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市場調查報告書

巴西的富裕階級市場分析

Brazil Wealth Report 2015

出版商 Wealthinsight 商品編碼 340846
出版日期 內容資訊 英文 92 Pages
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巴西的富裕階級市場分析 Brazil Wealth Report 2015
出版日期: 2015年09月29日 內容資訊: 英文 92 Pages
簡介

2014年時,在巴西國內存在有198,426人的富裕階級 (HNWI) ,總資產額達到1兆美元。富裕階級的人數在2013年減少了1.35%,2014年增加了2.1%。今後,預計富裕階級的人口和總資產額都將繼續擴大趨勢,2019年的富裕階級人口達227,699 (比2014年增加14.2%),總資產額預計達到1兆3000億美元(增加28.1%)。

本報告提供巴西的富裕階級 (HNWI: High Net Worth Indivisuals) 資產管理市場的現況與未來展望相關分析、該國富裕層的整體狀況、今後的資產趨勢 (過去、今後5年份)、各資產階層 (超級富豪階級、核心富裕階級) 詳細趨勢、富裕階層的投資趨勢詳細內容、資產管理、私人銀行產業概況的資訊彙整,為您概述為以下內容。

第1章 簡介

第2章 摘要整理

第3章 富裕階級市場基礎資訊

第4章 巴西國內的財富分配情形

  • 富裕階級的人口、總資產額趨勢

第5章 WealthInsight的富裕階級資料庫調查結果

  • 富裕階級 (HNWI) 的資產趨勢 (今後5年份)
    • 富裕階級趨勢分析
    • 各階層趨勢
    • 富裕階級的人口組成
    • 職位
    • 各產業明細
    • 各產業業績
    • 各都市的明細
    • 各都市的業績
    • 各城市的富裕階級的人口密度
    • 各都市的預測
  • 超級富豪階級 (UHNWI)
    • 人口趨勢分析
    • 資產趨勢分析
    • 超級富豪階級的人口組成
    • 各產業明細
    • 各都市的明細、業績
  • 超級富豪階級:億萬富翁 (Billionaire) (資產10億美元以上)
    • 人口趨勢分析
    • 資產趨勢分析
    • 人均淨資產趨勢分析
    • 億萬富翁的一覽
  • 超級富豪階級:中階億萬富翁 (Centimillionaire) (資產1億∼10億美元)
    • 人口趨勢分析
    • 資產趨勢分析
    • 人均淨資產趨勢分析
  • 超級富豪階級:富裕的百萬富翁 (Affluent Millionaire) (資產3000萬∼1億美元)
    • 人口趨勢分析
    • 資產趨勢分析
    • 人均淨資產趨勢分析
  • 核心富裕階級 (Core HNWIs)
    • 人口趨勢分析
  • 核心富裕階級:中層百萬富翁 (Mid Tier Millionaire) (資產500萬∼3000萬美元)
    • 人口趨勢分析
    • 資產趨勢分析
    • 人均淨資產趨勢分析
  • 核心富裕階級:低階百萬富翁 (Lower Tier Millionaire) (資產100萬∼500萬美元)
    • 人口趨勢分析
    • 資產趨勢分析
    • 人均淨資產趨勢分析

第6章 巴西的富裕階層的投資分析

  • 資產類別分別分析
    • 替代的資產趨勢
    • 「美術品、葡萄酒、車」趨勢
    • 不動產投資趨勢
    • 現金、存款投資趨勢
    • 固定收入投資趨勢
    • 股票投資趨勢
    • 產業投資趨勢
  • 國外投資分析
    • 對歐洲的投資
    • 對北美的投資 (含美國、墨西哥、加勒比海各國)
    • 對亞太地區的投資
    • 對南美的投資
    • 對中東的投資
    • 對非洲的投資
  • 替代性資產的明細:流動資產 vs 可投資資產
  • 巴西的超級富豪階級 (UNHWI) 的投資分析

第7章 富裕階級市場競爭環境

  • 競爭環境
    • 國內私人銀行
    • 外資私人銀行
    • 資產管理公司
    • 理財公司
    • 財務顧問
  • 主要的推動因素
    • 匯率 (黑奧/美元)
    • 實質GDP成長率
    • 每人GDP
    • 國內股市的市值
    • 商品價格指數
    • 對外/對內直接投資
    • 通貨膨脹率
    • 利率
    • 國際收支
    • 政府債務
    • 股市實際成果
  • 資產的明細

