Cover Image
市場調查報告書

巴西的富裕階級市場

Brazil 2014 Wealth Book

出版商 Wealthinsight 商品編碼 305318
出版日期 內容資訊 英文 120 Pages
訂單完成後即時交付
價格
Back to Top
巴西的富裕階級市場 Brazil 2014 Wealth Book
出版日期: 2014年06月05日 內容資訊: 英文 120 Pages
簡介

本報告分析巴西的富裕階級(HNWI: High Net Worth Indivisuals)資產管理市場現況與未來展望,彙整該國富裕階級的整體狀況、今後的資產動向(過去、今後5年),各資產階層(超級富裕階級、核心富裕階級)的詳細動向、富裕階級的投資趨勢詳細內容、資產管理和私人金融產業概況等資訊,由下列摘要形式闡述。

第1章 簡介

第2章 報告摘要

第3章 富裕階級市場的基礎資訊

  • 政治背景
  • 經濟背景
  • 社會背景
  • 巴西富裕階級狀況的標竿管理
    • 巴西國內的財富分配情況
  • 富裕階級(HNWI)的人口、資產動向

第4章 WealthInsight的富裕階級(HNWI)資料庫調查結果

  • 富裕階級(HNWI)的資產動向(今後5年)
    • 富裕階級動向分析
    • 各階級的動向
    • 富裕階級的人口結構
    • 職稱
    • 產業別詳細內容
    • 產業別成長表現
    • 各都市的富裕階級
    • 都市別成長表現
    • 各都市的富裕階級人口密度
    • 都市別的成長預測
    • 各州的超級富裕階級
    • 州別成長表現
    • 各州的富裕階級人口密度
  • 超級富裕階級(UHNWI)
    • 人口動向分析
    • 資產動向分析
    • 人口結構詳細內容
    • 產業別詳細內容
    • 都市別的詳細內容與成長表現
  • 超級富裕階級:億萬富翁(Billionaire)(資產10億美元以上)
    • 人口動向分析
    • 資產動向分析
    • 每人的純資產動向分析
    • 億萬富翁一覽表
  • 超級富裕階級:億萬富翁(Centimillionaire)(資產1億∼10億美元)
  • 超級富裕階級:中階億萬富翁(Affluent Millionaire)(資產3000萬∼1億美元)
  • 核心富裕階級(Core HNWIs)
  • 核心富裕階級:中階百萬富翁(Mid Tier Millionaire)(資產500萬∼3000萬美元)
  • 核心富裕階級:低階百萬富翁(Lower Tier Millionaire)(資產100萬∼500萬美元)

第5章 巴西富裕階級的投資分析

  • 資產各級分析
    • 替代資產趨勢
    • 「美術品、紅酒、車」(收集品)的趨勢
    • 不動產投資趨勢
    • 現金、儲蓄投資趨勢
    • 固定收入投資趨勢
    • 股票投資趨勢
    • 事業投資趨勢
  • 海外投資分析
    • 歐洲的投資
    • 北美(美國、墨西哥、加勒比海地區)的投資
    • 亞太地區各國的投資
    • 中南美的投資
    • 中東的投資
    • 非洲的投資
  • 其他區分:流動資產 vs. 可投資資產
  • 超級富裕階級的投資分析

第6章 富裕階級市場的競爭情勢

  • 競爭情勢
    • 國內銀行
    • 外資私人銀行
    • 收購
    • 資產管理公司
    • 家族理財室
    • 財務顧問
  • 巴西私人銀行產業的發展
  • 資產管理、私人銀行產業
    • 資產管理產業:客戶模式與成熟度
  • 資產管理公司、私人銀行的行動圖
  • 波特的五力分析:資產管理產業

第7章 附錄

  • 巴西資產管理市場的追加部門
  • 課稅法規
  • 移民、投資、僱用相關法規
  • 主要促進因素
  • 資產詳細內容

第8章 關於WealthInsight

圖表一覽

目錄
Product Code: WI0203MR

This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Brazil.

Summary

This report reviews the performance and asset allocations of HNWIs and Ultra HNWIs in Brazil. It also includes an evaluation of the local wealth management market.

Scope

  • Independent market sizing of Brazilian HNWIs across five wealth bands
  • HNWI volume, wealth and allocation trends from 2009 to 2013
  • HNWI volume, wealth and allocation forecasts to 2018
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Geographical breakdown of all foreign assets
  • Alternative breakdown of liquid vs investable assets
  • Number of UHNWIs in major cities
  • Number of wealth managers in each city
  • City wise ratings of wealth management saturation and potential
  • Details of the development, challenges and opportunities of the wealth management and private banking sector in Brazil
  • Size of the Brazilian wealth management industry
  • Largest private banks by AuM
  • Detailed wealth management and family office information
  • 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 dossiers on over 95,000 HNWIs from around the world.
  • The Intelligence Center also includes tracking of wealth and liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market.
  • 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.
  • Report includes comprehensive forecasts to 2018.
  • Also provides detailed information on UHNWIs in each major city.

