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Market Research Report - 246175

HNWI Asset Allocation in Brazil 2015

Published by Wealthinsight
Published Content info 56 Pages
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HNWI Asset Allocation in Brazil 2015
Published: November 6, 2015 Content info: 56 Pages
Description

Summary

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 2010 and the end of 2014. This enables us to determine how well the country's HNWIs have performed through the crisis.

Scope

  • Independent market sizing of Brazil HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2010 to 2014
  • HNWI volume and wealth forecasts to 2019
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Insights into the drivers of HNWI wealth

Reasons To Buy

  • The HNWI Asset Allocation in Brazil 2015 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.
  • With the wealth report 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 2019.

Key Highlights

  • Real estate was the largest asset class for Brazilian HNWIs in 2014, with 33.8% of total HNWI assets. It was followed by equities with 19.7%, business interests with 16.9%, cash with 12.4%, fixed income with 11.4% and alternatives with 5.9%.
  • Alternatives, real estate, business interests and fixed income recorded growth at respective rates of 30.7%, 27.4%, 20.2% and 12.3% during the review period.
  • Alternative assets held by Brazilian HNWIs increased during the review period, from 4.7% of total HNWI assets in 2010 to 5.9% in 2014. HNWI allocations to commodities increased from 1.5% to 1.8% of total assets over the same period.
  • WealthInsight expects allocations in commodities to decline over the forecast period to 1.5% of total HNWI assets by 2019, as global liquidity tightens due to a forecast near-term drop in demand for raw materials from China. This is expected to cause global commodity prices to flatten out.
  • Brazilian HNWI liquid assets valued US$436.1 billion as of 2014, representing 43.4% of total wealth holdings.
Table of Contents

Table of Contents

1. Introduction

  • 1.1. Details of this Report
  • 1.2. Definitions

2. Executive Summary

3. Brazil Key Facts

4. Distribution of Wealth in Brazil

  • 4.1. HNWI Volume and Wealth Trends

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 investment in real estate
    • 5.1.4. Trends of investment in cash and deposits
    • 5.1.5. Trends of investment 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 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
  • 5.5. Key Drivers
    • 5.5.1. BRL to US$ exchange rate
    • 5.5.2. Real GDP growth
    • 5.5.3. Per capita GDP
    • 5.5.4. Domestic market capitalization
    • 5.5.5. Commodity index
    • 5.5.6. Foreign direct investments (FDI) - inflows and outflows
    • 5.5.7. Inflation rate
    • 5.5.8. Interest rate
    • 5.5.9. Balance of payments
    • 5.5.10. Government debt
    • 5.5.11. Stock market performance
  • 5.6. Wealth Breakdowns

6. About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: Brazilian Allocations of HNWI Assets (%), 2010-2019
  • Table 3: Brazilian HNWIs - Holdings Growth (%), 2010-2019
  • Table 4: Brazilian HNWI Alternative Asset Composition (%), 2010-2019
  • Table 5: Brazilian HNWI Trends of Investments in Alternative Assets (%), 2010-2019
  • Table 6: Brazilian Trends in 'Art, Wine and Wheels', 2010-2014
  • Table 7: Global Prime Real Estate Prices per m2 (US$), 2014
  • Table 8: Brazilian HNWI Foreign Investment Allocations (%), 2010-2019
  • Table 9: Brazilian HNWI Liquidity Breakdown (US$ Billion), 2010-2019
  • Table 10: Brazilian HNWI Liquidity Breakdown (%), 2010-2019
  • Table 11: Brazilian UHNWI Allocations and Share of HNWI Assets (%), 2014
  • Table 12: BRL to US$ Exchange Rate, 2010-2019
  • Table 13: Brazilian Real GDP Growth (%), 2010-2019
  • Table 14: Brazilian GDP Per Capita (US$), 2010-2019
  • Table 15: Brazilian Domestic Market Capitalization (US$ Billion), 2010-2014
  • Table 16: Brazilian Commodity Indices, 2010-2019
  • Table 17: Brazilian Foreign Direct Investments (US$ Billion), 2010-2019
  • Table 18: Brazilian Inflation Rate (%), 2010-2019
  • Table 19: Brazilian Money Market Rate (%), 2010-2019
  • Table 20: Brazilian Balance of Payments (US$ Billion), 2010-2014
  • Table 21: Brazilian Government Debt as a Percentage of GDP (%), 2010-2019
  • Table 22: Brazilian Stock Market Performance (Index), 2010-2014
  • Table 23: Brazilian HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Table 24: Brazil - Appendix One
  • Table 25: Brazil - Appendix Two

List of Figures

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: Map of Brazil
  • Figure 3: Brazilian Asset Price Performance (%), 2010-2014
  • Figure 4: Brazilian HNWI Performance (US$ Billion and HNWI Volume), 2010-2019
  • Figure 5: Brazilian vs Global HNWIs (%), 2010-2019
  • Figure 6: Brazilian HNWI Asset Class Composition (%), 2010-2019
  • Figure 7: Brazilian HNWI Trends in Alternative Assets (US$ Billion), 2010-2019
  • Figure 8: Brazilian Trends in 'Art, Wine and Wheels', 2010-2014
  • Figure 9: Brazilian HNWI Foreign Investment Allocation and Growth (%), 2014
  • Figure 10: Brazilian HNWIs - Global Distribution of Foreign Investments (%), 2010-2019
  • Figure 11: Brazilian HNWI Liquidity Breakdown (%), 2010-2019
  • Figure 12: Brazilian UHNWI Asset Class Composition (%), 2010-2019
  • Figure 13: Brazilian Exchange Rate - BRL to US$, 2010-2019
  • Figure 14: Brazilian Real GDP Growth (%), 2010-2019
  • Figure 15: Brazilian GDP Per Capita (US$), 2010-2019
  • Figure 16: Brazilian Domestic Market Capitalization (US$ Billion), 2010-2014
  • Figure 17: Brazilian Commodity Indices, 2010-2019
  • Figure 18: Brazilian Foreign Direct Investments (US$ Billion), 2010-2019
  • Figure 19: Brazilian Inflation Rate (%), 2010-2019
  • Figure 20: Brazilian Money Market Rate (%), 2010-2019
  • Figure 21: Brazilian Balance of Payments (US$ Billion), 2010-2014
  • Figure 22: Brazilian Government Debt as a Percentage of GDP (%), 2010-2019
  • Figure 23: Brazilian Stock Market Performance (Index), 2010-2014
  • Figure 24: Brazilian HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Figure 25: Brazilian HNWIs - Volume by Wealth Band, 2010-2019
  • Figure 26: Brazilian HNWIs - Wealth by Wealth Band (US$ Billion), 2010-2019
  • Figure 27: Brazilian HNWIs - Wealth per Capita (US$ Million), 2010-2019
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