Germany 2014 Wealth Book

Date: May 30, 2014
Pages: 126
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US$ 4,995.00
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Publisher: WealthInsight
Report type: Strategic Report
Delivery: E-mail Delivery (PDF)
ID: GC2A99AD6CEEN
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Germany 2014 Wealth Book
SYNOPSIS

This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Germany.

SUMMARY

This report reviews the performance and asset allocations of HNWIs and Ultra-HNWIs in Germany. It also includes an evaluation of the local wealth management market.

SCOPE
  • Independent market sizing of Germany HNWIs across five wealth bands
  • HNWI volume, wealth and allocation trends from 2009 to 2013
  • HNWI volume, wealth and allocation forecasts to 2018
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Geographical breakdown of all foreign assets
  • Alternative breakdown of liquid vs. investable assets
  • Number of UHNWIs in major cities
  • Number of wealth managers in each city
  • City wise ratings of wealth management saturation and potential
  • Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in Germany
  • Size of the German wealth management industry
  • Largest private banks by AuM
  • 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 dossiers on over 95,000 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 its research and analysis, WealthInsight is 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.
  • The report includes comprehensive forecasts to 2018.
  • The report also provides detailed information on UHNWIs in each major city.
KEY HIGHLIGHTS
  • There were 1,382,265 HNWIs in Germany in 2013. These HNWIs held US$4.2 trillion in wealth, and wealth per HNWI was US$3,038,491.
  • In 2013, German HNWI numbers increased by 4.2%, following a 5.7% decrease in 2012.
  • Growth in HNWI wealth and volumes is expected to improve over the forecast period. The number of German HNWIs is forecast to grow by 11%, reaching 1,561,820 by 2018, and HNWI wealth is expected to grow by 25%, reaching US$5.60 trillion by 2018.
  • At the end of 2013, German HNWIs held 34.6% (US$1.5 trillion) of their wealth outside their home country, which is higher than the worldwide average of 20–30%.
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 German Wealth in Context
  3.4.1 Distribution of wealth in Germany
3.5 HNWI Volume and Wealth Trends

4 FINDINGS FROM THE WEALTHINSIGHT HNWI DATABASE

4.1 Trends in HNWI Wealth to 2018
  4.1.1 HNWI trend analysis
  4.1.2 Wealth band trends
  4.1.3 Demographic breakdown of HNWIs
  4.1.4 HNWIs – job titles
  4.1.5 HNWIs – industry breakdown
  4.1.6 HNWIs – industry performance
  4.1.7 HNWIs – breakdown by city
  4.1.8 HNWIs – city performance
  4.1.9 HNWIs – city population densities
  4.1.10 HNWIs – city forecasts
  4.1.11 HNWIs – breakdown by state
  4.1.12 HNWIs – state performance
  4.1.13 HNWIs – state population densities
4.2 UHNWIs
  4.2.1 UHNWI volume trend analysis
  4.2.2 UHNWI wealth trend analysis
  4.2.3 Demographic breakdown of UHNWIs
  4.2.4 UHNWIs – industry breakdown
  4.2.5 UHNWIs – city breakdown and performance
4.3 UHNWIs – 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 List of billionaires
4.4 UHNWIs – 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 – 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
4.6 Core HNWIs
  4.6.1 Core HNWI volume trend analysis
4.7 Core HNWIs – Mid-Tier Millionaires
  4.7.1 Mid-tier millionnaire volume trend analysis
  4.7.2 Mid-tier millionaire wealth trend analysis
  4.7.3 Mid-tier millionaire per capita net worth trend analysis
4.8 Core HNWIs – Lower-Tier Millionaires
  4.8.1 Lower-tier millionaire volume trend analysis
  4.8.2 Lower-tier millionaire wealth trend analysis
  4.8.3 Lower-tier millionaire per capita net worth trend analysis

5 ANALYSIS OF GERMAN HNWI INVESTMENTS

5.1 Analysis by Asset Class
  5.1.1 Trends in alternative assets
  5.1.2 Trends in ‘art, wine and wheels’
  5.1.3 Trends of investments in real estate
  5.1.4 Trends of investments in cash and deposits
  5.1.5 Trends of investments in fixed-income
  5.1.6 Investment trends in equity
  5.1.7 Investments trends in business interests
5.2 Analysis of Foreign Investments
  5.2.1 Investments in Europe
  5.2.2 Investments in North America (Including the US, Mexico and the Caribbean)
  5.2.3 Investments in Asia-Pacific
  5.2.4 Investments in Central and South America
  5.2.5 Investments in the Middle East
  5.2.6 Investments in Africa
5.3 Alternative Breakdown: Liquid vs Investable Assets
5.4 Analysis of German UHNWI Investments

6 COMPETITIVE LANDSCAPE OF THE WEALTH SECTOR

6.1 Competitive Landscape
  6.1.1 Domestic private banks
  6.1.2 Foreign private banks
  6.1.3 Acquisitions
  6.1.4 Wealth managers
  6.1.5 Family offices
  6.1.6 Financial advisors
6.2 Developments in the German Private Banking Industry
6.3 Wealth Management and the Private Banking Industry
6.4 German Wealth Management Industry – Clientele Model and Maturity
6.5 Behavioral Mapping of Wealth Management and Private Banking in Germany
6.6 Porter’s Five Force Analysis – the Wealth Management Industry

