insight report business strategies for targeting hnwis

4
1 Insight Report: Business Strategies for Targeting HNWIs and UHNWIs in Latin America Now Available at iData Insights This report provides insights into Latin American wealth management market. It firstly looks at the market size of HNWIs and UHNWIs in Latin America, alongside demographic trends, and drivers of, and barriers to, the HNWI and UHNWI markets. It also identifies key regulatory issues facing wealth advisors. The reports main chapter examines financial product and service offerings in Latin America, highlights the role of family offices, and outlines business strategies for targeting HNWIs and UHNWIs, such as expansion, client and marketing strategies. The reports review period is 20102014, and the forecast period is 20152019. It uses WealthInsights proprietary HNWI database comprising over 120,000 individuals. Browse Complete Report with TOC @ http://www.idatainsights.com/reports-landing- page.php?id=174286/insight-report-business-strategies-for-targeting-hnwis-and-uhnwis-in-latin- america To Get Sample Copy of Report visit http://www.idatainsights.com/reports-landing- page.php?id=174286/insight-report-business-strategies-for-targeting-hnwis-and-uhnwis-in-latin- america Table of Contents 1 Introduction 1.1 What is this Report About? 1.2 Definitions and Scope 2 Attitudes of Wealth Managers and Private Banks to Targeting HNWIs and UHNWIs in Latin America 2.1 Key Insights into Latin American HNWI and UHNWI Investment Behavior 2.2 Economic Outlook of the Latin American Wealth Management Market 3 Snapshot of Latin American HNWI and UHNWI Markets 3.1 A Comparison of Business Strategies for Targeting HNWIs and UHNWIs in Latin America 3.2 Latin Americas HNWI and UHNWI Market Sizes and Key Market Trends 3.3 HNWI and UHNWI Demographic Trends 3.4 Drivers and Barriers of the HNWI and UHNWI Markets

Upload: idata-insights

Post on 25-Jul-2016

215 views

Category:

Documents


1 download

DESCRIPTION

This report provides insights into Latin American wealth management market. It firstly looks at the market size of HNWIs and UHNWIs in Latin America, alongside demographic trends, and drivers of, and barriers to, the HNWI and UHNWI markets. It also identifies key regulatory issues facing wealth advisors. The reports main chapter examines financial product and service offerings in Latin America, highlights the role of family offices, and outlines business strategies for targeting HNWIs and UHNWIs, such as expansion, client and marketing strategies. The reports review period is 20102014, and the forecast period is 20152019. It uses WealthInsights proprietary HNWI database comprising over 120,000 individuals. Browse Complete Report with TOC @ http://www.idatainsights.com/reports-landing-page.php?id=174286/insight-report-business-strategies-for-targeting-hnwis-and-uhnwis-in-latin-america To Get Sample Copy of Report visit http://www.idatainsights.com/reports-landing-page.php?id=174286/insi

TRANSCRIPT

Page 1: Insight report business strategies for targeting hnwis

1

Insight Report: Business Strategies for Targeting HNWIs

and UHNWIs in Latin America Now Available at iData

Insights

This report provides insights into Latin American wealth management market. It firstly looks at the

market size of HNWIs and UHNWIs in Latin America, alongside demographic trends, and drivers of, and

barriers to, the HNWI and UHNWI markets. It also identifies key regulatory issues facing wealth advisors.

The reports main chapter examines financial product and service offerings in Latin America, highlights

the role of family offices, and outlines business strategies for targeting HNWIs and UHNWIs, such as

expansion, client and marketing strategies. The reports review period is 20102014, and the forecast

period is 20152019. It uses WealthInsights proprietary HNWI database comprising over 120,000

individuals.

