Ultra HNWIs in Germany to 2016

Date: May 1, 2012
Pages: 97
Price:
US$ 3,495.00
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Publisher: WealthInsight
Report type: Strategic Report
Delivery: E-mail Delivery (PDF)
ID: U25E5CD72C8EN
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Ultra HNWIs in Germany to 2016
Synopsis

This report is the result of WealthInsight’s extensive research covering the UHNWI population and wealth management industry in Germany. It provides market sizing and forecasts of UHNWI populations. The report leverages WealthInsight’s HNWI Database to provide key demographic breakdowns such as region and city specific data.

Summary

Germany has the third highest number of UHNWIs in the world, behind the US and Japan. This report provides historical trends and projections of the volume and wealth of German UHNWIs by city and sector. The report then reviews these findings in an analysis of the German Wealth Management and Private Banking sector, and the opportunities therein.

Scope

The report features:
  • Independent market sizing of German UHNWIs
  • UHNWI volume, wealth and allocation trends from 2007 to 2011
  • UHNWI volume, wealth and allocation forecasts to 2016
  • UHNWI asset allocations across 13 asset classes
  • Number of UHNWIs in each city
  • City and sector wise breakdowns of UHNWI volumes and volume growth from 2007 to 2011, as well as 2016 forecasts
  • City wise ratings of wealth management potential
  • Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in Germany
  • Detailed wealth management and family office information
  • 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 2016.
  • Detailed information on UHNWIs in each major city.

Key Highlights
  • Germany has the third highest number of UHNWIs in the world, behind the US and Japan. There are over 11,000 Ultra HNWIs in Germany with a combined wealth of over US$1.3 trillion.
  • Frankfurt is home to the largest portion of Germany’s UHNWIs. This is above Paris, but still well below London. There are also sizable German UHNWI populations in Munich, Hamburg, Düsseldorf, Berlin and Stuttgart.
  • Among Germany’s top ten cities, Munich and Essen were the top performing cities for UHNWIs over the review period (2007-2011), with the number of UHNWIs in each city increasing by 30% and 23%, respectively.
  • The wealth management sector in Germany is well developed and had AuM of around US$1.1 trillion as of year-end 2011. This is 28% of the total wealth of Germany’s HNWIs, a ratio that is well above the global average of 20%. German HNWIs account for 57% of the total AuM of Germany’s wealth management sector, meaning that 16% of total German HNWI wealth is managed by the German wealth management sector.
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 German Wealth in Context
  3.3.1 Distribution of Wealth

4 FINDINGS FROM THE WEALTHINSIGHT HNWI DATABASE

4.1 Trends in HNWI Wealth to 2016
  4.1.1 HNWI Trend Analysis
4.2 UHNWIs
  4.2.1 UHNWI Volume Trend Analysis
  4.2.2 UHNWI Wealth Trend Analysis
  4.2.3 UHNWIs – Demographic Breakdown
  4.2.4 UHNWIs – Job Titles
  4.2.5 UHNWIs – Industry Breakdown
  4.2.6 UHNWIs – Industry Performance
  4.2.7 UHNWIs – Industry Forecasts
  4.2.8 UHNWIs – Source of Wealth: Entrepreneurship, Earnings or Inheritance
  4.2.9 UHNWI – Breakdown by City
  4.2.10 UHNWIs – City Performance
  4.2.11 UHNWIs – City Forecasts
  4.2.12 UHNWIs – Smaller City Review
4.3 UHNWIs – The Billionaires
  4.3.1 Billionaire Volume Trend Analysis
  4.3.2 Billionaire Wealth Trend Analysis
  4.3.3 Billionaire Per Capita Net Worth Trend Analysis
  4.3.4 City-wise Breakdown of Billionaires
  4.3.5 Industry Breakdown of Billionaires
  4.3.6 Top 20 Billionaires in Germany
4.4 UHNWIs – The Centimillionaires
  4.4.1 Centimillionaire Volume Trend Analysis
  4.4.2 Centimillionaire Wealth Trend Analysis
  4.4.3 Centimillionaire Per Capita Net Worth Trend Analysis
4.5 UHNWIs – The Affluent Millionaires
  4.5.1 Affluent Millionaire Volume Trend Analysis
  4.5.2 Affluent Millionaire Wealth Trend Analysis
  4.5.3 Affluent Millionaire Per Capita Net Worth Trend Analysis

