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Sector Analysis
Insight Report: Business Strategies for Targeting HNWIs and UHNWIs in Latin America
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, drivers of and barriers to the HNWI and UHNWI markets. It also identifies key regulatory issues facing wealth advisors. The report’s 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...
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Track & Monitor
FinTrack, August 2020 – Innovations in Financial Services
Every month, FinTrack showcases the latest innovations from financial services providers around the world. Each innovation is assessed and rated on key criteria, providing you with valuable insight. The provision of financial services is constantly evolving, with new technology having a particularly significant impact. Innovations such as digital delivery, AI, biometrics, and robo-advice are enabling providers around the world to offer new and improved services to customers that will improve the way they manage their finances. The growing availability of...