1. Market Research
  2. > Financial Services
  3. > Banking
  4. > Retail Banking Market Trends
Germany Wealth Management - Market Sizing and Opportunities to 2025

Germany Wealth Management - Market Sizing and Opportunities to 2025

  • June 2021
  • 38 pages
  • ID: 5822309
  • Format: PDF
  • GlobalData

Summary

Table of Contents

Search Inside

Germany Wealth Management - Market Sizing and Opportunities to 2025

Summary
Germany’s affluent segment (including HNW and mass affluent individuals) has experienced robust growth in recent years. Affluent individuals accounted for almost a quarter of the total adult population in 2020 and held 84.5% of the country’s total onshore liquid assets in 2020. German investors remain strongly biased towards deposits, with the asset class constituting over two thirds of overall balances and limiting the growth of the investment market. Between the Coronavirus Crash, the US-China trade war, and Brexit, many investors put any additional savings into negative interest-bearing but safe bank deposits. The overall retail and saving investments are expected to grow in Germany over the upcoming period, owing to the country’s economic recovery and vaccine rollout deriving investors confidence. Further, the country’s savings and investments market is expected to grow observing a growing preference for robo-advisory by the HNW investors. This demand has also been accelerated by the outbreak of the pandemic that has been a catalyst in increasing the use of digital products and services.

Based on our proprietary datasets, this report analyzes Germany’s wealth and retail savings and investments markets, with a focus on the HNW segment.This includes overall affluent market size (both by number of individuals and the value of their liquid assets).

The report also provides analysis of the factors driving liquid asset growth, including a breakdown and forecast of total retail savings and investments split by asset class. It also analyzes the investing preferences and portfolio allocations of German HNW individuals as well as their propensity to invest offshore and explores the products and services they demand.

Scope
- HNW individuals constituted only 0.6% of the total adult population of Germany in 2020.
- Robo-advisory services are witnessing a sharp increase in demand, with 66.2% of wealth managers agreeing that traditional wealth managers will lose market share to these services in the next 12 months
- Deposits remain the most popular investment avenue for Germans indicating their preference for safe haven investment assets.
- More than a fifth of mass affluent investors reach out to advisor at their main bank to seek advice regarding investments.

Reasons to Buy
- Make strategic decisions using top-level historic and forecast data on Germany’s wealth industry.
- Identify the most promising client segment by analysing the penetration of affluent individuals.
- Receive detailed insights into retail liquid asset holdings in Germany.
- Understand the changing market and competitive dynamics by learning about new competitors and recent deals in the wealth space.
- See an overview of key digital disruptors in the country’s wealth market.

Get Industry Insights. Simply.

  • Latest reports & slideshows with insights from top research analysts
  • 150+ Million searchable statistics with tables, figures & datasets
  • More than 25,000 trusted sources
  • Single User License — provides access to the report by one individual.
  • Department License — allows you to share the report with up to 5 users
  • Site License — allows the report to be shared amongst all employees in a defined country
  • Corporate License — allows for complete access, globally.

ReportLinker may already be registered as a supplier with your company. If you want to Order by PO, check with us first and we'll let you know if we are a registered supplier and what the vendor number is. Otherwise, we'll provide you with the necessary information to register ReportLinker as a vendor.

Ahmad helps you find the right report:
Testimonials

The research specialist advised us on the best content for our needs and provided a great report and follow-up, thanks very much we shall look at ReportLinker in the future.

Kate Merrick

Global Marketing Manager at
Eurotherm by Schneider Electric

We were impressed with the support that ReportLinker’s research specialists’ team provided. The report we purchased was useful and provided exactly what we want.

Category Manager at
Ikea

ReportLinker gave access to reliable and useful data while avoiding dispersing resources and spending too much time on unnecessary research.

Executive Director at
PwC Advisory

The customer service was fast, responsive, and 100% professional in all my dealings (...) If we have more research needs, I'll certainly prioritize working with ReportLinker!

Scott Griffith

Vice President Marketing at
Maurice Sporting Goods

The research specialist provided prompt, helpful instructions for accessing ReportLinker's product. He also followed up to make sure everything went smoothly and to ensure an easy transition to the next stage of my research

Jessica P Huffman

Research Associate at
American Transportation Research Institute

Excellent customer service. Very responsive and fast.

Director, Corporate Strategy at
Ingredion

I reached out to ReportLinker for a detailed market study on the Air Treatment industry. The quality of the report, the research specialist’s willingness to solve my queries exceeded my expectations. I would definitely recommend ReportLinker for in-depth industry information.

Mariana Mendoza

Global Platform Senior Manager at
Whirlpool Corporation

Thanks! I like what you've provided and will certainly come back if I need to do further research works.

Bee Hin Png

CEO at
LDR Pte Ltd

The research specialist advised us on the best content for our needs and provided a great report and follow-up, thanks very much we shall look at ReportLinker in the future.

Kate Merrick

Global Marketing Manager at
Eurotherm by Schneider Electric

FAQ
  • How we can help
    • I am not sure if the report I am interested in will fulfill my needs. Can you help me?
    • Yes, of course. You can call us at +33(0) 4 37 65 17 03 or drop us an email at [email protected] to let us know more about your requirements.
    • We buy reports often - can ReportLinker get me any benefits?
    • Yes. Set up a call with a Senior Research Advisor to learn more - [email protected] or +33(0) 4 37 65 17 03.
    • I have had negative experiences with market research reports before. How can you avoid this from happening again?
    • We advise all clients to read the TOC and Summary and list your questions so that we can get more insight for you before you make any purchase decision. A research advisor will accompany you so that you can compare samples and reports from different sources, and choose the study that is right for you.

  • Report Delivery
    • How and when I will receive my Report?
    • Most reports are delivered right away in a pdf format, while others are accessed via a secure link and access codes. Do note that sometimes reports are sent within a 12 hour period, depending on the time zones. However, you can contact us to escalate this. Should you need a hard copy, you can check if this option is offered for the particular report, and pay the related fees.
  • Payment conditions
    • What payment methods do you accept?
      1. Credit card : VISA, American Express, Mastercard, or
      2. You can download an invoice to pay by wire transfer, check, or via a Purchase Order from your company, or
      3. You can pay via a Check made out in US Dollars, Euros, or British Pounds for the full amount made payable to ReportLinker
    • What are ReportLinker’s Payment Terms?
    • All payments must normally be submitted within 30 days. However, you can let us know if you need extended time.
    • Are Taxes and duties included?
    • All companies based in France must pay a 20% tax per report. The same applies to all individuals based in the EU. All EU companies must supply their VAT number when purchasing to avoid this charge.
    • I’m not satisfied. Can I be refunded?
    • No. Once your order has been processed and the publisher has received a notification to send you the report, we cannot issue any refund or cancel any order. As these are not ‘traditional’ products that can be returned, reports that are dispatched are considered to be ‘consumed’.
  • User license
    • The license that you should acquire depends on the number of persons that need to access the report. This can range from Single User (only one person will have the right to read or access the report), or Department License (up to 5 persons), to Site License (a group of persons based in the same company location), or Corporate License (the entire company personnel based worldwide). However, as publishers have different terms and conditions, we can look into this for you.

ref:plp2021

Reportlinker.com © Copyright 2021. All rights reserved.

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

Make sure you don’t miss any news and follow us on