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Ultra HNWIs in France 2014

  • This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in France.
  • The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013. This enables us to determine how well the country's UHNWIs have performed through the crisis.

Summary

This report reviews the performance and asset allocations of Ultra HNWIs in France, and highlights top-performing cities. It also includes an evaluation of the local wealth management industry.

Scope

  • UHNWI volume, wealth and allocation trends from 2009 to 2013
  • UHNWI volume, wealth and allocation forecasts to 2018
  • UHNWI asset allocations across 13 asset classes
  • Number of UHNWIs in each state and all major cities
  • Fastest growing cities and states for UHNWIs (2009-2013)
  • Number of wealth managers in each city
  • City wise ratings of wealth management saturation and potential
  • Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in France
  • Size of France wealth management industry
  • Largest domestic private banks by AuM
  • Detailed wealth management and family office information
  • Insights into the drivers of HNWI wealth

Reasons To Buy

  • The WealthInsight Intelligence Center Database is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the database comprises dossiers on over 60,000 HNWIs from around the world.
  • The Intelligence Center also includes tracking of wealth and liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market.
  • With the Database as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.
  • Report includes comprehensive forecasts to 2018.
  • Also provides detailed information on UHNWIs in each major city.

Table of Contents

1 Introduction

  • 1.1 Details of this Report
  • 1.2 Definitions

2 Executive Summary

3 Wealth Sector Fundamentals

  • 3.1 Political Background
  • 3.2 Economic Background
  • 3.3 Social Background
  • 3.4 Benchmarking French Wealth in Context
    • 3.4.1 Distribution of wealth in France
  • 3.5 HNWI Volume and Wealth Trends

4 Findings from the WealthInsight HNWI Database

  • 4.1 Trends in HNWI Wealth to 2018
    • 4.1.1 HNWI trend analysis
    • 4.1.2 Wealth band trends
    • 4.1.3 Demographic breakdown of HNWIs
    • 4.1.4 HNWIs - job titles
    • 4.1.5 HNWIs - industry breakdown
    • 4.1.6 HNWIs - industry performance
    • 4.1.7 HNWIs - breakdown by city
    • 4.1.8 HNWIs - city performance
    • 4.1.9 HNWIs - city population densities
    • 4.1.10 HNWIs - city forecasts
    • 4.1.11 HNWIs - breakdown by state
    • 4.1.12 HNWIs - state performance
    • 4.1.13 HNWIs - state population densities
  • 4.2 UHNWIs
    • 4.2.1 UHNWI volume trend analysis
    • 4.2.2 UHNWI wealth trend analysis
    • 4.2.3 Demographic breakdown of UHNWIs
    • 4.2.4 UHNWIs - industry breakdown
    • 4.2.5 UHNWIs - city breakdown and performance
  • 4.3 UHNWIs - Billionaires
    • 4.3.1 Billionaire volume trend analysis
    • 4.3.2 Billionaire wealth trend analysis
    • 4.3.3 Billionaire per capita net worth trend analysis
    • 4.3.4 List of billionaires
  • 4.4 UHNWIs - Centimillionaires
    • 4.4.1 Centimillionaire volume trend analysis
    • 4.4.2 Centimillionaire wealth trend analysis
    • 4.4.3 Centimillionaire per capita net worth trend analysis
  • 4.5 UHNWIs - Affluent Millionaires
    • 4.5.1 Affluent millionaire volume trend analysis
    • 4.5.2 Affluent millionaire wealth trend analysis
    • 4.5.3 Affluent millionaire per capita net worth trend analysis
  • 4.6 Core HNWIs
    • 4.6.1 Core HNWI volume trend analysis
  • 4.7 Core HNWIs - Mid-Tier Millionaires
    • 4.7.1 Mid-tier millionaire volume trend analysis
    • 4.7.2 Mid-tier millionaire wealth trend analysis
    • 4.7.3 Mid-tier millionaire per capita net worth trend analysis
  • 4.8 Core HNWIs - Lower-Tier Millionaires
    • 4.8.1 Lower-tier millionaire volume trend analysis
    • 4.8.2 Lower-tier millionaire wealth trend analysis
    • 4.8.3 Lower-tier millionaire per capita net worth trend analysis

