Brazil 2014 Wealth Book

Published: June 2014
No. of Pages: 120
  

Synopsis

This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Brazil.

Summary

This report reviews the performance and asset allocations of HNWIs and Ultra HNWIs in Brazil. It also includes an evaluation of the local wealth management market.

Scope

  • Independent market sizing of Brazilian HNWIs across five wealth bands
  • HNWI volume, wealth and allocation trends from 2009 to 2013
  • HNWI volume, wealth and allocation forecasts to 2018
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Geographical breakdown of all foreign assets
  • Alternative breakdown of liquid vs investable assets
  • Number of UHNWIs in major cities
  • Number of wealth managers in each city
  • City wise ratings of wealth management saturation and potential
  • Details of the development, challenges and opportunities of the wealth management and private banking sector in Brazil
  • Size of the Brazilian wealth management industry
  • Largest private banks by AuM
  • Detailed wealth management and family office information
  • Insights into the drivers of HNWI wealth

Key highlights

  • There were 191,703 HNWIs in Brazil in 2013. These HNWIs held US$966 billion in wealth, and wealth per HNWI was US$5,037,188.
  • In 2013, Brazilian HNWI numbers fell by 1.3%, following a 2.9% decrease in 2012.
  • Growth in HNWI wealth and volumes is expected to improve over the forecast period. The number of Brazilian HNWIs is forecast to grow by 17% to reach 233,837 by 2018, and HNWI wealth is expected to grow by 27% to reach US$1.32 trillion by 2018.
  • At the end of 2013, Brazilian HNWIs held 22.6% (US$219 billion) of their wealth outside their home country, which is line with the global average of 20–30%.

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 95,000 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.
  • Also provides detailed information on UHNWIs in each major city.

Brazil 2014 Wealth Book

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 Findings from the WealthInsight HNWI Database
4.1 Trends in HNWI Wealth to 2018
4.1.1 HNWI trend analysis
4.1.2 Wealth band trends
4.1.3 Demographic breakdown of HNWIs
4.1.4 HNWIs – job titles
4.1.5 HNWIs – industry breakdown
4.1.6 HNWIs – industry performance
4.1.7 HNWIs – breakdown by city
4.1.8 HNWIs – city performance
4.1.9 HNWIs – city population densities
4.1.10 HNWIs – city forecasts
4.1.11 HNWIs – breakdown by state
4.1.12 HNWIs – state performance
4.1.13 HNWIs – state population densities
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 – industry breakdown
4.2.5 UHNWIs – city breakdown and performance
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
4.7 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 Trends in alternative assets
5.1.2 Trends in ‘art, wine and wheels’
5.1.3 Trends of investments in real estate
5.1.4 Trends of investments in cash and deposits
5.1.5 Trends of investments 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 Central and 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

6 Competitive Landscape of the Wealth Sector
6.1 Competitive Landscape
6.1.1 Domestic banks
6.1.2 Foreign private banks
6.1.3 Acquisitions
6.1.4 Wealth managers
6.1.5 Family offices
6.1.6 Financial advisors
6.2 Developments in the Brazilian Private Banking Industry
6.3 Wealth Management and the Private Banking Industry
6.3.1 The Brazilian wealth management industry – clientele model and maturity
6.4 Behavioral Mapping of Wealth Management and Private Banking in Brazil
6.5 Porter’s Five Force Analysis – the Wealth Management Industry

7 Appendix
7.1 Additional Components of the Wealth Sector in Brazil
7.1.1 Philanthropy
7.1.2 Demand for intergenerational wealth transfer
7.1.3 Human resource availability for the wealth management industry
7.2 Tax Regulations
7.3 Regulations Related to Immigration, Investment and Employment
7.4 Key Drivers
7.4.1 BRL to US$ exchange rate
7.4.2 Real GDP growth
7.4.3 Per capita GDP
7.4.4 Domestic market capitalization
7.4.5 Commodity index
7.4.6 Foreign direct investment inflows and outflows
7.4.7 Inflation rate
7.4.8 Interest rate
7.4.9 Balance of payments
7.4.10 Government debt
7.4.11 Stock market performance
7.5 Wealth Breakdowns

