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市場調查報告書

巴西富裕階層市場的課題與機會

Challenges and Opportunities for the Wealth Sector in Brazil 2015

出版商 Wealthinsight 商品編碼 246176
出版日期 內容資訊 英文 41 Pages
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巴西富裕階層市場的課題與機會 Challenges and Opportunities for the Wealth Sector in Brazil 2015
出版日期: 2015年11月07日 內容資訊: 英文 41 Pages
簡介

本報告,分析巴西富裕階層(HNWI: High Net Worth Indivisuals)的資產管理市場相關課題與今後的市場機會,彙整該國富裕階層的整體狀況、富裕階層相關產業(私人銀行•資產管理公司)的架構•動向、巴西市場的經濟・社會背景等情報,由下列摘要形式闡述。

第1章 簡介

第2章 報告摘要

第3章 富裕階層市場的基礎情報

  • 富裕階層市場的政治背景
  • 富裕階層市場的經濟背景
  • 巴西的狀況與世界整體的比較
    • 財富的分配狀況

第4章 巴西的富裕階層市場

  • 競爭環境
    • 私人銀行
    • 資產管理公司
    • 各都市的資產管理公司
    • 家族辦公室
  • 巴西資產管理產業的客戶模型與成熟度
  • 私人銀行・資產管理產業的行動地圖
  • 波特的五力分析:資產管理產業
  • 金融服務分析
  • 個案研究:全球前10大私人銀行

第5章 附錄

  • 巴西的法規環境
    • 銀行法規
    • 稅制上的規範
    • 資產管理公司・私人銀行的規範
    • 移民・投資・雇用相關規範
  • 巴西的社會背景
  • 主要的經濟動向與其促進因素
    • 當地貨幣/美元匯率
    • 實質GDP成長率
    • 每人GDP
    • 國內股票市場的現價總額
    • 住宅價格指數
    • 商品指數
    • 海外直接投資
    • FII(外國間接投資)對股票商品的投資額
    • 通貨膨脹率
    • 利率
    • 國際收支
    • 政府債務
    • 股票市場實績
    • 富裕階層總資產額的對GDP比率

第6章 關於WealthInsight

圖表一覽

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目錄
Product Code: WI0384MR

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
  • Number of UHNWIs in each state and all major cities
  • Fastest growing cities and states for UHNWIs (2010-2014)
  • Insights into the drivers of HNWI wealth

Reasons To Buy

  • The Challenges and Opportunities for the Wealth Sector 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 reports 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

  • Brazilian HNWIs held 22.9% (US$230 billion) of their wealth outside their home country in 2014, while the worldwide average is 20-30%.
  • Foreign asset holdings are expected to increase to US$315.9 billion by 2019, accounting for 24.5% of the country's total HNWI assets.
  • Latin America accounted for 36.7% of Brazilian HNWIs' foreign assets in 2014. It was followed by the North America with 32.9%, the Asia-Pacific with 12.5%, Europe with 11.9%, the Middle East with 4% and Africa with 2%.
  • Brazilian HNWI allocations to Europe decreased sharply compared with other regions during the review period, from 15.9% in 2010 to 11.9% in 2014.
  • WealthInsight expects HNWIs to reduce their level of investment in Europe over the forecast period, to reach 9.7% of foreign HNWI assets by 2019, with investments increasing due to growing confidence in Asian economies.

Table of Contents

1. Introduction

  • 1.1. Details of this Report
  • 1.2. Definitions

2. Executive Summary

3. Brazil Key Facts

4. Distribution of Wealth in Brazil

  • 4.1. HNWI Volume and Wealth Trends

5. Competitive Landscape

  • 5.1. Additional Components of the Wealth Sector in Brazil
    • 5.1.1. Domestic private banks
    • 5.1.2. Foreign private banks
    • 5.1.3. Wealth managers
    • 5.1.4. Family offices
  • 5.2. Key Drivers
    • 5.2.1. BRL to US$ exchange rate
    • 5.2.2. Real GDP growth
    • 5.2.3. Per capita GDP
    • 5.2.4. Domestic market capitalization
    • 5.2.5. Commodity index
    • 5.2.6. Foreign direct investments (FDI) - inflows and outflows
    • 5.2.7. Inflation rate
    • 5.2.8. Interest rate
    • 5.2.9. Balance of payments
    • 5.2.10. Government debt
    • 5.2.11. Stock market performance
  • 5.3. Wealth Breakdowns

6. About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: BRL to US$ Exchange Rate, 2010-2019
  • Table 3: Brazilian Real GDP Growth (%), 2010-2019
  • Table 4: Brazilian GDP Per Capita (US$), 2010-2019
  • Table 5: Brazilian Domestic Market Capitalization (US$ Billion), 2010-2014
  • Table 6: Brazilian Commodity Indices, 2010-2019
  • Table 7: Brazilian Foreign Direct Investments (US$ Billion), 2010-2019
  • Table 8: Brazilian Inflation Rate (%), 2010-2019
  • Table 9: Brazilian Money Market Rate (%), 2010-2019
  • Table 10: Brazilian Balance of Payments (US$ Billion), 2010-2014
  • Table 11: Brazilian Government Debt as a Percentage of GDP (%), 2010-2019
  • Table 12: Brazilian Stock Market Performance (Index), 2010-2014
  • Table 13: Brazilian HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Table 14: Brazil - Appendix One
  • Table 15: Brazil - Appendix Two

List of Figures

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: Map of Brazil
  • Figure 3: Brazilian Asset Price Performance (%), 2010-2014
  • Figure 4: Brazilian HNWI Performance (US$ Billion and HNWI Volume), 2010-2019
  • Figure 5: Brazilian vs Global HNWIs (%), 2010-2019
  • Figure 6: Brazilian Exchange Rate - BRL to US$, 2010-2019
  • Figure 7: Brazilian Real GDP Growth (%), 2010-2019
  • Figure 8: Brazilian GDP Per Capita (US$), 2010-2019
  • Figure 9: Brazilian Domestic Market Capitalization (US$ Billion), 2010-2014
  • Figure 10: Brazilian Commodity Indices, 2010-2019
  • Figure 11: Brazilian Foreign Direct Investments (US$ Billion), 2010-2019
  • Figure 12: Brazilian Inflation Rate (%), 2010-2019
  • Figure 13: Brazilian Money Market Rate (%), 2010-2019
  • Figure 14: Brazilian Balance of Payments (US$ Billion), 2010-2014
  • Figure 15: Brazilian Government Debt as a Percentage of GDP (%), 2010-2019
  • Figure 16: Brazilian Stock Market Performance (Index), 2010-2014
  • Figure 17: Brazilian HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Figure 18: Brazilian HNWIs - Volume by Wealth Band, 2010-2019
  • Figure 19: Brazilian HNWIs - Wealth by Wealth Band (US$ Billion), 2010-2019
  • Figure 20: Brazilian HNWIs - Wealth per Capita (US$ Million), 2010-2019
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