Spain Wealth Management - High Net Worth (HNW) Investors

Spain Wealth Management - High Net Worth (HNW) Investors


The Spanish HNW market is dominated by professional and high-earning males. A high proportion of the typical Spanish HNW portfolio is not placed with wealth managers, indicating a significant market opportunity. A growing appetite for discretionary mandates - coupled with increasing demand for ESG and alternative investments - provide arguably the most significant growth opportunities for wealth managers in the foreseeable future.

This report sizes the opportunity within Spain's wealth market and analyzes the investing preferences, service requirements, and portfolio allocations of its HNW investors. The report is based on GlobalData's proprietary Global Wealth Managers Survey.

  • Expats constitute 24.7% of the local HNW population. They represent an attractive target market thanks to their more complex service requirements.
  • Robo-advice currently accounts for 13.3% of the Spanish HNW portfolio.
  • Equities, property, and cash and near-cash investments dominate the Spanish HNW asset portfolio.
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 current and future demand for different asset classes among HNW individuals.

Investment Style Preferences
Asset Allocation Preferences
Offshore Investment Preferences
Products and Services

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