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Insight Report:ラテンアメリカの富裕層 (HNWI) と超富裕層 (UHNWI) を対象にしたビジネス戦略

Insight Report: Business Strategies for Targeting HNWIs and UHNWIs in Latin America

発行 Wealthinsight 商品コード 350423
出版日 ページ情報 英文 53 Pages
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Insight Report:ラテンアメリカの富裕層 (HNWI) と超富裕層 (UHNWI) を対象にしたビジネス戦略 Insight Report: Business Strategies for Targeting HNWIs and UHNWIs in Latin America
出版日: 2016年01月21日 ページ情報: 英文 53 Pages
概要

ラテンアメリカ (ブラジル、メキシコ、チリ、コロンビア、アルゼンチンを含む) の富裕層 (HNWI) 人口は、2010年の438,753人から2014年には463,143人まで、CAGRで1.4%の成長を遂げました。2019年には530,000人を超え、2015年〜2019年のCAGRで3.2%の成長が予測されています。

当レポートでは、ラテンアメリカの富裕層 (HNWI) と超富裕層 (UHNWI) を対象にしたビジネス戦略について調査分析し、資産管理企業とプライベートバンクの考え方、市場の概要、ラテンアメリカ市場の分析、主な金融商品とサービス提供、ファミリーオフィスの役割などについて検証して、体系的な情報を提供しています。

第1章 イントロダクション

第2章 ラテンアメリカのHNWIとUHNWIを対象にした資産管理企業とプライベートバンクの考え方

  • 投資行動への主な考察
  • 経済的見通し

第3章 ラテンアメリカのHNWIとUHNWI市場の概要

  • ラテンアメリカのHNWIとUHNWIを対象にしたビジネス戦略の比較
  • ラテンアメリカのHNWIとUHNWIの市場規模と主な市場動向
  • HNWIとUHNWIの人口統計動向
  • HNWIとUHNWI市場の促進要因と障壁
  • 主な規制問題

第4章 ラテンアメリカ市場:メキシコ、ブラジル、アルゼンチン、チリ、コロンビア

  • 金融商品とサービス提供
    • ブラジル
    • メキシコ
    • チリ
    • コロンビア
    • アルゼンチン
  • ファミリーオフィスの役割:HNWIとUHNWIの資産管理
  • HNWIとUHNWIを対象にしたビジネス戦略
    • 拡大戦略
    • クライアント戦略
    • マーケティング戦略

第5章 WealthInsightについて

図表

目次
Product Code: WI0021FR

Summary

  • 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.
  • However, macro-economic uncertainties including currency depreciation, recession in Brazil, recent international banks closing regional branches - including HSBC and Deutsche Bank in 2015, slumps in oil and commodity prices, and the Chinese economic slowdown have all to some extent diverted offshore investments to the US, causing banks to adjust services accordingly.
  • 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

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

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

3. Snapshot of Latin American HNWI and UHNWI Markets

  • 3.1. A Comparison of Business Strategies for Targeting HNWIs and UHNWIs in Latin America 13
  • 3.2. Latin America's 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

5. About WealthInsight

LIST OF TABLES

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: Competitive Benchmarking for the Wealth Management Sector in Key Latin American Markets
  • Table 3: Key Parameters for the Wealth Management Sector in Latin America
  • Table 4: Overview of Strategies to Target HNWIs in Latin America
  • Table 5: HNWI Populations in Latin America, 2010-2019
  • Table 6: HNWI Wealth in Latin America (US$ Billion), 2010-2019
  • Table 7: UHNWI Market Size in Latin America, 2010-2019
  • Table 8: UHNWI Wealth in Latin America (US$ Billion), 2010-2019
  • Table 9: Top 10 HNWI Families in Latin America by Wealth (US$ Billion), 2014
  • Table 10: Status of FATCA Agreements of Latin American Countries with the US, October 2015
  • Table 11: Domestic Banks in Brazil and their Main Product and Service Offerings
  • Table 12: Domestic Banks in Mexico and their Main Product and Service Offerings
  • Table 13: Domestic banks in Chile and their Main Product and Service Offerings
  • Table 14: Alternative Investments in Colombia (US$ Billion), 2010-2019
  • Table 15: Domestic banks in Columbia and their Main Product and Service Offerings
  • Table 16: Domestic Banks in Argentina and their Main Product and Service Offerings
  • Table 17: Family Offices in Latin America
  • Table 18: Family Business Share by Country and Contribution to National GDP, 2012
  • Table 19: Key Factors Driving Growth in Multifamily Offices in Latin America
  • Table 20: Major Expansion Deals in Latin America, 2012-2015
  • Table 21: Internet Users in Latin America, 2014
  • Table 22: Key Examples of Event Sponsorship in Latin America

LIST OF FIGURES

  • Figure 1: HNWI and UHNWI Populations, 2014
  • Figure 2: Latin American HNWI Populations by Age Group (%), 2014
  • Figure 3: HNWI Population by Gender, 2014
  • Figure 4: HNWI Population by Wealth Band, 2014
  • Figure 5: HNWI Population by Primary Source of Wealth, 2014
  • Figure 6: Latin American HNWI Populations by Industry Concentration (%), 2014
  • Figure 7: Currency Devaluation in Key Latin American Markets, 2014-2015
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