2016 Market News on Brazil Understanding Hnw Investors and Wealth Management Strategies

Summary

Wealth in Brazil: HNW Investors; Understanding HNW investors and wealth management strategies report provides data on regional finance and construction industries, sophisticated products, management services, cash, bonds, alternative holdings, investment portfolios. The key findings reported are about first-generation entrepreneurship income earned to 55.3% of the whole segment, HNW expats, return on investments, and increase in demands, investment opportunities and more. There are 22.4% clients who expect good profits, and 22% of HNW client are into other alternatives. Financial planning has the most demand with pension planning, and wealth managers to offer complete services. The report analyzes expats opportunity, investors by demographics, management mandates, asset classes and their allocation with other details.

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.

- 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

Verdict Financials “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...