Wealth Management in Japan 2007

Publication Date	August 2007
Publisher	Datamonitor
Product Type	Report
Pages	39
ISBN Number	not applicable
Product Code	DAT07183

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£2,395.00
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Summary

Introduction

Datamonitor's Wealth Management in Japan 2007 focuses on the onshore liquid wealth of mass affluent and high net worth customers in Japan. It provides detailed analytical views of macro-economic background, trends in retail savings and investments growth, mass affluent and high net worth individuals, competitive dynamics and forecasts.

Scope

Presents data from Datamonitor's Global Wealth model on the number of wealthy individuals and their aggregate onshore liquid assets from 2002-11
Segments the wealth data across 14 liquid asset bands starting at USD60k through USD10m+
Includes retail S&I data from 2002-6 across 4 liquid asset classes including deposits, mutual funds, equities and bonds
Highlights
the main wealth managers in the market, including both local and foreign players; presents short profiles of some of the main players

Highlights

The Japanese economy has had its ups and downs over the past decade, with GDP growing less than one percent in five of the last 10 years. Japan has been adversely affected by a number of events including the Asian economic crisis in 1998, the tech bust of 2000, and the global economic slowdown during the 2001-2003 period.

As for much of Asia, deposits remained the largest retail liquid asset for onshore investors over the 2002-2006 period. Despite deposits being the largest liquid asset in the market, the value of investment has decreased slightly as investors seek greater returns on their money.

Japan is set for declines in both its wealthy population and the onshore liquid assets they hold. Datamonitor has taken the view that global stock markets will see a significant correction in the course of 2008, and will continue to be volatile in 2009.

Reasons to Purchase

Assess market attractiveness by reviewing size and growth forecasts for the potential wealthy client base through 2011
Use the detailed liquid asset customer segmentation to analyze your key customer groups
Assess the threats and opportunities for wealth managers and ascertain who the key competitors are within the industry

Content

Catalyst
- Summary
- Market Overview
- After Nearly A Decade Of Instability, Japan Is Showing Signs Of Recovery
- Recent Gdp Growth Has Improved But Remains Low
- The Country's Deflation History May Be Turning Around
- Interest Rates Are Low, But Increasing
- The Stock Market Has Been Increasing
- Despite Poor Economic Performance, Japanese Households Remain Net Savers
- Despite Difficult Market Conditions, Japanese Onshore Retail Liquid Assets Are Growing
- Although A Shift In Asset Class Is Apparent, As Japanese Investment In Deposits Have Dropped
- Japanese Residents Have Been Investing More Into Equities
- Direct Bond Investment Has Grown The Quickest
- Mutual Fund Investments Have Been Growing Fast
- Non-Liquid Assets Are An Area Of Interest For Investors
- National Property Prices Have Been On The Slide
- Japanese Equities Are On The Rise
- Hedge Funds Have Become Popular
- Overnight Index Swaps Have Emerged In The Last Year
- After Declines In Population And Stagnation In Onshore Liquid Assets, Japan's Wealthy Population Recovered By 2006
- There Were More Than 35 Million Wealthy Individuals In Japan By 2006
- Wealthy Individuals In Japanese Currently Hold Usd7.7trn In Onshore Liquid Assets
- Japan Is Set For Declines In Both Its Wealthy Population And The Onshore Liquid Assets They Hold
- A Predicted Uk Downturn
- A Predicted Us Downturn
- General
- The Wealthy Japanese Population Will Not Recover Its 2007 Balance By 2011
- Onshore Liquid Assets Will Exceed Usd8.2trn By 2011, After Falling In 2008 And 2009
- Data
- Competitive Dynamics
- Competition In Japanese Wealth Management Is Intense, And May Increase Further If Regulations Are Relaxed
- All The Largest Local Banks Target Wealthy Clients, Generally With More Than Jpy100m
- The Foreign Banks Give Local Banks A Run For Their Money
- Many Of The Largest Securities Companies Are Owned By The Local Banks, But Current Regulation Hinders The Sharing Of Information
- Wealth Management Profiles
- Mizuho Holdings Incorporation
- The Bank Of Tokyo-Mitsubishi Ufj
- Sumitomo Mitsui Banking Corporation
- Citibank
- Hsbc
- Socit Gnrale
Appendix
- Definitions
- Cagr
- Hnw
- Liquid Assets
- Retail
- Mass Affluent
- Mass Market
- Methodology
- Global Wealth Model
- The Uk Sub Model
- Global Sub Model (For All Other Countries)
- Forecasting Methodology
- Continuous Refinement To The Understanding Of Liquid Wealth Distribution
- Datamonitor's Wealth Numbers Compared With Other Wealth Numbers
- Further Reading
- Ask The Analyst
- Datamonitor Consulting
- Disclaimer
List Of Tables
- Table 1: Japan's Macro-Economic Factors, 2002-2006
- Table 2: Tokyo Stock Exchange, Market Capitalization 1999-2006
- Table 3: Japanese Onshore Retail Liquid Asset Balances In Jpy, 2002- 2006
- Table 4: Japanese Onshore Retail Liquid Asset Balances In Usd, 2002- 2006
- Table 5: Retail Property Prices In Japan, 2002-2007
- Table 6: Commercial Property Prices In Japan, 2002-2007
- Table 7: Hedge Fund Growth, 2002-2007
- Table 8: Aggregate Onshore Liquid Assets Segmented Held By Wealthy Individuals, By Liquid Asset Band, 2002-6
- Table 9: Number Of Wealthy Individuals Segmented By Liquid Asset Band, 2002-6
- Table 10: Aggregate Onshore Liquid Assets Segmented Held By Wealthy Individuals, By Liquid Asset Band, 2007-11
- Table 11: Number Of Wealthy Individuals Segmented By Liquid Asset Band, 2007-11
- Table 12: Selected Foreign Wealth Brands In Japan, 2007
- Table 13: Selected Securities Firms In Japan, 2007
List Of Figures
- Figure 1: The Japanese Economy Is Showing Signs Of Improvement
- Figure 2: Tokyo Stock Exchange Has Increased 123%, Over The Last Five Years
- Figure 3: Japanese Onshore Liquid Retail Assets, 2002- 2006
- Figure 4: Nation-Wide Retail Property Prices Have Dropped But Not In The Largest Cities Of Japan
- Figure 5: Japan Hedge Funds Have Been Growing Strongly In The Last 5 Years
- Figure 6: Wealthy Individuals In Japan Declined In 2004 But Recovered By 2006
- Figure 7: Aggregate Onshore Liquid Assets Held By Wealthy Individuals Stagnated In 2003-4
- Figure 8: The Number Of Wealthy Japanese Will Just Recover Their 2007 Level By 2011
- Figure 9: The Aggregate Onshore Liquid Assets Of Wealthy Japanese Will Start To Accumulate Again After Declines In 2008 And 2009