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Capital Protected and Structured products in Europe 2007

  • Publication Date:June 2007
  • Publisher:Datamonitor
  • Product Type: Report
  • Pages:39

Capital Protected and Structured products in Europe 2007

This report analyses the market for capital protected & structured products in five key European geographies based on the results of Datamonitor's European Asset Management Market Leaders Survey 2007, asking 102 asset managers about target markets, key product offerings and methods of distribution.

  • Datamonitor's Asset Management Market Leaders survey of 102 asset managers in France, Germany, Italy, Spain and the UK.
  • Covers capital protected and structured products demanded by mass market, high net worth and institutional investors
  • Assesses distribution channels most appropriate to each target customer base

Although for the majority of European countries, high net worths are considered to be the largest customer group for capital protected products, in Germany & Spain asset managers find that the mass market provides the most business, while in Italy the dominant group is the institutional market.

Despite asset managers across Europe predicting growth and dominance of the institutional sector for both capital protected and structured products, the most increase in demand for these products over the next three years is expected to come from mass market clients.

Across Europe, retail banks are the most popular channel for the distribution of both capital protected and structured products to the high net worth customer segment, although independent financial advisers and private bank wealth managers are also considered effective.

  • Ascertain the key customer segments and distribution channels to prioritize in building market share
  • Discover the country differences in opinion about this popular product area
  • Plan your business strategy based on a unique view of future market direction
  • Overview
  • Catalyst
  • Summary
  • Executive Summary
  • Market Context
  • Customer Focus
  • Market Context
    • Introduction
    • Key findings
    • Demand for capital protected products is on the increase
    • Demand for capital protected and structured products is likely to remain strong and steady
    • Institutional demand is likely to increase by around 5-10% per year
    • High net worth interest in capital protected & structured products is predicted to grow by up to 0-10% per year
    • Mass market demand for capital protected & structured products is likely to increase over the next 3 years
    • Adi, Axa And Credit Agricole Are Perceived As The Leading Competitors For Capital Protected And Structured Products In France
    • Deutsche Bank has the best reputation in Germany
    • Credit Suisse is perceived as the top player in Italy
    • Allianz Dresdner is perceived as the market leader for capital protected & structured products in Spain
    • Barclays, Goldman Sachs & HSBC have the best reputation in the UK market
    • ADI is a specialist alternative asset management company
    • Deutsche Bank Asset Management has been active for more than 30 years in Germany and more than 50 years in the UK
    • Credit Suisse is in the top ten global financial institutions in terms of assets under management
    • Allianz Dresdner has more than 100 years of asset management experience to its name
    • Data
  • Customer Focus
    • Introduction
    • Key findings
    • The high net worth segment is the biggest customer group in Europe for capital protected funds, while institutional clients are the largest for structured products
    • Institutional investors are likely to be the biggest customer base for these products in the future
    • The mass market is likely to see the biggest increase in demand for capital protected & structured products
    • The retail banking channel is the most successful method of distributing capital protected and structured products to the mass market in Europe
    • High net worth investors prefer retail banks as a distribution channel
    • Institutional investors across Europe tend to purchase capital protected and structured products directly
  • Appendix
    • Definitions
    • Methodology
    • Further reading
    • Ask the analyst
    • Datamonitor consulting
    • Disclaimer
  • Table Of Figures
    • Figure 1: In spite of France's minor blip, the number of capital-protected funds have shown steady growth throughout Europe
    • Figure 2: Net assets of capital-protected funds have been growing particularly strongly in France and Luxembourg
    • Figure 3: In your opinion, what is the most important reason why wealthy clients are demanding alternative investments?
    • Figure 4: There is no general consensus as to the main customer group for capital protected products between countries in Europe
    • Figure 5: Institutions are the main client group for structured products across Europe but demand from high net worths is stronger in Germany
    • Figure 6: Institutions are expected to be the biggest customer group for capital protected products in 3 years' time, apart from Germany and Italy
    • Figure 7: Institutions will be the biggest group for structured products in 3 years' time across Europe, apart from Germany, where it is expected to be the mass market
    • Figure 8: What do you think is the best way for capital protected products to be distributed to mass market investors?
    • Figure 9: What do you think is the best way for structured products to be distributed to mass market investors?
    • Figure 10: What do you think is the best way for capital protected products to be distributed to high net worth investors?
    • Figure 11: What do you think is the best way for structured products to be distributed to high net worth investors?
    • Figure 12: What do you think is the best way for capital protected products to be distributed to institutional investors?
    • Figure 13: What do you think is the best way for structured products to be distributed to institutional investors?
  • Table Of Tables
    • Table 1: In your opinion, what is the most important reason why wealthy clients are demanding alternative investments?
    • Table 2: What type of alternative investment fund is most in demand by your wealthy clients or the wealth managers who offer your funds to their clients?
    • Table 3: Thinking of the next 3 years, how do you think demand for the following alternative investments will change among institutional investors?
    • Table 4: Thinking of institutional investors, what do you think will be the major barriers to wider take-up of the following alternative investments in the next three years?
    • Table 5: Thinking of the next 3 years, how do you think demand for the following alternative investments will change among high net worth investors?
    • Table 6: Thinking of high net worth customers, what do you think will be the major barriers to wider take-up of the following alternative investments in the next three years?
    • Table 7: Thinking of the next three years, how do you think demand for the following alternative investments will change among mass market investors?
    • Table 8: Thinking of mass market customers, what do you think will be the major barriers to wider take-up of the following alternative investments in the next three years?
    • Table 9: In France, who are the 3 best asset managers at building capital protected and structured products?
    • Table 10: In Germany, who are the 3 best asset managers at building capital protected and structured products?
    • Table 11: In Italy, who are the 3 best asset managers at building capital protected and structured products?
    • Table 12: In Spain, who are the 3 best asset managers at building capital protected and structured products?
    • Table 13: In the UK, who are the 3 best asset managers at building capital protected and structured products?
    • Table 14: Number of capital protected funds between 2002-2006 for 5 European countries
    • Table 15: Net assets of capital protected funds between 2002-2006 for 5 European countries, EURm
    • Table 16: Which is your biggest customer group for the following products?
    • Table 17: In 3 years, which will be your biggest customer group for the following products?
    • Table 18: For the following investments, from which customer base will the most increase in demand come in 3 year's time?
    • Table 19: What do you think is the best way for the following alternative investments to be distributed to mass market investors?
    • Table 20: What do you think is the best way for the following alternative investments to be distributed to high net worth investors?
    • Table 21: What do you think is the best way for the following alternative investments to be distributed to institutional investors?
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