Netherlands Wealth Management – High Net Worth (HNW) Investors

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Netherlands Wealth Management Report Overview

Men continue to dominate the Netherlands’s HNW population, accounting for more than 90% share. However, an increased effort to improve gender diversity among senior professionals is slowly helping the situation evolve.

The Netherlands wealth management report analyzes the investment preferences, service requirements, and portfolio allocations of Dutch HNW investors. The report is based on GlobalData’s annual Global Wealth Managers Survey.

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Key Investment
Preferences
·        Advisory Asset Management

·        Automated Investment Services

·        Discretionary Asset Management

·       Execution-Only Asset Management

Key Reasons for
Expatriation
·        Better Lifestyle Conditions

·        Business Start-Up

·        Better Opportunities for Expats’ Children

·        Tax Efficiencies

·        Job Transfer

Key Asset Allocation Classes ·        Equities

·        Bonds

·        Cash and Near Cash Products

·        Real Estate

·        Commodities

·       Alternatives

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Netherlands Wealth Management Market - Investment Preferences

The key investment preferences in the Netherlands wealth management market are advisory asset management, automated investment services, discretionary asset management, and execution-only asset management. Multi-asset management strategy is the key in the Netherlands wealth management and the current demand is split almost identically across advisory, discretionary, and automated mandates. Factors such as changing client demographics and preferences and the rapid advancement of technology drive the growth of digital investment platforms.

Netherlands Wealth Management Market Analysis by Investment Preferences, 2023 (%)

Netherlands Wealth Management Market Analysis by Investment Preferences, 2023 (%)

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Netherlands Wealth Management Market - Reasons for Expatriation of HNW Investors

Better lifestyle condition is the leading factor driving expatriation to the Netherlands

The factors driving expatriation are better lifestyle conditions, business start-ups, better opportunities for the client’s children, tax efficiencies, and job transfers, among others. Helping expats navigate local business administration and supporting their entrepreneurial endeavors adds value to driving expatriation. Hence, the government is taking steps to develop the country’s entrepreneurial ecosystem.

Netherlands Wealth Management Market Analysis by Reasons for Expatriation

Netherlands Wealth Management Market Analysis by Reasons for Expatriation

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Netherlands Wealth Management Market - Asset Allocation Classes

Bonds accounted for the highest Netherlands wealth management market share in 2023

The major asset allocation classes for HNW investors in the Netherlands wealth management market include equities, bonds, cash and near-cash products, real estate, commodities, and alternatives. The rising yield in bonds in recent years drove Dutch investors to allocate a higher proportion of their managed wealth into bonds compared to the wider region.

Netherlands Wealth Management Market by Asset Allocation Classes

Netherlands Wealth Management Market by Asset Allocation Classes

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Segments Covered in the Report

Netherlands Wealth Management Asset Allocation Classes Outlook (2023)

  • Equities
  • Bonds
  • Cash and Near Cash Products
  • Real Estate
  • Commodities
  • Alternatives

Scope

• Expats constitute 11.7% of the local HNW population. They represent an attractive target market thanks to their more complex service requirements.

• Robo-advice accounts for 17.3% of the Dutch HNW portfolio and has strong current demand.

• Bonds and property dominate the Dutch HNW asset portfolio.

Reasons to Buy

  • Understand the Netherlands’ HNW wealth market, including the investment preferences of HNW individuals.
  • Develop and enhance your client targeting strategies using our data on HNW demographics and sources of wealth.
  • Tailor your investment product portfolio to match current and future demand for different asset classes among HNW individuals.

ABN AMRO
ING
Rabobank
Deloitte
Deutsche Bank Wealth Management
ASML
Adyen
Besi
MeDirect Bank
Van Lanschot Kempen
Scalable Capital
Degroof Petercam

Table of Contents

Table of Contents

1. Demographics

2. Expats

3. Investment Style Preferences

4. Asset Allocation Preferences

5. Offshore Investment Preferences

6. Products and Services

7. Appendix

Frequently asked questions

Netherlands Wealth Management – High Net Worth (HNW) Investors standard reports
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Can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company


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