1. Market Research
  2. > Financial Services
  3. > Banking
  4. > Private Banking Market Trends
  5. > Wealth in France: HNW Customers

Wealth in France: HNW Customers

  • July 2015
  • -
  • GlobalData
  • -
  • 39 pages

Summary
Part of a two-part series, Wealth in France: HNW Customers analyzes the profile of French HNW individuals, from their investments to product demand to sources of wealth. This report is based on our 2014 Global Wealth Managers Survey. The results of the survey are accompanied by best-practice case studies on how to target French HNW individuals where applicable.


Synopsis
- Understand the major sources of HNW wealth in France and the industries from which it has been amassed.
- Interpret the investment portfolios of French HNW individuals through detailed asset allocation analysis.
- Evaluate product and service demand among French HNW individuals, from discretionary asset management to art advisory and philanthropy services.
- Analyze the best methods to capture new French HNW clients and how best to maintain communication throughout the client relationship.

Reasons To Buy
- How do French HNW individuals amass their wealth?
- Which assets make up an average French HNW investment portfolio?
- Which wealth management products and services are in demand in France?
- How often do French wealth managers contact their clients through email, social media, and face-to-face meetings?
- How do French HNW individuals compare to their European peers?

Key Highlights
The typical French HNW client is a family business owner who has amassed their wealth through manufacturing. Expats constitute a relatively small percentage of the French HNW population, and thus it will be difficult for wealth managers to achieve the economies of scale necessary to target this market efficiently.

The French HNW portfolio shows less risk preference compared to the European average in terms of asset allocation. French clients tend to allocate a larger share of their wealth into bonds compared to their European counterparts. Looking forward, the weight of bonds is expected to decrease as French investors seek better returns from equities.

Advisory asset management is the mandate of choice among French HNW individuals. Over the next two years, discretionary and advisory asset management are expected to see significant increases in demand. French wealth managers should ensure their mandates are robust enough to meet this demand.

Table Of Contents

Wealth in France: HNW Customers

View This Report »

Get Industry Insights. Simply.

  • Latest reports & slideshows with insights from top research analysts
  • 24 Million searchable statistics with tables, figures & datasets
  • More than 10,000 trusted sources
24/7 Customer Support

Talk to Amrita

+1 718 303 2019

Purchase Reports From Reputable Market Research Publishers
2017: Trends to Watch in Global Wealth Management

2017: Trends to Watch in Global Wealth Management

  • $ 5250
  • Industry report
  • December 2016
  • by GlobalData

2017: Trends to Watch in Global Wealth Management Summary Global uncertainty will continue to keep investors busy in 2017. Most notably, ongoing Brexit negotiations, the effects of the Italian referendum, ...

Wealth in the US: HNW Investors

Wealth in the US: HNW Investors

  • $ 3450
  • Industry report
  • February 2017
  • by GlobalData

Wealth in the US: HNW Investors Summary GlobalData’s “Wealth in the US: HNW Investors” report analyzes the investing preferences and portfolio allocation of US HNW investors. The report is based ...

Wealth in Hong Kong: Sizing the Market Opportunity 2017

Wealth in Hong Kong: Sizing the Market Opportunity 2017

  • $ 3450
  • Industry report
  • January 2017
  • by GlobalData

Summary Almost 60% of the Hong Kong adult population is considered affluent, comparable to markets in the developed West like Switzerland, while wealth growth rates still resemble those found in emerging ...


ref:plp2015

Reportlinker.com © Copyright 2017. All rights reserved.

ReportLinker simplifies how Analysts and Decision Makers get industry data for their business.