7 APPENDIX

7.1 Additional Components of the Wealth Sector in Germany
  7.1.1 Philanthropy
  7.1.2 Demand for intergenerational wealth transfer
7.2 Tax Regulations
7.3 Regulations Related to Immigration, Investment and Employment
7.4 Key Drivers
  7.4.1 EUR to US$ exchange rate
  7.4.2 Real GDP growth
  7.4.3 Per capita GDP
  7.4.4 Domestic market capitalization
  7.4.5 Commodity index
  7.4.6 Foreign direct investments – inflow and outflow
  7.4.7 Inflation rate
  7.4.8 Interest rate
  7.4.9 Balance of payments
  7.4.10 Government debt
  7.4.11 Stock market performance
7.5 Wealth Breakdowns

8 ABOUT WEALTHINSIGHT

LIST OF FIGURES

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Germany
Figure 3: German Asset Price Performance (%), 2009–2013
Figure 4: German HNWI Performance (US$ Billions and HNWI Volume), 2009–2018
Figure 5: German vs Global HNWIs (%), 2009–2018
Figure 6: German HNWIs – Growth Factor Correlation, 2009–2013
Figure 7: German HNWIs – Wealth Pyramid (Volume Distribution), 2013
Figure 8: German HNWIs – Wealth Pyramid (Volume Distribution), 2013
Figure 9: German HNWIs – Age Distribution (%), 2013
Figure 10: German HNWIs – Job Titles (%), 2009–2013
Figure 11: German HNWIs – Distribution by Industry (%), 2013
Figure 12: German HNWIs – City Performance (%), 2009–2013
Figure 13: German HNWIs – Volume of HNWIs by City (Thousand), 2009 and 2013
Figure 14: German HNWIs – City Forecasts (%), 2014–2018
Figure 15: German Volume of HNWI by City (Thousand), 2014–2018
Figure 16: German UHNWI Wealth Share vs Volume Growth (%), 2009–2013
Figure 17: German UHNWI Volume by Wealth Band (Thousand), 2009–2018
Figure 18: German UHNWI Wealth by Wealth Band (US$ Billion), 2009–2018
Figure 19: German UHNWI Age Distribution (Percentage Share), 2013
Figure 20: German UHNWI Distribution by Industry (%), 2013
Figure 21: German Billionaires Market Overview (Volume and US$ Billion), 2009–2018
Figure 22: German Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009–2018
Figure 23: German Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009–2018
Figure 24: German Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009–2018
Figure 25: German Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009–2018
Figure 26: German HNWI Asset Class Composition (%), 2009–2018
Figure 27: German HNWI Trends in Alternative Assets (US$ Billion), 2009–2018
Figure 28: German Trends in ‘Art, Wine and Wheels’, 2009–2013
Figure 29: German HNWI Foreign Investment Allocation and Growth (%), 2013
Figure 30: German HNWI Global Distribution of Foreign Investments (%), 2009–2018
Figure 31: German HNWI Liquidity Breakdown (%), 2009–2018
Figure 32: German UHNWI Asset Class Composition (%), 2009–2018
Figure 33: German Wealth Management Industry – Maturity Level of Operators, 2014
Figure 34: German Wealth Management Industry Behavioral Mapping, 2013
Figure 35: German Wealth Management Industry – Five Forces Analysis
Figure 36: EUR to US$ Exchange Rate, 2009–2018
Figure 37: German Real GDP Growth (%), 2009–2018
Figure 38: German GDP per Capita (US$), 2009–2018
Figure 39: German Domestic Market Capitalization (US$ Billion), 2009–2013
Figure 40: German Commodity Indices, 2009–2018
Figure 41: German Foreign Direct Investment (US$ Billion), 2007–2011
Figure 42: German Inflation Rate (%), 2009–2018
Figure 43: German Money Market Rate (%), 2009–2018
Figure 44: German Balance of Payments (US$ Billion), 2009–2013
Figure 45: German Government Debt as a Percentage of GDP, 2009–2018
Figure 46: German Stock Market Performance, 2009–2013
Figure 47: German HNWI Wealth vs GDP Ratio, 2009–2018
Figure 48: German HNWIs – Volume by Wealth Band, 2009–2018
Figure 49: German HNWIs – Wealth by Wealth Band (US$ Billion), 2009–2018
Figure 50: German HNWIs – Wealth per Capita (US$ Million), 2009–2018

COMPANIES MENTIONED

Deutsche Bank Private Wealth Management
Commerzbank Private Banking
UniCredit Bank AG
Bankhaus Lampe
Merck Finck & Co.
BHF-Bank Private Banking
Berenberg Private Banking
DZ Privatbank
Mertzler Private Banking

HNWI wealth will also grow by 25%, reaching US$5.6 trillion by 2018.