5 ANALYSIS OF GERMAN UHNWI INVESTMENTS

6 COMPETITIVE LANDSCAPE OF THE WEALTH SECTOR

6.1 Leading players in the German Wealth Management and Private Banking Industry
  6.1.1 Private Banks
  6.1.2 Wealth Managers
  6.1.3 Family Offices
  6.1.4 Financial Advisors
6.2 Developments in German Private Banking Industry
6.3 German Wealth Management Industry – Clientele Model and Maturity
6.4 Behavioral Mapping of Wealth Management and Private Banking Industry in Germany
6.5 Porter’s Five Force Analysis – Wealth Management Industry in Germany
6.6 Financial Services Review
  6.6.1 Retail Banks
  6.6.2 Fund Management
  6.6.3 Hedge funds

7 APPENDIX

7.1 Major Cities in Germany
7.2 Additional Components of the Wealth Sector in Germany
  7.2.1 Philanthropy
  7.2.2 Demand for Intergenerational Wealth Transfer
  7.2.3 Human Resource Availability for the Wealth Management industry
7.3 Regulatory Environment in Germany
  7.3.1 Banking Regulations
  7.3.2 Regulations on Taxes
  7.3.3 Regulations on Wealth Management and Private Banking
  7.3.4 Regulations related to immigration, investment and employment
7.4 Key Economic Trends and Drivers
  7.4.1 EUR to USD Moving Annual Average Exchange Rate
  7.4.2 Real GDP Growth
  7.4.3 Per Capita GDP
  7.4.4 Gross Savings Rate as a % of GDP
  7.4.5 Domestic Market Capitalization
  7.4.6 Housing Price Index
  7.4.7 Commodity Index
  7.4.8 Foreign Direct Investment (FDI)
  7.4.9 Investments of FII’s in Equity Products
  7.4.10 Inflation Rate
  7.4.11 Interests Rate
  7.4.12 Balance of Payments
  7.4.13 Government Debt
  7.4.14 Stock Market Performance
  7.4.15 HNWI Wealth vs. GDP Ratio
  7.4.16 Capital Formation as % of GDP
  7.4.17 Disposable Income as % of GDP
7.5 Case Study – Financial regulation in the European Union (EU)
7.6 Social Background of Germany
7.7 Technological Background of Germany

8 ABOUT WEALTHINSIGHT


LIST OF TABLES

Table 1: HNWI Wealth Band and Group Definitions
Table 2: Major Regions in Germany, 2010
Table 3: Top 10 German cities for UHNWIs, 2007 - 2011
Table 4: UHNWIs – Top 10 Cities by Wealth Growth, 2007–2011
Table 5: UHNWIs – WealthInsight forecasts for Top 10 cities
Table 6: UHNWIs – Smaller German Cities, 2011
Table 7: UHNWIs – Former East German Cities, 2011
Table 8: UHNWIs – Billionaires – Market Overview, 2007-16
Table 9: Billionaires – Cities by Wealth Growth, 2007–2011
Table 10: Billionaires – Sector Breakdown, 2011
Table 11: Top 20 Billionaires List, 2011
Table 12: UHNWIs – Centimillionaires – Market Overview, 2007-16
Table 13: UHNWIs – The Affluent Millionaires – Market Overview, 2007-16
Table 14: UHNWIs – Allocations and Share of HNWI Assets, 2011
Table 15: UHNWIs – Allocations and Share of HNWI Assets, 2011
Table 16: Private bank branches by city, 2011
Table 17: Other major Private Banks, 2011
Table 18: Wealth Managers per City
Table 19: Emerging cities in Wealth Management
Table 20: WealthInsight City Ratings of Private Banking Potential
Table 21: Asset Allocation of Typical European Single Family Office, 2011
Table 22: German Family Offices by city
Table 23: Family Offices in Germany
Table 24: Wealth Management Industry in Germany – Recent Deal Activity
Table 25: Largest 10 Cities in Germany, 2010
Table 26: HNWIs – Inheritance tax bands
Table 27: Euro to USD Moving Annual Average Exchange Rate, 2006–16
Table 28: Real GDP Growth Rate, 2006–16
Table 29: GDP Per Capita, 2006–16
Table 30: Gross Savings as a % of Real GDP, 2006–2016
Table 31: Domestic Market Capitalization, 2006–11
Table 32: Housing Price Index, 2006–11
Table 33: Commodity Indices, 2006–16
Table 34: Foreign Direct Investments, 2006–2016
Table 35: Investments of FIIs in Equity Products, 2006–10
Table 36: Inflation Rate, 2006–16
Table 37: Money Market Rate, 2006–16
Table 38: Balance of Payments, 2006-11
Table 39: Government Debt to GDP, 2006–16
Table 40: Stock Market Performance, 2006–11
Table 41: HNWI Wealth vs. GDP Ratio, 2006–16
Table 42: Capital Formation as % of GDP, 2006-16
Table 43: Disposable Income as % of GDP, 2006-16
Table 44: Patent applications by country, 2010
Table 45: Appendix 1
Table 46: Appendix 2

