Abstract
Introduction
This report focuses on the onshore liquid wealth of affluent individuals and
the liquid assets they hold, sizing, segmenting and forecasting the affluent
population across 10 liquid asset bands. It also presents detailed HNW
demographic and decision trigger analysis, and strategies to drive revenue
growth based on large scale survey of the main players.
Scope of this research
- HNW demographic and attitudinal attributes based on our Wealth Management
Market Leaders Survey 2009
- Extensive primary research from 20 wealth management companies highlights
thier strategies for revenue growth, acquiring and keeping clients
- Aggregated data covers onshore liquid assets including cash and deposits,
mutual funds, direct investment in equities and direct investment in bonds.
- Discusses the changing wealth management competitor landscape
Research and analysis highlights
French banks have so far been less affected by the economic downturn than less
conservative nations, but HNW sentiment has worsened. Opportunities will arise
for those in a position to take advantage of them, but opinion is divided over
which type of wealth manager will fare best over the next few years.
At present there is an increased demand for discretionary wealth management
among French HNWs. This comes despite confidence in and loyalty to wealth
managers being at its lowest. Some HNWs wish to partake in execution only
management, but are unwilling to do so in the current market conditions.
French wealth managers are primarily concerned with the quality of their
service. This is congruent with the high importance placed on personal
relationships by French HNWs and their higher than average demand for face to
face relationship management.
Key reasons to purchase this research
- Understand the HNW population' s investments by sector and geography, and
see how innovative products/services have capitalized on these trends
- Understand the HNW population' s appetite for risk, and reasons for
choosing/leaving their wealth service
- Assess the threats and opportunities for wealth managers by understanding
how peers are planning to grow revenues, acquire and keep clients
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