Prospective scenarios for offshore private banking firms serving Brazilians in 2040
Autor(a) principal: | |
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Data de Publicação: | 2022 |
Outros Autores: | |
Tipo de documento: | Artigo |
Idioma: | eng |
Título da fonte: | Future Studies Research Journal: Trends and Strategies |
Texto Completo: | https://www.revistafuture.org/FSRJ/article/view/632 |
Resumo: | Objective: This article aims to explore potential future scenarios for the offshore Private Banking industry serving Brazilian individuals, considering the increasing competition. Methods: The research employs the Prospective Scenarios approach, including a Delphi panel with industry’s experts in two rounds of interviews. Results: The results indicated a consensus among the participants regarding two driving forces for the offshore Private Banking Industry: Regulation and Educational Challenges. 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. Conclusions: The research concludes that Private Banking firms should closely monitor the main regulations that can impact their business. In addition, offshore Private Banking 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 their disposal. Both scholars and practitioners might also replicate the methodology used of prospective scenarios using Delphi (Lima, 2014; Skulmoski, Hartman & Krahn, 2007) method to other sectors. |
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Future Studies Research Journal: Trends and Strategies |
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Prospective scenarios for offshore private banking firms serving Brazilians in 2040Prospective scenariosPrivate BankingOffshore financeInvestor´s educationFinancial regulationObjective: This article aims to explore potential future scenarios for the offshore Private Banking industry serving Brazilian individuals, considering the increasing competition. Methods: The research employs the Prospective Scenarios approach, including a Delphi panel with industry’s experts in two rounds of interviews. Results: The results indicated a consensus among the participants regarding two driving forces for the offshore Private Banking Industry: Regulation and Educational Challenges. 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. Conclusions: The research concludes that Private Banking firms should closely monitor the main regulations that can impact their business. In addition, offshore Private Banking 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 their disposal. Both scholars and practitioners might also replicate the methodology used of prospective scenarios using Delphi (Lima, 2014; Skulmoski, Hartman & Krahn, 2007) method to other sectors.Future Studies Research Journal: Trends and Strategies2022-04-20info:eu-repo/semantics/articleinfo:eu-repo/semantics/publishedVersionPeer-reviewed Articleapplication/pdfhttps://www.revistafuture.org/FSRJ/article/view/63210.24023/FutureJournal/2175-5825/2022.v14i1.632Future Studies Research Journal: Trends and Strategies; Vol. 14 No. 1 (2022): Janeiro - Dezembro; e0632Future Studies Research Journal: Trends and Strategies [FSRJ]; v. 14 n. 1 (2022): Janeiro - Dezembro; e06322175-5825reponame:Future Studies Research Journal: Trends and Strategiesinstname:Fundação Instituto de Administração (FIA)instacron:FIAenghttps://www.revistafuture.org/FSRJ/article/view/632/516Copyright (c) 2022 Daniel Pedrosa Sousa, Gilberto Sarfatihttps://creativecommons.org/licenses/by-nc/4.0info:eu-repo/semantics/openAccessSousa, Daniel PedrosaSarfati, Gilberto2023-08-05T05:38:48Zoai:ojs.future.emnuvens.com.br:article/632Revistahttps://www.revistafuture.org/FSRJ/oai2175-58252175-5825opendoar:2023-08-05T05:38:48Future Studies Research Journal: Trends and Strategies - Fundação Instituto de Administração (FIA)false |
dc.title.none.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 Prospective scenarios Private Banking Offshore finance Investor´s education Financial regulation |
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 |
author_facet |
Sousa, Daniel Pedrosa Sarfati, Gilberto |
author_role |
author |
author2 |
Sarfati, Gilberto |
author2_role |
author |
dc.contributor.author.fl_str_mv |
Sousa, Daniel Pedrosa Sarfati, Gilberto |
dc.subject.por.fl_str_mv |
Prospective scenarios Private Banking Offshore finance Investor´s education Financial regulation |
topic |
Prospective scenarios Private Banking Offshore finance Investor´s education Financial regulation |
description |
Objective: This article aims to explore potential future scenarios for the offshore Private Banking industry serving Brazilian individuals, considering the increasing competition. Methods: The research employs the Prospective Scenarios approach, including a Delphi panel with industry’s experts in two rounds of interviews. Results: The results indicated a consensus among the participants regarding two driving forces for the offshore Private Banking Industry: Regulation and Educational Challenges. 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. Conclusions: The research concludes that Private Banking firms should closely monitor the main regulations that can impact their business. In addition, offshore Private Banking 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 their disposal. Both scholars and practitioners might also replicate the methodology used of prospective scenarios using Delphi (Lima, 2014; Skulmoski, Hartman & Krahn, 2007) method to other sectors. |
publishDate |
2022 |
dc.date.none.fl_str_mv |
2022-04-20 |
dc.type.driver.fl_str_mv |
info:eu-repo/semantics/article info:eu-repo/semantics/publishedVersion Peer-reviewed Article |
format |
article |
status_str |
publishedVersion |
dc.identifier.uri.fl_str_mv |
https://www.revistafuture.org/FSRJ/article/view/632 10.24023/FutureJournal/2175-5825/2022.v14i1.632 |
url |
https://www.revistafuture.org/FSRJ/article/view/632 |
identifier_str_mv |
10.24023/FutureJournal/2175-5825/2022.v14i1.632 |
dc.language.iso.fl_str_mv |
eng |
language |
eng |
dc.relation.none.fl_str_mv |
https://www.revistafuture.org/FSRJ/article/view/632/516 |
dc.rights.driver.fl_str_mv |
Copyright (c) 2022 Daniel Pedrosa Sousa, Gilberto Sarfati https://creativecommons.org/licenses/by-nc/4.0 info:eu-repo/semantics/openAccess |
rights_invalid_str_mv |
Copyright (c) 2022 Daniel Pedrosa Sousa, Gilberto Sarfati https://creativecommons.org/licenses/by-nc/4.0 |
eu_rights_str_mv |
openAccess |
dc.format.none.fl_str_mv |
application/pdf |
dc.publisher.none.fl_str_mv |
Future Studies Research Journal: Trends and Strategies |
publisher.none.fl_str_mv |
Future Studies Research Journal: Trends and Strategies |
dc.source.none.fl_str_mv |
Future Studies Research Journal: Trends and Strategies; Vol. 14 No. 1 (2022): Janeiro - Dezembro; e0632 Future Studies Research Journal: Trends and Strategies [FSRJ]; v. 14 n. 1 (2022): Janeiro - Dezembro; e0632 2175-5825 reponame:Future Studies Research Journal: Trends and Strategies instname:Fundação Instituto de Administração (FIA) instacron:FIA |
instname_str |
Fundação Instituto de Administração (FIA) |
instacron_str |
FIA |
institution |
FIA |
reponame_str |
Future Studies Research Journal: Trends and Strategies |
collection |
Future Studies Research Journal: Trends and Strategies |
repository.name.fl_str_mv |
Future Studies Research Journal: Trends and Strategies - Fundação Instituto de Administração (FIA) |
repository.mail.fl_str_mv |
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