This report provides the latest asset allocations of Germany HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Germany HNWIs to 2020 and a comprehensive and robust background of the local economy.
This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Germany.
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.
Independent market sizing of Germany 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 Germany 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.
Equities was the largest asset class for German HNWIs in 2015, with 29.2% of total HNWI assets, followed by business interests with 25.5%, real estate with 21.2%, fixed-income with 10%, alternatives with 8.7% and cash and deposits with 5.4%.
Equities recorded the highest growth during the review period at a rate of 89.8%, followed by business interests and fixed-income at respective rates of 32.5% and 14.6%.
Alternative assets held by German HNWIs decreased from 10.1% to 8.7% between 2011 and 2015. HNWI allocations to commodities decreased from 4.1% to 2.3% of total assets during this period.
WealthInsight expects allocations in commodities to decrease over the forecast period, to 2.0% of total HNWI assets by 2020.
German HNWI liquid assets valued US$2.0 trillion as of 2015, representing 44.6% of total wealth holdings.