HNWI Asset Allocation in France to 2015

Date: April 30, 2012
Pages: 72
Price:
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 to 2015
Synopsis

This report is the result of Wealth Insight’s extensive research covering the HNWI population and wealth management industry in France. It provides detailed figures on the current and expected HNWI asset allocations of French HNWIs to 2015.

Executive Summary

This report provides the latest asset allocations of French HNWIs. The report also includes projections of the volume, wealth and asset allocation of French HNWIs to 2015 and a comprehensive and robust background of the local economy, including, uniquely, detailed analysis of economic and political risks to HNWI wealth creation.

Scope

The report features:
  • Independent market sizing of French HNWIs
  • Volume, wealth and allocation trends from 2007 to 2011
  • Volume, wealth and allocation forecasts to 2015
  • 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 up to one hundred data-points on over 100,000 HNWIs from around the world. It also includes profiles on major private banks, wealth managers and family offices in each country. 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.
  • Comprehensive forecasts to 2015.

Key Highlights
  • As of 2011, there are just over 555,000 HNWIs in France, with a combined wealth of around US$2 trillion, accounting for roughly 16% of France’s total wealth.
  • In 2011, real estate is the largest asset class for HNWIs in France, accounting for 24% of total HNWI assets, followed by fixed income, business interests, equities, cash and alternatives.
  • Fixed income and cash holdings were the best performing asset classes over the review period, driven by flight to safety during and after the global financial crisis. Against international norms, the share of HNWIs assets held in real estate also increased substantially over the review period, as the French real estate market outperformed global markets.
1 INTRODUCTION

1.1 What is this Report About?

2 EXECUTIVE SUMMARY

3 WEALTH SECTOR FUNDAMENTALS

3.1 Political Background to the Wealth Sector
3.2 Economic Background to the Wealth Sector
3.3 Benchmarking French Wealth in Context
  3.3.1 Distribution of Wealth

4 ANALYSIS OF FRENCH HNWI INVESTMENTS

4.1 Analysis by Asset Classes
  4.1.1 Changing Trends in Liquid Assets – Equity, Fixed Income and Cash and Deposits
  4.1.2 Trends in Alternative Assets
  4.1.3 Trends in “Art, Wine and Wheels”
  4.1.4 Trends of Investments in Real Estate
  4.1.5 Trends of Investments in Cash and Deposits
  4.1.6 Trends of Investments in Fixed Income
  4.1.7 Trends of Investments in Equity
  4.1.8 Trends of Investments in Business Interest
4.2 Analysis of Foreign Investments
  4.2.1 Trend of Investments in Rest of Europe
  4.2.2 Trend of Investments in Asia-Pacific
  4.2.3 Trend of Investments in North America
  4.2.4 Trend of Investments in Latin America, the Middle East and Africa
4.3 Analysis of French Ultra HNWI Investments
4.4 Case Study: Non-resident real estate investment in the French Riviera
4.5 Case Study: Luxury goods in France

5 APPENDIX

5.1 Major Cities and Departments in France
5.2 Challenges and Opportunities for the Wealth Sector in France
  5.2.1 Regulatory Environment
  5.2.2 Human Resource availability for the wealth management industry
  5.2.3 Philanthropy
  5.2.4 Demand for Intergenerational Wealth Transfer and Younger Clientele
5.3 Regulatory Environment in France
  5.3.1 Banking Regulations
  5.3.2 Regulations on Taxes
  5.3.3 Regulations on Wealth Management and Private Banking
  5.3.4 Regulations on Fund Management
  5.3.5 Regulations on Foreign Investment
  5.3.6 Regulations on Hedge Funds
  5.3.7 Regulations on Private Equity and Venture Capital
5.4 Key Economic Trends and Drivers
  5.4.1 EUR to USD Moving Annual Average Exchange Rate
  5.4.2 Real GDP Growth
  5.4.3 Per Capita GDP
  5.4.4 Gross Savings Rate as a Percent of GDP
  5.4.5 Domestic Market Capitalization
  5.4.6 Housing Price Index
  5.4.7 Commodity Index
  5.4.8 Foreign Direct Investment
  5.4.9 Investments of FII’s in Equity Products
  5.4.10 Inflation Rate
  5.4.11 Interest Rate
  5.4.12 Balance of Payments
  5.4.13 Government Debt
  5.4.14 Stock Market Performance
  5.4.15 HNWI Wealth vs. GDP Ratio
  5.4.16 Capital Formation as Percent of GDP
  5.4.17 Disposable Income as Percent of GDP
5.5 Case Study: Financial Regulation in the European Region

