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HNWI Asset Allocation in France 2016

HNWI Asset Allocation in France 2016

Synopsis

This report provides the latest asset allocations of France HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of France HNWIs to 2020 and a comprehensive and robust background of the local economy.

Summary

  • This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in France.
  • The report focuses on HNWI performance between the end of 2011 and the end of 2015. This enables us to determine how well the country's HNWIs have performed through the crisis.
Scope
  • Independent market sizing of France HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2011 to 2015
  • HNWI volume and wealth forecasts to 2020
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Insights into the drivers of HNWI wealth
Reasons To Buy
  • The HNWI Asset Allocation in France 2016 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 125,000 HNWIs from around the world.
  • With the wealth report as the foundation for our research and analysis, we are able to 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 2020.
Key Highlights
  • Equities was the largest asset class for French HNWIs in 2015, with 25.9% of total HNWI assets, followed by real estate with 25.5%, business interests with 23.5%, fixed-income with 11.3%, alternatives with 7.2% and cash and deposits with 6.5%.
  • Equities recorded the highest growth during the review period at a rate of 63%, followed by business interests and alternatives at respective rates of 25.9% and 21.8%.
  • Alternative assets held by French HNWIs increased from 7% to 7.2% between 2011 and 2015. HNWI allocations to commodities decreased from 2.1% to 1.3% of total assets during this period.
  • WealthInsight expects allocations in commodities to remain the same over the forecast period, at 1.3% of total HNWI assets by 2020.
  • French HNWI liquid assets valued US$943.1 billion as of 2015, representing 43.8% of total wealth holdings.


  • Introduction
    • Details of this Report
    • Definitions
      • Table HNWI Wealth Band and Group Definitions
  • Executive Summary
  • France Key Facts
  • Distribution of Wealth in France
    • HNWI Volume and Wealth Trends
  • Analysis of French HNWI Investments
    • Analysis by Asset Class
      • Table French HNWIs - Assets Allocations (%), 2011-2020
      • Table French HNWIs - Holdings Growth (%), 2011-2020
      • Trends in alternative assets
        • Table French HNWIs - Alternative Asset Composition (%), 2011-2020
        • Table French HNWIs - Trends of Investments in Alternative Assets (%), 2011-2020
      • Trends in `art, wine and wheels'
        • Table French Trends in `Art, Wine and Wheels', 2011-2015
      • Trends of investment in real estate
        • Table Global Prime Real Estate Prices per m2 (US$), 2015
      • Trends of investment in cash and deposits
      • Trends of investment in fixed-income
      • Trends of investment in equities
      • Trends of investments in business interests
    • Analysis of Foreign Investments
      • Table French HNWIs - Foreign Investment Allocations (%), 2011-2020
      • Investments in Europe
      • Investments in North America (including the US, Mexico and the Caribbean)
      • Investments in the Asia-Pacific
      • Investments in South America
      • Investments in the Middle East
      • Investments in Africa
    • Alternative Breakdown: Liquid vs Investable Assets
      • Table French HNWIs - Liquidity Breakdown (US$ Billion), 2011-2020
      • Table French HNWIs - Liquidity Breakdown (%), 2011-2020
    • Analysis of French UHNWI Investments
      • Table French UHNWIs - Allocations and Share of HNWI Assets (%), 2015
  • Key Drivers
    • EUR-US$ Exchange Rate
      • Table French Exchange Rate - EUR-US$ Exchange Rate, 2011-2020
    • Real GDP Growth
      • Table French Real GDP Growth (%), 2011-2020
    • Per Capita GDP
      • Table French GDP per Capita (US$), 2011-2020
    • Domestic Market Capitalization
      • Table French Domestic Market Capitalization (US$ Billion), 2011-2015
    • Commodity Index
      • Table French Commodity Indices, 2011-2020
    • Foreign Direct Investment (FDI) - Inflows and Outflows
      • Table French Foreign Direct Investment (US$ Billion), 2011-2020
    • Inflation Rate
      • Table French Inflation Rate (%), 2011-2020
    • Interest Rates
      • Table French Money Market Rates (%), 2011-2020
    • Balance of Payments
      • Table French Balance of Payments (US$ Billion), 2011-2015
    • Government Debt
      • Table French Government Debt as a Percentage of GDP (%), 2011-2020
    • Stock Market Performance
      • Table French Stock Market Performance (Index), 2011-2015
    • Wealth Breakdowns
      • Table French HNWI Wealth vs GDP Ratio (%), 2011-2020
      • Table France - Appendix One
      • Table France - Appendix Two
  • About WealthInsight

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