Wealth in Germany: Sizing the Market Opportunity 2018

2018-04-23
Price :
Published : Apr-2018
No. of Pages : 40

Wealth in Germany: Sizing the Market Opportunity 2018

Summary

“Wealth in Germany: Sizing the Market Opportunity 2018”, analyzes Germany’s wealth and retail savings and investments markets, with a focus on the HNW segment. The report is based on our proprietary datasets.

The upswing in the German economy and strong stock market performance have presented significant opportunities for German wealth managers, not only to grow assets under management but also to gain new clients. However, with changes to capital gains tax on the horizon and falling real returns in the traditionally preferred safe havens of deposits and bonds, the role of wealth managers in a traditionally risk-averse market will become more challenging.

Specifically the report –
– Sizes the affluent market (both by number of individuals and the value of their assets) using our proprietary datasets.
– Examines HNW clients’ attitudes towards non-liquid asset classes, such as property and commodities and offshore investments.
– Analyzes which asset classes are favored by German investors and how their preferences impact the growth of the total savings and investments market.
– Evaluates the size of the retail non-resident (offshore) market in Germany and foreign investors’ preferences.

Scope

– Affluent individuals account for 20% of the German population, holding 78% of liquid assets. More HNW individuals were created in 2017 as a result of strong economic and stock market performance.
– The economic upswing will continue to underpin growth in Germany’s overall retail savings and investments market, which is forecast to grow by an average of 3.7% a year to 2021.
– Equities and mutual funds are forecast to show the fastest growth to 2021, yet structural issues mean they will remain under-represented in consumer portfolios at around 30% of the market for the next five years.
– Equities are the most popular assets for non-resident investors, with non-residents accounting for just over 47% of the total retail equity market.

Reasons to buy

– Benchmark your share of the German wealth market against the current market size.
– Forecast your future growth prospects using our projections for the market to 2021.
– Identify your most promising client segment by analyzing penetration of affluent individuals in Germany.
– Evaluate your HNW proposition by understanding how the ever-changing tax system affects your HNW clients.
– Review your offshore strategy and offering for non-resident investors by learning the dynamics in these markets.

Filed in: Banking & Finance, Wealth Management
Publisher : GlobalData
More Reports
Title Price Buy Now

UK Protection Insurance 2019: Term and Whole of Life

UK Protection Insurance 2019: Term and Whole of Life Summary The UK life protection insurance market for regular individual premiums grew in 2018. This was primarily driven by growth in the term assurance market, with the whole-of-life market growing marginally. Term market growth was primarily due to increased sales of non-mortgage term assurance policies by independent financial advisors. But sales in the direct channel are also increasing, reflecting the demand for purchasing life insurance conveniently online. Underwritten whole-of-life policies continue to be sold by independent advisors, while guaranteed acceptance over-50s products are sold direct without advice. In the future, insurers will look to work with policyholders to improve their lifestyle choices by leveraging the Inter......
$3450

Governance, Risk and Compliance – The Ghanaian Insurance Industry

Governance, Risk and Compliance - The Ghanaian Insurance Industry Summary GlobalData's "Governance, Risk and Compliance - The Ghanaian Insurance Industry", report is the result of extensive research into the insurance regulatory framework in the Ghana. It provides detailed analysis of the insurance regulations for life, property, motor, liability, personal accident and health, and marine, aviation and transit insurance. The report specifies various requirements for the establishment and operation of insurance and reinsurance companies and intermediaries. The report brings together GlobalData's research, modeling and analysis expertise, giving insurers access to information on prevailing insurance regulations, and recent and upcoming changes in the regulatory framework, taxation and lega......
$950

Payments Landscape in Switzerland: Opportunities and Risks to 2023

Payments Landscape in Switzerland: Opportunities and Risks to 2023 Summary GlobalData's "Payments Landscape in Switzerland: Opportunities and Risks to 2023", report provides detailed analysis of market trends in the Swiss cards and payments industry. It provides values and volumes for a number of key performance indicators in the industry, including cards, credit transfers, direct debits, cash, and cheques during the review-period (2015-19e). The report also analyzes various payment card markets operating in the industry, and provides detailed information on the number of cards in circulation, transaction values and volumes during the review-period and over the forecast-period (2019e-23f). It also offers information on the country's competitive landscape, including the market shares of ......
$2750

Strategic Market Intelligence: Insurance Industry in Latvia – Key Trends and Opportunities to 2023

Strategic Market Intelligence: Insurance Industry in Latvia - Key Trends and Opportunities to 2023 Summary GlobalData's "Strategic Market Intelligence: Insurance Industry in Latvia - Key Trends and Opportunities to 2023", report provides a detailed outlook by product category for the Latvian insurance industry. It provides values for key performance indicators such as written premium, claims ratio and penetration during the review period (2014-2018) and forecast period (2018-2023). The report gives a comprehensive overview of the Latvian economy and demographics, and provides detailed information on the competitive landscape in the country. The report brings together GlobalData's research, modeling and analysis expertise, giving insurers access to information on segment dynamics and c......
$995

