Recently Released!!!
Date Published: December 29, 2019
Summary PowerPoint Deck: 68 Slides
Reference PowerPoint Deck: 751 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 Portugal, which presents substantial wealth but also challenges for United States financial services firms, including multiple languages & laws. In short, this research defines the future of financial services in Portugal and compares these findings to those of the United States in order to provide readers with some perspective. Portugal has trends parallel to those in the United States, but also some fundamental market differences. This research is part of Tiburon's coverage of Spain & Portugal and its even broader coverage of Europe.

This research addresses the key historical phases of Portugal, including:

• Early Phase
• Maturation Phase
• European Union
• Civil Unrest

This research defines distinct markets segments within Portugal, including:

• Retail Banks
• Insurance Companies
• Brokerage Firms
• Investment Management

And this research makes several predictions for Portugal, including:

• Continued Dominance of Retail Banks
• Growth of Full-Services & Discount Brokerage Firms
• Emergence of Independent Advisors
• Increased Mergers & Acquisitions Opportunities