Table of Contents

Table of Contents

LIST OF TABLES

LIST OF FIGURES

1. Introduction

  • 1.1. Details of this Report
  • 1.2. Definitions

2. Executive Summary

3. Wealth Sector Fundamentals

  • 3.1. Political Background
  • 3.2. Economic Background
  • 3.3. Social Background
  • 3.4. Benchmarking Brazilian Wealth in Context
    • 3.4.1. Distribution of wealth in Brazil
  • 3.5. HNWI Volume and Wealth Trends

4. Findings from the WealthInsight HNWI Database

  • 4.1. Trends in HNWI Wealth to 2018
    • 4.1.1. HNWI trend analysis
    • 4.1.2. Wealth band trends
    • 4.1.3. Demographic breakdown of HNWIs
    • 4.1.4. HNWIs - job titles
    • 4.1.5. HNWIs - industry breakdown
    • 4.1.6. HNWIs - industry performance
    • 4.1.7. HNWIs - breakdown by city
    • 4.1.8. HNWIs - city performance
    • 4.1.9. HNWIs - city population densities
    • 4.1.10. HNWIs - city forecasts
    • 4.1.11. HNWIs - breakdown by state
    • 4.1.12. HNWIs - state performance
    • 4.1.13. HNWIs - state population densities
  • 4.2. UHNWIs
    • 4.2.1. UHNWI volume trend analysis
    • 4.2.2. UHNWI wealth trend analysis
    • 4.2.3. Demographic breakdown of UHNWIs
    • 4.2.4. UHNWIs - industry breakdown
    • 4.2.5. UHNWIs - city breakdown and performance
  • 4.3. UHNWIs - Billionaires
    • 4.3.1. Billionaire volume trend analysis
    • 4.3.2. Billionaire wealth trend analysis
    • 4.3.3. Billionaire per capita net worth trend analysis
    • 4.3.4. List of billionaires
  • 4.4. UHNWIs - Centimillionaires
    • 4.4.1. Centimillionaire volume trend analysis
    • 4.4.2. Centimillionaire wealth trend analysis
    • 4.4.3. Centimillionaire per capita net worth trend analysis
  • 4.5. UHNWIs - Affluent Millionaires
    • 4.5.1. Affluent millionaire volume trend analysis
    • 4.5.2. Affluent millionaire wealth trend analysis
    • 4.5.3. Affluent millionaire per capita net worth trend analysis
  • 4.6. Core HNWIs
    • 4.6.1. Core HNWI volume trend analysis
  • 4.7. Core HNWIs - Mid-Tier Millionaires
    • 4.7.1. Mid-tier millionaire volume trend analysis
    • 4.7.2. Mid-tier millionaire wealth trend analysis
    • 4.7.3. Mid-tier millionaire per capita net worth trend analysis
  • 4.8. Core HNWIs - Lower-Tier Millionaires
    • 4.8.1. Lower-tier millionaire volume trend analysis
    • 4.8.2. Lower-tier millionaire wealth trend analysis
    • 4.8.3. Lower-tier millionaire per capita net worth trend analysis

5. Analysis of Brazilian HNWI Investments

  • 5.1. Analysis by Asset Class
    • 5.1.1. Trends in alternative assets
    • 5.1.2. Trends in 'art, wine and wheels'
    • 5.1.3. Trends of investments in real estate
    • 5.1.4. Trends of investments in cash and deposits
    • 5.1.5. Trends of investments in fixed-income
    • 5.1.6. Investment trends in equity
    • 5.1.7. Investments trends in business interests
  • 5.2. Analysis of Foreign Investments
    • 5.2.1. Investments in Europe
    • 5.2.2. Investments in North America (including the US, Mexico and the Caribbean)
    • 5.2.3. Investments in Asia-Pacific
    • 5.2.4. Investments in Central and South America
    • 5.2.5. Investments in the Middle East
    • 5.2.6. Investments in Africa
  • 5.3. Alternative Breakdown: Liquid vs Investable Assets
  • 5.4. Analysis of Brazilian UHNWI Investments

6. Competitive Landscape of the Wealth Sector

  • 6.1. Competitive Landscape
    • 6.1.1. Domestic banks
    • 6.1.2. Foreign private banks
    • 6.1.3. Acquisitions
    • 6.1.4. Wealth managers
    • 6.1.5. Family offices
    • 6.1.6. Financial advisors
  • 6.2. Developments in the Brazilian Private Banking Industry
  • 6.3. Wealth Management and the Private Banking Industry
    • 6.3.1. The Brazilian wealth management industry - clientele model and maturity
  • 6.4. Behavioral Mapping of Wealth Management and Private Banking in Brazil
  • 6.5. Porter's Five Force Analysis - the Wealth Management Industry

