2016 Market News on Brazil Understanding HNW investors and wealth management strategies - PowerPoint PPT Presentation

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2016 Market News on Brazil Understanding HNW investors and wealth management strategies

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June 20, 2016: JSB Market Research include a latest Report “2016 Market News on Brazil Understanding HNW investors and wealth management strategies” 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. To Know More: – PowerPoint PPT presentation

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Title: 2016 Market News on Brazil Understanding HNW investors and wealth management strategies


1
2016 Market News on Brazil Understanding HNW
investors and wealth management strategies
To buy this Report Visit http//www.jsbmarketresea
rch.com
2
Summary
Wealth in Brazil HNW Investors Understanding
HNW investors and wealth management strategies
report provides data on regional finance and
constriction 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.
3
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.
4
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 Wealth Managers Survey.
5
 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.
6
Table Of Content
  • Executive summary
  • Brazilian HNW clients take a proactive approach
    to wealth management
  • Key findings
  • Critical success factors
  • Profiling the Brazilian Haw Investor
  • The main source of Brazilian HNW wealth is earned
    income
  • A diversified market commands a focus on a range
    of wealth sources
  • Brazilian HNW managers should target expats
    within Europe
  • Expats account for 4.3 of the Brazilian HNW
    population
  • The largest proportion of HNW expats originate
    from the US and Mexico

7
Related Market Research Report
Wealth in Poland HNW Investors Understanding
HNW investors and wealth management
strategies. Wealth in Canada HNW Investors
Understanding HNW investors and wealth management
strategies in Canada. Wealth in Poland HNW
Investors Understanding HNW investors and wealth
management strategies. Wealth in Brazil HNW
Investors Understanding HNW investors and wealth
management strategies.
8
About JSB Market Research
JSBMarketResearch.Com is an online repository of
an extensive collection of market research
reports available online. This online portal
contains high quality reports with
well-researched and high quality content on a
wide range of industries. These market research
reports help us give a detailed insight into new
opportunities in the industry, prevailing market
trends, competitor analysis and future
prospects. JSBs reports are developed by the
domain experts and publishers under a closely
observed surveillance of industry specialists in
Online Database. Therefore, the researched data
is well researched, well- organized and matching
up to the best standards in the industry. Also
JSBs database consists of detailed insights of
the leading players in the global market,
products and trends also find latest updates on
global conference events.
9
To Know More
2016 Market News on Brazil Understanding HNW
investors and wealth management
strategies Contact Details JSB Market
Research Phone 91 - 998 729 5242 Email
- enquiry_at_jsbmarketresearch.com Website http//ww
w.jsbmarketresearch.com
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