Spain Future of Wealth & Investment Management:
A Mid-Size European Market

Recently Released!!!
Date Published: July 3, 2023
Summary PowerPoint Deck: 142 Slides
Reference PowerPoint Deck: 778 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 Spain, 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 Spain and compares these findings to those of the United States in order to provide readers with some perspective. Spain has trends parallel to those in the United States, but also some fundamental market differences. This research is part of Tiburon's broader coverage of Spain & Portugal and its even broader coverage of Europe.

This research addresses the key historical phases of Spain, including:
  • Early Phase
  • Maturation Phase
  • European Union
  • Civil Unrest
This research defines the core financial services businesses within Spain, including:
  • Retail Banks
  • Insurance Companies
  • Brokerage Firms
  • Investment Management Firms
And this research makes several predictions for Spain, including:
  • Moderate Market Growth
  • Continued Dominance of Retail Banks
  • Growth of Full-Service & Discount Brokerage Firms
  • Emergence of Independent Advisors
  • Increased Mergers & Acquisitions Opportunities

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