Germany Wealth Management: HNW Investors 2019

Germany Wealth Management: HNW Investors 2019

  • May 2020 •
  • 40 pages •
  • Report ID: 5908953 •
  • Format: PDF
Germany Wealth Management: HNW Investors 2019

Summary
German HNW investors - who skew heavily towards professional and entrepreneurial males - show strong demand for most forms of wealth advice and planning.A multi-service proposition underpinned by a proven ability to demonstrate returns will be key to tapping into changing demand preferences.

German wealth providers should showcase their expertise across all forms of planning, especially around taxation, pensions, and socially responsible investments. A burgeoning appetite for novel options such as robo-advice also provides significant growth opportunities for German wealth managers.

Drawing on our proprietary research - including our annual Global Wealth Managers Survey - this report analyzes the service requirements, investing preferences, and portfolio allocation of German HNW investors.

Scope
- The German HNW investor base is heavily male-led, and skews towards those aged 50 and above. Their wealth is predominantly accumulated through earned income (69.9%) and entrepreneurship (21.2%).
- Wealth managers specializing in expatriation can profit from expats, who represent just under a quarter of the resident HNW population. French and British citizens lead HNW expats residing in Germany.
- German HNW individuals are both promiscuous and loyal: they use an average of 4.7 wealth managers but invest over half of their managed wealth with their main wealth manager.

Reasons to Buy
- 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’ preferences for the various styles of asset management.
- Tailor your product portfolio and service proposition to match current demand among HNW individuals and react proactively to forecasted changes in demand.
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