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Published: Sep, 2016 | Pages:
93 | Publisher: WealthInsight
Industry: Wealth Management | Report Format: Electronic (PDF)
Summary This report reviews the performance and asset allocations of HNWIs and ultra-HNWIs in France. It also includes an evaluation of the local wealth management market. Synopsis This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in France. Scope • Independent market sizing of the French HNWIs for five wealth bands • HNWI volume, wealth and allocation trends from 2011 to 2015 • HNWI volume, wealth and allocation forecasts to 2020 • HNWI and UHNWI asset allocations across 13 asset classes • Geographical breakdown of all foreign assets • Alternative breakdown of liquid vs. investable assets • Details of the development, challenges and opportunities related to the wealth management and private banking sector in France • The size of French wealth management industry • Information on private banks • Detailed wealth management and family office information • Insights into the drivers of HNWI wealth Reasons To Buy • France Wealth Report 2016 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, created based on over 125,000 HNWIs from around the world in WealthInsight's database. • With the wealth reports as the foundation for its research and analysis, WealthInsight is 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 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 HNWIs to 2020, and a comprehensive background of the local economy. • The report provides an overview of the private banking and wealth management sector. Key Highlights • There were 553,503 HNWIs in France in 2015, who collectively held US$2.2 trillion in wealth. • The French HNWI population decreased by 1.8% in 2015, following a 1.5% increase in 2014. • The French HNWI population is forecast to grow by 12.6%, to reach 633,586 in 2020, while HNWI wealth is projected to grow by 22.6% to reach US$2.7 trillion.
Table of Contents 1 Introduction 1.1 Details of this Report 1.2 Definitions 2 Executive Summary 3 France Key Facts 4 Distribution of Wealth in France 4.1 HNWI Volume and Wealth Trends 5 Findings from the WealthInsight HNWI Database 5.1 Trends in HNWI Wealth to 2020 5.1.1 HNWI trend analysis 5.1.2 Wealth band trends 5.1.3 Demographic breakdown of HNWIs 5.1.4 HNWIs – job titles 5.1.5 HNWIs – industry breakdown 5.1.6 HNWIs – industry performance 5.1.7 HNWIs – breakdown by city 5.1.8 HNWIs – city performance 5.1.9 HNWIs – city population densities 5.1.10 HNWIs – city forecasts 5.2 UHNWIs 5.2.1 UHNWI volume trend analysis 5.2.2 UHNWI wealth trend analysis 5.2.3 Demographic breakdown of UHNWIs 5.2.4 UHNWIs – industry breakdown 5.2.5 UHNWIs – city breakdown and performance 5.3 UHNWIs – Billionaires 5.3.1 Billionaire volume trend analysis 5.3.2 Billionaire wealth trend analysis 5.3.3 Billionaire per capita net worth trend analysis 5.3.4 List of billionaires 5.4 UHNWIs – Centimillionaires 5.4.1 Centimillionaire volume trend analysis 5.4.2 Centimillionaire wealth trend analysis 5.4.3 Centimillionaire per capita net worth trend analysis 5.5 UHNWIs – Affluent Millionaires 5.5.1 Affluent millionaire volume trend analysis 5.5.2 Affluent millionaire wealth trend analysis 5.5.3 Affluent millionaire per capita net worth trend analysis 5.6 Core HNWIs 5.6.1 Core HNWI volume trend analysis 5.7 Core HNWIs – Mid-Tier Millionaires 5.7.1 Mid-tier millionaire volume trend analysis 5.7.2 Mid-tier millionaire wealth trend analysis 5.7.3 Mid-tier millionaire per capita net worth trend analysis 5.8 Core HNWIs – Lower-Tier Millionaires 5.8.1 Lower-tier millionaire volume trend analysis 5.8.2 Lower-tier