Ultra HNWIs in France to 2015

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SynopsisThis report is the result of WealthInsight's extensive research covering the UHNWI population and wealth management industry in France. It provides market sizing and forecasts of UHNWI populations. The report leverages WealthInsight's HNWI Database, to provide key demographic breakdowns as well as region and city specific data.SummaryThis report provides historical trends and projections of the volume and wealth of French UHNWIs by city and sector. The report then reviews these findings in an analysis of the French Wealth Management and Private Banking sector, and the opportunities therein.ScopeThe report features: ' Independent market sizing of French UHNWIs ' Region and sector wise breakdowns of UHNWI wealth and wealth growth from 2007 to 2015' Number of UHNWIs in each city' Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in France' Detailed wealth management and family office information ' Insights into the drivers of HNWI wealthReasons 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 up to one hundred data-points on over 100,000 HNWIs from around the world. It also includes profiles on major private banks, wealth managers and family offices in each country. 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. ' Comprehensive forecasts to 2015.' Information on sources of wealth for HNWIs in each major city, by industry and other measures.Key Highlights' There are almost 3,800 Ultra HNWIs in France, with an average wealth of over US$135 million per person and a combined wealth of almost US$525 billion.' While Ile-de-France is home to the largest number of UHNWIs, there are also sizable UHNWI populations in the Rhone Alpes, Pays-de-la-Loire, Aquitaine and Provence-Alpes-C

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Ultra HNWIs in France to 2015

  1. 1. Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email!Ultra HNWIs in France to 2015Published on April 2012 Report SummarySynopsisThis report is the result of WealthInsights extensive research covering the UHNWI population and wealth management industry inFrance. It provides market sizing and forecasts of UHNWI populations. The report leverages WealthInsights HNWI Database, toprovide key demographic breakdowns as well as region and city specific data.SummaryThis report provides historical trends and projections of the volume and wealth of French UHNWIs by city and sector. The report thenreviews these findings in an analysis of the French Wealth Management and Private Banking sector, and the opportunities therein.ScopeThe report features: Independent market sizing of French UHNWIs Region and sector wise breakdowns of UHNWI wealth and wealth growth from 2007 to 2015 Number of UHNWIs in each city Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in France Detailed wealth management and family office information Insights into the drivers of HNWI wealthReasons To Buy The WealthInsight Intelligence Center Database is an unparalleled resource and the leading resource of its kind. Compiled andcurated by a team of expert research specialists, the Database comprises up to one hundred data-points on over 100,000 HNWIsfrom around the world. It also includes profiles on major private banks, wealth managers and family offices in each country. With theDatabase as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight andauthority on the HNWI and wealth management universe in each of the countries and regions we cover. Comprehensive forecasts to 2015. Information on sources of wealth for HNWIs in each major city, by industry and other measures.Key Highlights There are almost 3,800 Ultra HNWIs in France, with an average wealth of over US$135 million per person and a combined wealth ofalmost US$525 billion. While Ile-de-France is home to the largest number of UHNWIs, there are also sizable UHNWI populations in the Rhone Alpes,Pays-de-la-Loire, Aquitaine and Provence-Alpes-Côte dAzur. Rhone-Alpes and Nord-pas-de-Calais were the top performing regions for UHNWIs over the review period. On a city level, Paris has the highest number of UHNWIs followed by Marseille, Lyon, Strasbourg, Toulouse and Sainte Etienne. The wealth management sector in France is well developed with AuM of approximately US$1.4 trillion in 2011. Private bank AuMmakes up 65% of this total, while wealth managers and family offices together account for the remaining 35%.Ultra HNWIs in France to 2015 (From Slideshare) Page 1/9
