Wealth Management: Latin America on the Radar
The affluent market has long been the focus of many financial institutions, handled either in a specialized division / department or as a stand-alone boutique business, sometimes with a different brand to target high net worth individuals apart from traditional operations. Whatever the structure, there is a renewed emphasis by banks on ensuring they are seen as clients’ Trusted Advisor, particularly given recent scandals involving investment houses.
In this Strategic Commentary entitled, “Wealth Management: Latin America on the Radar,” Speer & Associates, Inc. addresses the current state of global wealth management for individuals, with a unique focus on opportunities in Latin America.
