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 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 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 2018 and a comprehensive and robust background of the local economy.
Independent market sizing of Germany 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 Insights into the drivers of HNWI wealth
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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.
In 2013, equities was the largest asset class for German HNWIs, with 27.7% of total HNWI assets, followed by business interests with 25.4%, real estate with 22.1%, fixed-income with 10.2%, alternatives with 9.1%, and cash and deposits with 5.5%. Equities, alternatives and business interests recorded growth at respective review-period rates of 81%, 47% and 40%. Alternative assets held by German HNWIs remained level during the review period, from 7.5% of total HNWI assets in 2009 to 9.1% in 2013. HNWI allocations to commodities increased from 2.7% of total assets in 2009 to 3.2% in 2013. Over the forecast period, allocations in commodities are expected to decline to 2.5% of total HNWI assets by 2018, as global liquidity tightens due to a forecast near-term drop in demand from China for raw materials that will cause global commodity prices to flatten out. In 2013, German HNWI liquid assets amounted to US$1.82 trillion, representing 43.4% of wealth holdings.
Table of Contents 1 Introduction 1.1 Details of this Report 1.2 Definitions 2 Executive Summary 3 Wealth Sector Fundamentals 3.1 Political Background 3.2 Economic Background 3.3 Social Background 3.4 Benchmarking German Wealth in Context 3.4.1 Distribution of wealth in Germany 3.5 HNWI Volume and Wealth Trends 4 Analysis of German HNWI Investments 4.1 Analysis by Asset Class 4.1.1 Trends in alternative assets 4.1.2 Trends in 'art, wine and wheels' 4.1.3 Trends of investments in real estate 4.1.4 Trends of investments in cash and deposits 4.1.5 Trends of investments in fixed-income 4.1.6 Investment trends in equity 4.1.7 Investments trends in business interests 4.2 Analysis of Foreign Investments 4.2.1 Investments in Europe 4.2.2 Investments in North America (Including the US, Mexico and the Caribbean) 4.2.3 Investments in Asia-Pacific 4.2.4 Investments in Central and South America 4.2.5 Investments in the Middle East 4.2.6 Investments in Africa 4.3 Alternative Breakdown: Liquid vs Investable Assets 4.4 Analysis of German UHNWI Investments 5 Appendix 5.1 Additional Components of the Wealth Sector in Germany 5.1.1 Philanthropy 5.1.2 Demand for intergenerational wealth transfer 5.2 Tax Regulations 5.3 Regulations Related to Immigration, Investment and Employment 5.4 Key Drivers 5.4.1 EUR to US$ 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: Regions in Germany by Population (Volume), 2013 Table 3: German Allocations of HNWI Assets (%), 2009-2018 Table 4: German HNWI Holdings Growth (%), 2009-2018 Table 5: German HNWI Alternative Asset Composition (%), 2009-2018 Table 6: German HNWI Trends of Investments in Alternative Assets (%), 2009-2018 Table 7: German Trends in 'Art, Wine and Wheels', 2009-2013 Table 8: Global Prime Real Estate Prices per m2 (US$), 2012 Table 9: German HNWI Foreign Investment Allocations (%), 2009-2018 Table 10: German HNWI Liquidity Breakdown (US$ Billion), 2009-2018 Table 11: German HNWI Liquidity Breakdown (%), 2009-2018 Table 12: German UHNWI Allocations and Share of HNWI Assets (%), 2013 Table 13: German Income Tax Bands (EUR), 2013-2014 Table 14: EUR per US$ Exchange Rate, 2009-2018 Table 15: German Real GDP Growth (%), 2009-2018 Table 16: German GDP per Capita (US$), 2009-2018 Table 17: German Domestic Market Capitalization (US$ Billion), 2009-2013 Table 18: German Commodity Indices, 2009-2018 Table 19: German Foreign Direct Investment (US$ Billion), 2007-2011 Table 20: German Inflation Rate (%), 2009-2018 Table 21: German Money Market Rate (%), 2009-2018 Table 22: German Balance of Payments (US$ Billion), 2009-2013 Table 23: German Government Debt as a Percentage of GDP, 2009-2018 Table 24: German Stock Market Performance, 2009-2013 Table 25: German HNWI Wealth vs GDP Ratio, 2009-2018 Table 26: Germany - Appendix One Table 27: Germany - Appendix Two
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