Wealth in Germany: HNW Investors 2018

Published: May 2018
No. of Pages: 50
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Wealth in Germany: HNW Investors 2018

Summary

The profile of German HNW investors is changing. The above-average age of HNW investors means that intergenerational wealth transfer, succession, and inheritance planning are all front of mind. While wealth preservation rather than accumulation may be the predominant strategy among this age group, German HNW investors are actually showing a greater openness to new investment options and an increasing appetite for robo-advice services.

This report analyzes the investment preferences and portfolio allocation of German HNW investors. The report is based on our proprietary Global Wealth Managers Survey. Specifically the report -
- Profiles the average German HNW investor in terms of their demographics and the expat opportunity in Germany.
- Explores which wealth management mandates are preferred among German HNW investors and how demand will develop going forward.
- Examines the allocation of German HNW investors’ portfolios into different asset classes, and how this is expected to develop in the future.
- Analyzes HNW investors’ propensity to invest offshore, their preferred booking centers and asset classes, as well as Germany’s standing as an offshore center.
- Identifies product and service demand among German HNW investors.

Scope

- 50.3% of German HNW investors are older than 60, with a higher-than-average proportion over 70.
- Almost a third of HNW investors are entrepreneurs yet only 54.5% of German wealth managers target this segment, a stark contrast with the 79.5% of European wealth managers.
- German HNW expats are a small but lucrative sector. The vast majority are steady long-term migrants, yet wealth managers have an over-reliance on cold calling to acquire their business.
- German HNW investors hold only around 10% of their wealth offshore, and are predominantly attracted by the better range of investment options and higher returns available.
- Only 14.4% of providers targeting HNW investors offer pensions and retirement planning services, despite strong and rising demand.

Reasons to buy

- Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.
- Give your marketing strategies the edge required and capture new clients using insights from our data on HNW investors’ preferences for the various styles of asset management.
- Tailor your investment product portfolio to match current and future demand for different asset classes among HNW individuals.
- Develop your service proposition to match the product and service demand expressed by German HNW investors and react proactively to the forecasted changes in demand.

Published By: GlobalData
Product Code: GlobalData43688


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