  2. 2. Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email! Table of ContentTable of Contents1 Introduction1.1 What is this Report About2 Executive Summary3 Wealth Sector Fundamentals3.1 Political Background to the Wealth Sector3.2 Economic Background to the Wealth Sector3.3 Benchmarking French Wealth in Context3.3.1 Distribution of Wealth 174 Findings from the WealthInsight HNWI Database4.1 UHNWIs4.1.1 UHNWI Volume Trend Analysis4.1.2 UHNWI Wealth Trend Analysis4.1.3 UHNWIs: Demographic Breakdown4.1.4 UHNWIs Job Titles4.1.5 Industry Breakdown4.1.6 Industry Performance4.1.7 Industry Forecasts4.1.8 UHNWIs Importance of Entrepreneurship4.1.9 UHNWIs: Demographic Breakdown by Region4.1.10 Regional Performance4.1.11 Regional Forecasts4.1.12 Ill-de-France Review4.1.13 City Review4.2 UHNWIs The Billionaires4.2.1 Billionaire Volume Trend Analysis4.2.2 Billionaire Wealth Trend Analysis4.2.3 Billionaire Per Capita Net Worth Trend Analysis4.2.4 City-wise Breakdown of Billionaires in France4.2.5 Industry Breakdown of Billionaires in France4.2.6 Top Billionaires in France4.3 UHNWIs The Centimillionaires4.3.1 Centimillionaire Volume Trend Analysis4.3.2 Centimillionaire Wealth Trend Analysis4.3.3 Centimillionaire Per Capita Net Worth Trend Analysis4.4 UHNWIs The Affluent Millionaires4.4.1 Affluent Millionaire Volume Trend Analysis4.4.2 Affluent Millionaire Wealth Trend Analysis4.4.3 Affluent Millionaire Per Capita Net Worth Trend Analysis5 Analysis of French UHNWI Investments5.1 Analysis by Asset Classes6 Competitive Landscape of the Wealth Sector6.1 Private Banking Industry Players6.1.1 Private BanksUltra HNWIs in France to 2015 (From Slideshare) Page 2/9
  3. 3. Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email!6.1.2 Wealth Managers6.1.3 Family Offices6.1.4 Financial Advisors6.2 Wealth Management Industry by Wealth Band6.3 Leading Companies in the Wealth Management and Private Banking Industry6.4 Wealth Management Professionals6.5 French Wealth Management Industry Clientele Model and Maturity6.6 Developments in the French Private Banking Industry6.7 Behavioral Mapping of Wealth Management and Private Banking Industry in France6.8 Porters Five Force Analysis Wealth management industry6.9 Financial Services Review6.9.1 Retail Banks6.9.2 Fund Managers and Hedge Funds6.9.3 Insurance Companies7 Appendix7.1 Major Cities and Departments in France7.2 Challenges and Opportunities for the Wealth Sector in France7.2.1 Regulatory Environment7.2.2 Human Resource availability for the wealth management industry7.2.3 Philanthropy7.2.4 Demand for Intergenerational Wealth Transfer and Younger Clientele7.3 Regulatory Environment in France7.3.1 Banking Regulations7.3.2 Regulations on Taxes7.3.3 Regulations on Wealth Management and Private Banking7.3.4 Regulations on Fund Management7.3.5 Regulations on Foreign Investment7.3.6 Regulations on Hedge Funds7.3.7 Regulations on Private Equity and Venture Capital7.4 Key Economic Trends and Drivers7.4.1 EUR to USD Moving Annual Average Exchange Rate7.4.2 Real GDP Growth7.4.3 Per Capita GDP7.4.4 Gross Savings Rate as a Percent of GDP7.4.5 Domestic Market Capitalization7.4.6 Housing Price Index7.4.7 Commodity Index7.4.8 Foreign Direct Investment7.4.9 Investments of FIIs in Equity Products7.4.10 Inflation Rate7.4.11 Interest Rate7.4.12 Balance of Payments7.4.13 Government Debt7.4.14 Stock Market Performance7.4.15 HNWI Wealth vs. GDP Ratio7.4.16 Capital Formation as Percent of GDP7.4.17 Disposable Income as Percent of GDP7.5 Case Study: Financial Regulation in the European RegionUltra HNWIs in France to 2015 (From Slideshare) Page 3/9
