Report cover image

France Wealth Management - HNW Investors 2021

Publisher GlobalData
Published Feb 07, 2022
Length 33 Pages
SKU # GBDT17024779

Description

France Wealth Management - HNW Investors 2021

Summary

The French HNW segment is characterized by a growing proportion of family business owners. A diversified market such as this requires wealth management services focused on HNW inheritor and earned income populations. French HNW investors have mainly sourced their wealth from earned income and entrepreneurship. While the largest chunk of HNW wealth is held via advisory mandates, demand for robo-advice is forecast to rise.

This report sizes the opportunity that the French wealth market offers and analyzes the investing preferences, service requirements, and portfolio allocations of French HNW investors. The report is based on our proprietary Global Wealth Managers Survey.

Scope
  • Expats constitute 13.8% of the local HNW population. They represent an attractive target market thanks to their more complex service requirements.
  • Robo-advice accounts for just 4.5% of the French HNW portfolio. The market for robo-advisory services is at a very nascent stage of development in the HNW space in France, with a limited number of wealth managers offering this service.
  • French HNW individuals spread their investments in line with the European average, with bonds, equities, and property dominating.
  • The average French HNW investor offshores 42.5% of their wealth abroad. This proportion is expected to strongly increase over the next 12 months, indicating indicates that many HNW investors are uncertain about the country’s economic recovery and are willing to look for investment avenues in other markets.
Reasons to Buy
  • Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.
  • Enhance your marketing strategies and capture new clients using insights from our data on HNW investors’ asset management style preferences.
  • Tailor your investment product portfolio to match the current and future demand for different asset classes among HNW individuals.
  • Develop your service proposition to match the demand expressed by French HNW investors and react proactively to forecast changes in demand.
Companies Mentioned

UBS
EY

Table of Contents

33 Pages
Demographics
Expats
Investment Style Preferences
Asset Allocation Preferences
Offshore Investment Preferences
Products and Services
Appendix

Pricing

Currency Rates
How Do Licenses Work?

How Do Licenses Work?

The primary function of a report license is to define how many people within a company are authorized to use the purchased report. This is separate to how a report might be delivered. Unless specifically identified otherwise, the purchase option is Single User. Below is a helpful description of that license, along with a sampling of others most commonly offered.

  • This license allows only one user to have access to and to use/read the report. It is not one user at a time or one user group; it is an individual who will be reading and utilizing the report.

  • This license allows for the entire purchasing company to read and use the report. This is the license level that would allow for a report to be placed on an internal company shared drive for access by all employees of that direct company. This license does not extend to parent or sister company use.

  • This license is designed to allow an entire department within a company full access to a report. The departmental license is a great option for companies that have more than one location and the department is spread out all over the country/world

  • This license is for companies that have one location where they want the report to be accessible by all employees within that physical location.

  • This is the most flexible of the licensing options. Some publishers will allow you to get a license for a preset number of people (typically 5). These licenses are ideal for small work groups.

License options are at the discretion of each publisher. As such, not all licenses indicated above are available for every product. If you are uncertain of the best license for your needs or would like a license that is not proactively available, please contact us and we will be happy to assist.

Request A Sample
Head shot

Questions or Comments?

Our team has the ability to search within reports to verify it suits your needs. We can also help maximize your budget by finding sections of reports you can purchase.
Chat Now
Contact Us