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市場調査レポート

ブラジルの富裕層市場の課題と機会

Challenges and Opportunities for the Wealth Sector in Brazil 2015

発行 Wealthinsight 商品コード 246176
出版日 ページ情報 英文 41 Pages
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ブラジルの富裕層市場の課題と機会 Challenges and Opportunities for the Wealth Sector in Brazil 2015
出版日: 2015年11月07日 ページ情報: 英文 41 Pages
概要

当レポートでは、ブラジルの富裕層(HNWI: High Net Worth Indivisuals)向け資産管理市場に関する課題と今後の市場機会について分析し、同国の富裕層の全体的状況や、富裕層関連産業(プライベートバンク・資産管理会社)の構造・動向、ブラジル市場の経済的・社会的背景といった情報を取りまとめています。

第1章 イントロダクション

第2章 エグゼクティブ・サマリー

第3章 富裕層市場の基礎情報

  • 富裕層市場の政治的背景
  • 富裕層市場の経済的背景
  • ブラジルの状況と世界全体との比較
    • 富の分配状況

第4章 ブラジルの富裕層市場

  • 競争環境
    • プライベートバンク
    • 資産管理会社
    • 各都市の資産管理会社
    • ファミリーオフィス
  • ブラジルの資産管理産業の顧客モデルと成熟性
  • プライベートバンク・資産管理産業の行動マッピング
  • ポーターのファイブフォース分析:資産管理産業
  • 金融サービスの分析
  • ケーススタディ:世界のプライベートバンク上位10行

第5章 付録

  • ブラジルの規制環境
    • 銀行規制
    • 税制上の規制
    • 資産管理会社・プライベートバンクへの規制
    • 移民・投資・雇用関連規制
  • ブラジルの社会的背景
  • 主な経済動向とその促進要因
    • 現地通貨/米ドル為替レート
    • 実質GDP成長率
    • 1人当たりGDP
    • 国内株式市場の時価総額
    • 住宅価格指数
    • 商品指数
    • 海外直接投資
    • エクイティ商品へのFII(外国機関投資家)の投資額
    • インフレ率
    • 利子率
    • 国際収支
    • 政府債務
    • 株式市場の実績
    • 富裕層の総資産額の対GDP比率

第6章 WealthInsightについて

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目次
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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