Prospective scenarios for offshore private banking firms serving Brazilians in 2040
Ano de defesa: | 2020 |
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Autor(a) principal: | |
Orientador(a): | |
Banca de defesa: | |
Tipo de documento: | Dissertação |
Tipo de acesso: | Acesso aberto |
Idioma: | eng |
Instituição de defesa: |
Não Informado pela instituição
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Programa de Pós-Graduação: |
Não Informado pela instituição
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Departamento: |
Não Informado pela instituição
|
País: |
Não Informado pela instituição
|
Palavras-chave em Português: | |
Palavras-chave em Inglês: | |
Link de acesso: | https://hdl.handle.net/10438/29961 |
Resumo: | The offshore Private banking industry for Brazilians has long been dominated by the traditional large international firms. However, recently large Brazilian banks and other independent firms entered this market as well, with the competition increasing in the past few years. Given the uncertainty of the business environment, this work’s objective is to explore potential future scenarios for the offshore Private Banking industry serving Brazilian individuals. In order to address this objective, the research employs the Prospective Scenarios approach, including a Delphi panel with industry’s experts, reaching key issues, predetermined elements and diving forces within the industry. After two rounds of interviews, the research arrives at a consensus among the participants regarding two driving forces for the Offshore Private Banking Industry: Regulation and the Educational challenge. Using these two driving forces, the work builds four prospective scenarios for 2040: The Sky is the limit; Swimming against the Tide; The Dark Ages; and Too much openness misses the optimal point. Despite not being a prediction of the future, the research concludes that PB firms should closely monitor the main regulations that can impact their business, to help them navigate through the Brazilian and offshore investments regulatory frameworks. In addition, in order for the business to reach its full potential, the offshore PB firms should invest in educating potential investors in Brazil, especially the rising affluent segment and the millennials demographic group, leveraging all the technological resources at the PB firms’ disposal. |
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Sousa, Daniel Pedrosa de AlbuquerqueEscolas::EAESPCarneiro, JorgeDe Carvalho, Daniel EstimaMassari, ClaudioSarfati, Gilberto2020-12-28T18:42:47Z2020-12-28T18:42:47Z2020-12-03https://hdl.handle.net/10438/29961The offshore Private banking industry for Brazilians has long been dominated by the traditional large international firms. However, recently large Brazilian banks and other independent firms entered this market as well, with the competition increasing in the past few years. Given the uncertainty of the business environment, this work’s objective is to explore potential future scenarios for the offshore Private Banking industry serving Brazilian individuals. In order to address this objective, the research employs the Prospective Scenarios approach, including a Delphi panel with industry’s experts, reaching key issues, predetermined elements and diving forces within the industry. After two rounds of interviews, the research arrives at a consensus among the participants regarding two driving forces for the Offshore Private Banking Industry: Regulation and the Educational challenge. Using these two driving forces, the work builds four prospective scenarios for 2040: The Sky is the limit; Swimming against the Tide; The Dark Ages; and Too much openness misses the optimal point. Despite not being a prediction of the future, the research concludes that PB firms should closely monitor the main regulations that can impact their business, to help them navigate through the Brazilian and offshore investments regulatory frameworks. In addition, in order for the business to reach its full potential, the offshore PB firms should