  4. 4. Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email!8 About WealthInsightList of TablesTable 1: HNWI Wealth Band and Group DefinitionsTable 2: Largest Regions, 2010Table 3: UHNWIs Volume by `Wealth Band, 2007-15Table 4: UHNWIs Wealth by Wealth Band, 2007-15Table 5: Top 10 French regions for UHNWIs, 2011Table 6: UHNWIs Major regions by sector, 2011Table 7: UHNWIs Regions by Wealth Growth, 20072011Table 8: UHNWIs WealthInsight ForecastsTable 9: UHNWIs Ile-de-France Departments, 20072011Table 10: UHNWIs Major cities/towns in Ile-de-France, 2011Table 11: UHNWIs Major French Cities outside of Ile-de-France, 2011Table 12: UHNWIs The Billionaires Market Overview, 2007-15Table 13: Billionaires Cities by Wealth Growth, 20072011Table 14: UHNWIs Billionaires Sector Breakdown, 2011Table 15: Billionaires Top 20 List, 2011Table 16: UHNWIs Centimillionaires Market Overview, 2007-15Table 17: UHNWIs The Affluent Millionaires Market Overview, 2007-15Table 18: UHNWIs Allocations and Share of HNWI Assets, 2011Table 19: Wealth Management Offices by Region, 2011Table 20: Asset Allocation of Typical European Single Family Office, 2011Table 21: Wealth Management by Wealth Band, 2011Table 22: Major Companies in the Wealth Management Industry in FranceTable 23: Multi-Family Offices in FranceTable 24: Breakdown of portfolios per manager, 2011 60Table 25: Largest 10 Cities in France by populationTable 26: Il-de France DepartmentsTable 27: Euro to USD Moving Annual Average Exchange Rate, 200615Table 28: Real GDP Growth Rate, 200615Table 29: GDP Per Capita, 200615Table 30: Gross Savings as a % of Real GDP, 20062015Table 31: Domestic Market Capitalization, 200610Table 32: Housing Price Index, 200610Table 33: Commodity Indices, 200615Table 34: Foreign Direct Investments, 20062015Table 35: Investments of FIIs in Equity Products, 200610Table 36: Inflation Rate, 200615Table 37: Money Market Rate, 200615Table 38: Balance of Payments, 2006-10Table 39: Government Debt to GDP, 200615Table 40: Stock Market Performance, 200611Table 41: HNWI Wealth vs. GDP Ratio, 200615Table 42: Capital Formation as % of GDP, 2006-15Table 43: Disposable Income as % of GDP, 2006-15Ultra HNWIs in France to 2015 (From Slideshare) Page 4/9
  5. 5. Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email!List of FiguresFigure 1: HNWI Wealth Band DefinitionsFigure 2: Map of FranceFigure 3: Asset Price Performance, 2007-11Figure 4: French HNWI Performance, 2007-15Figure 5: HNWI France vs. the WorldFigure 6: UHNWIs Volume by Wealth Band, 2007-15Figure 7: UHNWIs Wealth by Wealth Band (in US$ Billion), 2007-15Figure 8: UHNWIs Age Distribution, 2011Figure 9: UHNWIs Job Titles, 2007- 2011Figure 10: UHNWIs Distribution by Industry, 2011Figure 11: UHNWIs Sector Performance, 20072011Figure 12: UHNWIs Sector Performance, 20102011Figure 13: UHNWIs Sector Forecasts, 20112015Figure 14: UHNWIs Importance of Entrepreneurship, 2011Figure 15: UHNWIs Regional Distribution, 2011Figure 16: UHNWIs Human Capital Development Index by Region, 2011Figure 17: UHNWIs Region by Sector, 2011Figure 18: UHNWIs Regional Performance, 2007-2011Figure 19: UHNWIs Regional Performance, 2010-2011Figure 20: UHNWIs Regional Forecasts, 2011-2015Figure 21: UHNWIs Ile-de-France, 2007-2011Figure 22: UHNWIs The Billionaires Market Overview, 2007-15Figure 23: UHNWIs Centimillionaires Market Overview, 2007-15Figure 24: UHNWIs The Affluent Millionaires Market Overview, 2007-15Figure 25: UHNWIs Asset Class Composition, 2007-15Figure 26: Wealth Management Industry in France Clientele ModelFigure 27: French Wealth Management Industry Behavioral Mapping, 2011Figure 28: UK Wealth Management Industry Porters Five ForcesFigure 29: Suppliers Maturity level of playersFigure 30: GBP to USD Moving Annual Average Exchange Rate, 200615Figure 31: Real GDP Growth (%), 200615Figure 32: GDP Per Capita, 200615Figure 33: Gross Savings as a % of Real GDP, 20062015Figure 34: Domestic Market Capitalization, 200610Figure 35: Housing Price Index, 200610Figure 36: Commodity Indices, 200615Figure 37: Foreign Direct Investments, 20062015Figure 38: Investments of FIIs in Equity Products, 200610Figure 39: Inflation Rate, 200615Figure 40: Money Market Rate, 2006-15Figure 41: Balance of Payments, 2006-10Figure 42: Government Debt to GDP, 200615Figure 43: Stock Market Performance, 200611Figure 44: HNWI Wealth vs. GDP Ratio, 200615Figure 45: Capital Formation as % of GDP, 2006-15Figure 46: Disposable Income as % of GDP, 2006-15Ultra HNWIs in France to 2015 (From Slideshare) Page 5/9
