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Latin America: Ultra-high Net Worth Report

Published by: Capricorn Research Group

Published: Nov. 1, 2008 - 62 Pages


Table of Contents


The Wealth Market in Latin America

Forming a Foundation

Wealth Specific

The Wealth Economy

Latin Appeal

Family Matters

Allocation

Looking Ahead




Latin American Investment Indices

Capricorn Risk Index

Capricorn Return Index




Country Analysis

Brazil

Mexico

Argentina

Chile

Venezuela

Colombia

Peru

Panama

Costa Rica

Ecuador

Bolivia

Uruguay




Wealth Manager Forum

Renato Abissamra Filho with BNC Paribas

Jaime Carvallo with Park Sutton Advisors

George Wachsmann with BAWM Investments




Billionaire Looking Glass: Wealthiest shed light on larger market trends

Staying Close to Home

Mexican Telecommunications, Mining and Manufacturing

Mexican Retail, Finance and Insurance

Mexican Media

Brazilian Retail

Brazilian Beverage and Agriculture

Brazilian Mining Timber and Steel

Brazilian Insurance, Banking and Real Estate

Chilean Mining and Timber

Chilean Transport, Colombian finance, and Argentine Agriculture

Billionaires for the Times

Big Business Problems: Currency and Derivatives

Looking to the Future




Brazil: Latin America’s Largest Wealth Market

Philanthropy in Latin America

Profile of the UHNW Philanthropist

UHNW Philanthropist in General

Brazil Pushing Philanthropy to New Heights

The Role of Foundations

Rise of Philanthrocapitalism

Giving in the Post Crisis Economy




Real Estate Investment in Latin America among UHNW

Brazil

Argentina

Chile

Uruguay

Mexico

Peru




A Look at Onshore/Offshore Investing for UHNWI51

Green Investing

Latin America Embraces the Green Revolution

Governments Playing the Part

Funding Clean Technologies

Brazil Leading by Example

Future is Now

Abstract

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.

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