5 Analysis of French HNWI Investments

  • 5.1 Analysis by Asset Class
    • 5.1.1 Trends in alternative assets
    • 5.1.2 Trends in 'art, wine and wheels'
    • 5.1.3 Trends of investments in real estate
    • 5.1.4 Trends of investments in cash and deposits
    • 5.1.5 Trends of investments in fixed-income
    • 5.1.6 Investment trends in equity
    • 5.1.7 Investments trends in business interests
  • 5.2 Analysis of Foreign Investments
    • 5.2.1 Investments in Europe
    • 5.2.2 Investments in North America (Including Mexico and the Caribbean)
    • 5.2.3 Investments in Asia-Pacific
    • 5.2.4 Investments in Central and South America
    • 5.2.5 Investments in the Middle East
    • 5.2.6 Investments in Africa
  • 5.3 Alternative Breakdown: Liquid vs Investable Assets
  • 5.4 Analysis of French UHNWI Investments

6 Competitive Landscape of the Wealth Sector

  • 6.1 Competitive Landscape
    • 6.1.1 Domestic private banks
    • 6.1.2 Foreign private banks
    • 6.1.3 Acquisitions
    • 6.1.4 Wealth managers
    • 6.1.5 Family offices
    • 6.1.6 Financial advisors
  • 6.2 Developments in the French Private Banking Industry
  • 6.3 French Wealth Management Industry - Clientele Model and Maturity
  • 6.4 Behavioral Mapping of Wealth Management and Private Banking in France

7 Appendix

  • 7.1 Tax Regulations
  • 7.2 Key Drivers
    • 7.2.1 EUR to US$ exchange rate
    • 7.2.2 Real GDP growth
    • 7.2.3 Per capita GDP
    • 7.2.4 Domestic market capitalization
    • 7.2.5 Commodity index
    • 7.2.6 Foreign direct investments - inflow and outflow
    • 7.2.7 Inflation rate
    • 7.2.8 Interest rate
    • 7.2.9 Balance of payments
    • 7.2.10 Government debt
    • 7.2.11 Stock market performance
  • 7.3 Wealth Breakdowns

8 About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: Cities in France by Population (Volume), 2013
  • Table 3: French HNWIs - Volume Distribution (%), 2013
  • Table 4: French HNWIs - Wealth Distribution Wealth Pyramid (%), 2013
  • Table 5: French HNWIs - Industry Performance, 2009-2013
  • Table 6: French HNWIs - Cities, 2013
  • Table 7: French HNWI Growth in Top Cities (Thousand), 2009-2013
  • Table 8: French HNWI Population Density in Major Cities (Thousand), 2013
  • Table 9: French HNWIs in Top Cities (Thousand), 2009-2018
  • Table 10: French HNWIs - Growth Rates for Top Cities (%), 2009-2018
  • Table 11: French Volume of HNWI by States (Thousand), 2013
  • Table 12: French HNWI State Performance (%), 2009-2013
  • Table 13: French HNWIs Population Density by State (Thousand), 2013
  • Table 14: French UHNWI Gender Performance (%), 2009-2013
  • Table 15: French UHNWI Source of Wealth (%), 2013
  • Table 16: French Volume of UHNWI in Top Cities (Hundred), 2009-2018
  • Table 17: French UHNWI Growth Rates in Top Cities (%), 2009-2018
  • Table 18: French Billionaires Market Overview (Volume and US$ Billion), 2009-2018
  • Table 19: France's Top 10 Billionaires (US$ Billions), 2013
  • Table 20: French Billionaire Wealth Growth (US$ Billion), 2009-2013
  • Table 21: French Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
  • Table 22: French Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
  • Table 23: French Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
  • Table 24: French Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
  • Table 25: French Allocations of HNWI Assets (%), 2009-2018
  • Table 26: French HNWI Holdings Growth (%), 2009-2018
  • Table 27: French HNWI Alternative Asset Composition (%), 2009-2018
  • Table 28: French HNWI Trends of Investments in Alternative Assets (%), 2009-2018
  • Table 29: French Trends in 'Art, Wine and Wheels', 2009-2013
  • Table 30: Global Prime Real Estate Prices per m2 (US$), 2012
  • Table 31: French HNWI Foreign Investment Allocations (%), 2009-2018
  • Table 32: French HNWI Liquidity Breakdown (US$ Billion), 2009-2018
  • Table 33: French HNWI Liquidity Breakdown (%), 2009-2018
  • Table 34: French UHNWI Allocations and Share of HNWI Assets (%), 2013
  • Table 35: Leading Domestic Private Banks in France by Local and Global AuM (US$ million), 2013
  • Table 36: Leading Foreign Private Banks in France by local AuM (US$ million), 2013
  • Table 37: Leading Wealth Managers in France by AuM (US$m), 2013
  • Table 38: Top French Family Offices by AuM (US$m), 2013
  • Table 39: Wealth Management Industry - Recent Deal Activity in France, 2013
  • Table 40: French Income Tax Bands (EUR), 2013-2014
  • Table 41: EUR per US$ Exchange Rate, 2009-2018
  • Table 42: French Real GDP Growth (%), 2009-2018
  • Table 43: French GDP per Capita (US$), 2009-2018
  • Table 44: French Domestic Market Capitalization (US$ Billion), 2009-2013
  • Table 45: French Commodity Indices, 2009-2018
  • Table 46: French Foreign Direct Investment (US$ Billion), 2009-2018
  • Table 47: French Inflation Rate (%), 2009-2018
  • Table 48: French Money Market Rate (%), 2009-2018
  • Table 49: French Balance of Payments (US$ Billion), 2009-2013
  • Table 50: French Government Debt as a Percentage of GDP, 2009-2018
  • Table 51: French Stock Market Performance, 2009-2013
  • Table 52: French HNWI Wealth vs GDP Ratio, 2009-2018
  • Table 53: France - Appendix One
  • Table 54: France - Appendix Two

