Wealth in the Brazil: Sizing the Market Opportunity - New Study Released

From: Fast Market Research, Inc.
Published: Mon Apr 18 2016


It is a torrid time for the Brazilian wealth market. The country is in the depths of an enduring economic recession; with no immediate end in sight growth in the Brazilian wealth market is set to slow noticeably. Underlying this is deceleration in growth of the retail savings and investments market; equities in particular have plummeted thanks to the ongoing poor performances of the Bovespa since 2013. With such uncertainty, it is no surprise that local HNW individuals choose to hold almost 20% of their portfolio overseas. Yet Brazil is tightening up on offshore holdings, with individuals now required to report foreign assets and wealth over $100,000 to the Brazilian central bank.

Key Findings

Full Report Details at
- http://www.fastmr.com/prod/1152268_wealth_brazil_sizing.aspx?afid=301

* Affluent individuals represent just 1% of the Brazilian population but hold 94% of the country's liquid assets.
* Deposits and mutual funds dominate the retail savings and investments market, accounting for 88% of the market.
* Growth in the retail savings market is slowing considerably thanks to considerable economic uncertainty. Deposits are forecast to grow by just 2.9% from 2015 to 2019, compared to 9.4% between 2010 and 2014.
* Brazilian HNW investors hold 24% of their assets in alternative, commodity, and property assets, with local hedge funds accounting for the vast majority of this.
* The economic situation is leading to notable changes in the tax regime, with capital gains tax and inheritance tax rates increasing, as well as the mooted introduction of a financial transaction tax. Brazil is also introducing a tax amnesty for offshore assets.

Synopsis
Verdict Financial's "Wealth in Brazil: Sizing the Market Opportunity" analyzes the Brazilian wealth and retail savings and investments markets, with a focus on the HNW segment. The report is based on our proprietary datasets. Specifically the report:Sizes the affluent market (both by number of individuals and value of their liquid assets) using our proprietary datasets.

* Analyzes which asset classes are favored by Brazilian investors and how their preferences impact the growth of the overall savings and investments market.
* Examines HNW clients' attitudes towards non-liquid investments such as property and commodities.
* Identifies key drivers and booking centers for offshore investments.

Reasons to Get this Report

* Benchmark your share of the Brazilian wealth market against the current market size.
* Forecast your future growth prospects using our projections for the market to 2019.
* Identify your most promising client segment by analyzing penetration of affluent individuals in Brazil.
* Evaluate your HNW proposition by understanding how changing Brazilian tax systems will impact HNW clients.
* Review your offshore strategy by learning HNW motivations for offshore investments and their preferred booking centers.

About Fast Market Research

Fast Market Research is a leading distributor of market research and business information. Representing the world's top research publishers and analysts, we provide quick and easy access to the best competitive intelligence available. Our unbiased, expert staff is always available to help you find the right research to fit your requirements and your budget.

For more information about these or related research reports, please visit our website at http://www.fastmr.com or call us at 1.800.844.8156 (1.413.485.7001 Int'l)

You may also be interested in these related reports:

- Wealth in the UK: Sizing the Market Opportunity; Sizing the wealth market in the UK and its growth potential.
- Wealth in China: Sizing the Market Opportunity; Sizing the wealth market in China and its growth potential.
- Wealth in the Netherlands: Sizing the Market Opportunity
- Self-Directed Investors: Implications for Wealth Managers; Understanding how self-directed investment affects the wealth management industry.
- UK 2015 Wealth Report

Company: Fast Market Research, Inc.
Contact Name: Bill Thompson
Contact Email: press@fastmr.com
Contact Phone: 1-413-485-7001

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