Wealth in Germany: HNW Investors 2017
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"Wealth in Germany: HNW Investors 2017" analyzes the investing preferences and portfolio allocation of German HNW investors. The report is based on our proprietary Global Wealth Managers Survey.
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 first-generation entrepreneurs, and are more likely to have generated their wealth in manufacturing, construction, or IT. German HNW investors show strong interest in discretionary mandates, while demand for planning services is moderate. A below-average proportion of HNW wealth is allocated to equities, but this is expected to change as investors are looking for capital appreciation opportunities.
Specifically the report –
– Profiles the average German HNW investor in terms of their demographics and analyzes 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 the allocation is expected to develop in the future.
– Analyzes product and service demand among German HNW investors.
Scope
– While discretionary mandates remain the most popular form of wealth management, accounting for almost 52% of investments, German HNWs have a greater preference for advisory services than the European average. This reveals a desire for greater control and lower costs.
– HNW demand for robo-advice from wealth managers is currently low, but over a third feel it will increase in the next two years. Lower fees, a growing comfort and familiarity with automated advice, and expanding offerings will lead to increased uptake among HNWs.
– German HNW asset allocation has traditionally been underweight on equities, reflecting a stronger risk aversion compared to the European average. However, poor returns in traditionally favored asset classes will lead to equities, property, and alternatives growing in popularity.
– Financial and inheritance planning demand is expected to pick up as the wealthy population will increasingly look for advice about transferring wealth to the next generation and navigating the turbulent financial course ahead.
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 product and service demand expressed by German HNW investors and react proactively to the forecasted change in demand.
Deutsche Bank
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