Browse Complete Report with TOC @ http://www.idatainsights.com/reports-landing-

page.php?id=174286/insight-report-business-strategies-for-targeting-hnwis-and-uhnwis-in-latin-

america

To Get Sample Copy of Report visit http://www.idatainsights.com/reports-landing-

page.php?id=174286/insight-report-business-strategies-for-targeting-hnwis-and-uhnwis-in-latin-

america

Table of Contents

1 Introduction

1.1 What is this Report About?

1.2 Definitions and Scope

2 Attitudes of Wealth Managers and Private Banks to Targeting HNWIs and UHNWIs in Latin America

2.1 Key Insights into Latin American HNWI and UHNWI Investment Behavior

2.2 Economic Outlook of the Latin American Wealth Management Market

3 Snapshot of Latin American HNWI and UHNWI Markets

3.1 A Comparison of Business Strategies for Targeting HNWIs and UHNWIs in Latin America

3.2 Latin Americas HNWI and UHNWI Market Sizes and Key Market Trends

3.3 HNWI and UHNWI Demographic Trends

3.4 Drivers and Barriers of the HNWI and UHNWI Markets

Page 2: Insight report business strategies for targeting hnwis

2

3.4.1 Drivers

3.4.2 Barriers

3.5 The Regulatory Landscape

4 Latin American Markets: Mexico, Brazil, Argentina, Chile and Columbia

4.1 Financial Product and Service Offerings

4.1.1 Brazil

4.1.2 Mexico

4.1.3 Chile

4.1.4 Colombia

4.1.5 Argentina

4.2 The Role of Family Offices: Managing HNWI and UHNWI Wealth

4.3 Business Strategies for Targeting HNWIs and UHNWIs

4.3.1 Expansion strategy

4.3.2 Client strategy

4.3.3 Marketing strategy

5 About WealthInsight" width="80" height="40" />TABLE OF CONTENTS

Executive Summary

1 Introduction

1.1 What is this Report About?

1.2 Definitions and Scope

2 Attitudes of Wealth Managers and Private Banks to Targeting HNWIs and UHNWIs in Latin America

2.1 Key Insights into Latin American HNWI and UHNWI Investment Behavior

2.2 Economic Outlook of the Latin American Wealth Management Market

Page 3: Insight report business strategies for targeting hnwis

3

3 Snapshot of Latin American HNWI and UHNWI Markets

3.1 A Comparison of Business Strategies for Targeting HNWIs and UHNWIs in Latin America

3.2 Latin Americas HNWI and UHNWI Market Sizes and Key Market Trends

3.3 HNWI and UHNWI Demographic Trends

3.4 Drivers and Barriers of the HNWI and UHNWI Markets

3.4.1 Drivers

3.4.2 Barriers

3.5 The Regulatory Landscape

4 Latin American Markets: Mexico, Brazil, Argentina, Chile and Columbia

4.1 Financial Product and Service Offerings

4.1.1 Brazil

4.1.2 Mexico

4.1.3 Chile

4.1.4 Colombia

4.1.5 Argentina

4.2 The Role of Family Offices: Managing HNWI and UHNWI Wealth

4.3 Business Strategies for Targeting HNWIs and UHNWIs

4.3.1 Expansion strategy

4.3.2 Client strategy

4.3.3 Marketing strategy

Read More http://www.idatainsights.com/reports-landing-page.php?id=174286/insight-report-

business-strategies-for-targeting-hnwis-and-uhnwis-in-latin-america

About Us:

iData Insights which operates under Precision Research and Consulting Private Limited is a leading

market research information aggregator and marketing research consulting firm. We conduct both

primary and secondary research. Our work does not end with research it is also involved in distributing

Page 4: Insight report business strategies for targeting hnwis

4

reports for different companies . We provide actionable recommendations and provide our expertise for

business success today and tomorrow. It is our goal to be a partner to our clients in the exploration and

discovery, and then be their guide in the implementation of changes that will make a difference to their

bottom line.

ContactUs: iData Insights Tel: 1-866-237-2965 Web: http://www.idatainsights.com Email: [email protected] About iData Insights

We work around the clock until our clients are completely satisfied with their promised results. It is our

mission to provide timely services coupled with acute client care to create a long-lasting relationship

with you. We deliver on our promise to provide results that are essential to the success of your

company. We believe that by doing so, we will earn the trust of our clients for future project.