|
|
|
Personal Finance News Releases
|
|
(MoneyNewsWire.Net, July 16, 2016 ) Wealth in Germany: HNW Investors; Understanding HNW investors and wealth management strategies. Size and Share Published in 2016-07-13 Available for US$ 3450 at Researchmoz.us
Description
Germany is a strong industrial nation with a commercial landscape dominated by SMEs. This is reflected in the background of German HNW individuals most are either family business owners or inheritors. The manufacturing industry dominates as the leading generator of wealth, followed by construction. Expats constitute 11.3% of the population and are largely from nearby countries such as the UK, Italy, and Austria. Discretionary mandates are preferred by German investors, closely followed by advisory mandates. Bonds make up the largest asset class among German HNW investors, followed by equities and cash and deposits.
Key Findings
The leading reasons for German HNW investors to seek professional advice are their highly complex portfolios and a desire to avoid administrative details.
Those seeking to self-direct at least part of their wealth are largely motivated by a lack of trust towards wealth management services and feel they are sophisticated enough to manage their investments.
The expressed demand for advisory mandates tops that for discretionary mandates, but demand for the latter is expected to grow quickest.
Looking forward, low interest rates will push down the share of wealth invested into cash and bonds, while allocation into alternatives and equity is expected to strengthen.
Download Sample of this Report at: http://www.researchmoz.us/enquiry.php?type=S&repid=754512
Synopsis
Verdict Financials Wealth in Germany: HNW Investors analyzes the investing preferences and portfolio allocation of German HNW investors. The report is based on our proprietary Global Wealth Managers Survey.
Specifically the report:
Profiles the average German HNW investor in terms of the source of their wealth and age as well as analyzing the expat opportunity in Germany.
Analyzes which wealth management mandates are preferred among German HNW investors and how demand will develop going forward.
Examines the allocation of German HNW investors portfolios into different asset classes and how this is expected to develop in the future.
Analyzes product and service demand among German HNW investors.
ReasonsToBuy
Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.
Give your marketing strategies the edge required and capture new clients using insights from our data on HNW investors drivers for seeking investment advice vs self-directing.
Tailor your investment product portfolio to match current and future demand for different asset classes among HNW individuals.
Develop your service proposition to match the service and product demand expressed by German HNW investors and react proactively to the forecasted change in demand.
Key Highlights
Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.
Give your marketing strategies the edge required and capture new clients using insights from our data on HNW investors drivers for seeking investment advice vs self-directing.
Tailor your investment product portfolio to match current and future demand for different asset classes among HNW individuals.
Develop your service proposition to match the service and product demand expressed by German HNW investors and react proactively to the forecasted change in demand.
Make an Enquiry: http://www.researchmoz.us/enquiry.php?type=E&repid=754512
Table of Content
EXECUTIVE SUMMARY
Family business owners account for the largest share of German HNW individuals
Key findings
Critical success factors
PROFILING THE GERMAN HNW INVESTOR
Family business ownership is the leading source of German HNW wealth
Family business owners and entrepreneurs should be targeted with specialized services
Many HNW investors have built their fortunes through manufacturing
Expats in Germany account for 11.3% of the local HNW population
The majority of expats have been in the country for the long term
Fear of insufficient control over their finances motivates expats to keep wealth in Germany
The UK is the leading feeder country for HNW expats residing in Germany
GERMAN HNW INVESTMENT STYLE PREFERENCES
13.2% of HNW wealth is held via execution-only mandates
Wealth managers should highlight their expertise to appeal to consumers
HNW investors have an almost equal allocation into advisory and discretionary mandates
Demand is strongest for advisory mandates
German HNW investors will continue to prefer managed mandates
Demand for discretionary mandates is expected to pick up in the future
German self-directed investors distrust wealth management services
Browse All Banking Market Research Reports at: http://www.researchmoz.us/banking-market-reports-159.html
About ResearchMoz
ResearchMoz is the world’s fastest growing collection of market research reports worldwide. Our database is composed of current market studies from over 100 featured publishers worldwide. Our market research databases integrate statistics with analysis from global, regional, country and company perspectives.
Contact Us:
ResearchMoz
Mr. Nachiket Ghumare, +1-518-621-2074
USA-Canada Toll Free: 866-997-4948
sales@researchmoz.us <||>rnhttp://www.researchmoz.us/
Researchmoz Global Pvt.Ltd
Researchmoz
+1-518-621-2074
sales@researchmoz.us
Source: EmailWire.Com 
|
|
|
|