8 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 HNWIs – Volume Distribution (%), 2013
Table 4: Brazilian HNWIs – Wealth Distribution (%), 2013
Table 5: Brazilian HNWIs – Industry Performance, 2009–2013
Table 6: Brazilian HNWIs – Cities, 2013
Table 7: Brazilian HNWI Growth in Top Cities (Thousand), 2009–2013
Table 8: Brazilian HNWI Population Density in Major Cities (Thousand), 2013
Table 9: Brazilian HNWIs in Top Cities (Thousand), 2009–2018
Table 10: Brazilian HNWIs – Growth Rates for Top Cities (%), 2009–2018
Table 11: Brazilian Volume of HNWI by States (Thousand), 2013
Table 12: Brazilian HNWI State Performance (%), 2009–2013
Table 13: Brazilian HNWIs Population Density by State (Thousand), 2013
Table 14: Brazilian UHNWI Gender Performance (%), 2009–2013
Table 15: Brazilian UHNWI Sources of Wealth (%), 2013
Table 16: Brazilian Volume of UHNWIs in Top Cities, (Thousand) 2009–2018
Table 17: Brazilian UHNWI Growth Rates in Top Cities (%), 2009–2018
Table 18: Brazilian Billionaires Market Overview (Volume and US$ Billion), 2009–2018
Table 19: Brazilian Top-10 Billionaires (US$ Billion), 2013
Table 20: Brazilian Billionaire Wealth Growth (US$ Billion), 2009−2013
Table 21: Brazilian Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009–2018
Table 22: Brazilian Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009–2018
Table 23: Brazilian Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009–2018
Table 24: Brazilian Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009–2018
Table 25: Brazilian Allocations of HNWI Assets (%), 2009–2018
Table 26: Brazilian HNWI Holdings Growth (%), 2009–2018
Table 27: Brazilian HNWI Alternative Asset Composition (%), 2009–2018
Table 28: Brazilian HNWI Trends of Investments in Alternative Assets (%), 2009–2018
Table 29: Brazilian Trends in ‘Art, Wine and Wheels’, 2009–2013
Table 30: Global Prime Real Estate Prices per m2 (US$), 2012
Table 31: Brazilian HNWI Foreign Investment Allocations (%), 2009–2018
Table 32: Brazilian HNWI Liquidity Breakdown (US$ Billion), 2009–2018
Table 33: Brazilian HNWI Liquidity Breakdown (%), 2009–2018
Table 34: Brazilian UHNWI Allocations and Share of HNWI Assets (%), 2013
Table 35: Leading Domestic Banks in Brazil by Local AuM (US$ Million), 2013
Table 36: Leading Foreign Private Banks in Brazil by Local AuM (US$ Million), 2013
Table 37: Leading Wealth Managers in Brazil by AuM (US$ Million), 2013
Table 38: Leading Brazilian Family Offices by Head Office, 2013
Table 39: Brazilian Wealth Management Industry – Recent Deal Activity, 2013
Table 40: Brazilian Income Tax Bands (BRL), 2013–2014
Table 41: BRL per US$ Exchange Rate, 2009–2018
Table 42: Brazilian Real GDP Growth (%), 2009–2018
Table 43: Brazilian GDP per Capita (US$), 2009–2018
Table 44: Brazilian Domestic Market Capitalization (US$ Billion), 2009–2013
Table 45: Brazilian Commodity Indices, 2009–2018
Table 46: Brazilian Foreign Direct Investment (US$ Billion), 2009–2018
Table 47: Brazilian Inflation Rate (%), 2009–2018
Table 48: Brazilian Money Market Rate (%), 2009–2018
Table 49: Brazilian Balance of Payments (US$ Billion), 2009–2013
Table 50: Brazilian Government Debt as a Percentage of GDP, 2009–2018
Table 51: Brazilian Stock Market Performance, 2009–2013
Table 52: Brazilian HNWI Wealth vs GDP Ratio, 2009–2018
