Middle East Future of Wealth & Investment Management:
An Emerging World Region

Recently Released!!!
Date Published: July 5, 2023
Summary PowerPoint Deck: 113 Slides
Reference PowerPoint Deck: 614 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the future of the retail banking, insurance, brokerage, & investment management industries in the Middle East markets, many of which present substantial wealth but also challenges for United States financial services firms, including multiple languages, currencies, & laws. In short, this research defines the future of financial services in the Middle East markets and compares these findings to those of the United States in order to provide readers with some perspective. Many of the Middle East markets have trends parallel to those in the United States, but also many have fundamental market differences. This research is part of Tiburon's coverage of the future of wealth & investment management in Europe, Middle East, & Africa, and its even broader coverage of the international (non-United States) markets.

This research addresses the key historical phases of the Middle East, including:
  • Early Phase
  • Maturation Phase
  • Stumbles Phase
This research addresses distinct markets segments within the Middle East, including:
  • Israel
  • Saudi Arabia
  • Iran
  • Iraq
  • Kuwait
  • Jordan
  • Syria
  • Lebanon
  • Other Middle East Countries
And this research makes several future predictions for the Middle East, including:
  • Substantial Market Growth
  • Continued Dominance of Retail Banks
  • Growth of Full-Service & Discount Brokerage Firms
  • Emergence of Independent Advisors
  • Increased Mergers & Acquisitions Opportunities

Subscribe to this Tiburon Research

Member Access

Tiburon Members and individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Table of Contents

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Media Access

Tiburon Research Subscriptions


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.