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Challenges and Opportunities for the Wealth Sector in Germany 2015

Published: Mar-2015 | Format: PDF | WealthInsight | Number of pages: 62 | Code: MRS - 13455

Synopsis

This report is a thorough analysis of Germany's Wealth Management and Private Banking sector, and the opportunities and challenges that it faces.

Summary

This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Germany.

The report focuses on HNWI performance between the end of 2010 and the end of 2014. This enables us to determine how well the country's HNWIs have performed through the crisis.

Scope

  • Independent market sizing of Germany HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2010 to 2014
  • HNWI volume and wealth forecasts to 2019
  • HNWI and UHNWI asset allocations across 13 asset classes 
  • Number of UHNWIs in each state and all major cities
  • Fastest growing cities and states for UHNWIs (2010-2014)
  • Insights into the drivers of HNWI wealth


Reasons To Buy

The Challenges and Opportunities for the Wealth Sector in Germany 2015 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.

With the wealth reports 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 2019.

Key Highlights

  • At the end of 2014, German HNWIs held 34.9% (US$1.5 trillion) of their wealth outside their home country; significantly higher than the worldwide average of 20–30%. 
  • WealthInsight expects foreign asset holdings to increase to US$2.6 trillion by 2019, accounting for 39.7% of total HNWI assets.
  • Europe accounted for 47.5% of German HNWIs’ foreign assets in 2014. 
  • This was followed by North America with 21.3%, the Asia-Pacific with 21.0%, South America with 6.1%, the Middle East with 2.5% and Africa with 1.4%.
  • German HNWI allocations to Europe decreased compared with other regions during the review period, going from 54.6% in 2010 to 47.5% in 2014. North America and the Asia-Pacific were the emerging regions in terms of German HNWI investments.
  • Over the forecast period, WealthInsight expects HNWIs to decrease their levels of investment in Europe to 42.8% of foreign HNWI assets by 2019, with investments increasing due to confidence in the economy throughout Asia – primarily China and India.


Companies Mentioned

  • Deutsche Bank Private Wealth
  • Bethmann Bank
  • HSBC Trinkaus
  • Hypovereinsbank
  • Bankhaus Lampe
  • Merck Finck & Co
  • Commerzbank Private Banking
  • BHF-Bank Private Banking
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 Benchmarking Germany’s Wealth in Context
3.3.1 Distribution of wealth in Germany
3.4 HNWI Volume and Wealth Trends
4 Competitive Landscape of the Wealth Sector
4.1 Competitive Landscape
4.1.1 Private banks
4.1.2 Wealth managers
4.1.3 Family offices
4.1.4 Financial advisors
4.2 Developments in the German Private Banking Industry
4.3 Wealth Management and the Private Banking Industry
4.4 German Wealth Management Industry – Clientele Model and Maturity
4.5 Behavioral Mapping of Wealth Management and Private Banking in Germany
4.6 Porter’s Five Force Analysis – the Wealth Management Industry
5 Appendix
5.1 Additional Components of the Wealth Sector in Germany
5.1.1 Philanthropy
5.1.2 Demand for intergenerational wealth transfer
5.2 Regulations on Taxes
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

Table 1: HNWI Wealth Band and Group Definitions
Table 2: German Wealth – Population of Cities (Thousand), 2014
Table 3: Leading Domestic Private Banks in Germany by AuM (US$), 2014
Table 4: Leading Foreign Private Banks in Germany by AuM (US$), 2012
Table 5: German Wealth Managers, 2014
Table 6: German Family Offices, 2014
Table 7: Wealth Management Industry – Recent Deal Activity in Germany, 2014
Table 8: German Income Tax Bands (EUR), 2014
Table 9: EUR per US$ Exchange Rate (%), 2010–2019
Table 10: German Real GDP Growth (%), 2010–2019
Table 11: German GDP Per Capita (US$), 2010–2019
Table 12: German Domestic Market Capitalization (US$ Billion), 2010–2014
Table 13: German Commodity Indices, 2010–2019
Table 14: German Foreign Direct Investments (US$ Billion), 2010–2019
Table 15: German Inflation Rate (%), 2010–2019
Table 16: German Money Market Rate (%), 2010–2019
Table 17: German Balance of Payments (US$ Billion), 2010–2014
Table 18: German Government Debt as a Percentage of GDP (%), 2010–2019
Table 19: German Stock Market Performance, 2010–2014
Table 20: German HNWI Wealth vs GDP Ratio (%), 2010–2019
Table 21: Germany – Appendix One
Table 22: Germany – Appendix Two

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Germany
Figure 3: Germany’s Asset Price Performance (US$), 2010–2014
Figure 4: German HNWI Performance (US$), 2010–2019
Figure 5: German vs. Global HNWIs (US$), 2010−2014
Figure 6: German Wealth Management Industry – Maturity Level of Operators
Figure 7: German Wealth Management Industry – Behavioral Mapping, 2014
Figure 8: German Wealth Management Industry – Five Forces Analysis
Figure 9: EUR to US$ Exchange Rate (%), 2010–2019
Figure 10: German Real GDP Growth (%), 2010–2019
Figure 11: German GDP Per Capita (US$), 2010–2019
Figure 12: German Domestic Market Capitalization (US$ Billion), 2010–2014
Figure 13: German Commodity Indices, 2010–2019
Figure 14: German Foreign Direct Investments (US$ Billion), 2007–2011
Figure 15: German Inflation Rate (%), 2010–2019
Figure 16: German Money Market Rate (%), 2010–2019
Figure 17: German Balance of Payments (US$ Billion), 2010–2014
Figure 18: German Government Debt as a Percentage of GDP (%), 2010–2019
Figure 19: German Stock Market Performance, 2010–2014
Figure 20: German HNWI Wealth vs GDP Ratio (%), 2010–2019
Figure 21: German HNWIs – Volume by Wealth Band, 2010–2019
Figure 22: German HNWIs – Wealth by Wealth Band (in US$ Billions), 2010–2019
Figure 23: German HNWIs – Wealth Per Capita (in US$ Millions), 2010–2019

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