Recently Released!!!
Date Published: February 13, 2017
Summary Power Point Deck: 54 Slides
Reference Power Point Deck: 1,022 Slides

The purpose of this research is to provide readers with an initial understanding of the future of the retail banking, insurance, brokerage, & investment management industries in Puerto Rico, which provides geographical proximity but also challenges for United States financial services firms, including a different language, different currency, & different laws. In short, this research defines the future of financial services in Puerto Rico and compares these findings to those of the United States in order to provide readers with some perspective. Puerto Rico has trends parallel to those in the United States, but also many fundamental market differences. This research is part of Tiburon's coverage of the Latin America Markets.

The research starts with an explanation of the market history of Puerto Rico, including these phases:

• Native Indians Phase
• Colonial Phase
• Independence Phase
• Middle Phase
• Colonial Phase

The research summarizes the growth of Puerto Rico, and ranks both the leading sub-markets and the leading financial services firms.

The research addresses the four traditional financial services businesses, including:

• Retail Banking
• Insurance
• Brokerage
• Investment Management

And the research makes several predictions for Puerto Rico, including:

• Highly Pronounced Wealth Divide
• Unique Risks, Including Currency Fluctuations
• Increasing Online Financial Services Potential
• Emergence of Independent Advisors Market
• Increasing Mergers & Acquisitions Opportunities
• Increasing Venture Capital & Private Equity Opportunities