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Competitive Dynamics In Brazilian Wealth Management

KEY COMPETITORS•The integrated private banks dominate the Brazilian wealth management market

•Key competitors in depth - Bradesco Private Bank

- Lerosa Investimentos

- Santander Private Banking

- Verus Gestão de Patrimônio

 

 

 

APPENDIX

•Definitions - Affluent

- Mass affluent

- High net worth (HNW)

- Liquid assets

 

•Methodology - Overall methodology

 

•Further reading

•Selected bibliography

•Ask the analyst

•Disclaimer

 

 

 

TABLES

•Table: Market participants profiled in this report

•Table: Firms operating "private banking" units follow the universal or investment banking model

•Table: Wealth management activity is led by asset managers and family offices

•Table: Brokerage houses offer a mixture of execution-only and managed services

•Table: Different business models have different regulatory requirements

•Table: Foreign firms have favored local acquisitions over organic growth in Brazil

•Table: Key competitors by business model

•Table: Key facts: Bradesco Private Bank

•Table: Key facts: Lerosa Investimentos

•Table: Key facts: Santander Private Banking

•Table: Key facts: Verus Gestão de Patrimônio

 

 

 

FIGURES

•Figure: Specific business models lead different parts of the Brazilian market

•Figure: The number of private banking professionals with the CFP qualification is rising

•Figure: Remuneration in Brazil is high when compared to other high growth wealth markets

•Figure: Brazilian relationship managers earn a bonus based on profits

•Figure: The central-western and northern regions are a rising opportunity for local and foreign wealth managers

•Figure: Bradesco Private Bank sits within Bradesco's retail unit but benefits from other units as well

•Figure: Bradesco targets both the mass affluent and HNW markets

•Figure: Bradesco as a group is very active in social media but its private bank maintains a low profile

•Figure: Lerosa has diversified from a pure brokerage since its launch in 1967

•Figure: Santander Private Banking sits within the commercial banking unit of Santander Brazil

•Figure: Santander awards affluent customers with exclusive services but there is a large gap between the mass affluent and HNW propositions

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