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Challenges and Opportunities for the Wealth Sector in France 2015

Published: Apr-2015 | Format: PDF | WealthInsight | Number of pages: 58 | Code: MRS - 13773

Synopsis

This report is a thorough analysis of France'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 France.

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 France 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 France 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, French HNWIs held 25.0% (US$538.9 billion) of their wealth outside their home country, which is in line with the worldwide average of 20–30%. 
  • WealthInsight expects foreign asset holdings to increase to US$870.0 billion by 2019, accounting for 27.1% of total French HNWI assets.
  • In 2014, Europe accounted for 48.5% of French HNWIs’ foreign assets. 
  • It was followed by the Asia-Pacific with 22.6%, North America with 16.9%, South America with 7.6%, Middle East with 2.5% and Africa with 2.0%.
  • French HNWI allocations to Europe decreased compared with other regions during the review period, from 59.0% in 2010 to 48.5% in 2014. Asia-Pacific was the emerging region in terms of global investments.
  • Over the forecast period, French HNWIs are expected to further decrease their levels of investment in Europe to 41.4% of foreign HNWI assets by 2019, with investments increasingly being diverted to emerging economies.

Companies Mentioned

  • Caisse d’Epargne
  • BNP Paribas Banque Privée
  • Crédit Agricole Private Banking
  • Banque Populaire Gestion Privée
  • Société Générale
  • Edmond de Rothschild
  • Meeschaert Banque Privée
  • Swiss Life Banque Privée
  • Crédit Mutual – CIC Group
  • Natixis 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 French Wealth in Context
3.3.1 Distribution of wealth in France
3.3.2 HNWI Volume and Wealth Trends
4 Competitive Landscape of the Wealth Sector
4.1 Competitive Landscape
4.1.1 Domestic private banks
4.1.2 Foreign private banks
4.1.3 Acquisitions
4.1.4 Wealth managers
4.1.5 Family offices
4.1.6 Financial advisors
4.2 Developments in the French Private Banking Industry
4.3 The French Wealth Management Industry – Clientele Model and Maturity
4.4 Behavioral Mapping of Wealth Management and Private Banking in France
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

Table 1: HNWI Wealth Band and Group Definitions
Table 2: Cities in France by Population (Volume), 2014
Table 3: Leading Domestic Private Banks in France by Local and Global AuM (US$million), 2014
Table 4: Leading Foreign Private Banks in France by Local AuM (US$ Million), 2014
Table 5: Leading Wealth Managers in France by AuM (US$ Million), 2014
Table 6: Top French Family Offices by AuM (US$ Million), 2014
Table 7: Wealth Management Industry – Recent Deal Activity in France, 2014-2015
Table 8: French Income Tax Bands (EUR), 2014–2015
Table 9: EUR per US$ Exchange Rate, 2010–2019
Table 10: French Real GDP Growth (%), 2010–2019
Table 11: French GDP per Capita (US$), 2010–2019
Table 12: French Domestic Market Capitalization (US$ Billion), 2010–2014
Table 13: French Commodity Indices, 2010–2019
Table 14: French Foreign Direct Investment (US$ Billion), 2010–2019
Table 15: French Inflation Rate (%), 2010–2019
Table 16: French Money Market Rate (%), 2010–2019
Table 17: French Balance of Payments (US$ Billion), 2010–2014
Table 18: French Government Debt as a Percentage of GDP, 2010–2019
Table 19: French Stock Market Performance, 2010–2014
Table 20: French HNWI Wealth vs GDP Ratio, 2010–2019
Table 21: France – Appendix One
Table 22: France – Appendix Two

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of France
Figure 3: French Asset Price Performance (%), 2010–2014
Figure 4: French HNWI Performance (US$ Billions and HNWI Volume), 2010–2019
Figure 5: Frenchvs Global HNWIs (%), 2010–2019
Figure 6: French Wealth Management Industry – Maturity Level of Operators, 2015
Figure 7: French Wealth Management Industry Behavioral Mapping, 2014
Figure 8: EUR to US$ Exchange Rate, 2010–2019
Figure 9: French Real GDP Growth (%), 2010–2019
Figure 10: French GDP per Capita (US$), 2010–2019
Figure 11: French Domestic Market Capitalization (US$ Billion), 2010–2014
Figure 12: French Commodity Indices, 2010–2019
Figure 13: French Foreign Direct Investment (US$ Billion), 2010–2019
Figure 14: French Inflation Rate (%), 2010–2019
Figure 15: French Money Market Rate (%), 2010–2019
Figure 16: French Balance of Payments (US$ Billion), 2010–2014
Figure 17: French Government Debt as a Percentage of GDP, 2010–2019
Figure 18: French Stock Market Performance, 2010–2014
Figure 19: French HNWI Wealth vs GDP Ratio, 2010–2019
Figure 20: French HNWIs – Volume by Wealth Band, 2010–2019
Figure 21: French HNWIs – Wealth by Wealth Band (US$ Billion), 2010–2019
Figure 22: French HNWIs – Wealth per Capita (US$ Million), 2010–2019

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