Look Towards A New Future

Jul 4, 2012

HNWI Asset Allocation in Brazil to 2016

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.
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%.

Report Details:
Published: July 2012
No. of Pages: 61
Price: Single User License – US$1995              Corporate User License – US$2995

List of Figures
Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Brazil
Figure 3: Asset Price Performance, 2007–2011
Figure 4: Brazilian HNWI Performance, 2007–2016
Figure 5: HNWI – Brazil vs the World
Figure 6: HNWIs – Asset Class Composition, 2007–2016
Figure 7: HNWIs – Changing Trends in Total Liquid Assets (as a Percentage of Total Assets), 2007–2016
Figure 8: HNWIs – Trends of Investments in Alternative Assets (in US$ Billion), 2007–2016
Figure 9: HNWIs – Trends in “Art, Wine and Wheels”, 2007–2011
Figure 10: HNWIs – Foreign Investment Allocation and Growth by Asset Class (%), 2011–2016
Figure 11: HNWIs – Global Distribution of Foreign Investments, 2007–2016
Figure 12: UHNWIs – Asset Class Composition, 2007–2016
Figure 13: LC to USD Exchange Rate, 2006–2016
Figure 14: Real GDP Growth (%), 2006–2016
Figure 15: GDP Per Capita, 2006–2016
Figure 16: Domestic Market Capitalization, 2006–2011
Figure 17: Housing Price Index, 2006–2011
Figure 18: Commodity Indices, 2006–2016
Figure 19: Foreign Direct Investments, 2006–2016
Figure 20: Investments of FIIs in Equity Products, 2006–2010
Figure 21: Inflation Rate, 2006–2016
Figure 22: Money Market Rate, 2006–2016
Figure 23: Balance of Payments, 2006–2011
Figure 24: Government Debt to GDP, 2006–2016
Figure 25: Stock Market Performance, 2006–2011
Figure 26: HNWI Wealth vs GDP Ratio, 2007–2016