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Spain Wealth Report 2015

Spain Wealth Report 2015

Synopsis

This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Spain.

Summary

This report reviews the performance and asset allocations of HNWIs and ultra-HNWIs in Spain. It also includes an evaluation of the local wealth management market.

Scope

  • Independent market sizing of Spain's HNWIs across five wealth bands
  • HNWI volume, wealth and allocation trends from 2009 to 2013
  • HNWI volume, wealth and allocation forecasts to 2018
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Geographical breakdown of all foreign assets
  • Alternative breakdown of liquid vs. investable assets
  • Number of UHNWIs in major cities
  • Number of wealth managers in each city
  • City ratings of wealth management saturation and potential
  • Details of the development, challenges and opportunities of the wealth management and private banking sector in Spain
  • The size of Spain's wealth management industry
  • The largest private banks by AuM
  • Detailed wealth management and family office information
  • Insights into the drivers of HNWI wealth
Reasons To Buy
  • The Spain Wealth Report 2014 is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the report comprises a wide variety of data that is created based on over 125,000 HNWIs from around the world in our database.
  • With the wealth reports as the foundation for its research and analysis, WealthInsight is able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions it covers.
  • The report reviews the performance and asset allocations of HNWIs and ultra-HNWIs. The report also includes projections of the volume, wealth and asset allocations of the HNWIs to 2018 and a comprehensive background of the local economy.
  • The report provides a thorough analysis of the private banking and wealth management sector, latest merger and acquisition activity and the opportunities and challenges that it faces.
  • It also provides detailed information on HNWIs volumes in each major city.
Key Highlights
  • There were approximately 228,736 HNWIs in Spain in 2014, which held US$968.8 billion in wealth.
  • Spanish HNWI numbers rose by 1.7% in 2014, following an increase of 3.0% in 2013.
  • Growth rates in HNWI wealth and volumes are expected to improve over the forecast period. The total number of Spanish HNWIs is forecast to grow by 19.4%, to reach 279,884 in 2019. HNWI wealth will see a significant percentage increase, growing by 31.4% to reach US$1.3 trillion by 2019.
  • At the end of 2014, Spanish HNWIs held 39.5% (US$382.2 billion) of their wealth outside their home country, significantly higher than the worldwide average of 20–30%.