German HNWI Performance (US$ Billions and HNWI Volume), 2009-2018
German HNWI Performance (US$ Billions and HNWI Volume), 2009-2018 

Wealth Insight’s Germany 2014 Wealth Book reports is the result of extensive research covering the high net worth individual (HNWI) population and wealth management market in Germany. The report reviews the performance and asset allocations of HNWI’s and Ultra- HNWI’s in Germany. It also includes an evaluation of the local wealth management market.

Due to unfavorable world market conditions during the review period, the German wealth management market has struggled to achieve its full potential. However, the market is attractive; not only for local development, but also to foreign institutions, as it holds over US$4 trillion in wealth.  Much of the growth in the German wealth management and private banking sector over the past decade has been driven by growth in personal wealth and the number of HNWIs and UHNWIs. Wealth contrasts are a sensitive matter in the country, with Germany being slandered by Greece due to tough austerity measures that were placed on the country.

Forecast data shows that Germany will record positive growth in 2014, after growing by 0.4% in 2013. Figures from the National Institute for Statistics (Istat) predict that Germany will register positive growth for 2014 as a whole. Interest rates have been considerably low during the review period, with the EU trying to stimulate growth through lending cheap money. Low interest rates, however, have struggled to promote growth, forcing governments to seek other measures such as quantitative easing.

The main obstacle of growth in Germany is the slow amount of growth being seen within the Eurozone, as well as the large amount of capital Germany has had to put forward to bail out struggling economies, such as Greece and Portugal.

The material was prepared in July, 2014.

LIST OF TABLES

Table 1: HNWI Wealth Band and Group Definitions
Table 2: Regions in Germany by Population (Volume), 2013
Table 3: German HNWIs – Volume Distribution (%), 2013
Table 4: German HNWIs – Wealth Distribution Wealth Pyramid (%), 2013
Table 5: German HNWIs – Industry Performance, 2009–2013
Table 6: German HNWIs – Cities, 2013
Table 7: German HNWI Growth in Top Cities (Thousand), 2009–2013
Table 8: German HNWI Population Density in Major Cities (Thousand), 2013
Table 9: German HNWIs in Top Cities (Thousand), 2009–2018
Table 10: German HNWIs – Growth Rates for Top Cities (%), 2009–2018
Table 11: German Volume of HNWI by States (Thousand), 2013
Table 12: German HNWI State Performance (%), 2009–2013
Table 13: German HNWIs Population Density by State (Thousand), 2013
Table 14: German UHNWI Gender Performance (%), 2009–2013
Table 15: German UHNWI Source of Wealth (%), 2013
Table 16: German Volume of UHNWI in Top Cities (Hundred), 2009–2018
Table 17: German UHNWI Growth Rates in Top Cities (%), 2009–2018
Table 18: German Billionaires Market Overview (Volume and US$ Billion), 2009–2018
Table 19: German Top-10 Billionaires (US$ Billions), 2013
Table 20: German Billionaire Wealth Growth (US$ Billion), 2009−2013
Table 21: German Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009–2018
Table 22: German Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009–2018
Table 23: German Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009–2018
Table 24: German Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009–2018
Table 25: German Allocations of HNWI Assets (%), 2009–2018
Table 26: German HNWI Holdings Growth (%), 2009–2018
Table 27: German HNWI Alternative Asset Composition (%), 2009–2018
Table 28: German HNWI Trends of Investments in Alternative Assets (%), 2009–2018
Table 29: German Trends in ‘Art, Wine and Wheels’, 2009–2013
Table 30: Global Prime Real Estate Prices per m2 (US$), 2012
Table 31: German HNWI Foreign Investment Allocations (%), 2009–2018
Table 32: German HNWI Liquidity Breakdown (US$ Billion), 2009–2018
Table 33: German HNWI Liquidity Breakdown (%), 2009–2018
Table 34: German UHNWI Allocations and Share of HNWI Assets (%), 2013
Table 35: Leading Domestic Private Banks in Germany by local AuM (US$ million), 2013
Table 35: Leading Foreign Private Banks in Germany by local AuM (US$ million), 2013
Table 36: Leading Wealth Managers in Germany by AuM (US$m), 2013
Table 37: Top German Family Offices by AuM (US$m), 2013
Table 38: Wealth Management Industry – Recent Deal Activity in Japan, 2013
Table 39: German Income Tax Bands (EUR), 2013–2014
Table 40: EUR per US$ Exchange Rate, 2009–2018
Table 41: German Real GDP Growth (%), 2009–2018
Table 42: German GDP per Capita (US$), 2009–2018
Table 43: German Domestic Market Capitalization (US$ Billion), 2009–2013
Table 44: German Commodity Indices, 2009–2018
Table 45: German Foreign Direct Investment (US$ Billion), 2007–2011
Table 46: German Inflation Rate (%), 2009–2018
Table 47: German Money Market Rate (%), 2009–2018
Table 48: German Balance of Payments (US$ Billion), 2009–2013
Table 49: German Government Debt as a Percentage of GDP, 2009–2018
Table 50: German Stock Market Performance, 2009–2013
Table 51: German HNWI Wealth vs GDP Ratio, 2009–2018
Table 52: Germany – Appendix One
Table 53: Germany – Appendix Two

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