Table 53: Brazil – Appendix One
Table 54: 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 HNWIs – Growth Factor Correlation, 2009–2013
Figure 7: Brazilian HNWIs – Wealth Pyramid (Volume Distribution), 2013
Figure 8: Brazilian HNWIs – Wealth Pyramid (Distribution), 2013
Figure 9: Brazilian HNWIs – Age Distribution (%), 2013
Figure 10: Brazilian HNWIs – Job Titles (%), 2009–2013
Figure 11: Brazilian HNWIs – Distribution by Industry (%), 2013
Figure 12: Brazilian HNWIs – City Performance (%), 2009–2013
Figure 13: Brazilian HNWIs – Volume of HNWIs by City (Thousand), 2009 and 2013
Figure 14: Brazilian HNWIs – City Forecasts (%), 2014–2018
Figure 15: Brazilian Volume of HNWIs by City (Thousand), 2014–2018
Figure 16: Brazilian UHNWI Wealth Share vs Volume Growth (%), 2009–2013
Figure 17: Brazilian UHNWI Volume by Wealth Band (Thousand), 2009–2018
Figure 18: Brazilian UHNWI Wealth by Wealth Band (US$ Billion), 2009–2018
Figure 19: Brazilian UHNWI Age Distribution (Percentage Share), 2013
Figure 20: Brazilian UHNWI Distribution by Industry (%), 2013
Figure 21: Brazilian Billionaires Market Overview (Volume and US$ Billion), 2009–2018
Figure 22: Brazilian Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009–2018
Figure 23: Brazilian Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009–2018
Figure 24: Brazilian Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009–2018
Figure 25: Brazilian Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009–2018
Figure 26: Brazilian HNWI Asset Class Composition (%), 2009–2018
Figure 27: Brazilian HNWI Trends in Alternative Assets (US$ Billion), 2009–2018
Figure 28: Brazilian Trends in ‘Art, Wine and Wheels’, 2009–2013
Figure 29: Brazilian HNWI Foreign Investment Allocations and Growth (%), 2013
Figure 30: Brazilian HNWI Global Distribution of Foreign Investments (%), 2009–2018
Figure 31: Brazilian HNWI Liquidity Breakdown (%), 2009–2018
Figure 32: Brazilian UHNWI Asset Class Composition (%), 2009–2018
Figure 33: Brazilian Wealth Management Industry – Maturity Level of Operators, 2014
Figure 34: The Brazilian Wealth Management Industry – Behavioral Mapping, 2013
Figure 35: The Brazilian Wealth Management Industry – Five Forces Analysis
Figure 36: BRL to US$ Exchange Rate, 2009–2018
Figure 37: Brazilian Real GDP Growth (%), 2009–2018
Figure 38: Brazilian GDP per Capita (US$), 2009–2018
Figure 39: Brazilian Domestic Market Capitalization (US$ Billion), 2009–2013
Figure 40: Brazilian Commodity Indices, 2009–2018
Figure 41: Brazilian Foreign Direct Investment (US$ Billion), 2009–2018
Figure 42: Brazilian Inflation Rate (%), 2009–2018
Figure 43: Brazilian Money Market Rate (%), 2009–2018
Figure 44: Brazilian Balance of Payments (US$ Billion), 2009–2013
Figure 45: Brazilian Government Debt as a Percentage of GDP, 2009–2018
Figure 46: Brazilian Stock Market Performance, 2009–2013
Figure 47: Brazilian HNWI Wealth vs GDP Ratio, 2009–2018
Figure 48: Brazilian HNWIs – Volume by Wealth Band, 2009–2018
Figure 49: Brazilian HNWIs – Wealth by Wealth Band (US$ Billion), 2009–2018
Figure 50: Brazilian HNWIs – Wealth per Capita (US$ Million), 2009–2018

Published By: WealthInsight
Product Code: WealthInsight810


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