invest in educating potential investors in Brazil, especially the rising affluent segment and the millennials demographic group, leveraging all the technological resources at the PB firms’ disposal.O setor de Private Banking offshore há muito é dominado pelas tradicionais grandes empresas internacionais. No entanto, recentemente grandes grupos financeiros brasileiros e outras firmas independentes também entraram nesse mercado, com a concorrência aumentando nos últimos anos. Dada a incerteza do ambiente de negócios, o objetivo deste trabalho é explorar potenciais cenários futuros para a indústria de Private Banking offshore para indivíduos brasileiros. Para atender a esse objetivo, a pesquisa emprega o método de cenários prospectivos junto um painel Delphi com especialistas da indústria, alcançando questões-chave, elementos pré-determinados e forças motrizes dentro da indústria. Após duas rodadas de entrevistas, a pesquisa chega a um consenso entre os participantes a respeito de duas forças motrizes para o setor de Private Banking offshore: a regulação e o desafio educacional. Usando essas duas forças motrizes, o trabalho constrói quatro cenários prospectivos para 2040: O céu é o limite; Nadando contra a maré; A Idade das Trevas; e Muita abertura perde-se o ponto ideal. Apesar de não ser uma previsão do futuro, a pesquisa conclui que as empresas de PB devem monitorar de perto as principais regulamentações que podem impactar seus negócios, para ajudá-las a navegar pelos marcos regulatórios, seja no Brasil ou offshore. Além disso, para que o negócio alcance todo o seu potencial, as firmas de PB offshore devem investir na educação de potenciais investidores no Brasil, especialmente o crescente segmento afluente e o grupo demográfico dos millenials, tirando proveito de todos os recursos tecnológicos à disposição das firmas de PB.engPrivate BankingOffshoreSecurities DistributionTechnologyEducationCenáriosDistribuição de títulosTecnologiaEducaçãoAdministração de empresasBancos estrangeirosInstituições financeiras - BrasilTítulos (Finanças)TecnologiaEducaçãoProspective scenarios for offshore private banking firms serving Brazilians in 2040info:eu-repo/semantics/publishedVersioninfo:eu-repo/semantics/masterThesisinfo:eu-repo/semantics/openAccessreponame:Repositório Institucional do FGV (FGV Repositório Digital)instname:Fundação Getulio Vargas (FGV)instacron:FGVTEXTMPA - Daniel Pedrosa de Albuquerque Sousa_2020.pdf.txtMPA - Daniel Pedrosa de Albuquerque Sousa_2020.pdf.txtExtracted 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|
dc.title.eng.fl_str_mv |
Prospective scenarios for offshore private banking firms serving Brazilians in 2040 |
title |
Prospective scenarios for offshore private banking firms serving Brazilians in 2040 |
spellingShingle |
Prospective scenarios for offshore private banking firms serving Brazilians in 2040 Sousa, Daniel Pedrosa de Albuquerque Private Banking Offshore Securities Distribution Technology Education Cenários Distribuição de títulos Tecnologia Educação Administração de empresas Bancos estrangeiros Instituições financeiras - Brasil Títulos (Finanças) Tecnologia Educação |
title_short |
Prospective scenarios for offshore private banking firms serving Brazilians in 2040 |
title_full |
Prospective scenarios for offshore private banking firms serving Brazilians in 2040 |
title_fullStr |
Prospective scenarios for offshore private banking firms serving Brazilians in 2040 |
title_full_unstemmed |
Prospective scenarios for offshore private banking firms serving Brazilians in 2040 |
title_sort |
Prospective scenarios for offshore private banking firms serving Brazilians in 2040 |
author |
Sousa, Daniel Pedrosa de Albuquerque |
author_facet |
Sousa, Daniel Pedrosa de Albuquerque |
author_role |
author |
dc.contributor.unidadefgv.por.fl_str_mv |
Escolas::EAESP |
dc.contributor.member.none.fl_str_mv |
Carneiro, Jorge De Carvalho, Daniel Estima Massari, Claudio |
dc.contributor.author.fl_str_mv |
Sousa, Daniel Pedrosa de Albuquerque |
dc.contributor.advisor1.fl_str_mv |
Sarfati, Gilberto |
