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Germany Wealth Management: HNW Investors 2025

Publisher GlobalData
Published May 07, 2025
Length 31 Pages
SKU # GBDT20043810

Description

Germany Wealth Management: HNW Investors 2025

Summary

This report provides comprehensive analysis of the investment preferences of German HNW individuals. It profiles HNW investors in terms of their demographics; examines the allocation of HNW investors’ portfolios; analyzes their propensity to invest offshore; and explores their product and service demand. The report is based on GlobalData’s proprietary Global Wealth Managers Survey.

The German HNW market is dominated by professional and high-earning males, but female HNWs and entrepreneurs also represent a lucrative target market for wealth managers. In a highly competitive market such as this, execution-only mandates have the highest demand, yet offering a multi-service proposition underpinned by the ability to offer sophisticated investments is crucial. A burgeoning appetite for robo-advice coupled with increasing demand for equities, inheritance planning, and environmental, social, and governance investment services provide the most significant growth opportunities for wealth managers.

Scope
  • Expats constitute 9.8% of the local HNW population. They represent an attractive target market thanks to their more complex service requirements.
  • Robo-advice accounts for just 4% of the German HNW portfolio.
  • The average German HNW investor offshores 36.2% of their wealth abroad; this proportion is expected to increase over the next 12 months.
Reasons to Buy
  • Understand Germany's HNW wealth market, including the investment preferences of HNW individuals.
  • Develop and enhance your client targeting strategies using our data on HNW demographics and sources of wealth.
  • Tailor your investment product portfolio to match current and future demand for different asset classes among HNW individuals.

Table of Contents

31 Pages
1. Demographics
2. Expats
3. Investment Style Preferences
4. Asset Allocation Preferencess
5. Offshore Investment Preferences
6. Products and Services
7. Appendix

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