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Marktanalyse - Challenges and Opportunities for the Wealth Sector in Brazil
Wealth Insight
7 / 2012
53 Seiten
| Typ: | Marktanalyse |
| Sprache: | Englisch |
| Regionen: | Brasilien |
| Verfügbarkeit: | verfügbar |
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Synopsis
This report is the result of WealthInsight’s extensive research covering the HNWI population and wealth management industry in Brazil.
Summary
This report is a thorough analysis of the Brazilian Wealth Management and Private Banking sector, and the opportunities and challenges that it faces.
Scope
The report features:
• Independent market sizing of Brazilian HNWIs across five wealth bands
• 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
• Largest private banks in Brazil 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 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 global private banking industry is estimated to have assets under management of just over US$16.5 trillion. The Brazilian wealth management sector accounts for US$250 billion of this, making it the largest Latin America country by assets under management (AuM).
• Banco Itau controls 25% of the local private banking market, by AuM, followed by Bank of America (Merrill Lynch) with 8% and UBS with 7%.
• There are a number of Brazilian cities with a large number of UHNWIs but no wealth managers or private banking offices, such as Goiania and Fortaleza — these cities may therefore offer the greatest potential for the wealth management industry going forward.
This report is the result of WealthInsight’s extensive research covering the HNWI population and wealth management industry in Brazil.
Summary
This report is a thorough analysis of the Brazilian Wealth Management and Private Banking sector, and the opportunities and challenges that it faces.
Scope
The report features:
• Independent market sizing of Brazilian HNWIs across five wealth bands
• 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
• Largest private banks in Brazil 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 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 global private banking industry is estimated to have assets under management of just over US$16.5 trillion. The Brazilian wealth management sector accounts for US$250 billion of this, making it the largest Latin America country by assets under management (AuM).
• Banco Itau controls 25% of the local private banking market, by AuM, followed by Bank of America (Merrill Lynch) with 8% and UBS with 7%.
• There are a number of Brazilian cities with a large number of UHNWIs but no wealth managers or private banking offices, such as Goiania and Fortaleza — these cities may therefore offer the greatest potential for the wealth management industry going forward.
Table of Contents
1 Introduction
1.1 What is this Report About?
2 Executive Summary
3 Wealth Management Fundamentals
3.1 Political Background to Brazil
3.2 Economic Background to Brazil
3.3 Benchmarking Brazil’s Wealth in Context
3.3.1 Distribution of wealth
4 The Wealth Sector in Brazil
4.1 Competitive Landscape
4.1.1 Private banks
4.1.2 Wealth managers
4.1.3 Wealth management in each city
4.1.4 Family offices
4.2 Brazil Wealth Management Industry — Clientele Model and Maturity
4.3 Behavioral Mapping of Wealth Management and Private Banking Industry in Brazil
4.4 Porter’s Five Force Analysis— Wealth Management Industry in Brazil
4.5 Financial Services Review
4.6 Case Study: Top-10 Global Private Banks
5 Appendix
5.1 Regulatory Environment in Brazil
5.1.1 Banking regulations
5.1.2 Regulations on Taxes
5.1.3 Regulations on wealth management and private banking
5.1.4 Regulations related to immigration, investment and employment
5.2 Social Background of Brazil
5.3 Key economic trends and drivers
5.3.1 LC to USD Exchange Rate
5.3.2 Real GDP growth
5.3.3 GDP per capita
5.3.4 Domestic market capitalization
5.3.5 Housing price indices
5.3.6 Commodity index
5.3.7 Foreign direct investment
5.3.8 Investments of FIIs in equity products
5.3.9 Inflation rate
5.3.10 Interest rate
5.3.11 Balance of payments
5.3.12 Government debt
5.3.13 Stock market performance
5.3.14 HNWI wealth to GDP ratio
6 About WealthInsight
List of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Regions in Brazil
Table 3: Largest 10 Cities in Brazil
Table 4: Largest Private Banks in Brazil, 2011
Table 5: Emerging Private Banks in Brazil, 2011
Table 6: Wealth Manager Asset Allocation in Brazil, 2011
Table 7: Wealth Management Companies Per-City, 2011
Table 8: Family Offices in Brazil
Table 9: Top ten mutual-fund managers in Brazil, 2011
Table 10: Top ten pension-fund managers in Brazil, 2011
Table 11: Top ten Private Equity Firms in Brazil, 2011
Table 12: Top 10 Private Banks by Global AuM and New Money (US$ Billion), 2011
Table 13: LC to USD Exchange Rate, 2006—2016
Table 14: Real GDP Growth, 2006—2016
Table 15: GDP Per Capita, 2006—2016
Table 16: Domestic Market Capitalization, 2006—2011
Table 17: Housing Price Index, 2006—2011
Table 18: Commodity Indices, 2006—2016
Table 19: Foreign Direct Investments, 2006—2016
Table 20: Investments of FIIs in Equity Products, 2006—2010
Table 21: Inflation Rate, 2006—2016
Table 22: Money Market Rate, 2006—2016
Table 23: Balance of Payments, 2006—2011
Table 24: Government Debt to GDP, 2006—2016
Table 25: Stock Market Performance, 2006—2011
Table 26: HNWI Wealth vs. GDP Ratio, 2007—2016
Table 27: Appendix One
Table 28: Appendix Two
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: Wealth Management Industry in Brazil — Maturity Level of Players
