018
  • Figure 36: Brazilian Real GDP Growth (%), 2009-2018
  • Figure 37: Brazilian GDP per Capita (US$), 2009-2018
  • Figure 38: Brazilian Domestic Market Capitalization (US$ Billion), 2009-2013
  • Figure 39: Brazilian Commodity Indices, 2009-2018
  • Figure 40: Brazilian Foreign Direct Investment (US$ Billion), 2009-2018
  • Figure 41: Brazilian Inflation Rate (%), 2009-2018
  • Figure 42: Brazilian Money Market Rate (%), 2009-2018
  • Figure 43: Brazilian Balance of Payments (US$ Billion), 2009-2013
  • Figure 44: Brazilian Government Debt as a Percentage of GDP, 2009-2018
  • Figure 45: Brazilian Stock Market Performance, 2009-2013
  • Figure 46: Brazilian HNWI Wealth vs GDP Ratio, 2009-2018
  • Figure 47: Brazilian HNWIs - Volume by Wealth Band, 2009-2018
  • Figure 48: Brazilian HNWIs - Wealth by Wealth Band (US$ Billion), 2009-2018
  • Figure 49: Brazilian HNWIs - Wealth per Capita (US$ Million), 2009-2018
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