HNWI Asset Allocation in Brazil 2014
Summary
The report also includes projections of the volume, wealth and asset allocations of Brazil HNWIs to 2018 and a comprehensive and robust background of the local economy.The report also includes projections of the volume, wealth and asset allocations of Brazil HNWIs to 2018 and a comprehensive and robust background of the local economy.Synopsis - This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Brazil.- 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.Compiled and curated by a team of expert research specialists, the database comprises dossiers on over 60,000 HNWIs from around the world.- The Intelligence Center also includes tracking of wealth and liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market.- 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.- Report includes comprehensive forecasts to 2018.Key Highlights- In 2013, real estate was the largest asset class for Brazilian HNWIs, with 33.5% of total HNWI assets, followed by equities with 20.4%, business interests with 16.8%, cash and deposits with 12.1%, fixed-income with 11.2%, and cash and alternatives with 6.0%.- Real estate, alternatives and cash recorded growth at respective review-period rates of 95%, 82% and 72%.- Real-estate assets held by Brazilian HNWIs increased during the review period, from 28.3% of total HNWI assets in 2009 to 33.5% in 2013.