HNWI Asset Allocation in France 2014

Date: May 27, 2014
Pages: 66
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US$ 1,995.00
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Publisher: WealthInsight
Report type: Strategic Report
Delivery: E-mail Delivery (PDF)
ID: H1A87A9C21AEN
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HNWI Asset Allocation in France 2014
SYNOPSIS
  • This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in France.
  • The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013. This enables us to determine how well the country's HNWIs have performed through the crisis.
SUMMARY

This report provides the latest asset allocations of France HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of France HNWIs to 2018 and a comprehensive and robust background of the local economy.

SCOPE
  • Independent market sizing of France HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2009 to 2013
  • HNWI volume and wealth forecasts to 2018
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Insights into the drivers of HNWI wealth
REASONS TO BUY
  • The WealthInsight Intelligence Center Database is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the database comprises dossiers on over 60,000 HNWIs from around the world.
  • The Intelligence Center also includes tracking of wealth and liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market.
  • With the Database as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.
  • Report includes comprehensive forecasts to 2018.
KEY HIGHLIGHTS
  • In 2013, real estate was the largest asset class for French HNWIs, with 26.6% of total HNWI assets, followed by equities with 24.7%, business interests with 23.5%, fixed income with 11.4%, alternatives with 7.2%, and cash and deposits with 6.7%.
  • Alternatives, real estate and business interests recorded growth at respective review-period rates of 46%, 39% and 30%.
  • Alternative assets held by French HNWIs increased during the review period, from 6.4% of total HNWI assets in 2009 to 7.2% in 2013.
  • Over the forecast period, allocations in commodities are expected to decline to 1.1% of total HNWI assets by 2018, as global liquidity tightens due to a forecast near-term drop in demand from China for raw materials that will cause global commodity prices to flatten out.
  • In 2013, French HNWI liquid assets amounted to US$915.2 billion, representing 42.8% of wealth holdings.
1 INTRODUCTION

1.1 Details of this Report
1.2 Definitions

2 EXECUTIVE SUMMARY

3 WEALTH SECTOR FUNDAMENTALS

3.1 Political Background
3.2 Economic Background
3.3 Social Background
3.4 Benchmarking French Wealth in Context
  3.4.1 Distribution of wealth in France
3.5 HNWI Volume and Wealth Trends

4 ANALYSIS OF FRENCH HNWI INVESTMENTS

4.1 Analysis by Asset Class
  4.1.1 Trends in alternative assets
  4.1.2 Trends in ‘art, wine and wheels’
  4.1.3 Trends of investments in real estate
  4.1.4 Trends of investments in cash and deposits
  4.1.5 Trends of investments in fixed-income
  4.1.6 Investment trends in equity
  4.1.7 Investments trends in business interests
4.2 Analysis of Foreign Investments
  4.2.1 Investments in Europe
  4.2.2 Investments in North America (Including Mexico and the Caribbean)
  4.2.3 Investments in Asia-Pacific
  4.2.4 Investments in Central and South America
  4.2.5 Investments in the Middle East
  4.2.6 Investments in Africa
4.3 Alternative Breakdown: Liquid vs Investable Assets
4.4 Analysis of French UHNWI Investments

5 APPENDIX

5.1 Additional Components of the Wealth Sector in France
  5.1.1 Philanthropy
  5.1.2 Demand for intergenerational wealth transfer
5.2 Tax Regulations
5.3 Regulations Related to Immigration, Investment and Employment
5.4 Key Drivers
  5.4.1 EUR to US$ exchange rate
  5.4.2 Real GDP growth
  5.4.3 Per capita GDP
  5.4.4 Domestic market capitalization
  5.4.5 Commodity index
  5.4.6 Foreign direct investments – inflow and outflow
  5.4.7 Inflation rate
  5.4.8 Interest rate
  5.4.9 Balance of payments
  5.4.10 Government debt
  5.4.11 Stock market performance
5.5 Wealth Breakdowns

