Challenges and Opportunities for the Wealth Sector in Brazil

NEW YORK, July 10, 2012 /PRNewswire/ -- Reportlinker.com announces that a new market research report is available in its catalogue:

Challenges and Opportunities for the Wealth Sector in Brazil

http://www.reportlinker.com/p0924795/Challenges-and-Opportunities-for-the-Wealth-Sector-in-Brazil.html#utm_source=prnewswire&utm_medium=pr&utm_campaign=Private_Banking

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.

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

To order this report:

Private Banking Industry: Challenges and Opportunities for the Wealth Sector in Brazil

More Market Research Report

Check our Industry Analysis and Insights

Nicolas Bombourg
Reportlinker
Email: [email protected]
US: (805)652-2626
Intl: +1 805-652-2626

SOURCE Reportlinker