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
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