  • 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
    • Social Background
    • Benchmarking Spain's Wealth in Context
      • Distribution of wealth in Spain
    • HNWI Volume and Wealth Trends
  • Findings from the WealthInsight HNWI Database
    • Trends in HNWI Wealth to 2019
      • HNWI trend analysis
      • Trends of the wealth bands
        • Table Spanish HNWIs - Volume Distribution, 2014
        • Table Spanish HNWIs - Wealth Distribution Wealth Pyramid (%), 2014
      • Demographic breakdown of HNWIs
      • HNWIs - job titles
      • HNWIs - industry breakdown
      • HNWIs - industry performance
        • Table Spanish HNWIs - Industry Performance, 2010-2014
      • HNWIs - breakdown by city
        • Table Spanish HNWIs - Population of Cities(Thousand), 2014
      • HNWIs - city performance
        • Table Spanish HNWIs - Growth in Top Cities (Thousand), 2010-2014
      • HNWIs - city population densities
        • Table Spanish HNWIs - Population Density in Major Cities(Thousand), 2014
      • HNWIs - city forecasts
        • Table Spanish HNWIs - Population in Top Cities (Thousand), 2010-2019
        • Table Spanish HNWIs - Growth Rates for Top Cities (%), 2010-2019
      • HNWIs - breakdown by state
        • Table Spanish HNWIs - Population by State (Thousand), 2014
      • HNWIs - state performance
        • Table Spanish HNWIs - Population and State Growth Data (%), 2010-2014
      • HNWIs - state population densities
        • Table Spanish HNWIs - Population Density byState (%), 2014
    • UHNWIs
      • UHNWI volume trend analysis
      • UHNWI wealth trend analysis
      • Demographic breakdown of UHNWIs
        • Table Spanish UHNWIs - Gender Performance, 2010-2014
        • Table Spanish UHNWIs - Source of Wealth (%), 2014
      • UHNWIs - industry breakdown
      • UHNWIs - city breakdown and performance
        • Table Spanish UHNWIs in Top Cities (Thousand), 2010-2019
        • Table Spanish UHNWIs Growth Rates for Top Cities (Thousand), 2010-2019
    • UHNWIs - Billionaires
      • Table Spanish Billionaires - Market Overview (US$ Billions), 2010-2019
      • Billionaire volume trend analysis
      • Billionaire wealth trend analysis
      • Billionaire per capita net worth trend analysis
      • List of billionaires
        • Table Spanish Top 10 Billionaires (US$ Billions), 2014
        • Table Spanish Billionaire Wealth Growth (US$), 2010-2014
    • UHNWIs - Centimillionaires
      • Table SpanishCentimillionaires - Market Overview (US$), 2010-2019
      • Centimillionaire volume trend analysis
      • Centimillionaire wealth trend analysis
      • Centimillionaire per capita net worth trend analysis
    • UHNWIs - Affluent Millionaires
      • Table SpanishAffluent Millionaires - Market Overview (US$),2010-2019
      • Affluent millionaire volume trend analysis
      • Affluent millionaire wealth trend analysis
      • Affluent millionaire per capita net worth trend analysis
    • Core HNWIs
      • Core HNWI volume trend analysis
    • CoreHNWIs - Mid-TierMillionaires
      • Table Spanish Mid-Tier Millionaires - Market Overview (US$), 2010-2019
      • Mid-tiermillionaire volume trend analysis
      • Mid-tier millionaire wealth trend analysis
      • Mid-tier millionaire per capita net worth trend analysis
    • Core HNWIs - Lower-Tier Millionaires
      • Table SpanishLower-Tier Millionaires - Market Overview (US$), 2010-2019
      • Lower-tier millionaire volume trend analysis
      • Lower-tier millionaire wealth trend analysis
      • Lower-tier millionaire per capita net worth trend analysis
  • Analysis of Spanish HNWI Investments
    • Analysis by Asset Class
      • Table Spanish Allocations of HNWI Assets (%), 2010-2019
      • Table SpanishHNWIs - Holdings Growth (%), 2010-2019
      • Trends in alternative assets
        • Table Spanish HNWIs - Alternative Asset Composition (%), 2010-2019
        • Table Spanish HNWIs - Trends of Investments in Alternative Assets (%), 2010-2019
      • Trends in `art, wine and wheels'
        • Table Spanish Trends in `Art, Wine and Wheels',2010-2014
      • Trends of investments in real estate
        • Table Global Prime Real Estate Prices per m² (US$), 2012
      • Trends of investments in cash and deposits
      • Trends of investments in fixed-income
      • Trends of investments in equity
      • Trends of investments in business interests
    • Analysis of Foreign Investments
      • Table Spanish HNWIs - Percentage of Foreign Investment Allocations, 2010-2019
      • Investments in Europe
      • Investments in North America (including the US, Mexico and the Caribbean)
      • Investments in theAsia-Pacific
      • Investments in South America
      • Investments in the Middle East
      • Investments in Africa
    • Alternative Breakdown: Liquid vs Investable Assets
      • Table SpanishHNWIs - Liquidity Breakdown (US$ Billion), 2010-2019
      • Table Spanish HNWIs - Liquidity Breakdown (%), 2010-2019
    • Analysis of Spanish UHNWI Investments
      • Table Spanish UHNWIs - Allocations and Share of HNWI Assets, 2014
  • Competitive Landscape of the Wealth Sector
    • Competitive Landscape
      • Private banks
        • Table Leading DomesticPrivate 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
    • Developments in the Spanish Private Banking Industry
      • Table Wealth Management Industry - Recent Deal Activity in Spain, 2014
    • Wealth Management and the Private Banking Industry
    • Spanish Wealth Management Industry - Client Model and Maturity
    • Behavioral Mapping of Wealth Management and Private Banking in Spain
    • Porter's Five Force Analysis - the Wealth Management Industry
  • 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
      • EURto 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 SpanishGovernment 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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