Germany Wealth Management: Market Sizing and Opportunities to 2022

Based on our proprietary datasets, this report analyzes Germany’s wealth and retail savings and investments markets, with a focus on the HNW segment. This includes overall affluent market size (both by the number of individuals and the value of their liquid assets) as well as a breakdown of liquid vs. illiquid HNW holdings. The report also provides an analysis of the factors driving liquid asset growth, including a breakdown and forecast of total retail savings and investments split by asset classes including deposits, mutual funds, equities, and bonds.

Germany’s affluent segment (comprising high-net-worth [HNW] and mass affluent individuals) has experienced robust growth in recent years. HNW investors in Germany hold the majority of their assets in liquid assets such as equities, mutual funds, deposits, and bonds, with investments in liquid assets accounting for 81% of their total investments. However, wealth managers must remain aware of the expected rise in the share of illiquid assets over 2018-22.

Scope

- Affluent individuals accounted for 20.3% of Germany’s total adult population in 2018, collectively holding 82.7% of the country’s retail wealth.

- Deposits remain the preferred investment avenue among German retail investors, accounting for 68.5% of all liquid retail savings and investments in 2018.

- 12.5% of German HNW investors’ wealth was held outside of the country, with access to a better range of investment options being the main reason to invest offshore.

Reasons to buy

- Make strategic decisions using top-level historic and forecast data on the German wealth industry.

- Identify the most promising client segments by analyzing the penetration of affluent individuals.

- Receive detailed insights into retail liquid asset holdings in Germany, including deposits, mutual funds, equities, and bonds.

- Understand the changing market and competitive dynamics by learning about new competitors and recent deals in the wealth space.

Companies mentioned

Sparkassen

Deutsche Bank

ING-DiBa

Commerzbank

Das Kann Bank

Volkswagen Bank

DZ Bank

Deutsche Postbank AG

Hypovereinsbank

LB Baden-Württemberg

Raisin

easyfolio

LIQID

Aareal Bank

PropTech1 Ventures ...

Sparkassen

Deutsche Bank

ING-DiBa

Commerzbank

Das Kann Bank

Volkswagen Bank

DZ Bank

Deutsche Postbank AG

Hypovereinsbank

LB Baden-Württemberg

Raisin

easyfolio

LIQID

Aareal Bank

PropTech1 Ventures

creditshelf

Valendo

e.ventures

Heartcore

Partech Ventures

HV Holtzbrinck Ventures

Exporo

Alma Capital Investment Management

UCITS

DIC Asset AG

GEG German Estate Group

Table of Contents

Table of Contents

Executive Summary

Macroeconomic Overview

Germany’s Wealth Market

Resident Retail Savings and Investments

Resident vs. Non-Resident Investments in Germany

Digital Disruptors

Recent Deals ...

Table of Contents

Executive Summary

Macroeconomic Overview

Germany’s Wealth Market

Resident Retail Savings and Investments

Resident vs. Non-Resident Investments in Germany

Digital Disruptors

Recent Deals

Appendix

    Pricing

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