第8章 關於 WealthInsight

圖表一覽

目錄
Product Code: WI0382MR

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 the Malaysia HNWIs across five wealth bands
  • HNWI volume, wealth and allocation trends from 2010 to 2014
  • HNWI volume, wealth and allocation forecasts to 2019
  • HNWI and UHNWI asset allocations in 13 asset classes
  • Geographical breakdown of all foreign assets
  • Alternative breakdown of liquid vs investable assets
  • UHNWI populations in major cities
  • The number of wealth managers in each city
  • City ratings of wealth management saturation and potential
  • Details of the development, challenges and opportunities relating to the wealth management and private banking sector in Malaysia.
  • The size of Brazilian's wealth management industry
  • Detailed wealth management and family office information
  • Insights into the drivers of HNWI wealth

Reasons To Buy

  • Brazil Wealth Report 2015 is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the report comprises a wide variety of data that is created based on over 198,426 HNWIs from around the world in WealthInsight's database.
  • With the wealth reports as the foundation for its research and analysis, WealthInsight is able to obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions it covers.
  • The report reviews the performance and asset allocations of HNWIs and ultra-HNWIs. The report also includes projections of the volume, wealth and asset allocations of HNWIs to 2019, and a comprehensive background of the local economy.
  • The report provides a thorough analysis of the private banking and wealth management sector, teh latest merger and acquisition activity, and the opportunities and challenges faced by the sector.
  • It also provides detailed information on the HNWI populations in each major city.

Key Highlights

  • There were 198,426 HNWIs in Brazil in 2014, which held US$1 trillion in wealth.
  • The volume of Brazilian HNWIs increased by 2.1% in 2014, following a decline of 1.3% in 2013.
  • Growth in HNWI wealth and numbers is expected to improve over the forecast period.
  • The number of Brazilian HNWIs is forecast to grow by 14.2%, to reach 227,699 in 2019, while HNWI wealth is projected to grow by 28.1% to reach US$1.3 trillion.

Table of Contents

1. Introduction

  • 1.1. Details of this Report
  • 1.2. Definitions

2. Executive Summary

3. Wealth Sector Fundamentals

4. Distribution of Wealth in Brazil

  • 4.1. HNWI Volume and Wealth Trends

5. Findings from the WealthInsight HNWI Database

  • 5.1. Trends in HNWI Wealth to 2019
    • 5.1.1. HNWI trend analysis
    • 5.1.2. Wealth band trends
    • 5.1.3. Demographic breakdown of HNWIs
    • 5.1.4. HNWIs - job titles
    • 5.1.5. HNWIs - industry breakdown
    • 5.1.6. HNWIs - industry performance
    • 5.1.7. HNWIs - breakdown by city
    • 5.1.8. HNWIs - city performance
    • 5.1.9. HNWIs - city population densities
    • 5.1.10. HNWIs - city forecasts
  • 5.2. UHNWIs
    • 5.2.1. UHNWI volume trend analysis
    • 5.2.2. UHNWI wealth trend analysis
    • 5.2.3. Demographic breakdown of UHNWIs
    • 5.2.4. UHNWIs - industry breakdown
    • 5.2.5. UHNWIs - city breakdown and performance
  • 5.3. UHNWIs - Billionaires
    • 5.3.1. Billionaire volume trend analysis
    • 5.3.2. Billionaire wealth trend analysis
    • 5.3.3. Billionaire per capita net worth trend analysis
    • 5.3.4. List of billionaires
  • 5.4. UHNWIs - Centimillionaires
    • 5.4.1. Centimillionaire volume trend analysis
    • 5.4.2. Centimillionaire wealth trend analysis
    • 5.4.3. Centimillionaire per capita net worth trend analysis
  • 5.5. UHNWIs - Affluent Millionaires
    • 5.5.1. Affluent millionaire volume trend analysis
    • 5.5.2. Affluent millionaire wealth trend analysis
    • 5.5.3. Affluent millionaire per capita net worth trend analysis
  • 5.6. Core HNWIs
    • 5.6.1. Core HNWI volume trend analysis
  • 5.7. Core HNWIs - Mid-Tier Millionaires
    • 5.7.1. Mid-tier millionaire volume trend analysis
    • 5.7.2. Mid-tier millionaire wealth trend analysis
    • 5.7.3. Mid-tier millionaire per capita net worth trend analysis
  • 5.8. Core HNWIs - Lower-Tier Millionaires
    • 5.8.1. Lower-tier millionaire volume trend analysis
    • 5.8.2. Lower-tier millionaire wealth trend analysis
    • 5.8.3. Lower-tier millionaire per capita net worth trend analysis

