How Wealth Management Is Reshaping Latin America

How Wealth Management Is Reshaping Latin America

Key Trends Point to Sector Flowering within Five Years
Wealth Management in Latin America
Colombian authorities have taken meaningful steps to encourage innovation and technology in financial markets. (Canva)

How Wealth Management Is Reshaping Latin America

1170 658 Paz Gómez

Wealth management has become a blossoming industry in Latin America thanks to technological, demographic, and economic trends converging towards a lucrative future. A recent report from PricewaterhouseCoopers (PwC) argues the effects from the region’s recent political and trade tensions will subside after 2020, with Assets Under Management (AUM) more than doubling by 2025.

Backgrounder’s Content

  1. What are the status and trajectory of Latin America’s wealth-management industry?
  2. Are Latin-American governments meeting wealth-manager expectations?
  3. How did Colombia and Peru foster promising wealth-management markets?
  4. What are Latin America’s key strengths and weaknesses for this industry?
  5. Is the region taking advantage of emerging trends such as ESG investing?

Previous Coverage

Chile Aims to Become Regional Financial Hub,” by Paz Gómez.
Brazil’s Pension Reform: A Herculean Task,” by Maurício Bento.
Ecuador: Violent Strikes Reveal Democracy on the Brink,” by Paz Gómez.

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Paz Gómez

Paz Gómez

Paz Gómez is the Econ Americas policy analyst. She is cofounder and academic coordinator of Libre Razón, a liberal think tank in Quito, Ecuador. She holds a bachelor's degree in international relations and political science from San Francisco University of Quito. Follow @PazenLibertad.

All stories by:Paz Gómez
Paz Gómez

Paz Gómez

Paz Gómez is the Econ Americas policy analyst. She is cofounder and academic coordinator of Libre Razón, a liberal think tank in Quito, Ecuador. She holds a bachelor's degree in international relations and political science from San Francisco University of Quito. Follow @PazenLibertad.

All stories by:Paz Gómez