6 ABOUT WEALTHINSIGHT


LIST OF TABLES

Table 1: HNWI Wealth Band and Group Definitions
Table 2: Largest Regions, 2010
Table 3: HNWIs – HNWI Holdings Growth (%), 2007-15
Table 4: HNWIs – Liquid Asset Composition (%), 2007-15
Table 5: HNWIs – Trends of Investments in Alternative Assets (%), 2007-15
Table 6: HNWIs – Alternative Asset Composition (%), 2007-15
Table 7: HNWIs – Trends in “Art, Wine and Wheels”, 2006-11
Table 8: HNWIs – Residential real estate performance per region, 2007-2011
Table 9: HNWIs – Residential real estate performance in Ile-de-France, 2007-2011
Table 10: HNWIs – Real Estate investment in Paris, 2007-2015
Table 11: HNWIs – Composition (%) of Foreign Assets, 2007-15
Table 12: HNWIs – % Growth, 2007-15 – Y Axis
Table 13: HNWIs – % Foreign Allocation, 2007-15 – X Axis
Table 14: UHNWIs – Allocations and Share of HNWI Assets, 2011
Table 15: Major cities on the French Riviera
Table 16: HNWIs – Trends in UK HNWI real estate investment per region, 2007-2011
Table 17: Major Luxury Brands Market
Table 18: Largest 10 Cities in France by population
Table 19: Il-de France Departments
Table 20: Euro to USD Moving Annual Average Exchange Rate, 2006–15
Table 21: Real GDP Growth Rate, 2006–15
Table 22: GDP Per Capita, 2006–15
Table 23: Gross Savings as a % of Real GDP, 2006–2015
Table 24: Domestic Market Capitalization, 2006–10
Table 25: Housing Price Index, 2006–10
Table 26: Commodity Indices, 2006–15
Table 27: Foreign Direct Investments, 2006–2015
Table 28: Investments of FIIs in Equity Products, 2006–10
Table 29: Inflation Rate, 2006–15
Table 30: Money Market Rate, 2006–15
Table 31: Balance of Payments, 2006-10
Table 32: Government Debt to GDP, 2006–15
Table 33: Stock Market Performance, 2006–11
Table 34: HNWI Wealth vs. GDP Ratio, 2006–15
Table 35: Capital Formation as % of GDP, 2006-15
Table 36: Disposable Income as % of GDP, 2006-15

LIST OF FIGURES

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of France
Figure 3: Asset Price Performance, 2007-11
Figure 4: French HNWI Performance, 2007-15
Figure 5: HNWI – France vs. the World
Figure 6: HNWIs – Asset Class Composition, 2007-15
Figure 7: HNWIs – Changing Trends in Total Liquid Assets (as % of Total Assets), 2007-15
Figure 8: HNWIs – Liquid Assets Composition (US$ Billions), 2007-15
Figure 9: HNWIs – Trends of Investments in Alternative Assets (in US$ Billion), 2007-15
Figure 10: HNWIs – Trends in “Art, Wine and Wheels”, 2006-11
Figure 11: HNWIs –Foreign Asset Allocation vs. Growth, 2011-2015
Figure 12: HNWIs – Global Distribution of Foreign Investments, 2007-15
Figure 13: UHNWIs – Asset Class Composition, 2007-15
Figure 14: GBP to USD Moving Annual Average Exchange Rate, 2006–15
Figure 15: Real GDP Growth (%), 2006–15
Figure 16: GDP Per Capita, 2006–15
Figure 17: Gross Savings as a % of Real GDP, 2006–2015
Figure 18: Domestic Market Capitalization, 2006–10
Figure 19: Housing Price Index, 2006–10
Figure 20: Commodity Indices, 2006–15
Figure 21: Foreign Direct Investments, 2006–2015
Figure 22: Investments of FIIs in Equity Products, 2006–10
Figure 23: Inflation Rate, 2006–15
Figure 24: Money Market Rate, 2006-15
Figure 25: Balance of Payments, 2006-10
Figure 26: Government Debt to GDP, 2006–15
Figure 27: Stock Market Performance, 2006–11
Figure 28: HNWI Wealth vs. GDP Ratio, 2006–15
Figure 29: Capital Formation as % of GDP, 2006-15
Figure 30: Disposable Income as % of GDP, 2006-15

COMPANIES MENTIONED

AXA Bank Europe
Barclays Wealth
Credit Suisse
Deutsche Bank
Goldman Sachs
HSBC Private Bank
JP Morgan Private Banking
Julius Baer
Lazard Frères
Pictet & Cie
Quilvest
Rothschild & Cie
Sal. Oppenheim
UBS Wealth
Aforge Finance
BNP Paribas
Banque Transatlantique
Bred Banque Privée
CIC Banque
Crédit Agricole
Dexia Group
Edmond de Rothschild
EFG Banque Privée
Gestion Privée Indosuez
La Banque Postale
Lazard Frères Banque
LCL Banque Privée
LCL S.A.
Lombard Odier Darier Hentsch
Martin Maurel
Meeschaert Gestion Privée
Natixis S.A.
Neuflize OBC
Oddo & Cie
Postale Gestion Privée
Privée Européenne
SG Private Banking
Actionnal
Affectio Finance - Family Office
Aforge Family Office
Anthony & Cie
Antium France Family Office
Financière MJ
Gosset Grainville Family Office
Intuitae
Janvier Participations
La Fontaine Family Office
Meeschaert Family Office
Natixis SA - FO division
Novances Family Office
Patrimonial Management
Pergam Finance
Quilvest Family Office of Quilvest Banque Privée
Riviera Family Office
Societe Generale SA - FO division
Unigestion - Family Office
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