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Challenges and Opportunities for the Wealth Sector in France 2014

Published: May, 2014 | Pages: 60 | Publisher: WealthInsight
Industry: Wealth Management | Report Format: Electronic (PDF)

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 2008 (the peak before the global financial crisis) and the end of 2013. This enables us to determine how well the country's HNWIs have performed through the crisis.
This report is a thorough analysis of France's Wealth Management and Private Banking sector, and the opportunities and challenges that it faces.
Independent market sizing of France HNWIs across five wealth bands HNWI volume and wealth trends from 2009 to 2013 HNWI volume and wealth forecasts to 2018 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 (2009-2013) Insights into the drivers of HNWI wealth
Reason To Buy
The WealthInsight Intelligence Center Database 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. The Intelligence Center also includes tracking of wealth and liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market. With the Database 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 2018.
Key Highlights
At the end of 2013, French HNWIs held 26.0% (US$557 billion) of their wealth outside their home country, which is line with the worldwide average of 20-30%. WealthInsight expects foreign asset holdings to increase to US$700 billion by 2018, accounting for 25.0% of total French HNWI assets. In 2013, Europe accounted for 55.6% of French HNWIs' foreign assets. It was followed by North America with 18.4%, Asia-Pacific with 14.3%, Latin America with 7.4%, Middle East with 2.5% and Africa with 1.8%. French HNWI allocations to Europe decreased compared with other regions during the review period, from 62.5% in 2009 to 55.6% in 2013. Asia-Pacific was the emerging region in terms of global investments. Over the forecast period, French HNWIs are expected to further increase their levels of investment in Asia-Pacific to 18.2% of foreign HNWI assets by 2018, with investments increasingly being diverted to emerging economies.
 1 Introduction
1.1 Details of this Report
1.2 Definitions
2 Executive Summary
3 Wealth Sector Fundamentals
3.1 Political Background
3.2 Economic Background
3.3 Social Background
3.4 Benchmarking French Wealth in Context
3.4.1 Distribution of wealth in France
3.5 HNWI Volume and Wealth Trends
4 Competitive Landscape of the Wealth Sector
4.1 Competitive Landscape
4.1.1 Domestic private banks
4.1.2 Foreign private banks
4.1.3 Acquisitions
4.1.4 Wealth managers
4.1.5 Family offices
4.1.6 Financial advisors
4.2 French Wealth Management Industry - Clientele Model and Maturity
4.3 Behavioral Mapping of Wealth Management and Private Banking in France
5 Appendix
5.1 Additional Components of the Wealth Sector in France
5.1.1 Philanthropy
5.1.2 Demand for intergenerational wealth transfer
5.2 Tax Regulations
5.3 Regulations Related to Immigration, Investment and Employment
5.4 Key Drivers
5.4.1 EUR to US$ exchange rate
5.4.2 Real GDP growth
5.4.3 Per capita GDP
5.4.4 Domestic market capitalization
5.4.5 Commodity index
5.4.6 Foreign direct investments - inflow and outflow
5.4.7 Inflation rate
5.4.8 Interest rate
5.4.9 Balance of payments
5.4.10 Government debt
5.4.11 Stock market performance
5.5 Wealth Breakdowns
6 About WealthInsight
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Cities in France by Population (Volume), 2013
Table 3: Leading Domestic Private Banks in France by Local and Global AuM (US$ million), 2013
Table 4: Leading Foreign Private Banks in France by local AuM (US$ million), 2013
Table 5: Leading Wealth Managers in France by AuM (US$m), 2013
Table 6: Top French Family Offices by AuM (US$m), 2013
Table 7: French Income Tax Bands (EUR), 2013-2014
Table 8: EUR per US$ Exchange Rate, 2009-2018
Table 9: French Real GDP Growth (%), 2009-2018
Table 10: French GDP per Capita (US$), 2009-2018
Table 11: French Domestic Market Capitalization (US$ Billion), 2009-2013
Table 12: French Commodity Indices, 2009-2018
Table 13: French Foreign Direct Investment (US$ Billion), 2009-2018
Table 14: French Inflation Rate (%), 2009-2018
Table 15: French Money Market Rate (%), 2009-2018
Table 16: French Balance of Payments (US$ Billion), 2009-2013
Table 17: French Government Debt as a Percentage of GDP, 2009-2018
Table 18: French Stock Market Performance, 2009-2013
Table 19: French HNWI Wealth vs GDP Ratio, 2009-2018
Table 20: France - Appendix One
Table 21: France - Appendix Two 

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