millionaire wealth trend analysis 5.8.3 Lower-tier millionaire per capita net worth trend analysis 6 Analysis of French HNWI Investments 6.1 Analysis by Asset Class 6.1.1 Trends in alternative assets 6.1.2 Trends in ‘art, wine and wheels’ 6.1.3 Trends of investment in real estate 6.1.4 Trends of investment in cash and deposits 6.1.5 Trends of investment in fixed-income 6.1.6 Trends of investment in equities 6.1.7 Trends of investments in business interests 6.2 Analysis of Foreign Investments 6.2.1 Investments in Europe 6.2.2 Investments in North America (including the US, Mexico and the Caribbean) 6.2.3 Investments in Asia-Pacific 6.2.4 Investments in South America 6.2.5 Investments in the Middle East 6.2.6 Investments in Africa 6.3 Alternative Breakdown: Liquid vs. Investable Assets 6.4 Analysis of French UHNWI Investments 7 Competitive Landscape 7.1 Domestic Private Banks 7.2 Foreign Private Banks 7.3 Wealth Managers 7.4 Family Offices 8 Key Drivers 8.1 EUR–US$ Exchange Rate 8.2 Real GDP Growth 8.3 Per Capita GDP 8.4 Domestic Market Capitalization 8.5 Commodity Index 8.6 Foreign Direct Investment (FDI) – Inflows and Outflows 8.7 Inflation Rate 8.8 Interest Rates 8.9 Balance of Payments 8.10 Government Debt 8.11 Stock Market Performance 8.12 Wealth Breakdowns 9 About WealthInsight
List Of Tables Table 1: HNWI Wealth Band and Group Definitions Table 2: French HNWIs – Volume Distribution (%), 2015 Table 3: French HNWIs – Wealth Distribution Wealth Pyramid (%), 2015 Table 4: French HNWIs – Industry Performance (%), 2011–2015 Table 5: French HNWIs – Cities/Commune, 2015 Table 6: French HNWIs – Growth in Top Cities/Communes (Thousand), 2011–2015 Table 7: French HNWIs – Population Density in Major Cities/Communes 2015 Table 8: French HNWIs – Populations in Top Cities/Communes (Thousand), 2011–2020 Table 9: French HNWIs – Growth Rates for Top Cities/Communes (%), 2011–2020 Table 10: French HNWIs – Sources of Wealth (%), 2015 Table 11: French UHNWIs – Gender Performance (%), 2011–2015 Table 12: French UHNWIs – Populations in Top Cities/Communes, 2011–2020 Table 13: French UHNWIs – Growth Rates for Top Cities (%), 2011–2020 Table 14: French Billionaires – Market Overview (Volume and US$ Billions) 2011–2020 Table 15: French Top Billionaires (US$ Billion), 2015 Table 16: French Billionaires – Wealth Growth (US$ Billion), 2011−2015 Table 17: French Centimillionaires – Market Overview (Volume and US$ Million/Billion), 2011–2020 Table 18: French Affluent Millionaires – Market Overview (Volume and US$ Million/Billion), 2011–2020 Table 19: French Mid-Tier Millionaires – Market Overview (Volume and US$ Million/Billion), 2011–2020 Table 20: French Lower-Tier Millionaires – Market Overview (Volume and US$ Million/Billion), 2011–2020 Table 21: French HNWIs – Assets Allocations (%), 2011–2020 Table 22: French HNWIs – Holdings Growth (%), 2011–2020 Table 23: French HNWIs – Alternative Asset Composition (%), 2011–2020 Table 24: French HNWIs – Trends of Investments in Alternative Assets (%), 2011–2020 Table 25: French Trends in ‘Art, Wine and Wheels’, 2011–2015 Table 26: Global Prime Real Estate Prices per m2 (US$), 2015 Table 27: French HNWIs – Foreign Investment Allocations (%), 2011–2020 Table 28: French HNWIs – Liquidity Breakdown (US$ Billion), 2011–2020 Table 29: French HNWIs – Liquidity Breakdown (%), 2011–2020 Table 30: French UHNWIs – Allocations and Share of HNWI Assets (%), 2015 Table 31: French Exchange Rate – EUR–US$ Exchange Rate, 2011–2020 Table 32: French Real GDP Growth (%), 2011–2020 Table 33: French GDP per Capita (US$), 2011–2020 Table 34: French Domestic Market Capitalization (US$ Billion), 2011–2015 Table 35: French