Insight Report:南美的富裕階級 (HNWI) 和超級富豪階級 (UHNWI) 為對象下面商務策略

是 南美 (含巴西、墨西哥、智利、哥倫比亞、阿根廷的) 的富裕階級 (HNWI) 人口，從2010年的438,753人到2014年的463,143人，以1.4%的年複合成長率成長。2019年超過530,000人，預計2015年∼2019年以3.2％的年複合成長率成長。

本報告提供以南美的富裕階級 (HNWI) 和超級富豪階級 (UHNWI) 為對象之商務策略調查分析，資產管理企業和私人銀行的想法，市場概要，南美市場分析，主要的金融商品與服務，理財公司所扮演的角色等相關驗證之系統性資訊。

第1章 簡介

第2章 以南美的HNWI和UHNWI為對象之資產管理企業和私人銀行的想法

• 對投資行動的主要的考察
• 經濟預測

第3章 南美的HNWI和UHNWI市場概要

• 以南美的HNWI和UHNWI為對象之商務策略比較
• 南美的HNWI和UHNWI的市場規模主要的市場趨勢
• HNWI和UHNWI的人口統計趨勢
• HNWI和UHNWI市場推動因素與阻礙
• 主要的法規問題

第4章 南美市場:墨西哥、巴西、阿根廷、智利、哥倫比亞

• 金融商品與服務提供
  • 巴西
  • 墨西哥
  • 智利
  • 哥倫比亞
  • 阿根廷
• 理財公司所扮演的角色:HNWI和UHNWI的資產管理
• 以HNWI和UHNWI為對象之商務策略
  • 擴大策略
  • 客戶策略
  • 行銷策略

第5章 關於 WealthInsight

圖表

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