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HNWI Asset Allocation in Brazil to 2016

Synopsis

This report is the result of WealthInsight's extensive research covering the HNWI population and wealth management industry in Brazil. It provides detailed figures on the current and expected HNWI asset allocations of Brazilian HNWIs to 2016.

Summary

This report provides the latest asset allocations of Brazilian HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocation of Brazilian HNWIs to 2016 and a comprehensive and robust background of the local economy, including, uniquely, detailed analysis of economic and political risks to HNWI wealth creation.

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
  • 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.

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 Analysis of Brazilian HNWI Investments

  • 4.1 Analysis by Asset Class
    • 4.1.1 Changing trends in liquid assets (equity, fixed income and cash and deposits)
    • 4.1.2 Trends in alternative assets
    • 4.1.3 Trends in "Art, Wine and Wheels"
    • 4.1.4 Trends of investments in real estate
    • 4.1.5 Trends of investments in cash and deposits
    • 4.1.6 Trends of investments in fixed income
    • 4.1.7 Trends of investments in equity
    • 4.1.8 Trends of investments in business interest
  • 4.2 Analysis of Foreign Investments
    • 4.2.1 Trend of investments in North America
    • 4.2.2 Trend of investments in Latin America and Caribbean
    • 4.2.3 Trend of investments in Europe
    • 4.2.4 Trend of investments in Asia-Pacific region
  • 4.3 Analysis of Brazilian UHNWI Investments

5 Appendix

  • 5.1 Regulatory Environment in Brazil
    • 5.1.1 Banking regulations
    • 5.1.2 Regulations on Taxes
    • 5.1.3 Regulations on wealth management and private banking
    • 5.1.4 Regulations related to immigration, investment and employment
  • 5.2 Social Background of Brazil
  • 5.3 Key economic trends and drivers
    • 5.3.1 LC to USD Exchange Rate
    • 5.3.2 Real GDP growth
    • 5.3.3 GDP per capita
    • 5.3.4 Domestic market capitalization
    • 5.3.5 Housing price indices
    • 5.3.6 Commodity index
    • 5.3.7 Foreign direct investment
    • 5.3.8 Investments of FIIs in equity products
    • 5.3.9 Inflation rate
    • 5.3.10 Interest rate
    • 5.3.11 Balance of payments
    • 5.3.12 Government debt
    • 5.3.13 Stock market performance
    • 5.3.14 HNWI wealth to GDP ratio

6 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 - HNWI Holdings Growth (%), 2007-2016
  • Table 5: HNWIs - Liquid Asset Composition (%), 2007-2016
  • Table 6: HNWIs - Trends of Investments in Alternative Assets (%), 2007-2016
  • Table 7: HNWIs - Alternative Asset Composition (%), 2007-2016
  • Table 8: HNWIs - Trends in "Art, Wine and Wheels", 2007-2011
  • Table 9: HNWIs - Residential Real Estate Prices Per City, 2011
  • Table 10: HNWIs - Foreign Real Estate investment in Brazil, 2007-2016
  • Table 11: HNWIs - Prime International Cities, 2007-2011
  • Table 12: HNWIs - % Foreign Allocation, 2007-2016 - X Axis
  • Table 13: UHNWIs - Allocations and Share of HNWI Assets, 2011
  • Table 14: LC to USD Exchange Rate, 2006-2016
  • Table 15: Real GDP Growth, 2006-2016
  • Table 16: GDP Per Capita, 2006-2016
  • Table 17: Domestic Market Capitalization, 2006-2011
  • Table 18: Housing Price Index, 2006-2011
  • Table 19: Commodity Indices, 2006-2016
  • Table 20: Foreign Direct Investments, 2006-2016
  • Table 21: Investments of FIIs in Equity Products, 2006-2010
  • Table 22: Inflation Rate, 2006-2016
  • Table 23: Money Market Rate, 2006-2016
  • Table 24: Balance of Payments, 2006-2011
  • Table 25: Government Debt to GDP, 2006-2016
  • Table 26: Stock Market Performance, 2006-2011
  • Table 27: HNWI Wealth vs. GDP Ratio, 2007-2016
  • Table 28: Appendix One
  • Table 29: Appendix Two

List of Figures

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: Map of Brazil
  • Figure 3: Asset Price Performance, 2007-2011
  • Figure 4: Brazilian HNWI Performance, 2007-2016
  • Figure 5: HNWI - Brazil vs the World
  • Figure 6: HNWIs - Asset Class Composition, 2007-2016
  • Figure 7: HNWIs - Changing Trends in Total Liquid Assets (as a Percentage of Total Assets), 2007-2016
  • Figure 8: HNWIs - Trends of Investments in Alternative Assets (in US$ Billion), 2007-2016
  • Figure 9: HNWIs - Trends in "Art, Wine and Wheels", 2007-2011
  • Figure 10: HNWIs - Foreign Investment Allocation and Growth by Asset Class (%), 2011-2016
  • Figure 11: HNWIs - Global Distribution of Foreign Investments, 2007-2016
  • Figure 12: UHNWIs - Asset Class Composition, 2007-2016
  • Figure 13: LC to USD Exchange Rate, 2006-2016
  • Figure 14: Real GDP Growth (%), 2006-2016
  • Figure 15: GDP Per Capita, 2006-2016
  • Figure 16: Domestic Market Capitalization, 2006-2011
  • Figure 17: Housing Price Index, 2006-2011
  • Figure 18: Commodity Indices, 2006-2016
  • Figure 19: Foreign Direct Investments, 2006-2016
  • Figure 20: Investments of FIIs in Equity Products, 2006-2010
  • Figure 21: Inflation Rate, 2006-2016
  • Figure 22: Money Market Rate, 2006-2016
  • Figure 23: Balance of Payments, 2006-2011
  • Figure 24: Government Debt to GDP, 2006-2016
  • Figure 25: Stock Market Performance, 2006-2011
  • Figure 26: HNWI Wealth vs GDP Ratio, 2007-2016
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