Commodity Indices, 2011–2020 Table 36: French Foreign Direct Investment (US$ Billion), 2011–2020 Table 37: French Inflation Rate (%), 2011–2020 Table 38: French Money Market Rates (%), 2011–2020 Table 39: French Balance of Payments (US$ Billion), 2011–2015 Table 40: French Government Debt as a Percentage of GDP (%), 2011–2020 Table 41: French Stock Market Performance (Index), 2011–2015 Table 42: French HNWI Wealth vs. GDP Ratio (%), 2011–2020 Table 43: France – Appendix One Table 44: France – Appendix Two List Of Figures Figure 1: HNWI Wealth Band Definitions Figure 2: Map of France Figure 3: French Asset Price Performance (%), 2011–2015 Figure 4: French HNWI Performance (US$ Billion and HNWI Volume), 2011–2020 Figure 5: French vs. Global HNWIs (%), 2011–2015 Figure 6: French HNWIs – Growth Factor Correlation, 2011–2015 Figure 7: French HNWIs – Wealth Pyramid (Volume Distribution), 2015 Figure 8: French HNWIs – Wealth Pyramid (Wealth Distribution), 2015 Figure 9: French HNWIs – Age Distribution (%), 2015 Figure 10: French HNWIs – Job Titles (%), 2011–2015 Figure 11: French HNWIs – Distribution by Industry (%), 2015 Figure 12: French HNWIs – City/Commune Performance (%), 2011–2015 Figure 13: French HNWIs – Volume of HNWIs by City/Commune (Thousand), 2011–2015 Figure 14: French HNWIs – City/Commune Forecasts (%), 2016–2020 Figure 15: French HNWIs – Population by City/Communes (Thousand), 2016–2020 Figure 16: French UHNWIs – Wealth Share vs. Volume Growth (%), 2011–2015 Figure 17: French UHNWIs – Volume by Wealth Band 2011–2020 Figure 18: French UHNWIs – Wealth by Wealth Band (US$ Billion), 2011–2020 Figure 19: French UHNWIs – Age Distribution (Percentage Share), 2015 Figure 20: French UHNWIs – Distribution by Industry (%), 2015 Figure 21: French Billionaires – Market Overview (Volume and US$ Billion), 2011–2020 Figure 22: French Centimillionaires – Market Overview (Volume and US$ Million/Billion), 2011–2020 Figure 23: French Affluent Millionaires – Market Overview (Volume and US$ Million/Billion), 2011–2020 Figure 24: French Mid-Tier Millionaires – Market Overview (Volume and US$ Million/Billion), 2011–2020 Figure 25: French Lower-Tier Millionaires – Market Overview (Volume and US$ Million/Billion), 2011–2020 Figure 26: French HNWs – Asset Class Composition (%), 2011–2020 Figure 27: French HNWIs – Trends in Alternative Assets (US$ Billion), 2011–2020 Figure 28: French Trends in ‘Art, Wine and Wheels’, 2011–2015 Figure 29: French HNWIs – Foreign Investment Allocation and Growth (%), 2015 Figure 30: French HNWIs – Global Distribution of Foreign Investments (%), 2011–2020 Figure 31: French HNWIs – Liquidity Breakdown (%), 2011–2020 Figure 32: French UHNWIs – Asset Class Composition (%), 2011–2020 Figure 33: French Exchange Rate – EUR–US$, 2011–2020 Figure 34: French Real GDP Growth (%), 2011–2020 Figure 35: French GDP per Capita (US$), 2011–2020 Figure 36: French Domestic Market Capitalization (US$ Billion), 2011–2015 Figure 37: French Commodity Indices, 2011–2020 Figure 38: French Foreign Direct Investment (US$ Billion), 2011–2020 Figure 39: French Inflation Rate (%), 2011–2020 Figure 40: French Money Market Rates (%), 2011–2020 Figure 41: French Balance of Payments (US$ Billion), 2011–2015 Figure 42: French Government Debt as a Percentage of GDP (%), 2011–2020 Figure 43: French Stock Market Performance (Index), 2011–2015 Figure 44: French HNWI Wealth vs. GDP Ratio (%), 2011–2020 Figure 45: French HNWIs – Volume by Wealth Band, 2011–2020 Figure 46: French HNWIs – Wealth by Wealth Band (US$ Billion), 2011–2020 Figure 47: French HNWIs – Wealth per Capita (US$ Million), 2011–2020
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