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Spain 2013 Wealth Book

  • January 2014
  • -
  • WealthInsight
  • -
  • 123 pages

Synopsis

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

Summary

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

Scope

• Independent market sizing of Spain HNWIs across five wealth bands
• HNWI volume, wealth and allocation trends from 2008 to 2012
• HNWI volume, wealth and allocation forecasts to 2017
• 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 Italy
• Size of the Italy wealth management industry
• Largest domestic 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 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 2017.
• Also provides detailed information on UHNWIs in each major city.

Key Highlights

• There were approximately 146,280 HNWIs in Spain in 2012. These HNWIs held US$992 billion in wealth.
• Spanish HNWI numbers rose by 2% in 2012 following a decline of 6.2% in 2011.
• HNWI wealth and volumes are expected to improve over the forecast period. The total number of HNWIs is forecast to grow by 23.2% to reach 180,271 in 2017. HNWI wealth will see a significant percentage increase, growing by around 27.7% to reach US$1,267 billion by 2017.
• At the end of 2012, Spanish HNWIs held 41.8% (US$415 billion) of their wealth outside their home country, higher than the worldwide average of 20–30%.

Table Of Contents

Spain 2013 Wealth Book
Table of Contents
TABLE OF CONTENTS
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 Spanish Wealth in Context
3.4.1 Distribution of wealth in Spain
3.5 HNWI Volume and Wealth Trends
4 Findings from the WealthInsight HNWI Database
4.1 Trends in HNWI Wealth to 2017
4.1.1 HNWI trend analysis
4.1.2 Trends of the wealth bands
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 autonomous community or city
4.1.12 HNWIs - autonomous community or city performance
4.1.13 HNWIs - autonomous community or city 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 Centimillionaires 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 Millionnaires
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 Spanish HNWI Investments
5.1 Analysis by Asset Classes
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 Trends of investments in equity
5.1.7 Trends of Investments 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 Spanish UHNWI Investments
6 Competitive Landscape of the Wealth Sector
6.1 Competitive Landscape
6.1.1 Private Banks
6.1.2 Wealth managers
6.1.3 Family offices
6.1.4 Financial advisors
6.2 Developments in the Spanish Private Banking Industry
6.3 Spain Wealth Management Industry - Clientele Model and Maturity
6.4 Behavioral Mapping of Wealth Management and Private Banking in Spain
6.5 Porter's Five Force Analysis - the Wealth Management Industry
6.6 Financial Services Review
6.6.1 Retail Banks
6.6.2 Asset management in Spain
7 Appendix
7.1 Additional Components of the Wealth Sector in Spain
7.1.1 Philanthropy
7.1.2 Demand for intergenerational wealth transfer
7.1.3 Human resource availability for the wealth management industry
7.2 Regulations on Taxes
7.3 Regulations Related to Immigration, Investment and Employment
7.4 Key Drivers
7.4.1 Euro 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 TABLES

Table 1: HNWI Wealth Band and Group Definitions
Table 2: Regions in Spain, 2012
Table 3: Largest Cities in Spain, 2012
Table 4: Spanish HNWIs - Volume Distribution Wealth Pyramid, 2012
Table 5: Spanish HNWIs - Wealth Distribution Wealth Pyramid (%), 2012
Table 6: Spanish HNWI Industry Performance, 2008-2012
Table 7: Spanish HNWIs - Cities, 2012
Table 8: Spanish HNWIs - Growth in Top Cities, 2008-2012
Table 9: Spanish HNWIs - Population Density in Major Cities, 2012
Table 10: Spanish HNWIs - Top Cities, 2008-2017
Table 11: Spanish HNWIs - Growth Rates for Top Cities, 2008-2017
Table 12: Spanish HNWIs - by Autonomous Community or City, 2012
Table 13: Spanish HNWIs - Autonomous Community or City Performance, 2008-2012
Table 14: Spanish HNWIs - Population Density by Autonomous Community or City, 2012
Table 15: Spanish UHNWIs - Gender Performance, 2008-2012
Table 16: Spanish UHNWIs - Sources of Wealth (%), 2012
Table 17: Spanish UHNWIs - Top Cities, 2008-2017
Table 18: Spanish UHNWIs - Growth Rates for Top Cities, 2008-2017
Table 19: Spanish Billionaires - Market Overview (US$ Billions) 2008-2017
Table 22: Top 10 Spanish Billionaires (US$ Billions), 2012
Table 20: Spanish Billionaire Wealth Growth, 2008?2012
Table 21: Spanish Centimillionaires - Market Overview, 2008-2017
Table 22: Spanish Affluent Millionaires - Market Overview, 2008-2017
Table 23: Spanish Mid-Tier Millionaires - Market Overview, 2008-2017
Table 24: Spanish Lower-Tier Millionaires - Market Overview, 2008-2017
Table 25: Spanish Allocations of HNWI Assets, 2008?2017
Table 26: Spanish HNWIs ? Holdings Growth (%), 2008-2017
Table 27: Spanish HNWIs - Trends of Investments in Alternative Assets(%), 2008-2017
Table 28: Spanish HNWIs - Alternative Asset Composition (%), 2008-2017
Table 29: Spanish Trends in ‘Art, Wine and Wheels', 2008-2012
Table 30: Global Prime Real Estate Prices per Square Meter in US Dollars, 2012
Table 31: Spanish HNWIs - Percentage of Foreign Investment Allocations, 2008-2017
Table 32: Spanish HNWIs - Liquidity Breakdown (US$ Billion), 2008-2017
Table 33: Spanish HNWIs - Liquidity Breakdown (%), 2008-2017
Table 34: Spanish UHNWIs - Allocations and Share of HNWI Assets, 2012
Table 35: Top 10 Local Private Banks in Spain by AuM, 2012
Table 36: Top 10 Foreign Private Banks in Spain by AuM, 2012
Table 37: Spanish Wealth Management Offices per City, 2012
Table 38: Spanish Family Offices, 2012
Table 39: Spanish Family Offices per City, 2012
Table 40: Spanish Financial Advisors in Top Cities, 2012
Table 41: Wealth Management Industry - Recent Deal Activity in Spain, 2013
Table 42: Spanish Income Tax Rates for the Year Ended December 31, 2013
Table 43: Spanish Capital Gains Tax Rates for the Year Ended December 31, 2013
Table 44: Euro to US$ Exchange Rate, 2008-2017
Table 45: Spanish Real GDP Growth (%), 2008-2017
Table 46: Spanish GDP Per Capita (US$), 2008-2017
Table 47: Spanish Domestic Market Capitalization (US$ Billions) 2008-2012
Table 48: Spanish Commodity Indices, 2008-2017
Table 49: Spanish Foreign Direct Investments (US$ Billion), 2008-2017
Table 50: Spanish Inflation Rate (%), 2008-2017
Table 51: Spanish Money Market Rate (%), 2008-2017
Table 52: Spanish Balance of Payments (US$ Billion), 2008-2012
Table 53: Spanish Government Debt as a Percentage of GDP (%), 2008-2017
Table 54: Spanish Stock Market Performance, 2008-2012
Table 55: Spanish HNWI Wealth vs GDP Ratio, 2008-2017
Table 56: Spain Appendix One
Table 57: Spain Appendix Two




