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December 14, 2021

Merchant Investment picks minority stake in Brainvest Wealth Management

By Verdict Staff

Merchant Investment Management has made a long-term, minority stake investment in $3bn multi-shore firm Brainvest Wealth Management.

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Analyze opportunies within the wealth management market in APAC

GlobalData’s ‘Asia-Pacific Wealth Management: Market Sizing and Opportunities to 2026’ report provides a comprehensive overview of the Asia-Pacific (APAC) wealth management market.
  • The report analyzes the APAC wealth and retail savings and investments markets. This includes affluent market size, both by number of individuals and the value of their liquid assets.
  • The affluent population grew by 5.3% in 2021 and is expected to grow at an AAGR of 4.8% between 2022 and 2026.
  • The value of liquid assets held by the affluent segment surged by 8.4% in 2021, backed by economic recovery. HNW individuals’ financial wealth grew by 12%, while mass affluent individuals’ wealth grew by 6.0%.
  • The report provides an analysis of factors driving liquid asset growth. It is also split into asset classes - equities, mutual funds, deposits, and bonds.
  • The affluent population are more risk-tolerant and invest a significant proportion of their investments in risky assets such as equities, compared to emerging affluent and mass market individuals.
The report also provides data and insights on the size of offshore holding of HNW investors in the APAC region.
by GlobalData
Enter your details here to receive your free Report.

The size of the investment has not been disclosed.

The move forms part of Merchant’s effort to accelerate strategic opportunities across the US, in Latin America, Europe and Asia.

Founded in 2003, Brainvest offers wealth planning services and alternative investment solutions to complex, international families and entrepreneurs.

The firm provides institutional solutions for private clients from its offices in Miami, Geneva, Zurich, São Paulo, and Rio de Janeiro.

In addition to liquid and illiquid wealth offering, it also extends trust services for estate and family succession planning work.

As agreed, Merchant will extend its capabilities into the local markets of Brainvest to support its international expansion.

The strategic partnership comes as Brainvest looks to expand its reach and strengthen its sourcing and underwriting alternative opportunities, including private equity, private debt, hedge funds, venture capital, and real estate.

Brainvest founding partner Dany Roizman said: “The DNA of Merchant fits very well with our team – their experience, overall approach to client engagement, and understanding of sophisticated alternative investments rings true with how we’ve built our firm.

“Their support will be invaluable as Brainvest establishes itself as an attractive, independent destination for bankers and wealth managers.”

Brainvest CEO Fernando Gelman said: “The Merchant partnership will benefit our clients and stakeholders giving unparalleled access into the US market.

“Brainvest will have access to Merchant’s ecosystem of investment opportunities and be a primary destination for the most talented financial advisors while maintaining our independence.”

Merchant managing partner Tim Bello said: “We’ve always wanted to see Merchant touch down in Latin America and Europe. And now with our new family members at Brainvest, we’ve gotten there.

“This has been hard work given the distance, but with that the two management teams have become close friends and see the opportunity to become a real force together.”

Free Report
img

Analyze opportunies within the wealth management market in APAC

GlobalData’s ‘Asia-Pacific Wealth Management: Market Sizing and Opportunities to 2026’ report provides a comprehensive overview of the Asia-Pacific (APAC) wealth management market.
  • The report analyzes the APAC wealth and retail savings and investments markets. This includes affluent market size, both by number of individuals and the value of their liquid assets.
  • The affluent population grew by 5.3% in 2021 and is expected to grow at an AAGR of 4.8% between 2022 and 2026.
  • The value of liquid assets held by the affluent segment surged by 8.4% in 2021, backed by economic recovery. HNW individuals’ financial wealth grew by 12%, while mass affluent individuals’ wealth grew by 6.0%.
  • The report provides an analysis of factors driving liquid asset growth. It is also split into asset classes - equities, mutual funds, deposits, and bonds.
  • The affluent population are more risk-tolerant and invest a significant proportion of their investments in risky assets such as equities, compared to emerging affluent and mass market individuals.
The report also provides data and insights on the size of offshore holding of HNW investors in the APAC region.
by GlobalData
Enter your details here to receive your free Report.

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