Competitor Profile: Nubank

Competitor Profile: Nubank Summary Nubank report provides information and insight into digital bank Nubank, including comprehensive coverage of its products and services, details of important events and milestones, information on its performance and revenue model, and a comparative assessment against key competitors. Nubank leverages the power of financial technologies to create a more customer-centric, efficient, and transparent banking experience. The bank offers a no-fee credit card entirely managed via an app, targeted at millennials and younger generations who prefer digital products and services to physical branch locations. Other products offered include the NuConta digital account, which features personal financial management tools, personal loans, and a loyalty program called ......
$350

Payments Landscape in Serbia: Opportunities and Risks to 2023

Payments Landscape in Serbia: Opportunities and Risks to 2023 Summary GlobalData's "Payments Landscape in Serbia: Opportunities and Risks to 2023", report provides detailed analysis of market trends in the Serbian cards and payments industry. It provides values and volumes for a number of key performance indicators in the industry, including cards, credit transfers, direct debits, and cheques during the review-period (2015-19e). The report also analyzes various payment card markets operating in the industry, and provides detailed information on the number of cards in circulation, transaction values and volumes during the review-period and over the forecast-period (2019e-23f). It also offers information on the country's competitive landscape, including the market shares of issuers and sc......
$2750

Strategic Market Intelligence: Insurance Industry in Georgia – Key Trends and Opportunities to 2023

Strategic Market Intelligence: Insurance Industry in Georgia - Key Trends and Opportunities to 2023 Summary GlobalData's "Strategic Market Intelligence: Insurance Industry in Georgia - Key Trends and Opportunities to 2023", report provides a detailed outlook by product category for the Georgian insurance industry. It provides values for key performance indicators such as written premium, claims ratio and penetration during the review period (2014-2018) and forecast period (2018-2023). The report gives a comprehensive overview of the Georgian economy and demographics, and provides detailed information on the competitive landscape in the country. The report brings together GlobalData's research, modeling and analysis expertise, giving insurers access to information on segment dynamics a......
$995

Governance, Risk and Compliance – The Kyrgyz Insurance Industry

Governance, Risk and Compliance - The Kyrgyz Insurance Industry Summary GlobalData's "Governance, Risk and Compliance - The Kyrgyz Insurance Industry", report is the result of extensive research into the insurance regulatory framework in the Kyrgyzstan. It provides detailed analysis of the insurance regulations for life, property, motor, liability, personal accident and health, and marine, aviation and transit insurance. The report specifies various requirements for the establishment and operation of insurance and reinsurance companies and intermediaries. The report brings together GlobalData's research, modeling and analysis expertise, giving insurers access to information on prevailing insurance regulations, and recent and upcoming changes in the regulatory framework, taxation and leg......
$950

Strategic Market Intelligence: Insurance Industry in Liechtenstein – Key Trends and Opportunities to 2023

Strategic Market Intelligence: Insurance Industry in Liechtenstein - Key Trends and Opportunities to 2023 Summary GlobalData's "Strategic Market Intelligence: Insurance Industry in Liechtenstein - Key Trends and Opportunities to 2023", report provides a detailed outlook by product category for the Liechtensteiner insurance industry, and a comparison of the Liechtensteiner insurance with its regional counterparts. It provides values for key performance indicators such as written premium, industry composition, assets, and reinsurance premium accepted during the review period (2014-2018) and forecast period (2018-2023). The report also gives a comprehensive overview of the Liechtensteiner economy and demographics in the country. The report brings together GlobalData's research, modeling ......
$995

Strategic Market Intelligence: Insurance Industry in Mongolia – Key Trends and Opportunities to 2023

Strategic Market Intelligence: Insurance Industry in Mongolia - Key Trends and Opportunities to 2023 Summary GlobalData's "Strategic Market Intelligence: Insurance Industry in Mongolia - Key Trends and Opportunities to 2023", report provides a detailed outlook by product category for the Mongolian insurance industry, and a comparison of the Mongolian insurance with its regional counterparts. It provides values for key performance indicators such as written premium, gross claims, loss ratio, assets, penetration, and density during the review period (2014-2018) and forecast period (2018-2023). The report also gives a comprehensive overview of the Mongolian economy and demographics, and provides detailed information on the competitive landscape in the country. The report brings together ......
$995
We use cookies to deliver the best possible experience on our website.
By continuing to use this site, or closing this box, you consent to our use of cookies. To learn more, visit our Privacy Policy