7. Appendix

  • 7.1. Additional Components of the Wealth Sector in Brazil
    • 7.1.1. Philanthropy
    • 7.1.2. Demand for intergenerational wealth transfer
    • 7.1.3. Human resource availability for the wealth management industry
  • 7.2. Tax Regulations
  • 7.3. Regulations Related to Immigration, Investment and Employment
  • 7.4. Key Drivers
    • 7.4.1. BRL to US$ exchange rate
    • 7.4.2. Real GDP growth
    • 7.4.3. Per capita GDP
    • 7.4.4. Domestic market capitalization
    • 7.4.5. Commodity index
    • 7.4.6. Foreign direct investment inflows and outflows
    • 7.4.7. Inflation rate
    • 7.4.8. Interest rate
    • 7.4.9. Balance of payments
    • 7.4.10. Government debt
    • 7.4.11. Stock market performance
  • 7.5. Wealth Breakdowns

8. About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: Cities in Brazil by Population (Volume), 2013
  • Table 3: Brazilian HNWIs - Volume Distribution (%), 2013
  • Table 4: Brazilian HNWIs - Wealth Distribution (%), 2013
  • Table 5: Brazilian HNWIs - Industry Performance, 2009-2013
  • Table 6: Brazilian HNWIs - Cities, 2013
  • Table 7: Brazilian HNWI Growth in Top Cities (Thousand), 2009-2013
  • Table 8: Brazilian HNWI Population Density in Major Cities (Thousand), 2013
  • Table 9: Brazilian HNWIs in Top Cities (Thousand), 2009-2018
  • Table 10: Brazilian HNWIs - Growth Rates for Top Cities (%), 2009-2018
  • Table 11: Brazilian Volume of HNWI by States (Thousand), 2013
  • Table 12: Brazilian HNWI State Performance (%), 2009-2013
  • Table 13: Brazilian HNWIs Population Density by State (Thousand), 2013
  • Table 14: Brazilian UHNWI Gender Performance (%), 2009-2013
  • Table 15: Brazilian UHNWI Sources of Wealth (%), 2013
  • Table 16: Brazilian Volume of UHNWIs in Top Cities, (Thousand) 2009-2018
  • Table 17: Brazilian UHNWI Growth Rates in Top Cities (%), 2009-2018
  • Table 18: Brazilian Billionaires Market Overview (Volume and US$ Billion), 2009-2018
  • Table 19: Brazilian Top-10 Billionaires (US$ Billion), 2013
  • Table 20: Brazilian Billionaire Wealth Growth (US$ Billion), 2009-2013
  • Table 21: Brazilian Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
  • Table 22: Brazilian Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
  • Table 23: Brazilian Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
  • Table 24: Brazilian Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
  • Table 25: Brazilian Allocations of HNWI Assets (%), 2009-2018
  • Table 26: Brazilian HNWI Holdings Growth (%), 2009-2018
  • Table 27: Brazilian HNWI Alternative Asset Composition (%), 2009-2018
  • Table 28: Brazilian HNWI Trends of Investments in Alternative Assets (%), 2009-2018
  • Table 29: Brazilian Trends in 'Art, Wine and Wheels', 2009-2013
  • Table 30: Global Prime Real Estate Prices per m2 (US$), 2012
  • Table 31: Brazilian HNWI Foreign Investment Allocations (%), 2009-2018
  • Table 32: Brazilian HNWI Liquidity Breakdown (US$ Billion), 2009-2018
  • Table 33: Brazilian HNWI Liquidity Breakdown (%), 2009-2018
  • Table 34: Brazilian UHNWI Allocations and Share of HNWI Assets (%), 2013
  • Table 35: Leading Domestic Banks in Brazil by Local AuM (US$ Million), 2013
  • Table 36: Leading Foreign Private Banks in Brazil by Local AuM (US$ Million), 2013
  • Table 37: Leading Wealth Managers in Brazil by AuM (US$ Million), 2013
  • Table 38: Leading Brazilian Family Offices by Head Office, 2013
  • Table 39: Brazilian Wealth Management Industry - Recent Deal Activity, 2013
  • Table 40: Brazilian Income Tax Bands (BRL), 2013-2014
  • Table 41: BRL per US$ Exchange Rate, 2009-2018
  • Table 42: Brazilian Real GDP Growth (%), 2009-2018
  • Table 43: Brazilian GDP per Capita (US$), 2009-2018
  • Table 44: Brazilian Domestic Market Capitalization (US$ Billion), 2009-2013
  • Table 45: Brazilian Commodity Indices, 2009-2018
  • Table 46: Brazilian Foreign Direct Investment (US$ Billion), 2009-2018
  • Table 47: Brazilian Inflation Rate (%), 2009-2018
  • Table 48: Brazilian Money Market Rate (%), 2009-2018
  • Table 49: Brazilian Balance of Payments (US$ Billion), 2009-2013
  • Table 50: Brazilian Government Debt as a Percentage of GDP, 2009-2018
  • Table 51: Brazilian Stock Market Performance, 2009-2013
  • Table 52: Brazilian HNWI Wealth vs GDP Ratio, 2009-2018
  • Table 53: Brazil - Appendix One
  • Table 54: Brazil - Appendix Two

