BUENOS AIRES-based Capricorn Research Group (CapRG) has released the only report analyzing ultra-high net worth individuals (UHNWIs) in Latin America. Taking into consideration the current state of global economic affairs, Latin America has remained markedly resilient and is poised to rebound faster and stronger than in the past due to a burgeoning middle-class, significant intercontinental trade, and most significantly, adaptive governments and preventative safeguards enacted after previous economic crises.
The Capricorn Research Group takes an in-depth look at the UHNWI market itself, from which it derives a unique understanding of the current wealth management industry in Latam. CapRG approaches the topic by examining not only the fundamentals of the market, but looks beyond to the individuals themselves and their ways of life. The report examines current investment trends, as well as more specialized sectors in today’s UHNW portfolio including investing in renewable technologies, international real estate, charitable giving and philanthropy.
Panama, Peru, and Chile Rank as Best Investment Destinations
CapRG has developed two proprietary Latin American Investment Indices measuring the return and risks of Latam nations. The CapRG Return Index ranks Peru, Panama, and Chile as the top three nations with the greatest investment return potential, while Ecuador and Venezuela rounded out the bottom of the list. The CapRG Risk Index ranks Venezuela, Bolivia, and Ecuador as the riskiest nations for investments, while Chile, Mexico, and Peru were the least risky.
Latin America’s UHNWIs Represent Distinctive and Growing Market
Latin America is one of the world’s fastest-growing wealth markets, as well as being home to an affluent class wealthier than other regions of the world. On average high net worth individual in the United States is worth USD 3 million, whereas in Latin America the average is USD 15million. Furthermore, Latin America represents only 4% of the world’s high net worth individuals (those with over USD 1million under management), while it represents 10% of the world’s UHNWIs. As once middle-class families develop long-term wealth, and investor sophistication rises, wealth management clients are demanding expanded investment horizons, and greater returns opening the door for saavy advisors knowledgeable of this client base. CapRG’
About Capricorn Research Group
CapRG is composed of a dynamic research team made up of highly-talented financial researchers, reporters, analysts, and legal professionals from a variety of nationalities and backgrounds. This diversity gives its reports an international and objective perspective highly coveted within a global information industry. As this first-ever report illustrates, Capricorn fills the knowledge gap in Latin America for this kind of highly-coveted information and value-added analyses.
For more information please visit CapRG’s website at http://www.caprg.com. CapRG is also available by e-mail at info@caprg.com or by phone at (202) 905-0378.
