Savings, Wealth and Investment Management in Portugal: challenges and opportunities
Wealth Management studies, typically conducted internationally by Private Bankers or consultants, usually focus on the sub-segments of very high income clients and/or in geographies with strong economic growth or significant demographic potential. It was considered that there was a need to validate and instantiate in the Portuguese reality some of the phenomena that have been identified in recent years as megatrends in the investment management industry.
To learn more about this topic, we invite you to refer to our white paper, which is available exclusively in Portuguese language and authored by Az.R., sponsored by FNZ. In the white paper, we delve into further discussions on the subject.
The current situation and the evolution of the strategic positioning with regard to Portuguese reality
The main priorities and challenges in terms of: customer demand / needs, product, and operations / support technology