6. Analysis of Brazilian HNWI Investments

  • 6.1. Analysis by Asset Class
    • 6.1.1. Trends in alternative assets
    • 6.1.2. Trends in 'art, wine and wheels'
    • 6.1.3. Trends of investment in real estate
    • 6.1.4. Trends of investment in cash and deposits
    • 6.1.5. Trends of investment in fixed-income
    • 6.1.6. Investment trends in equity
    • 6.1.7. Investments trends in business interests
  • 6.2. Analysis of Foreign Investments
    • 6.2.1. Investments in Europe
    • 6.2.2. Investments in North America (including the US, Mexico and the Caribbean)
    • 6.2.3. Investments in Asia-Pacific
    • 6.2.4. Investments in South America
    • 6.2.5. Investments in the Middle East
    • 6.2.6. Investments in Africa
  • 6.3. Alternative Breakdown: Liquid vs. Investable Assets
  • 6.4. Analysis of Brazilian UHNWI Investments

7. Competitive Landscape

  • 7.1. Additional Components of the Wealth Sector in Brazil
    • 7.1.1. Domestic private banks
    • 7.1.2. Foreign private banks
    • 7.1.3. Wealth managers
    • 7.1.4. Family offices
    • 7.1.5. Financial advisors
  • 7.2. Key Drivers
    • 7.2.1. BRL to US$ exchange rate
    • 7.2.2. Real GDP growth
    • 7.2.3. Per capita GDP
    • 7.2.4. Domestic market capitalization
    • 7.2.5. Commodity index
    • 7.2.6. Foreign direct investments (FDI) - inflows and outflows
    • 7.2.7. Inflation rate
    • 7.2.8. Interest rate
    • 7.2.9. Balance of payments
    • 7.2.10. Government debt
    • 7.2.11. Stock market performance
  • 7.3. Wealth Breakdowns