List of Figures

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: Map of Brazil
  • Figure 3: Brazilian Asset Price Performance (%), 2009-2013
  • Figure 4: Brazilian HNWI Performance (US$ Billion and HNWI Volume), 2009-2018
  • Figure 5: Brazilian vs Global HNWIs (%), 2009-2018
  • Figure 6: Brazilian HNWIs - Growth Factor Correlation, 2009-2013
  • Figure 7: Brazilian HNWIs - Wealth Pyramid (Volume Distribution), 2013
  • Figure 8: Brazilian HNWIs - Wealth Pyramid (Distribution), 2013
  • Figure 9: Brazilian HNWIs - Age Distribution (%), 2013
  • Figure 10: Brazilian HNWIs - Job Titles (%), 2009-2013
  • Figure 11: Brazilian HNWIs - Distribution by Industry (%), 2013
  • Figure 12: Brazilian HNWIs - City Performance (%), 2009-2013
  • Figure 13: Brazilian HNWIs - Volume of HNWIs by City (Thousand), 2009 and 2013
  • Figure 14: Brazilian HNWIs - City Forecasts (%), 2014-2018
  • Figure 15: Brazilian Volume of HNWIs by City (Thousand), 2014-2018
  • Figure 16: Brazilian UHNWI Wealth Share vs Volume Growth (%), 2009-2013
  • Figure 17: Brazilian UHNWI Volume by Wealth Band (Thousand), 2009-2018
  • Figure 18: Brazilian UHNWI Wealth by Wealth Band (US$ Billion), 2009-2018
  • Figure 19: Brazilian UHNWI Age Distribution (Percentage Share), 2013
  • Figure 20: Brazilian UHNWI Distribution by Industry (%), 2013
  • Figure 21: Brazilian Billionaires Market Overview (Volume and US$ Billion), 2009-2018
  • Figure 22: Brazilian Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
  • Figure 23: Brazilian Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
  • Figure 24: Brazilian Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
  • Figure 25: Brazilian Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
  • Figure 26: Brazilian HNWI Asset Class Composition (%), 2009-2018
  • Figure 27: Brazilian HNWI Trends in Alternative Assets (US$ Billion), 2009-2018
  • Figure 28: Brazilian Trends in 'Art, Wine and Wheels', 2009-2013
  • Figure 29: Brazilian HNWI Foreign Investment Allocations and Growth (%), 2013
  • Figure 30: Brazilian HNWI Global Distribution of Foreign Investments (%), 2009-2018
  • Figure 31: Brazilian HNWI Liquidity Breakdown (%), 2009-2018
  • Figure 32: Brazilian UHNWI Asset Class Composition (%), 2009-2018
  • Figure 33: Brazilian Wealth Management Industry - Maturity Level of Operators, 2014
  • Figure 34: The Brazilian Wealth Management Industry - Behavioral Mapping, 2013
  • Figure 35: The Brazilian Wealth Management Industry - Five Forces Analysis
  • Figure 36: BRL to US$ Exchange Rate, 2009-2018
  • Figure 37: Brazilian Real GDP Growth (%), 2009-2018
  • Figure 38: Brazilian GDP per Capita (US$), 2009-2018
  • Figure 39: Brazilian Domestic Market Capitalization (US$ Billion), 2009-2013
  • Figure 40: Brazilian Commodity Indices, 2009-2018
  • Figure 41: Brazilian Foreign Direct Investment (US$ Billion), 2009-2018
  • Figure 42: Brazilian Inflation Rate (%), 2009-2018
  • Figure 43: Brazilian Money Market Rate (%), 2009-2018
  • Figure 44: Brazilian Balance of Payments (US$ Billion), 2009-2013
  • Figure 45: Brazilian Government Debt as a Percentage of GDP, 2009-2018
  • Figure 46: Brazilian Stock Market Performance, 2009-2013
  • Figure 47: Brazilian HNWI Wealth vs GDP Ratio, 2009-2018
  • Figure 48: Brazilian HNWIs - Volume by Wealth Band, 2009-2018
  • Figure 49: Brazilian HNWIs - Wealth by Wealth Band (US$ Billion), 2009-2018
  • Figure 50: Brazilian HNWIs - Wealth per Capita (US$ Million), 2009-2018
Back to Top