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HNWI Asset Allocation 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 HNWIs have performed through the crisis.

Summary

This report provides the latest asset allocations of France HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of France HNWIs to 2018 and a comprehensive and robust background of the local economy.

Scope

  • Independent market sizing of France HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2009 to 2013
  • HNWI volume and wealth forecasts to 2018
  • HNWI and UHNWI asset allocations across 13 asset classes
  • 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.

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 Analysis of French HNWI Investments

  • 4.1 Analysis by Asset Class
    • 4.1.1 Trends in alternative assets
    • 4.1.2 Trends in 'art, wine and wheels'
    • 4.1.3 Trends of investments in real estate
    • 4.1.4 Trends of investments in cash and deposits
    • 4.1.5 Trends of investments in fixed-income
    • 4.1.6 Investment trends in equity
    • 4.1.7 Investments trends in business interests
  • 4.2 Analysis of Foreign Investments
    • 4.2.1 Investments in Europe
    • 4.2.2 Investments in North America (Including Mexico and the Caribbean)
    • 4.2.3 Investments in Asia-Pacific
    • 4.2.4 Investments in Central and South America
    • 4.2.5 Investments in the Middle East
    • 4.2.6 Investments in Africa
  • 4.3 Alternative Breakdown: Liquid vs Investable Assets
  • 4.4 Analysis of French UHNWI Investments

5 Appendix

  • 5.1 Additional Components of the Wealth Sector in France
    • 5.1.1 Philanthropy
    • 5.1.2 Demand for intergenerational wealth transfer
  • 5.2 Tax Regulations
  • 5.3 Regulations Related to Immigration, Investment and Employment
  • 5.4 Key Drivers
    • 5.4.1 EUR to US$ exchange rate
    • 5.4.2 Real GDP growth
    • 5.4.3 Per capita GDP
    • 5.4.4 Domestic market capitalization
    • 5.4.5 Commodity index
    • 5.4.6 Foreign direct investments - inflow and outflow
    • 5.4.7 Inflation rate
    • 5.4.8 Interest rate
    • 5.4.9 Balance of payments
    • 5.4.10 Government debt
    • 5.4.11 Stock market performance
  • 5.5 Wealth Breakdowns

6 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 Allocations of HNWI Assets (%), 2009-2018
  • Table 4: French HNWI Holdings Growth (%), 2009-2018
  • Table 5: French HNWI Alternative Asset Composition (%), 2009-2018
  • Table 6: French HNWI Trends of Investments in Alternative Assets (%), 2009-2018
  • Table 7: French Trends in 'Art, Wine and Wheels', 2009-2013
  • Table 8: Global Prime Real Estate Prices per m2 (US$), 2012
  • Table 9: French HNWI Foreign Investment Allocations (%), 2009-2018
  • Table 10: French HNWI Liquidity Breakdown (US$ Billion), 2009-2018
  • Table 11: French HNWI Liquidity Breakdown (%), 2009-2018
  • Table 12: French UHNWI Allocations and Share of HNWI Assets (%), 2013
  • Table 13: French Income Tax Bands (EUR), 2013-2014
  • Table 14: EUR per US$ Exchange Rate, 2009-2018
  • Table 15: French Real GDP Growth (%), 2009-2018
  • Table 16: French GDP per Capita (US$), 2009-2018
  • Table 17: French Domestic Market Capitalization (US$ Billion), 2009-2013
  • Table 18: French Commodity Indices, 2009-2018
  • Table 19: French Foreign Direct Investment (US$ Billion), 2009-2018
  • Table 20: French Inflation Rate (%), 2009-2018
  • Table 21: French Money Market Rate (%), 2009-2018
  • Table 22: French Balance of Payments (US$ Billion), 2009-2013
  • Table 23: French Government Debt as a Percentage of GDP, 2009-2018
  • Table 24: French Stock Market Performance, 2009-2013
  • Table 25: French HNWI Wealth vs GDP Ratio, 2009-2018
  • Table 26: France - Appendix One
  • Table 27: 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 HNWI Asset Class Composition (%), 2009-2018
  • Figure 7: French HNWI Trends in Alternative Assets (US$ Billion), 2009-2018
  • Figure 8: French Trends in 'Art, Wine and Wheels', 2009-2013
  • Figure 9: French HNWI Foreign Investment Allocation and Growth (%), 2013
  • Figure 10: French HNWI Global Distribution of Foreign Investments (%), 2009-2018
  • Figure 11: French HNWI Liquidity Breakdown (%), 2009-2018
  • Figure 12: French UHNWI Asset Class Composition (%), 2009-2018
  • Figure 13: EUR to US$ Exchange Rate, 2009-2018
  • Figure 14: French Real GDP Growth (%), 2009-2018
  • Figure 15: French GDP per Capita (US$), 2009-2018
  • Figure 16: French Domestic Market Capitalization (US$ Billion), 2009-2013
  • Figure 17: French Commodity Indices, 2009-2018
  • Figure 18: French Foreign Direct Investment (US$ Billion), 2009-2018
  • Figure 19: French Inflation Rate (%), 2009-2018
  • Figure 20: French Money Market Rate (%), 2009-2018
  • Figure 21: French Balance of Payments (US$ Billion), 2009-2013
  • Figure 22: French Government Debt as a Percentage of GDP, 2009-2018
  • Figure 23: French Stock Market Performance, 2009-2013
  • Figure 24: French HNWI Wealth vs GDP Ratio, 2009-2018
  • Figure 25: French HNWIs - Volume by Wealth Band, 2009-2018
  • Figure 26: French HNWIs - Wealth by Wealth Band (US$ Billion), 2009-2018
  • Figure 27: French HNWIs - Wealth per Capita (US$ Million), 2009-2018
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