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Alternative Investments for Private Clients 2007

Datamonitor
May 7, 2007
38 Pages - SKU: DFMN1495956

Abstract Table of Contents Search inside this report Related Reports

Countries covered: Europe

Introduction

Alternative Investments for Private Clients includes the drivers behind and barriers to growth of alternative investments amongst high net worth customers across Europe and the expectations for hedge funds or fund of hedge funds, capital protected and structured products, private equity / venture capital investments and property investments.

Scope

Draws on an extensive B2B study of asset managers across Europe to offer a unique perspective on property fund investments Covers the five main markets within Europe: France, Germany, Italy, Spain and the UK Issues discussed include distribution, future expectations, key success factors, barriers to growth and attitudes towards new investment vehicles

Highlights

The majority of European asset managers believe that as well as benefiting their clients, offering alternative investments can open doors for their own business by helping them to develop wealth management relationships. Only 10% of European asset managers felt that offering these products did not lead to closer ties with wealth manager partners. In each of the main European markets, asset managers preferred global players over local competitors for developing alternative investments. In some cases, global players were more favored in their home market (such as AXA in France), but in many cases there was little sign that asset managers prefer firms that are based in their home country. European asset managers surveyed indicated that their clients are still primarily attracted to alternative investments because of the opportunity to diversify their portfolios, but there is a general trend moving slightly away from a purely defensive stance among investors.

Reasons to Purchase

Gain a unique picture of the market for property fund investments in Europe based on the views of Europe's premier asset managers Understand the key success factors required to succeed in the market for alternative investments Assess the potential for future growth in specific country/customer pairings based on the views of local asset managers themselves

Overview
Catalyst
Summary
Methodology
Executive Summary: Market context; Customer focus; Table of Contents; Overview; Catalyst; Summary; Methodology; Executive Summary; Market context; Customer focus; Market Context; The vast majority of asset managers in Europe believe that distributing alternative investment products benefits their business and their high net worth clients; There is a general consensus regarding the most appropriate distribution channels for alternative investments but different regions tend to favor certain channels; There is a small tier of key players that are popular among asset managers in the main European alternative investments markets; Data tables; Customer Focus; The need for diversification and defensive strategies are still the main reasons wealthy clients turn to alternative investments but investors are becoming less cautious; Hedge funds remain the key alternative investment product area among wealthy clients but private equity is also popular; High net worth clients are the most important client segment for private equity funds at present, but their importance in most asset classes will decline over the next three years; In the near future growth will be hampered by lack of understanding and perceived expense among high net worth clients; Data tables
APPENDIX: Definitions; Methodology; Further reading; Ask the analyst; Datamonitor consulting; Disclaimer
List of Tables: Table 1: All responses to the question: To what extent do you agree that alternative investments are well suited to high net worth investors?; Table 2: All responses to the question: To what extent do you agree that alternative investments are well suited to high net worth investors?; Table 3: All responses to the question: To what extent do you agree that alternative investments offer asset managers the chance to develop new relationships with new wealth manager partners?; Table 4: All responses to the question: What do you think is the best way for the following alternative investments to be distributed to high net worth investors?; Table 5: All responses to the question: What do you think is the best way for the following alternative investments to be distributed to high net worth investors?; Table 6: All French responses to the question: In your country, who are the three best asset managers at building the following alternative investments?; Table 7: All German responses to the question: In your country, who are the three best asset managers at building the following alternative investments?; Table 8: All Italian responses to the question: In your country, who are the three best asset managers at building the following alternative investments?; Table 9: All Spanish responses to the question: In your country, who are the three best asset managers at building the following alternative investments?; Table 10: All British responses to the question: In your country, who are the three best asset managers at building the following altern; Table 11: All responses to the question: In your opinion, what is the most important reason why wealthy clients are demanding alternative investments?; Table 12: All responses to the question: In your opinion, what is the most important reason why wealthy clients are demanding alternative investments?; Table 13: All responses to the question: Do your high net worth clients get into the property investment market mainly for defensive or opportunistic reasons?; Table 14: All responses to the question: What type of alternative investment fund is most in demand by your wealthy clients or the wealth managers who offer your funds to their clients?; Table 15: All responses to the question: What type of alternative investment fund will be most in demand by your wealthy clients or the wealth managers who offer your funds to their clients in three years' time?; Table 16: All responses of high net worth to the question: Which is your biggest customer group for the following products now, and in three years' time?; Table 17: All responses to the question: For the following investments, from which customer base will the most increase in demand come in three years' time?; Table 18: All responses to the question: Thinking of high net worth clients, what do you think will be the major barriers to wider take-up of alternative investments in the next three years?; Table 19: All responses to the question: Thinking of the next three years, how do you think demand for alternative investments will change among high net worth investors?
List of Figures: Figure 1: Alternative investments are considered to be well suited to high net worth investors across Europe; Figure 2: All Spanish asset managers believe that alternative investments are well suited to high net worth investors; Figure 3: Most asset managers believe that alternative investments can help them develop relationships with new wealth manager partners; Figure 4: There is general agreement as to the best distribution channels across the alternative asset classes; Figure 5: The French market is notably dominated by the retail banking channel as the primary distribution route for alternative investments sold to high net worth clients; Figure 6: Diversification is still the primary incentive for wealthy clients to invest in alternative investments; Figure 7: No German asset managers believed that marketing affected wealthy clients' choice to invest in alternative products; Figure 8: Defensive attitudes in the property investment sector of the alternative investments market have declined over the past year; Figure 9: Asset managers believe that hedge funds are the most popular form of alternative investment among wealth managers and their wealthy clients; Figure 10: Hedge funds will remain popular among wealthy individuals in Europe in the medium term; Figure 11: The importance of high net worth clients in the total alternative investment market will decline over the next three years; Figure 12: Many asset managers expect high net worth clients' demand to increase most for REITs and private equity funds; Figure 13: Several factors are important barriers to wider take-up of alternative investments among wealthy clients over the next three years; Figure 14: Asset managers were almost all positive about growth in demand for alternative investments among wealthy clients

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