Estonia Future of Wealth & Investment Management:
An Eastern European Country

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Date Published: July 3, 2023
Summary PowerPoint Deck: 175 Slides
Reference PowerPoint Deck: 1,015 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the future of retail banking, insurance, brokerage, & investment management in Estonia, which presents substantial wealth but also challenges for United States financial services firms, including a different language, currency, & laws. In short, this research defines the future of financial services in Estonia and compares these findings to those of the United States in order to provide readers with some perspective. Estonia has trends parallel to those in the United States, but also some fundamental market differences. This research is part of Tiburon's coverage of the future of wealth & investment management in Europe.

This research addresses the key historical phases of Estonia, including:
  • Early Phase
  • Maturation Phase
  • Stumbles Phase
This research defines distinct markets segments within Estonia, including:
  • Retail Banks
  • Insurance Companies
  • Brokerage Firms
  • Investment Management Firms
And this research makes several future predictions for Estonia, including:
  • Moderate Market Growth
  • Continued Dominance of Retail Banks
  • Growth of Full-Services & Discount Brokerage Firms
  • Emergence of Independent Advisors
  • Increased Mergers & Acquisitions Opportunities


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