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Sizing the Retail Investor Market in the Americas

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1 July 2014
Isabella Fonseca
Ashley Longabaugh

Abstract

In the first of three reports that analyze the retail investor market, Celent addresses four countries across North and Latin America with respect to their overall economic health, regulatory drivers, retail investor market, and wealth management market maturity and sophistication.

In the report Sizing the Retail Investor Market in the Americas, Celent profiles four countries and identifies which countries wealth management solutions providers should focus on in the near term. The countries included in this report are Brazil, Chile, Mexico, and the United States.

This report aims to provide firms with an understanding of the retail investor landscape across the Americas. Additionally, firms that provide services to a global client base may draw comparisons between the retail trading markets domestically and internationally. Finally, this report will encourage firms to assess their strategic plans with a further understanding of the products and services offered to retail investors in the Americas.

“Overall, Brazil, Chile, Mexico, and the US present a good opportunity for wealth managers and service providers who target the retail investor market. However, firms should consider each country individually and consider local partner opportunities to maximize their entry opportunities,” says Isabella Fonseca, Research Director of Celent’s Wealth Management group and coauthor of the report.

Retail investors across the Americas are a significantly diverse group due to several factors such as their country’s overall economic standing, sophistication of domestic financial markets, access to investment products and education, investment knowledge expertise and experience, and cultural tendencies towards financial markets. Additionally, factors such as investor confidence and regulatory reform in the aftermath of the financial crisis contribute to the size and characteristics of each of the retail investor markets.

“The degree to which individuals’ assets were affected by the financial crisis varies by country; however, as a whole, investors continue to seek recovery of their financial losses from the crisis and will continue to do so as the global economy continues to improve,” says Ashley Globerman, Analyst with Celent’s Wealth Management Group and coauthor of the report. “Overall, there has been balanced growth across customer segments.”

The other reports in this series are Sizing the European Retail Investor Market and Sizing the Asian Retail Investor Market.

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