Report

Latin American Distribution Dynamics 2025

Cross-Border Asset-Gathering Strategies Amid Shifts in Retail and Institutional Demand

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

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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

Boston HQ +1 617.437.0084

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.

A Note from the Author

Identify Addressable Assets in the Latin America Market

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 Latin American retail distribution landscape for global asset managers has evolved considerably over the last decade, especially in terms of geographical location of advisor-client relationships, the exit of global private banks and broker/dealers from Latin American capitals, and the incursion of Latin-based firms into the U.S. Offshore market. Our latest research addresses:

  • How the high-yield environment has affected asset gathering in the region
  • How regulation has loosened sufficiently to allow for cross-border distribution to retail clients
  • How distribution partnerships beyond onshore banks are paving the way for retail-investor access to cross-border products

Learn more by accessing The Cerulli Report—Latin America Distribution Dynamics 2025. With unmatched quantitative coverage of the Latin American asset management market, this report provides strategic insights and guidance for global fund managers with a foothold in the region, as well as those exploring new distribution opportunities.

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