Figure 7: Brazil Wealth Management Industry — Behavioral Mapping, 2011
Figure 8: Wealth management industry in Brazil — Five Forces Analysis
Figure 9: LC to USD Exchange Rate, 2006—2016
Figure 10: Real GDP Growth (%), 2006—2016
Figure 11: GDP Per Capita, 2006—2016
Figure 12: Domestic Market Capitalization, 2006—2011
Figure 13: Housing Price Index, 2006—2011
Figure 14: Commodity Indices, 2006—2016
Figure 15: Foreign Direct Investments, 2006—2016
Figure 16: Investments of FIIs in Equity Products, 2006—2010
Figure 17: Inflation Rate, 2006—2016
Figure 18: Money Market Rate, 2006—2016
Figure 19: Balance of Payments, 2006—2011
Figure 20: Government Debt to GDP, 2006—2016
Figure 21: Stock Market Performance, 2006—2011
Figure 22: HNWI Wealth vs GDP Ratio, 2007—2016
1 Introduction
1.1 What is this Report About?
2 Executive Summary
3 Wealth Management Fundamentals
3.1 Political Background to Brazil
3.2 Economic Background to Brazil
3.3 Benchmarking Brazil’s Wealth in Context
3.3.1 Distribution of wealth
4 The Wealth Sector in Brazil
4.1 Competitive Landscape
4.1.1 Private banks
4.1.2 Wealth managers
4.1.3 Wealth management in each city
4.1.4 Family offices
4.2 Brazil Wealth Management Industry — Clientele Model and Maturity
4.3 Behavioral Mapping of Wealth Management and Private Banking Industry in Brazil
4.4 Porter’s Five Force Analysis— Wealth Management Industry in Brazil
4.5 Financial Services Review
4.6 Case Study: Top-10 Global Private Banks
5 Appendix
5.1 Regulatory Environment in Brazil
5.1.1 Banking regulations
5.1.2 Regulations on Taxes
5.1.3 Regulations on wealth management and private banking
5.1.4 Regulations related to immigration, investment and employment
5.2 Social Background of Brazil
5.3 Key economic trends and drivers
5.3.1 LC to USD Exchange Rate
5.3.2 Real GDP growth
5.3.3 GDP per capita
5.3.4 Domestic market capitalization
5.3.5 Housing price indices
5.3.6 Commodity index
5.3.7 Foreign direct investment
5.3.8 Investments of FIIs in equity products
5.3.9 Inflation rate
5.3.10 Interest rate
5.3.11 Balance of payments
5.3.12 Government debt
5.3.13 Stock market performance
5.3.14 HNWI wealth to GDP ratio
6 About WealthInsight
List of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Regions in Brazil
Table 3: Largest 10 Cities in Brazil
Table 4: Largest Private Banks in Brazil, 2011
Table 5: Emerging Private Banks in Brazil, 2011
Table 6: Wealth Manager Asset Allocation in Brazil, 2011
Table 7: Wealth Management Companies Per-City, 2011
Table 8: Family Offices in Brazil
Table 9: Top ten mutual-fund managers in Brazil, 2011
Table 10: Top ten pension-fund managers in Brazil, 2011
Table 11: Top ten Private Equity Firms in Brazil, 2011
Table 12: Top 10 Private Banks by Global AuM and New Money (US$ Billion), 2011
Table 13: LC to USD Exchange Rate, 2006—2016
Table 14: Real GDP Growth, 2006—2016
Table 15: GDP Per Capita, 2006—2016
Table 16: Domestic Market Capitalization, 2006—2011
Table 17: Housing Price Index, 2006—2011
Table 18: Commodity Indices, 2006—2016
Table 19: Foreign Direct Investments, 2006—2016
Table 20: Investments of FIIs in Equity Products, 2006—2010
Table 21: Inflation Rate, 2006—2016
Table 22: Money Market Rate, 2006—2016
Table 23: Balance of Payments, 2006—2011
Table 24: Government Debt to GDP, 2006—2016
Table 25: Stock Market Performance, 2006—2011
Table 26: HNWI Wealth vs. GDP Ratio, 2007—2016
Table 27: Appendix One
Table 28: Appendix Two
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: Wealth Management Industry in Brazil — Maturity Level of Players
Figure 7: Brazil Wealth Management Industry — Behavioral Mapping, 2011
Figure 8: Wealth management industry in Brazil — Five Forces Analysis
Figure 9: LC to USD Exchange Rate, 2006—2016
Figure 10: Real GDP Growth (%), 2006—2016
Figure 11: GDP Per Capita, 2006—2016
Figure 12: Domestic Market Capitalization, 2006—2011
Figure 13: Housing Price Index, 2006—2011
Figure 14: Commodity Indices, 2006—2016
Figure 15: Foreign Direct Investments, 2006—2016
Figure 16: Investments of FIIs in Equity Products, 2006—2010
Figure 17: Inflation Rate, 2006—2016
Figure 18: Money Market Rate, 2006—2016
Figure 19: Balance of Payments, 2006—2011
Figure 20: Government Debt to GDP, 2006—2016
Figure 21: Stock Market Performance, 2006—2011
Figure 22: HNWI Wealth vs GDP Ratio, 2007—2016
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