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Business Strategies for Targeting Latin America HNWIs and UHNWIs

​Insight Report: Business Strategies for Targeting HNWIs and UHNWIs in Latin America is a new market research publication announced by Reportstack. Latin America has one of the world’s fastest-growing HNWI populations. The combined HNWI population in Brazil, Mexico, Chile, Colombia and Argentina is more than double that of the GCC countries of the UAE, Saudi Arabia, Kuwait, Qatar, Oman and Bahrain. In 2014, there were around 186,000 HNWIs in the GCC countries, while the Latin American countries listed housed 463,000 HNWIs. This represents significant opportunities for private banks and wealth managers to offer both onshore and offshore investments services.Regulatory disparities also create complexities in private banking and wealth management in Latin America. It is therefore important for private banks and wealth managers to recognize the ‘new wave’ of private banking and wealth management in Latin America. This report provides an in-depth market analysis and strategies for targeting HNWIs and UHNWIs in the region.

Scope
The report covers the following areas:

  • Attitudes of Wealth Managers and Private Banks to Targeting Latin American HNWIs and UHNWIs
  • Market Snapshot of the Latin American HNWI and UHNWI Markets covering Brazil, Mexico, Chile, Colombia and Argentina
  • Business Strategies for Targeting HNWIs and UHNWIs in Latin America

  • To access full report with TOC, please visit ​Insight Report: Business Strategies for Targeting HNWIs and UHNWIs in Latin America.

    Reasons to Buy
    • Understand the needs of Latin American HNWIs and UHNWIs, their demographic trends and key regulatory issues facing wealth advisors.

  • Be informed about drivers, barriers and key financial products and services offerings in Brazil, Mexico, Argentina, Colombia and Chile and address each trend accordingly.
  • Be aware of the attitudes of private banks and wealth managers towards future outlook of Latin American Wealth Management Market.
  • Build robust business strategies with respect to expansion strategy, client strategy and marketing strategy to target Latin American HNWIs and UHNWIs more effectively.
  • Key Highlights
    • HNWI population in Latin America including Brazil, Mexico, Chile, Colombia and Argentina grew by a CARG of 1.4% from 438,753 individuals in 2010 to 463,143 individuals in 2014; and is projected to grow by a CAGR of 3.2% to exceed 530,000 by 2019.

  • Chile’s HNWI population is one of the fastest growing in the region, recording a forecast compound annual growth rate (CAGR) of 4.8% between 2015 and 2019.
  • Real estate and bonds are popular investment options for Latin American HNWIs and UHNWIs.
  • Both single- and multi-family offices are likely to grow in Latin America while online investment platforms are still emerging.
  • Private banks and wealth managers increasingly use event sponsorship to raise brand awareness

  • Companies Mentioned

    Banamex BBVA Bancomer Banco de Crédito e Inversiones BancoPenta Banco Santander Banco Bradesco Itau Unibanco ESP Properties HSBC Deutsche Bank WE Family Offices JP Morgan Chase & Co. ABN Amro Forbes Transparency international RBC Barclays Credit Suisse Banco Azteca Banco Monex Banorte Grupo Financiero Multiva Banco Safra First National Santa Fe BancoItau Argentina BBVA Banco Frances Black Rock Vanguard Group Franklin Templeton Aberdeen Asset Management Investec Banco de Crédito e Inversiones Banco de Chile Banco Santander Chile Banco CorpBanca Banco de Bogotá Popular Banca Privada Banco de Bogotá Colombian Central Bank Grupo Bancolombia UBS BTG Pactual Citibank Turim Family Office and Investment Management Pivos Capital Consenso Promecap Bancredito Private Banking Avante Financial Group Morning View Partners Lugen Family Office Drake Family Office Picton Advisors Verax Wealth management Financial Times Banco CR2 Julius Baer GPS Investimentos Financeiro Sumitomo Mitsui Banking Corporation Financiera de Desarollo Nacional S.A BSI AS Claro SA Grupo Financiero Inbursa SAB Banco Standard de Investimentos Banco Indusval SA Banco Intercap SA Munita Cruzat & Claro SA The Starr Group Dazhong Insurance Co.Ltd Atralpo S.L Kranos Capital Liberty Seguros Argentina Standard Chartered American Express

    Contact:

    Debora White

    Manager - Marketing

    debora@reportstack.com

    Ph: +1-888-789-6604

    Reportstack Market Research

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