8. About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: Brazilian HNWIs - Volume Distribution (%), 2014
  • Table 3: Brazilian HNWIs - Wealth Distribution Wealth Pyramid (%), 2014
  • Table 4: Brazilian HNWIs - Industry Performance (%), 2010-2014
  • Table 5: Brazilian HNWIs - Cities, 2014
  • Table 6: Brazilian HNWI Growth in Top Cities (Thousand), 2010-2014
  • Table 7: Brazilian HNWIs Population Density in Major Cities (Thousand), 2014
  • Table 8: Brazilian HNWIs in Top Cities, 2010-2019
  • Table 9: Brazilian HNWIs - Growth Rates for Top Cities (%), 2010-2019
  • Table 10: Brazilian HNWI Source of Wealth (%), 2014
  • Table 11: Brazilian UHNWI Gender Performance (%), 2010-2014
  • Table 12: Brazilian Volume of UHNWI in Top Cities, 2010-2019
  • Table 13: Brazilian UHNWIs Growth Rates for Top Cities (%), 2010-2019
  • Table 14: Brazilian Billionaires Market Overview (Volume and US$ Billion) 2010-2019
  • Table 15: Brazilian Top 10 Billionaires (US$ Billion), 2014
  • Table 16: Brazilian Billionaire Wealth Growth (US$ Billion), 2010-2014
  • Table 17: Brazilian Centimillionaires Market Overview (Volume and US$ Million/Billion), 2010-2019
  • Table 18: Brazilian Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2010-2019
  • Table 19: Brazilian Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2010-2019
  • Table 20: Brazilian Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2010-2019
  • Table 21: Brazilian Allocations of HNWI Assets (%), 2010-2019
  • Table 22: Brazilian HNWIs - Holdings Growth (%), 2010-2019
  • Table 23: Brazilian HNWI Alternative Asset Composition (%), 2010-2019
  • Table 24: Brazilian HNWI Trends of Investments in Alternative Assets (%), 2010-2019
  • Table 25: Brazilian Trends in 'Art, Wine and Wheels', 2010-2014
  • Table 26: Global Prime Real Estate Prices per m2 (US$), 2014
  • Table 27: Brazilian HNWI Foreign Investment Allocations (%), 2010-2019
  • Table 28: Brazilian HNWI Liquidity Breakdown (US$ Billion), 2010-2019
  • Table 29: Brazilian HNWI Liquidity Breakdown (%), 2010-2019
  • Table 30: Brazilian UHNWI Allocations and Share of HNWI Assets (%), 2014
  • Table 32: BRL to US$ Exchange Rate, 2010-2019
  • Table 33: Brazilian Real GDP Growth (%), 2010-2019
  • Table 34: Brazilian GDP Per Capita (US$), 2010-2019
  • Table 35: Brazilian Domestic Market Capitalization (US$ Billion), 2010-2014
  • Table 36: Brazilian Commodity Indices, 2010-2019
  • Table 37: Brazilian Foreign Direct Investments (US$ Billion), 2010-2019
  • Table 38: Brazilian Inflation Rate (%), 2010-2019
  • Table 39: Brazilian Money Market Rate (%), 2010-2019
  • Table 40: Brazilian Balance of Payments (US$ Billion), 2010-2014
  • Table 41: Brazilian Government Debt as a Percentage of GDP (%), 2010-2019
  • Table 42: Brazilian Stock Market Performance (Index), 2010-2014
  • Table 43: Brazilian HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Table 44: Brazil - Appendix One
  • Table 45: 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 HNWIs - Growth Factor Correlation, 2010-2014
  • Figure 7: Brazilian HNWIs - Wealth Pyramid (Volume Distribution), 2014
  • Figure 8: Brazilian HNWIs - Wealth Pyramid (Volume Distribution), 2014
  • Figure 9: Brazilian HNWIs - Age Distribution (%), 2014
  • Figure 10: Brazilian HNWIs - Job Titles (%), 2010-2014
  • Figure 11: Brazilian HNWIs - Distribution by Industry (%), 2014
  • Figure 12: Brazilian HNWIs - City Performance (%), 2010-2014
  • Figure 13: Brazilian HNWIs - Volume of HNWIs by City (Thousand), 2010 and 2014
  • Figure 14: Brazilian HNWIs - City Forecasts (%), 2015-2019
  • Figure 15: Brazilian Volume of HNWIs by City (Thousand), 2015-2019
  • Figure 16: Brazilian UHNWIs Wealth Share vs Volume Growth (%), 2010-2014
  • Figure 17: Brazilian UHNWIs Volume by Wealth Band (Thousand), 2010-2019
  • Figure 18: Brazilian UHNWI Wealth by Wealth Band (US$ Billion), 2010-2019
  • Figure 19: Brazilian UHNWI Age Distribution (Percentage Share), 2014
  • Figure 20: Brazilian UHNWI Distribution by Industry (%), 2014
  • Figure 21: Brazilian Billionaires Market Overview (Volume and US$ Billion), 2010-2019
  • Figure 22: Brazilian Centimillionaires Market Overview (Volume and US$ Million/Billion), 2010-2019
  • Figure 23: Brazilian Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2010-2019
  • Figure 24: Brazilian Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2010-2019
  • Figure 25: Brazilian Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2010-2019
  • Figure 26: Brazilian HNWI Asset Class Composition (%), 2010-2019
  • Figure 27: Brazilian HNWI Trends in Alternative Assets (US$ Billion), 2010-2019
  • Figure 28: Brazilian Trends in 'Art, Wine and Wheels', 2010-2014
  • Figure 29: Brazilian HNWI Foreign Investment Allocation and Growth (%), 2014
  • Figure 30: Brazilian HNWIs - Global Distribution of Foreign Investments (%), 2010-2019
  • Figure 31: Brazilian HNWI Liquidity Breakdown (%), 2010-2019
  • Figure 32: Brazilian UHNWI Asset Class Composition (%), 2010-2019
  • Figure 33: Brazilian Exchange Rate - BRL to US$, 2010-2019
  • Figure 34: Brazilian Real GDP Growth (%), 2010-2019
  • Figure 35: Brazilian GDP Per Capita (US$), 2010-2019
  • Figure 36: Brazilian Domestic Market Capitalization (US$ Billion), 2010-2014
  • Figure 37: Brazilian Commodity Indices, 2010-2019
  • Figure 38: Brazilian Foreign Direct Investments (US$ Billion), 2010-2019
  • Figure 39: Brazilian Inflation Rate (%), 2010-2019
  • Figure 40: Brazilian Money Market Rate (%), 2010-2019
  • Figure 41: Brazilian Balance of Payments (US$ Billion), 2010-2014
  • Figure 42: Brazilian Government Debt as a Percentage of GDP (%), 2010-2019
  • Figure 43: Brazilian Stock Market Performance (Index), 2010-2014
  • Figure 44: Brazilian HNWI Wealth vs. GDP Ratio (%), 2010-2019
  • Figure 45: Brazilian HNWIs - Volume by Wealth Band, 2010-2019
  • Figure 46: Brazilian HNWIs - Wealth by Wealth Band (US$ Billion), 2010-2019
  • Figure 47: Brazilian HNWIs - Wealth per Capita (US$ Million), 2010-2019
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