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Wealth Management in Brazil 2005

Published by: Datamonitor

Published: Oct. 3, 2006 - 43 Pages


Table of Contents


EXECUTIVE SUMMARY


INTRODUCTION
What is this report about?
Who is the target reader?
How to use this report
Note on exchange rates

MARKET CONTEXT
Introduction
Key findings
Retail savings and investments
Mutual funds are growing in popularity albeit from a small base
Market size and segmentation
Brazil is considered one of the four emerging BRIC economies
294,000 wealthy Brazilians held EUR116bn in onshore liquid assets in 2005, mostly in the hands of high net worths
Brazil's wealthy population and levels of liquid wealth have been largely unaffected by the stockmarket downturn of 2001/02
Mass affluent individuals make up 72% of Brazil's wealthy onshore population and 23% of that population's onshore liquid assets
High net worths held 77% of Brazil's onshore liquid assets in 2005
Regulatory environment
Brazil has financial regulations in place that are specific to each institution
Data


COMPETITIVE DYNAMICS
Introduction
Key findings
The Brazilian banking market
Banco do Brasil is the country's largest financial institution
Wealth Management in Brazil
Brazil's offshore preferences
Customer investment preferences


THE FUTURE DECODED
Introduction
Key findings
Market growth to 2009
Excessive regulation and corruption must be tackled for wealth management services to develop
Data


APPENDIX
Definitions
Aggregate
High net worth (HNW)
Liquid assets
Liquid asset bands
Mass affluent
Global Wealth Model Methodology
The UK sub model
European sub model
Forecasting methodology
Continuous refinement to the understanding of liquid wealth distribution
Specific changes to data this year
Datamonitor's wealth numbers compared with other wealth numbers
Further Reading
Global Wealth Management SPP
Interactive Databases
Market Reports
Strategic Insight Reports
Wealth Management Competitor Tracker
Datamonitor Asia Pacific Wealth Management SPP
SPP writing team


List of Tables
Table 1: Number of wealthy individuals, segmented by asset band, 2000-2005
Table 2: Level of aggregate onshore liquid wealth (EURbn), segmented by asset band, 2000-2005
Table 3: Levels of aggregate liquid wealth (EURbn), segmented by asset band, 2005-2009
Table 4: Number of wealthy individuals, segmented by asset band, 2005-2009


List of Figures
Figure 1: Brazil's wealthy population and levels of onshore liquid assets have both grown at roughly the same rate over the last five years
Figure 2: The number of individuals with EUR1m+ in assets has risen in line with liquid asset holdings over the last five years and is forecast to continue to do so into 2009
Figure 3: Brazil's wealthy population and levels of onshore liquid assets have both grown at roughly the same rate over the last five years
Figure 4: Mass affluent individuals make up 70% of Brazil's wealthy onshore population
Figure 5: Although high net worths only accounted for 28% of Brazil's onshore wealthy population in 2005, they held more than three quarters of the total onshore liquid assets
Figure 6: The number of individuals with EUR1m+ in onshore liquid assets has risen in line with liquid asset holdings over the last five years and is forecast to do so through to 2009

Abstract

Introduction

This report focuses on the onshore liquid wealth of Brazilian Mass Affluent and High Net Worth customers. It sizes, segments and forecasts the number of affluent individuals and the liquid assets they hold. It investigates the competitive landscape in terms of players and products and services and presents the results of Datamonitor's large scale survey of the main players.

Scope
  • Sizing and forecasting of mass affluent and high net worth individuals were generated from Datamonitor's proprietary Global Wealth Model.
  • Assesses competitive developments among the region's main players.
  • Key companies covered: Banco do Brasil, Badesco & Bank Itau.
  • Geography: Brazil.
Highlights

Brazil's robust economy allowed it to emerge relatively unscathed from the market downturn of 2001/02. Since this minor setback, Brazil's wealthy population and share of onshore liquid assets have recovered at a swift pace, growing at a compound annual rate of 15.9% and 18.5% respectively over the 2000-2005 period

Although there were far fewer high net worth than mass affluent individuals in Brazil in 2005, the high net worth group held more than three quarters of Brazil's onshore liquid assets.

Levels of aggregate onshore liquid wealth in the Brazilian market are expected to grow at a rapid pace for the EUR1m+ asset bands over the next five years, with particularly strong compound annual growth with holdings in the EUR1.5-3m asset band of 10.2%, representing an increase from EUR15.4bn to EUR22.7bn.

Reasons to Purchase
  • Assess market attractiveness by reviewing size and growth forecasts up to 2009.
  • Assess the threats and opportunities for wealth managers in the market.
  • Learn strategies to enhance share of wallet from client base.



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