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Home > Business/Finance > Financial Services > Financial Management
Wealth Management in Brazil 2005
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| Published Date:
October 2006
Published By:
Datamonitor
Page Count:
43
Order Code:
R313-16961
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- EXECUTIVE SUMMARY
- INTRODUCTION
- What is this report about?
- Who is the target reader?
- How to use this report
- Note on exchange rates
- MARKET CONTEXT
- Introduction
- Key findings
- Retail savings and investments
- Mutual funds are growing in popularity albeit from a small base
- Market size and segmentation
- Brazil is considered one of the four emerging BRIC economies
- 294,000 wealthy Brazilians held EUR116bn in onshore liquid assets in 2005, mostly in the hands of high net worths
- Brazil's wealthy population and levels of liquid wealth have been largely unaffected by the stockmarket downturn of 2001/02
- Mass affluent individuals make up 72% of Brazil's wealthy onshore population and 23% of that population's onshore liquid assets
- High net worths held 77% of Brazil's onshore liquid assets in 2005
- Regulatory environment
- Brazil has financial regulations in place that are specific to each institution
- Data
- COMPETITIVE DYNAMICS
- Introduction
- Key findings
- The Brazilian banking market
- Banco do Brasil is the country's largest financial institution
- Wealth Management in Brazil
- Brazil's offshore preferences
- Customer investment preferences
- THE FUTURE DECODED
- Introduction
- Key findings
- Market growth to 2009
- Excessive regulation and corruption must be tackled for wealth management services to develop
- Data
- APPENDIX
- Definitions
- Aggregate
- High net worth (HNW)
- Liquid assets
- Liquid asset bands
- Mass affluent
- Global Wealth Model Methodology
- The UK sub model
- European sub model
- Forecasting methodology
- Continuous refinement to the understanding of liquid wealth distribution
- Specific changes to data this year
- Datamonitor's wealth numbers compared with other wealth numbers
- Further Reading
- Global Wealth Management SPP
- Interactive Databases
- Market Reports
- Strategic Insight Reports
- Wealth Management Competitor Tracker
- Datamonitor Asia Pacific Wealth Management SPP
- SPP writing team
- List of Tables
- Table 1: Number of wealthy individuals, segmented by asset band, 2000-2005
- Table 2: Level of aggregate onshore liquid wealth (EURbn), segmented by asset band, 2000-2005
- Table 3: Levels of aggregate liquid wealth (EURbn), segmented by asset band, 2005-2009
- Table 4: Number of wealthy individuals, segmented by asset band, 2005-2009
- List of Figures
- Figure 1: Brazil's wealthy population and levels of onshore liquid assets have both grown at roughly the same rate over the last five years
- Figure 2: The number of individuals with EUR1m+ in assets has risen in line with liquid asset holdings over the last five years and is forecast to continue to do so into 2009
- Figure 3: Brazil's wealthy population and levels of onshore liquid assets have both grown at roughly the same rate over the last five years
- Figure 4: Mass affluent individuals make up 70% of Brazil's wealthy onshore population
- Figure 5: Although high net worths only accounted for 28% of Brazil's onshore wealthy population in 2005, they held more than three quarters of the total onshore liquid assets
- Figure 6: The number of individuals with EUR1m+ in onshore liquid assets has risen in line with liquid asset holdings over the last five years and is forecast to do so through to 2009
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