Brazil Wealth Management: HNW Investors 2026

Brazil Wealth Management: HNW Investors 2026

Summary

This report analyzes the investment preferences and portfolio allocation of Brazil's high-net-worth (HNW) individuals. It profiles HNW investors in terms of their demographics, examines the allocation of HNW investors’ portfolios, analyzes their propensity to invest offshore, and explores product and service demand among the country's HNW investors.

Brazil’s high-net-worth (HNW) demographic remains predominantly male, although female representation is steadily increasing. Expats make up a small proportion of Brazil’s HNW population and are drawn mainly by tax efficiencies and business startup. Meanwhile, offshore investments are essential for Brazilian HNWs, with the expectation of better returns offshore and tax efficiencies the primary drivers.

Scope

• Advisory mandates account for the highest allocation in the average Brazilian HNW portfolio, while automated investments are expected to see strong demand going forward.
• Equities are key to Brazilian HNWs’ portfolios.
• The US and Japan are major booking centers for offshore wealth.

Reasons to Buy

• Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.
• Enhance your marketing strategies and capture new clients using insights from our data on HNW investors’ asset management style preferences.
• Tailor your investment product portfolio to match the current and future demand for different asset classes among HNW individuals.
• Develop your service proposition to match the demand expressed by Brazil's HNW investors and react proactively to forecast changes in demand.