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HNWI Asset Allocation in Brazil 2015

HNWI Asset Allocation in Brazil 2015

Synopsis

This report provides the latest asset allocations of Brazil HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Brazil HNWIs to 2019 and a comprehensive and robust background of the local economy.

Summary

  • This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Brazil.
  • The report focuses on HNWI performance between the end of 2010 and the end of 2014. This enables us to determine how well the country's HNWIs have performed through the crisis.
Scope
  • Independent market sizing of Brazil HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2010 to 2014
  • HNWI volume and wealth forecasts to 2019
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Insights into the drivers of HNWI wealth
Reasons To Buy
  • The HNWI Asset Allocation in Brazil 2015 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 60,000 HNWIs from around the world.
  • With the wealth report 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 2019.
Key Highlights
  • Real estate was the largest asset class for Brazilian HNWIs in 2014, with 33.8% of total HNWI assets. It was followed by equities with 19.7%, business interests with 16.9%, cash with 12.4%, fixed income with 11.4% and alternatives with 5.9%.
  • Alternatives, real estate, business interests and fixed income recorded growth at respective rates of 30.7%, 27.4%, 20.2% and 12.3% during the review period.
  • Alternative assets held by Brazilian HNWIs increased during the review period, from 4.7% of total HNWI assets in 2010 to 5.9% in 2014. HNWI allocations to commodities increased from 1.5% to 1.8% of total assets over the same period.
  • WealthInsight expects allocations in commodities to decline over the forecast period to 1.5% of total HNWI assets by 2019, as global liquidity tightens due to a forecast near-term drop in demand for raw materials from China. This is expected to cause global commodity prices to flatten out.
  • Brazilian HNWI liquid assets valued US$436.1 billion as of 2014, representing 43.4% of total wealth holdings.


  • Introduction
    • Details of this Report
    • Definitions
      • Table HNWI Wealth Band and Group Definitions
  • Executive Summary
  • Brazil Key Facts
  • Distribution of Wealth in Brazil
    • HNWI Volume and Wealth Trends
  • Analysis of Brazilian HNWI Investments
    • Analysis by Asset Class
      • Table Brazilian Allocations of HNWI Assets (%), 2010-2019
      • Table Brazilian HNWIs - Holdings Growth (%), 2010-2019
      • Trends in alternative assets
        • Table Brazilian HNWI Alternative Asset Composition (%), 2010-2019
        • Table Brazilian HNWI Trends of Investments in Alternative Assets (%), 2010-2019
      • Trends in `art, wine and wheels'
        • Table Brazilian Trends in `Art, Wine and Wheels', 2010-2014
      • Trends of investment in real estate
        • Table Global Prime Real Estate Prices per m2 (US$), 2014
      • Trends of investment in cash and deposits
      • Trends of investment in fixed income
      • Investment trends in equity
      • Investments t rends in business interests
    • Analysis of Foreign Investments
      • Table Brazilian HNWI Foreign Investment Allocations (%), 2010-2019
      • Investments in Europe
      • Investments in North Amer ica ( including the US, Mexico and the Caribbean)
      • Investments in Asia-Pacific
      • Investments in South America
      • Investments in the Middle East
      • Investments in Africa
    • Alternative Breakdown: Liquid vs. Investable Assets
      • Table Brazilian HNWI Liquidity Breakdown (US$ Billion), 2010-2019
      • Table Brazilian HNWI Liquidity Breakdown (%), 2010-2019
    • Analysis of Brazilian UHNWI Investments
      • Table Brazilian UHNWI Allocations and Share of HNWI Assets (%), 2014
    • Key Drivers
      • BRL to US$ exchange rate
        • Table BRL to US$ Exchange Rate, 2010-2019
      • Real GDP growth
        • Table Brazilian Real GDP Growth (%), 2010-2019
      • Per capita GDP
        • Table Brazilian GDP Per Capita (US$), 2010-2019
      • Domestic market capitalization
        • Table Brazilian Domestic Market Capitalization (US$ Billion), 2010-2014
      • Commodity index
        • Table Brazilian Commodity Indices, 2010-2019
      • Foreign direct investments (FDI) - inflows and outflows
        • Table Brazilian Foreign Direct Investments (US$ Billion), 2010-2019
      • Inflation rate
        • Table Brazilian Inflation Rate (%), 2010-2019
      • Interest rate
        • Table Brazilian Money Market Rate (%), 2010-2019
      • Balance of payments
        • Table Brazilian Balance of Payments (US$ Billion), 2010-2014
      • Government debt
        • Table Brazilian Government Debt as a Percentage of GDP (%), 2010-2019
      • Stock market performance
        • Table Brazilian Stock Market Performance (Index), 2010-2014
    • Wealth Breakdowns
      • Table Brazilian HNWI Wealth vs GDP Ratio (%), 2010-2019
      • Table Brazil - Appendix One
      • Table Brazil - Appendix Two
  • About WealthInsight

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