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Challenges and Opportunities for the Wealth Sector in Spain 2015

Challenges and Opportunities for the Wealth Sector in Spain 2015

Synopsis

This report is a thorough analysis of Spain's Wealth Management and Private Banking sector, and the opportunities and challenges that it faces.

Summary

  • This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Spain.
  • The report focuses on HNWI performance between the end of 2010 and the end of 2014. This enables us to determine how well the country's HNWIs have performed through the crisis.
Scope
  • Independent market sizing of Spain HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2010 to 2014
  • HNWI volume and wealth forecasts to 2019
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Number of UHNWIs in each state and all major cities
  • Fastest growing cities and states for UHNWIs (2010-2014)
  • Insights into the drivers of HNWI wealth
Reasons To Buy
  • The Challenges and Opportunities for the Wealth Sector in Spain 2015 is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the database comprises dossiers on over 60,000 HNWIs from around the world.
  • With the wealth reports as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.
  • Report includes comprehensive forecasts to 2019.
Key Highlights
  • At the end of 2014, Spanish HNWIs held 39.5% (US$382.2 billion) of their wealth outside their home country.
  • WealthInsight expects foreign asset holdings to increase to US$516.5 billion by 2019, accounting for 39.6% of total HNWI assets.
  • In 2014, Europe accounted for 45.9% of the foreign assets of Spanish HNWIs.
  • Europe was followed by North America with 20.9%, the Asia-Pacific with 17.9%, Southern America with 8.6%, the Middle East with 4.1% and Africa with 2.6%.
  • Spanish HNWI allocations to South America fell sharply during the review period compared with other regions, from 19.9% in 2010 to 8.6% in 2014. North America and the Asia-Pacific were the emerging regions in terms of Spanish HNWI investment.
  • WealthInsight expects HNWIs to increase their levels of investment in Asia-Pacific over the forecast period, to reach 23.8% of foreign HNWI assets by 2019, with investments rising due to confidence in the economy throughout Asia, particularly China and India.


  • Introduction
    • Details of this Report
    • Definitions
      • Table HNWI Wealth Band and Group Definitions
  • Executive Summary
  • Wealth Sector Fundamentals
    • Political Background
      • Table Regional Populations in Spain (Thousand), 2014
    • Economic Background
    • Benchmarking Spain's Wealth in Context
      • Distribution of wealth in Spain
    • HNWI Volume and Wealth Trends
  • Competitive Landscape of the Wealth Sector
    • Competitive Landscape
      • Private Banks
        • Table Leading Domestic Private Banks in Spain by AuM (US$), 2014
        • Table Leading Foreign Private Banks in Spain by AuM (US$), 2012
      • Wealth managers
        • Table Spanish Wealth Managers, 2014
      • Family offices
        • Table Spanish Family Offices, 2014
      • Financial advisors
    • Spanish Wealth Management Industry – Client Model and Maturity
    • Behavioral Mapping of Wealth Management and Private Banking in Spain
  • Appendix
    • Additional Components of the Wealth Sector in Spain
      • Philanthropy
      • Demand for intergenerational wealth transfer
    • Regulations on Taxes
      • Table Spanish Income Tax Bands (EUR), 2014
    • Regulations Related to Immigration, Investment and Employment
    • Key Drivers
      • EUR to US$ exchange rate
        • Table EUR per US$ Exchange Rate (%), 2010–2019
      • Real GDP growth
        • Table Spanish Real GDP Growth (%), 2010–2019
      • Per capita GDP
        • Table Spanish GDP Per Capita (US$), 2010–2019
      • Domestic market capitalization
        • Table Spanish Domestic Market Capitalization (US$ Billion), 2010–2014
      • Commodity index
        • Table Spanish Commodity Indices, 2010–2019
      • Foreign direct investments – inflow and outflow
        • Table Spanish Foreign Direct Investments (US$ Billion), 2007–2011
      • Inflation rate
        • Table Spanish Inflation Rate (%), 2010–2019
      • Interest rate
        • Table Spanish Money Market Rate (%), 2010–2019
      • Balance of payments
        • Table Spanish Balance of Payments (US$ Billion), 2010–2014
      • Government debt
        • Table Spanish Government Debt as a Percentage of GDP (%), 2010–2019
      • Stock market performance
        • Table Spanish Stock Market Performance, 2010–2014
    • Wealth Breakdowns
      • Table Spanish HNWI Wealth vs GDP Ratio (%), 2010–2019
      • Table Spain – Appendix One
      • Table Spain – Appendix Two
  • About WealthInsight

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