List of Figures

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: Map of France
  • Figure 3: French Asset Price Performance (%), 2009-2013
  • Figure 4: French HNWI Performance (US$ Billions and HNWI Volume), 2009-2018
  • Figure 5: French vs Global HNWIs (%), 2009-2018
  • Figure 6: French HNWIs - Growth Factor Correlation, 2009-2013
  • Figure 7: French HNWIs - Wealth Pyramid (Volume Distribution), 2013
  • Figure 8: French HNWIs - Wealth Pyramid (Volume Distribution), 2013
  • Figure 9: French HNWIs - Age Distribution (%), 2013
  • Figure 10: French HNWIs - Job Titles (%), 2009-2013
  • Figure 11: French HNWIs - Distribution by Industry (%), 2013
  • Figure 12: French HNWIs - City Performance (%), 2009-2013
  • Figure 13: French HNWIs - Volume of HNWIs by City (Thousand), 2009 and 2013
  • Figure 14: French HNWIs - City Forecasts (%), 2014-2018
  • Figure 15: French Volume of HNWI by City (Thousand), 2014-2018
  • Figure 16: French UHNWI Wealth Share vs Volume Growth (%), 2009-2013
  • Figure 17: French UHNWI Volume by Wealth Band 2009-2018
  • Figure 18: French UHNWI Wealth by Wealth Band (US$ Billion), 2009-2018
  • Figure 19: French UHNWI Age Distribution (Percentage Share), 2013
  • Figure 20: French UHNWI Distribution by Industry (%), 2013
  • Figure 21: French Billionaires Market Overview (Volume and US$ Billion), 2009-2018
  • Figure 22: French Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
  • Figure 23: French Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
  • Figure 24: French Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
  • Figure 25: French Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
  • Figure 26: French HNWI Asset Class Composition (%), 2009-2018
  • Figure 27: French HNWI Trends in Alternative Assets (US$ Billion), 2009-2018
  • Figure 28: French Trends in 'Art, Wine and Wheels', 2009-2013
  • Figure 29: French HNWI Foreign Investment Allocation and Growth (%), 2013
  • Figure 30: French HNWI Global Distribution of Foreign Investments (%), 2009-2018
  • Figure 31: French HNWI Liquidity Breakdown (%), 2009-2018
  • Figure 32: French UHNWI Asset Class Composition (%), 2009-2018
  • Figure 33: French Wealth Management Industry - Maturity Level of Operators, 2014
  • Figure 34: French Wealth Management Industry Behavioral Mapping, 2013
  • Figure 35: EUR to US$ Exchange Rate, 2009-2018
  • Figure 36: French Real GDP Growth (%), 2009-2018
  • Figure 37: French GDP per Capita (US$), 2009-2018
  • Figure 38: French Domestic Market Capitalization (US$ Billion), 2009-2013
  • Figure 39: French Commodity Indices, 2009-2018
  • Figure 40: French Foreign Direct Investment (US$ Billion), 2009-2018
  • Figure 41: French Inflation Rate (%), 2009-2018
  • Figure 42: French Money Market Rate (%), 2009-2018
  • Figure 43: French Balance of Payments (US$ Billion), 2009-2013
  • Figure 44: French Government Debt as a Percentage of GDP, 2009-2018
  • Figure 45: French Stock Market Performance, 2009-2013
  • Figure 46: French HNWI Wealth vs GDP Ratio, 2009-2018
  • Figure 47: French HNWIs - Volume by Wealth Band, 2009-2018
  • Figure 48: French HNWIs - Wealth by Wealth Band (US$ Billion), 2009-2018
  • Figure 49: French HNWIs - Wealth per Capita (US$ Million), 2009-2018
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