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HNWI Asset Allocation 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 HNWIs have performed through the crisis.

Summary

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.

Scope

  • 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

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.

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

List of Tables

  • 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

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 HNWI Asset Class Composition (%), 2009-2018
  • Figure 7: Brazilian HNWI Trends in Alternative Assets (US$ Billion), 2009-2018
  • Figure 8: Brazilian Trends in 'Art, Wine and Wheels', 2009-2013
  • Figure 9: Brazilian HNWI Foreign Investment Allocations and Growth (%), 2013
  • Figure 10: Brazilian HNWI Global Distribution of Foreign Investments (%), 2009-2018
  • Figure 11: Brazilian HNWI Liquidity Breakdown (%), 2009-2018
  • Figure 12: Brazilian UHNWI Asset Class Composition (%), 2009-2018
  • Figure 13: BRL to US$ Exchange Rate, 2009-2018
  • Figure 14: Brazilian Real GDP Growth (%), 2009-2018
  • Figure 15: Brazilian GDP per Capita (US$), 2009-2018
  • Figure 16: Brazilian Domestic Market Capitalization (US$ Billion), 2009-2013
  • Figure 17: Brazilian Commodity Indices, 2009-2018
  • Figure 18: Brazilian Foreign Direct Investment (US$ Billion), 2009-2018
  • Figure 19: Brazilian Inflation Rate (%), 2009-2018
  • Figure 20: Brazilian Money Market Rate (%), 2009-2018
  • Figure 21: Brazilian Balance of Payments (US$ Billion), 2009-2013
  • Figure 22: Brazilian Government Debt as a Percentage of GDP, 2009-2018
  • Figure 23: Brazilian Stock Market Performance, 2009-2013
  • Figure 24: Brazilian HNWI Wealth vs GDP Ratio, 2009-2018
  • Figure 25: Brazilian HNWIs - Volume by Wealth Band, 2009-2018
  • Figure 26: Brazilian HNWIs - Wealth by Wealth Band (US$ Billion), 2009-2018
  • Figure 27: Brazilian HNWIs - Wealth per Capita (US$ Million), 2009-2018
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