Report

Latin American Distribution Dynamics 2022

Radical Shifts in Demand Present Challenges for Global Managers

Inform Strategic Expansion

  • Review the revitalization of the offshore wealth management business for Latin American individuals in light of unstable local economies and political upheaval
  • Assess the long-term growth prospects for firms distributing to Latin pension managers
  • Discover distribution approaches to the Brazilian market

$20,000

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Report Latin American Distribution Dynamics 2020 Detail

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Jared F. Baucom

Jared F. Baucom

Managing Director, Global Sales & Marketing

Summary

Gain in-depth analysis on six Latin American countries with the largest addressable asset management markets—Argentina, Brazil, Chile, Colombia, Mexico, and Peru—focusing on the expansion of opportunities for global mutual fund managers and ETF providers seeking to distribute in the Latin American institutional and affluent retail segments.

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A Note from the Author

Demand for U.S. Offshore Assets in Latin America Explodes

Thomas V. Ciampi

Thomas V. Ciampi

Founder and Director of Latin Asset Management

Bio →

Thomas V. Ciampi

Thomas V. Ciampi

Founder and Director of Latin Asset Management

Thomas V. Ciampi is the founder and director of Latin Asset Management, with whom Cerulli Associates has a strategic relationship for coverage of the Latin American asset management marketplace.

Full biography here.

The U.S. offshore market is vibrant due to rise of left-wing populism in Latin America. According to our findings, top-line growth of the mutual fund industries of Argentina, Brazil, Chile, Colombia, Mexico, and Peru, will average 12%, with cross-border exposure growing 15%–18% per year vs. 9%–10% for domestic exposure. By 2026, offshore exposure is projected to hit $333 billion, up from $198 billion at the close of 2021.

As affluent investors respond to policies and social programs that will raise taxes and create fiscal imbalances with their portfolios, they are welcomed by a rising force of financial advisors who advise on offshore portfolios. These advisor teams have made it easy for investors to initiate flows with nearly $65 billion in fund AUM raised via advisor-client relationships in the Mercosur (Uruguay/Argentina/Brazil) and Andean regions (mostly Chile/Peru/Colombia).

Looking out over the horizon, the wealthy will continue to move money outside of Latin America, given the fragile nature of most regional economies and distrust of the new wave of left-leaning governments. Learn more about the opportunity for U.S. offshore funds, regional pension analysis, and distribution opportunities in Brazil with our latest report. In addition to covering these trends, the research provides asset flows, industry sizing, marketshare by client segment, asset class and manager type, and assets gathered by cross-border funds.

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