6 ABOUT WEALTHINSIGHT


LIST OF TABLES

Table 1: HNWI Wealth Band and Group Definitions
Table 2: Cities in France by Population (Volume), 2013
Table 3: French Allocations of HNWI Assets (%), 2009–2018
Table 4: French HNWI Holdings Growth (%), 2009–2018
Table 5: French HNWI Alternative Asset Composition (%), 2009–2018
Table 6: French HNWI Trends of Investments in Alternative Assets (%), 2009–2018
Table 7: French Trends in ‘Art, Wine and Wheels’, 2009–2013
Table 8: Global Prime Real Estate Prices per m2 (US$), 2012
Table 9: French HNWI Foreign Investment Allocations (%), 2009–2018
Table 10: French HNWI Liquidity Breakdown (US$ Billion), 2009–2018
Table 11: French HNWI Liquidity Breakdown (%), 2009–2018
Table 12: French UHNWI Allocations and Share of HNWI Assets (%), 2013
Table 13: French Income Tax Bands (EUR), 2013–2014
Table 14: EUR per US$ Exchange Rate, 2009–2018
Table 15: French Real GDP Growth (%), 2009–2018
Table 16: French GDP per Capita (US$), 2009–2018
Table 17: French Domestic Market Capitalization (US$ Billion), 2009–2013
Table 18: French Commodity Indices, 2009–2018
Table 19: French Foreign Direct Investment (US$ Billion), 2009–2018
Table 20: French Inflation Rate (%), 2009–2018
Table 21: French Money Market Rate (%), 2009–2018
Table 22: French Balance of Payments (US$ Billion), 2009–2013
Table 23: French Government Debt as a Percentage of GDP, 2009–2018
Table 24: French Stock Market Performance, 2009–2013
Table 25: French HNWI Wealth vs GDP Ratio, 2009–2018
Table 26: France – Appendix One
Table 27: France – Appendix Two

LIST OF FIGURES

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of France
Figure 3: French Asset Price Performance (%), 2009–2013
Figure 4: French HNWI Performance (US$ Billions and HNWI Volume), 2009–2018
Figure 5: French vs Global HNWIs (%), 2009–2018
Figure 6: French HNWI Asset Class Composition (%), 2009–2018
Figure 7: French HNWI Trends in Alternative Assets (US$ Billion), 2009–2018
Figure 8: French Trends in ‘Art, Wine and Wheels’, 2009–2013
Figure 9: French HNWI Foreign Investment Allocation and Growth (%), 2013
Figure 10: French HNWI Global Distribution of Foreign Investments (%), 2009–2018
Figure 11: French HNWI Liquidity Breakdown (%), 2009–2018
Figure 12: French UHNWI Asset Class Composition (%), 2009–2018
Figure 13: EUR to US$ Exchange Rate, 2009–2018
Figure 14: French Real GDP Growth (%), 2009–2018
Figure 15: French GDP per Capita (US$), 2009–2018
Figure 16: French Domestic Market Capitalization (US$ Billion), 2009–2013
Figure 17: French Commodity Indices, 2009–2018
Figure 18: French Foreign Direct Investment (US$ Billion), 2009–2018
Figure 19: French Inflation Rate (%), 2009–2018
Figure 20: French Money Market Rate (%), 2009–2018
Figure 21: French Balance of Payments (US$ Billion), 2009–2013
Figure 22: French Government Debt as a Percentage of GDP, 2009–2018
Figure 23: French Stock Market Performance, 2009–2013
Figure 24: French HNWI Wealth vs GDP Ratio, 2009–2018
Figure 25: French HNWIs – Volume by Wealth Band, 2009–2018
Figure 26: French HNWIs – Wealth by Wealth Band (US$ Billion), 2009–2018
Figure 27: French HNWIs – Wealth per Capita (US$ Million), 2009–2018

COMPANIES MENTIONED

Caisse d’Epargne
BNP Paribas Banque Privee
Banque Populaire Gestion Privée
Société Générale
Credit Agricole Private Banking
Credit Mutuel - CIC Group
Natixis Private Banking
The Edmonde de Rothschild Group
Meeschaert Banque Privée
Swiss Life Banque Privée
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