contributor_str_mv |
Sarfati, Gilberto |
dc.subject.eng.fl_str_mv |
Private Banking Offshore Securities Distribution Technology Education |
topic |
Private Banking Offshore Securities Distribution Technology Education Cenários Distribuição de títulos Tecnologia Educação Administração de empresas Bancos estrangeiros Instituições financeiras - Brasil Títulos (Finanças) Tecnologia Educação |
dc.subject.por.fl_str_mv |
Cenários Distribuição de títulos Tecnologia Educação |
dc.subject.area.por.fl_str_mv |
Administração de empresas |
dc.subject.bibliodata.por.fl_str_mv |
Bancos estrangeiros Instituições financeiras - Brasil Títulos (Finanças) Tecnologia Educação |
description |
The offshore Private banking industry for Brazilians has long been dominated by the traditional large international firms. However, recently large Brazilian banks and other independent firms entered this market as well, with the competition increasing in the past few years. Given the uncertainty of the business environment, this work’s objective is to explore potential future scenarios for the offshore Private Banking industry serving Brazilian individuals. In order to address this objective, the research employs the Prospective Scenarios approach, including a Delphi panel with industry’s experts, reaching key issues, predetermined elements and diving forces within the industry. After two rounds of interviews, the research arrives at a consensus among the participants regarding two driving forces for the Offshore Private Banking Industry: Regulation and the Educational challenge. Using these two driving forces, the work builds four prospective scenarios for 2040: The Sky is the limit; Swimming against the Tide; The Dark Ages; and Too much openness misses the optimal point. Despite not being a prediction of the future, the research concludes that PB firms should closely monitor the main regulations that can impact their business, to help them navigate through the Brazilian and offshore investments regulatory frameworks. In addition, in order for the business to reach its full potential, the offshore PB firms should invest in educating potential investors in Brazil, especially the rising affluent segment and the millennials demographic group, leveraging all the technological resources at the PB firms’ disposal. |
publishDate |
2020 |
dc.date.accessioned.fl_str_mv |
2020-12-28T18:42:47Z |
dc.date.available.fl_str_mv |
2020-12-28T18:42:47Z |
dc.date.issued.fl_str_mv |
2020-12-03 |
dc.type.status.fl_str_mv |
info:eu-repo/semantics/publishedVersion |
dc.type.driver.fl_str_mv |
info:eu-repo/semantics/masterThesis |
format |
masterThesis |
status_str |
publishedVersion |
dc.identifier.uri.fl_str_mv |
https://hdl.handle.net/10438/29961 |
url |
https://hdl.handle.net/10438/29961 |
dc.language.iso.fl_str_mv |
eng |
language |
eng |
dc.rights.driver.fl_str_mv |
info:eu-repo/semantics/openAccess |
eu_rights_str_mv |
openAccess |
dc.source.none.fl_str_mv |
reponame:Repositório Institucional do FGV (FGV Repositório Digital) instname:Fundação Getulio Vargas (FGV) instacron:FGV |
instname_str |
Fundação Getulio Vargas (FGV) |
instacron_str |
FGV |
institution |
FGV |
reponame_str |
Repositório Institucional do FGV (FGV Repositório Digital) |
collection |
Repositório Institucional do FGV (FGV Repositório Digital) |
bitstream.url.fl_str_mv |
https://repositorio.fgv.br/bitstreams/f3a28a01-ff7d-489b-87bd-d5acceb0207f/download https://repositorio.fgv.br/bitstreams/849992b0-5f98-45fe-bcf0-c7b4420feaa2/download https://repositorio.fgv.br/bitstreams/9a6440b8-4bb7-479e-a9d0-25b5ceaeb5fe/download https://repositorio.fgv.br/bitstreams/36a63111-7ee0-4fb6-a70a-4dd001dc76ed/download |
bitstream.checksum.fl_str_mv |
1ef5a4ba3278eb37242d8c6c780f7ac1 e118ca01bba468a51954a7c6902862cf 0d58b904bed12a9692eab72fbf1c53f6 dfb340242cced38a6cca06c627998fa1 |
bitstream.checksumAlgorithm.fl_str_mv |
MD5 MD5 MD5 MD5 |
repository.name.fl_str_mv |
Repositório Institucional do FGV (FGV Repositório Digital) - Fundação Getulio Vargas (FGV) |
repository.mail.fl_str_mv |
|
_version_ |
1799582929906565120 |