Wealth in France: HNW Investors; Market HNW investors, Wealth management, Strategies and Statistics Report
Wealth in France: HNW Investors; Understanding HNW investors and wealth management strategies. Size and Share Published in 2016-07-15 Available for US$ 3450 at Researchmoz.us
Description
More than half of French HNW investors generated their wealth through being a business owner or first-generation entrepreneur. 56% of French investors attribute their wealth to the property and manufacturing industries, reflective of market demand and stability. When opting to have wealth managed by a professional, French HNW clients expect access to sophisticated and exclusive products as well as better returns. However, clients who self-direct their portfolios cite confidence and ease-of-use with digital platforms as reasons for managing their wealth.
Key Findings
More than 60% of French HNW expats come from Western Europe. Countries in the Middle East, such as Saudi Arabia and the United Arab Emirates (UAE), are also feeder nations.
19.3% of wealth managers believe clients invest in their country of residence if they are uncertain about returning to their country of origin. French HNW expats also hope to avoid foreign exchange fees and gain better control over their investments.
Frances HNW individuals are most likely to choose discretionary mandates but despite a strong preference for professional management, 26.5% opt for execution-only mandates.
Equities and bonds make up the majority of French HNW portfolios. However, 76% of wealth managers expect a decrease in demand for bond investments over the next year, while property and alternatives show stronger outlooks.
66.7% of wealth managers experience strong demand for financial planning services. It is expected that pension planning will see the greatest increase in demand among planning services.
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Synopsis
Verdict Financials Wealth in France: HNW Investors report analyzes the investing preferences and portfolio allocation of French HNW investors. The report is based on our proprietary Global Wealth Managers Survey.
Specifically the report:
Profiles the average French HNW investor in terms of their demographics and analyses the expat opportunity in France.
Analyzes which wealth management mandates are the preferred ones among French HNW investors and how demand will develop looking forward.
Examines the allocation of French HNW investors portfolios into different asset classes and how the allocation is expected to develop in the future.
Analyzes the product and service demand among French HNW investors.
ReasonsToBuy
Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.
Give your marketing strategies the edge required and capture new clients using insights from our data on HNW investors drivers for seeking investment advice vs self-directing.
Tailor your investment product portfolio to match the current and future demand for different asset classes among HNW individuals.
Develop your service proposition to match the service and product demand expressed by French HNW investors and react proactively to the forecasted change in demand.
Key Highlights
Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.
Give your marketing strategies the edge required and capture new clients using insights from our data on HNW investors drivers for seeking investment advice vs self-directing.
Tailor your investment product portfolio to match the current and future demand for different asset classes among HNW individuals.
Develop your service proposition to match the service and product demand expressed by French HNW investors and react proactively to the forecasted change in demand.
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Table of Content
EXECUTIVE SUMMARY
French HNW clients accumulate wealth through business ventures
Key findings
Critical success factors
PROFILING THE FRENCH HNW INVESTOR
Family business owners account for the largest proportion of French HNW wealth
A diversified market requires wealth management services focused on HNW inheritor and earned income populations
Business France offers investment services to those seeking to do business with France
Many French HNW individuals have built their wealth in the property and manufacturing sectors
Wealth managers will do well to target HNW expats
Expats account for 8.5% of France's HNW population
The French Residence Permit Program offers residency to entrepreneurs
More than 60% of France's HNW expats come from Western Europe
Foreign exchange is the main reason HNW expats move investments to France
HNW INVESTMENT STYLE PREFERENCES
French HNW investors seek an active role in managing their wealth
Exclusivity and better returns motivate HNW investors to opt for wealth managers
Over half of France's HNW wealth is held in discretionary mandates
Advisory asset management is expected to display the greatest demand increase
Greater demand for discretionary and advisory asset management is forecast
HNW investors cite various reasons for investing a proportion of their wealth independently
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