Wealth in Brazil HNW Investors Market - Future Trends and Issues! - PowerPoint PPT Presentation

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Wealth in Brazil HNW Investors Market - Future Trends and Issues!

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The majority of wealth in Brazil originates from the construction and finance industries, and can be attributed to a range of sources. These investors are confident enough to deal with their financial affairs, but to gain access to sophisticated products and achieve better returns they opt for management services. Investment portfolios are built around cash and bonds, but it is expected that alternative holdings will continue to gain importance. – PowerPoint PPT presentation

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Title: Wealth in Brazil HNW Investors Market - Future Trends and Issues!


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Wealth in Brazil HNW Investors Understanding
HNW investors and wealth management strategies
Published on - 16 June, 2016 Number of pages
43 Single User Price 3450
2
  • Summary
  • The majority of wealth in Brazil originates from
    the construction and finance industries, and can
    be attributed to a range of sources. These
    investors are confident enough to deal with their
    financial affairs, but to gain access to
    sophisticated products and achieve better returns
    they opt for management services. Investment
    portfolios are built around cash and bonds, but
    it is expected that alternative holdings will
    continue to gain importance.

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  • Key Findings
  • 55.3 of Brazilian HNW wealth can be attributed
    to earned income or first-generation
    entrepreneurship.
  • As Brazil offers a wide range of sectors in which
    to invest, it is expected that HNW expats will
    continue to allocate a portion of their wealth to
    opportunities in Brazil.
  • Access to more sophisticated investment products
    is the number one reason Brazilian HNW clients
    opt to have their wealth professionally managed,
    while 22.4 expect better returns though
    advisors.
  • A noteworthy 22 of HNW client portfolios are
    allocated into alternatives. Demand is expected
    to increase along with the investment
    opportunities offered by multimercados.

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  • Among planning services, financial planning shows
    the strongest demand. It is expected that
    inheritance and pension planning will experience
    strong demand in the next two years, and as such
    wealth managers will do well to provide a
    complete suite of services.
  • Synopsis
  • MarketIntelReports Wealth in Brazil HNW
    Investors report analyzes the investing
    preferences and portfolio allocation of Brazilian
    HNW investors. The report is based on our
    proprietary Global Wealth Managers Survey.
  • Specifically the report
  • Profiles the average Brazilian HNW investor in
    terms of their demographics and analyzes the
    expat opportunity in Brazil.

Click Here To Check Complete Report
5
  • Analyzes which wealth management mandates are
    preferred among Brazilian HNW investors and how
    demand will develop looking forward.
  • Examines the allocation of Brazilian HNW
    investors portfolios into different asset
    classes and how the allocation is expected to
    develop in the future.
  • Analyzes product and service demand among
    Brazilian HNW investors.

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report
6
  • Reasons To Buy
  • Develop and enhance your client targeting
    strategies using our data on HNW profiles and
    sources of wealth.
  • Give your marketing strategies the edge required
    and capture new clients using insights from our
    data on HNW investors drivers for seeking
    investment advice vs. self-directing.
  • Tailor your investment product portfolio to match
    current and future demand for different asset
    classes among HNW individuals.
  • Develop your service proposition to match the
    service and product demand expressed by Brazilian
    HNW investors and react proactively to the
    forecasted change in demand.

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7
Wealth in Brazil HNW Investors Understanding
HNW investors and wealth management strategies
A detailed qualitative analysis of the factors
responsible for driving and restraining growth of
Wealth in Brazil HNW Investors Understanding
HNW investors and wealth management strategies
are provided in the report.
Contact 1-302-684-6088 sales_at_marketintelreports.c
om www.marketintelreports.com
Click here to order a copy of Wealth in Brazil
HNW Investors the Market Report
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