Market Insights Financial Corporate Finance

Investment Banking - Portugal

Portugal

The revenue in the Investment Banking market is projected to reach US$1.17bn in 2024.
It is expected to show an annual growth rate (CAGR 2024-2029) of 1.81% resulting in a projected total amount of US$1.28bn by 2029.
From a global comparison perspective, it is shown that the highest revenue is reached in the United States (US$130.10bn in 2024).

Market

Region

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Currency

Analyst Opinion

The Investment Banking market in Portugal is witnessing a shift in customer preferences towards more personalized and tailored financial services.

Customer preferences: Portuguese customers are increasingly seeking customized investment solutions that cater to their specific financial goals and risk tolerance. This trend is driven by a growing awareness of investment options and a desire for more control over their investment portfolios.

Trends in the market: One notable trend in the Portuguese Investment Banking market is the rise of digital investment platforms. These platforms offer convenient access to a wide range of investment products and services, appealing to tech-savvy investors looking for efficient and user-friendly solutions. Additionally, there is a noticeable increase in demand for sustainable and socially responsible investment options, reflecting a broader global trend towards responsible investing.

Local special circumstances: Portugal's Investment Banking market is also influenced by local regulatory frameworks and market conditions. The country's banking sector has undergone significant reforms in recent years to enhance transparency and investor protection. Moreover, the market is characterized by a strong presence of domestic banks, which play a crucial role in shaping the investment landscape.

Underlying macroeconomic factors: The development of the Investment Banking market in Portugal is closely tied to macroeconomic factors such as economic growth, interest rates, and market stability. As the economy continues to recover from past challenges, investors are gaining confidence in the market and exploring new investment opportunities. Additionally, low interest rates are prompting investors to seek alternative investment options, driving growth in the Investment Banking sector.

Methodology

Data coverage:

Figures are based on the revenue generated by the Investment Banking market, as well as the transaction value, the number of transactions, and the average transactions size of the Mergers and Acquisitions (M&As) and Initial Public Offerings (IPOs) markets.

Modeling approach / Market size:

Market sizes are determined by a bottom-up approach and are based on a specific rationale for each market. As a basis for evaluating markets, we use market research and analysis, as well as data from annual financial reports. Furthermore, we use relevant key market indicators and data from country-specific associations and national data bureaus, such as GDP, wealth per capita, and total investment (% of GDP). This data helps us to estimate the market size for each country individually.

Forecasts:

In our forecasts, we apply diverse forecasting techniques. The selection of forecasting techniques is based on the behavior of the particular market. In this market, we use the HOLT-damped Trend method to forecast future development. The main drivers are GDP per capita and total investment (% of GDP).

Additional Notes:

The market is updated twice per year in the event that market dynamics change.