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.

Key Highlights

• Brazil has the highest number of HNWIs in Latin America and third highest among BRIC nations. As of 2011, there are just over 194,000 HNWIs in Brazil, with a combined wealth of US$951 billion, accounting for roughly 29% of Brazil’s total wealth (US$3.3 trillion).
• The total number of HNWIs in Brazil increased by 31% during the review period (2007–2011), while the HNWI wealth rose by 39%.
• In 2011, real estate is the largest asset class for HNWIs in Brazil (37.4% of total HNWI assets), followed by equities (18.4%), cash (13.5%). business interests (12.7%) fixed income (12.4%) and alternatives (5.6%).
• Brazilian HNWI real estate allocations of 37.4% are significantly higher than the global average of 15–20%.