Wealth in Germany: HNW Investors; Understanding HNW investors and wealth management strategies.

Published: July 2016
No. of Pages: 39
    ReportsandReports

Summary

Germany is a strong industrial nation with a commercial landscape dominated by SMEs. This is reflected in the background of German HNW individuals - most are either family business owners or inheritors. The manufacturing industry dominates as the leading generator of wealth, followed by construction. Expats constitute 11.3% of the population and are largely from nearby countries such as the UK, Italy, and Austria. Discretionary mandates are preferred by German investors, closely followed by advisory mandates. Bonds make up the largest asset class among German HNW investors, followed by equities and cash and deposits.

Key Findings

  • The leading reasons for German HNW investors to seek professional advice are their highly complex portfolios and a desire to avoid administrative details.
  • Those seeking to self-direct at least part of their wealth are largely motivated by a lack of trust towards wealth management services and feel they are sophisticated enough to manage their investments.
  • The expressed demand for advisory mandates tops that for discretionary mandates, but demand for the latter is expected to grow quickest.
  • Looking forward, low interest rates will push down the share of wealth invested into cash and bonds, while allocation into alternatives and equity is expected to strengthen.

Synopsis

Verdict Financial's "Wealth in Germany: HNW Investors" analyzes the investing 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 the source of their wealth and age as well as analyzing the expat opportunity in Germany.
  • Analyzes 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 product and service demand among German HNW investors.

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' drivers for seeking investment advice vs self-directing.
  • 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 service and product demand expressed by German HNW investors and react proactively to the forecasted change in demand.

Key Highlights

  • 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' drivers for seeking investment advice vs self-directing.
  • 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 service and product demand expressed by German HNW investors and react proactively to the forecasted change in demand.

Published By: GlobalData
Product Code: Verdict217


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