  6. 6. Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email!Companies mentionedAXA Bank EuropeBarclays WealthCredit SuisseDeutsche BankGoldman SachsHSBC Private BankJP Morgan Private BankingJulius BaerLazard FrèresPictet & CieQuilvestRothschild & CieSal. OppenheimUBS WealthAforge FinanceBNP ParibasBanque TransatlantiqueBred Banque PrivéeCIC BanqueCrédit AgricoleDexia GroupEdmond de RothschildEFG Banque PrivéeGestion Privée IndosuezLa Banque PostaleLazard Frères BanqueLCL Banque PrivéeLCL S.A.Lombard Odier Darier HentschMartin MaurelMeeschaert Gestion PrivéeNatixis S.A.Neuflize OBCOddo & CiePostale Gestion PrivéePrivée EuropéenneSG Private BankingActionnalAffectio Finance - Family OfficeAforge Family OfficeAnthony & CieAntium France Family OfficeFinancière MJGosset Grainville Family OfficeIntuitaeJanvier ParticipationsLa Fontaine Family OfficeUltra HNWIs in France to 2015 (From Slideshare) Page 6/9
  7. 7. Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email!Meeschaert Family OfficeNatixis SA - FO divisionNovances Family OfficePatrimonial ManagementPergam FinanceQuilvest Family Office of Quilvest Banque PrivéeRiviera Family OfficeSociete Generale SA - FO divisionUnigestion - Family OfficeUltra HNWIs in France to 2015 (From Slideshare) Page 7/9
  8. 8. Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email! Fax Order Form To place an order via fax simply print this form, fill in the information below and fax the completed form to: Europe, Middle East and Africa : + 33 4 37 37 15 56 Asia, Oceania and America : + 1 (805) 617 17 93 If you have any questions please visit http://www.reportlinker.com/notify/contact Order Information Please verify that the product information is correct and select the format(s) you require. Ultra HNWIs in France to 2015 Product Formats Please select the product formats and the quantity you require. 1 User License--USD 3 495.00 Quantity: _____ Site License--USD 5 295.00 Quantity: _____ Contact Information Please enter all the information below in BLOCK CAPITALS Title: Mr Mrs Dr Miss Ms Prof First Name: _____________________________ Last Name: __________________________________ Email Address: __________________________________________________________________________ Job Title: __________________________________________________________________________ Organization: __________________________________________________________________________ Address: __________________________________________________________________________ City: __________________________________________________________________________ Postal / Zip Code: __________________________________________________________________________ Country: __________________________________________________________________________ Phone Number: __________________________________________________________________________ Fax Number: __________________________________________________________________________Ultra HNWIs in France to 2015 (From Slideshare) Page 8/9
  9. 9. Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email! Payment Information Please indicate the payment method, you would like to use by selecting the appropriate box. Payment by credit card Card Number: ______________________________________________ Expiry Date __________ / _________ CVV Number _____________________ Card Type (ex: Visa, Amex…) _________________________________ Payment by wire transfer Crédit Mutuel RIB : 10278 07314 00020257701 89 BIC : CMCIFR2A IBAN : FR76 1027 8073 1400 0202 5770 189 Payment by check UBIQUICK SAS 16 rue Grenette – 69002 LYON, FRANCE Customer signature:   Please note that by ordering from Reportlinker you are agreeing to our Terms and Conditions at http://www.reportlinker.com/index/terms Please fax this form to: Europe, Middle East and Africa : + 33 4 37 37 15 56 Asia, Oceania and America : + 1 (805) 617 17 93Ultra HNWIs in France to 2015 (From Slideshare) Page 9/9

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