LIST OF FIGURES

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Germany
Figure 3: Asset Price Performance, 2007-11
Figure 4: German HNWI Performance, 2007-15
Figure 5: HNWI – Germany vs. the World
Figure 6: HNWIs – Growth Factor Correlation, 2007-11
Figure 7: UHNWIs – Wealth Share vs. Volume Growth
Figure 8: UHNWIs – Volume by Wealth Band, 2007-16
Figure 9: UHNWIs – Wealth by Wealth Band (in US$ Billion), 2007-16
Figure 10: UHNWIs – Age Distribution, 2011
Figure 11: UHNWIs – Job Titles, 2007- 2011
Figure 12: UHNWIs – Distribution by Industry, 2011
Figure 13: UHNWIs – Sector Performance, 2007–2011
Figure 14: UHNWIs – Sector Forecasts, 2011–2016
Figure 15: UHNWIs – Importance of Entrepreneurship, 2011
Figure 16: UHNWIs – Human Capital Development Index by Region, 2011
Figure 17: UHNWIs – City Performance, 2007-2011
Figure 18: UHNWIs – Regional Forecasts, 2011-2016
Figure 19: UHNWIs – Billionaires – Market Overview, 2007-16
Figure 20: UHNWIs – Centimillionaires – Market Overview, 2007-16
Figure 21: UHNWIs – The Affluent Millionaires – Market Overview, 2007-16
Figure 22: UHNWIs – Asset Class Composition, 2007-16
Figure 23: Wealth Management Industry in Germany – Maturity level of players
Figure 24: German Wealth Management Industry – Behavioral Mapping, 2011
Figure 25: Wealth management industry in Germany – Five Forces Analysis
Figure 26: GBP to USD Moving Annual Average Exchange Rate, 2006–16
Figure 27: Real GDP Growth (%), 2006–16
Figure 28: GDP Per Capita, 2006–16
Figure 29: Gross Savings as a % of Real GDP, 2006–2016
Figure 30: Domestic Market Capitalization, 2006–11
Figure 31: Housing Price Index, 2006–11
Figure 32: Commodity Indices, 2006–16
Figure 33: Foreign Direct Investments, 2006–2016
Figure 34: Investments of FIIs in Equity Products, 2006–10
Figure 35: Inflation Rate, 2006–16
Figure 36: Money Market Rate, 2006-16
Figure 37: Balance of Payments, 2006-11
Figure 38: Government Debt to GDP, 2006–16
Figure 39: Stock Market Performance, 2006–11
Figure 40: HNWI Wealth vs. GDP Ratio, 2006–16
Figure 41: Capital Formation as % of GDP, 2006-16
Figure 42: Disposable Income as % of GDP, 2006-16

COMPANIES MENTIONED

Sal. Oppenheim jr. & Cie *
Commerzbank**
Deutsche WM
Mezler
MM Warburg
Berenberg
Hauck Aufhaeser
UBS
HSBC Trinkaus & Burkhardt AG
Delbruck Bethmann (ABN Amro)
Bankhaus Lampe
Credit Suisse
Julius Baer
Achterkamp Family Office
Allconsult
Alpha Family Office
Backup concept
Barth Associates
Bernhardt Advisory
Deutsche Family Office
Direct Invest AG
Dr. Anhuef Family Office
Extorel
Feri Family Trust
Flossbach and von Storch AG
Fontis Family Office
Forum Family Office
Forvest Trust
Fürst and Partner
Gräff Capital Management AG
Griffin's PWM
Honestas Finanzmanagement
HQ Trust
Krüger Family Office
LOHR and Company
Aeris Capital
Familie Jacobs
Thurn und Taxis
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