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HNWI Asset Allocation in France 2016

Published: Sep, 2016 | Pages: 54 | Publisher: WealthInsight
Industry: Wealth Management | Report Format: Electronic (PDF)

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.

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.	

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.
 Table Of Content

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 Analysis of French HNWI Investments
5.1 Analysis by Asset Class
5.1.1 Trends in alternative assets
5.1.2 Trends in ‘art, wine and wheels’
5.1.3 Trends of investment in real estate
5.1.4 Trends of investment in cash and deposits
5.1.5 Trends of investment in fixed-income
5.1.6 Trends of investment in equities
5.1.7 Trends of investments in business interests
5.2 Analysis of Foreign Investments
5.2.1 Investments in Europe
5.2.2 Investments in North America (including the US, Mexico and the Caribbean)
5.2.3 Investments in the Asia-Pacific
5.2.4 Investments in South America
5.2.5 Investments in the Middle East
5.2.6 Investments in Africa
5.3 Alternative Breakdown: Liquid vs. Investable Assets
5.4 Analysis of French UHNWI Investments

6 Key Drivers
6.1 EUR–US$ Exchange Rate
6.2 Real GDP Growth
6.3 Per Capita GDP
6.4 Domestic Market Capitalization
6.5 Commodity Index
6.6 Foreign Direct Investment (FDI) – Inflows and Outflows
6.7 Inflation Rate
6.8 Interest Rates
6.9 Balance of Payments
6.1 Government Debt
6.11 Stock Market Performance
6.12 Wealth Breakdowns

7 About WealthInsight
List Of Tables

Table 1: HNWI Wealth Band and Group Definitions
Table 2: French HNWIs – Assets Allocations (%), 2011–2020
Table 3: French HNWIs – Holdings Growth (%), 2011–2020
Table 4: French HNWIs – Alternative Asset Composition (%), 2011–2020
Table 5: French HNWIs – Trends of Investments in Alternative Assets (%), 2011–2020
Table 6: French Trends in ‘Art, Wine and Wheels’, 2011–2015
Table 7: Global Prime Real Estate Prices per m2 (US$), 2015
Table 8: French HNWIs – Foreign Investment Allocations (%), 2011–2020
Table 9: French HNWIs – Liquidity Breakdown (US$ Billion), 2011–2020
Table 10: French HNWIs – Liquidity Breakdown (%), 2011–2020
Table 11: French UHNWIs – Allocations and Share of HNWI Assets (%), 2015
Table 12: French Exchange Rate – EUR–US$ Exchange Rate, 2011–2020
Table 13: French Real GDP Growth (%), 2011–2020
Table 14: French GDP per Capita (US$), 2011–2020
Table 15: French Domestic Market Capitalization (US$ Billion), 2011–2015
Table 16: French Commodity Indices, 2011–2020
Table 17: French Foreign Direct Investment (US$ Billion), 2011–2020
Table 18: French Inflation Rate (%), 2011–2020
Table 19: French Money Market Rates (%), 2011–2020
Table 20: French Balance of Payments (US$ Billion), 2011–2015
Table 21: French Government Debt as a Percentage of GDP (%), 2011–2020
Table 22: French Stock Market Performance (Index), 2011–2015
Table 23: French HNWI Wealth vs. GDP Ratio (%), 2011–2020
Table 24: France – Appendix One
Table 25: 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 HNWs – Asset Class Composition (%), 2011–2020
Figure 7: French HNWIs – Trends in Alternative Assets (US$ Billion), 2011–2020
Figure 8: French Trends in ‘Art, Wine and Wheels’, 2011–2015
Figure 9: French HNWIs – Foreign Investment Allocation and Growth (%), 2015
Figure 10: French HNWIs – Global Distribution of Foreign Investments (%), 2011–2020
Figure 11: French HNWIs – Liquidity Breakdown (%), 2011–2020
Figure 12: French UHNWIs – Asset Class Composition (%), 2011–2020
Figure 13: French Exchange Rate – EUR–US$, 2011–2020
Figure 14: French Real GDP Growth (%), 2011–2020
Figure 15: French GDP per Capita (US$), 2011–2020
Figure 16: French Domestic Market Capitalization (US$ Billion), 2011–2015
Figure 17: French Commodity Indices, 2011–2020
Figure 18: French Foreign Direct Investment (US$ Billion), 2011–2020
Figure 19: French Inflation Rate (%), 2011–2020
Figure 20: French Money Market Rates (%), 2011–2020
Figure 21: French Balance of Payments (US$ Billion), 2011–2015
Figure 22: French Government Debt as a Percentage of GDP (%), 2011–2020
Figure 23: French Stock Market Performance (Index), 2011–2015
Figure 24: French HNWI Wealth vs. GDP Ratio (%), 2011–2020
Figure 25: French HNWIs – Volume by Wealth Band, 2011–2020
Figure 26: French HNWIs – Wealth by Wealth Band (US$ Billion), 2011–2020
Figure 27: French HNWIs – Wealth per Capita (US$ Million), 2011–2020 



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