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Brazil – The Future of HNWIs to 2016: The Latin American Giant Product Image

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

  • Published: July 2012
  • Region: Latin America, Brazil
  • 110 Pages
  • WealthInsight Ltd

FEATURED COMPANIES

  • Banco do Brasil
  • BNP Paribas
  • Credit Suisse
  • Haliwell Bank
  • Lloyds TSB
  • Pictet
  • MORE

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
- READ MORE >

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

- Banco do Brasil
- Banco Itau (merged with Unibanco)
- Banco Safra
- Bradesco
- BTG Pactual
- GPS (owned by Julius Baer)
- Hedging Grifo (owned by Credit Suisse)
- Citibank
- Credit Suisse
- Deutsche
- HSBC
- Merrill Lynch
- Santander
- UBS
- BBVA
- BNP Paribas
- Goldman Sachs
- Haliwell Bank
- JP Morgan
- Lloyds TSB
- Morgan Stanley
- Pictet
- RBC
- Bawm Investments
- Engenheiros Financeiros & Consultores
- Global Portfolio Strategies
- Green Capital
- Karpos Invesment
- Perin & Dallazem
- Serficom Family Office
- Space Family Office
- Werner & Associados

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