LIST OF FIGURES

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Spain
Figure 3: Spain Asset Price Performance, 2008-2012
Figure 4: Spanish HNWI Performance, 2008-2017
Figure 5: Spanish vs Global HNWIs
Figure 6: Spanish HNWIs - Growth Factor Correlation, 2008-2012
Figure 7: Spanish HNWIs - Volume Distribution Wealth Pyramid, 2012
Figure 8: Spanish HNWIs - Wealth Distribution Wealth Pyramid (%), 2012
Figure 9: Spanish HNWIs - Age Distribution, 2012
Figure 10: Spanish HNWIs - Job Titles, 2008-2012
Figure 11: Spanish HNWIs - Distribution by Industry, 2012
Figure 12: Spanish HNWIs - City Performance, 2008-2012
Figure 13: Spanish HNWIs - City Numbers, 2008-2012
Figure 14: Spanish HNWIs - City Forecasts, 2013-2017
Figure 15: Spanish HNWIs - City Forecasts, 2013-2017
Figure 16: Spanish UHNWIs - Wealth Share vs Volume Growth, 2008-2012
Figure 17: Spanish UHNWIs - Volume by Wealth Band, 2008-2017
Figure 18: Spanish UHNWIs - Wealth by Wealth Band (US$ Billion), 2008-2017
Figure 19: Spanish UHNWIs - Age Distribution (Percentage Share), 2012
Figure 20: Spanish UHNWIs - Distribution by Industry, 2012
Figure 21: Spanish Billionaires - Market Overview, 2008-2017
Figure 22: Spanish Centimillionaires - Market Overview, 2008-2017
Figure 23: Spanish Affluent Millionaires - Market Overview, 2008-2017
Figure 24: Spanish Mid-Tier Millionaires - Market Overview, 2008-2017
Figure 25: Spanish Lower-Tier Millionaires - Market Overview, 2008-2017
Figure 26: Spanish HNWIs - Asset Class Composition, 2008-2017
Figure 27: Spanish HNWIs - Trends in Alternative Assets (US$ Billion), 2008-2017
Figure 28: Spanish Trends in ‘Art, Wine and Wheels', 2008-2012
Figure 29: Spanish HNWIs - Foreign Investment Allocation and Growth (%), 2013-2017
Figure 30: Spanish HNWIs - Global Distribution of Foreign Investments, 2008-2017
Figure 31: Spanish HNWIs - Liquidity Breakdown (%), 2008-2017
Figure 32: Spanish UHNWIs - Asset Class Composition, 2008-2017
Figure 33: Spanish Wealth Management Industry - Maturity Level of Players
Figure 34: Spanish Wealth Management Industry - Behavioral Mapping, 2012
Figure 35: Spanish Wealth Management Industry - Five Forces Analysis
Figure 36: Euro to US$ Exchange Rate, 2008-2017
Figure 37: Spanish Real GDP Growth (%), 2008-2017
Figure 38: Spanish GDP Per Capita (US$), 2008-2017
Figure 39: Spanish Domestic Market Capitalization (US$ Billion), 2008-2012
Figure 40: Spanish Commodity Indices, 2008-2017
Figure 41: Spanish Foreign Direct Investments (US$ Billion), 2008-2017
Figure 42: Spanish Inflation Rate (%), 2008-2017
Figure 43: Spanish Money Market Rate (%), 2008-2017
Figure 44: Spanish Balance of Payments (US$ Billion), 2008-2012
Figure 45: Spanish Government Debt as a Percentage of GDP (%), 2008-2017
Figure 46: Spanish Stock Market Performance, 2008-2012
Figure 47: Spanish HNWI Wealth vs GDP Ratio, 2008-2017
Figure 48: Spanish HNWIs - Volume by Wealth Band, 2008-2017
Figure 49: Spanish HNWIs - Wealth by Wealth Band (US$ Billion), 2008-2017
Figure 50: Spanish HNWIs - Wealth Per Capita (US$ Million), 2008-2017

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