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Report Name: HNWI Asset Allocation in France 2016
Issue Date: 9/24/2016 12:00:00 AM
Price: $1995
Report
Brief: • 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 2011 and the end of 2015. This enables us to determine how well the country's HNWIs have performed through the crisis.
Scope: • Independent market sizing of France HNWIs across five wealth bands • HNWI volume and wealth trends from 2011 to 2015 • HNWI volume and wealth forecasts to 2020 • HNWI and UHNWI asset allocations across 13 asset classes • Insights into the drivers of HNWI wealth
Key Highlights: • Equities was the largest asset class for French HNWIs in 2015, with 25.9% of total HNWI assets, followed by real estate with 25.5%, business interests with 23.5%, fixed-income with 11.3%, alternatives with 7.2% and cash and deposits with 6.5%. • Equities recorded the highest growth during the review period at a rate of 63%, followed by business interests and alternatives at respective rates of 25.9% and 21.8%. • Alternative assets held by French HNWIs increased from 7% to 7.2% between 2011 and 2015. HNWI allocations to commodities decreased from 2.1% to 1.3% of total assets during this period. • WealthInsight expects allocations in commodities to remain the same over the forecast period, at 1.3% of total HNWI assets by 2020. • French HNWI liquid assets valued US$943.1 billion as of 2015, representing 43.8% of total wealth holdings.
Reasons To Buy: • The HNWI Asset Allocation in France 2016 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 125,000 HNWIs from around the world. • With the wealth report as the foundation for our research and analysis, we are able to 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 2020.
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