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Wealth in France: HNW Investors; Understanding HNW investors and wealth management strategies.

Wealth in France: HNW Investors; Understanding HNW investors and wealth management strategies.

  • July 2016
  • 45 pages
  • ID: 3978503
In this report:
A Reuters poll found that European shares are predicted to rise ##% until the end of 2016, including France's CAC index which is expected to end the year with ##% gains.
According to Knight Frank's France Insight 2016 report, residential sales increased by ##.##% from November 2014 to November 2015, which can be partly attributed to favorable mortgage rates and interest from other European countries.

Summary

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Brief

More than half of French HNW investors generated their wealth through being a business owner or first-generation entrepreneur. 56.0 percent of French investors attribute their wealth to the property and manufacturing industries, reflective of market demand and stability. When opting to have wealth managed by a professional, French HNW clients expect access to sophisticated and exclusive products as well as superior returns. However, clients who self-direct their portfolios cite confidence and ease-of-use with digital platforms as reasons for managing their wealth.

Main highlights

- More than 60.0 percent of French HNW expats come from Western Europe. Territories in the Middle East (ME), including Saudi Arabia and the United Arab Emirates, are also feeder nations.

- 19.30 percent of wealth managers believe clients invest in their country of residence if they are uncertain about returning to their country of origin. French HNW expats also hope to avoid foreign exchange fees and gain superior control over their investments.

- France's HNW individuals are most likely to choose discretionary mandates but despite a strong preference for professional management, 26.50 percent opt for execution-only mandates.

- Equities and bonds make up the majority of French HNW portfolios. However, 76.0 percent of wealth managers expect a decrease in demand for bond investments over the next year, while property and alternatives show stronger outlooks.

- 66.70 percent of wealth managers experience strong demand for financial planning services. It is expected that pension planning will see the greatest increase in demand among planning services.

Abstract

Verdict Financial's "Wealth in France (FR): HNW Investors" report examines the investing preferences and portfolio allocation of French HNW investors. The market research is based on our proprietary Global Wealth Managers Survey.

Specifically the report:

- Profiles the average French HNW investor in terms of their demographics and analyses the expat opportunity in France (FR).

- Analyzes which wealth management mandates are the preferred ones among French HNW investors and how demand will develop looking forward.

- Examines the allocation of French HNW investors' portfolios into distinct asset classes and how the allocation is anticipated to develop in the outlook.

- Examines the product and service demand among French HNW investors.

Great reasons to purchase

- Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.

- Give your marketing strategies the edge required and capture additional clients using insights from our data on HNW investors' drivers for seeking investment advice vs self-directing.

- Tailor your investment product portfolio to match the current and future demand for various asset classes among HNW individuals.

- Develop your service proposition to match the service and product demand expressed by French HNW investors and react proactively to the forecasted change in demand.

Key Findings

- Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.

- Give your marketing strategies the edge required and capture additional clients using insights from our data on HNW investors' drivers for seeking investment advice vs self-directing.

- Tailor your investment product portfolio to match the current and future demand for distinct asset classes among HNW individuals.

- Develop your service proposition to match the service and product demand expressed by French HNW investors and react proactively to the forecasted change in demand.

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