市場調査レポート

フランスの富裕層(HNWI)の将来(〜2015年):イル・ド・フランス地方からリビエラ地方の富裕層セクター

France - The Future of HNWIs to 2015: The Wealth Sector from Ile de France to the French Riviera

発行 Wealthinsight 商品コード 236983
出版日 ページ情報 英文 140 Pages
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フランスの富裕層(HNWI)の将来(〜2015年):イル・ド・フランス地方からリビエラ地方の富裕層セクター France - The Future of HNWIs to 2015: The Wealth Sector from Ile de France to the French Riviera
出版日: 2012年04月05日 ページ情報: 英文 140 Pages
概要

フランスは、米国、日本、中国、ドイツ、英国に次いで、世界で第6番目に富裕層が多い国です。

当レポートでは、フランスの富裕層(HNWI)について調査分析し、その政治的・経済的背景、富の状況をまとめ、富裕層および長富裕層(UHNWI)の2015年までの財産動向を提示するとともに、富裕層の流動資産、不動産、株式などへの投資動向、ウェルスマネジメントおよびプライベートバンキング産業などの富裕セクターにおける競合情勢をまとめるなど、概略以下の構成でお届けいたします。

第1章 イントロダクション

第2章 エグゼクティブサマリー

第3章 富裕セクターの基礎情報

  • 富裕セクターの政治的背景
  • 富裕セクターの経済的背景
  • フランスにおける富裕層の状況に関するベンチマーク

第4章 WealthInsightの富裕層データベースの調査結果

  • 富裕層の財産の動向(〜2015年)
  • 超富裕層(UHNWI)
  • 超富裕層:億万長者(10億米ドル以上)
  • 超富裕層:億万長者(1億米ドル以上)
  • 超富裕層:裕福な100万長者
  • 中核富裕層
  • 中核富裕層:中間層100万長者
  • 中核富裕層:下層100万長者

第5章 フランスの富裕層による投資の分析

  • 資産クラス別分析
    • 流動資産における動向:株式、固定収入、現預金
    • 代替資産の動向
    • 「美術品・ワイン・車」の動向
    • 不動産投資動向
    • 現預金投資動向
    • 固定収入投資動向
    • 株式投資動向
    • 事業投資動向
  • 外国投資分析
    • その他欧州諸国への投
    • アジア太平洋地域への投資
    • 北米への投資
    • ラテンアメリカ・中東・アフリカへの投資
  • フランスの超富裕層による投資の分析
  • ケーススタディ:リビエラ地方における非住居用不動産への投資
  • ケーススタディ:フランスにおけるラグジュアリーグッズ

第6章 富裕セクターの競合情勢

  • ウェルスマネジメント産業
  • ウェルスマネジメントおよびプライベートバンキングの主要企業
  • ウェルスマネジメント専門企業
  • フランスのウェルスマネジメント産業
  • フランスのプライベートバンキング産業における発展
  • ウェルスマネジメントおよびプライベートバンキング産業:行動マッピング
  • ポーターのファイブフォース分析:ウェルスマネジメント産業
  • 金融サービスのレビュー
    • リテールバンク
    • ファンドマネジメントとヘッジファンド
    • 保険企業

第7章 付録

  • フランスの主な都市
  • フランスの富裕層セクターにおける課題と機会
  • フランスの規制環境
  • 主な経済動向と影響因子
  • ケーススタディ:EUにおける金融規制

第8章 WealthInsightについて

図表

目次
Product Code: WI0033MR

Synopsis

This report is the result of WealthInsight's extensive research covering the HNWI population and wealth management industry in France. It provides market sizing and forecasts of the HNWI and UHNWI populations. The report leverages WealthInsight's HNWI Database, to provide key demographic breakdowns as well as region and city specific data.

Summary

France has the sixth largest number of HNWIs in the world behind the US, Japan, China, Germany and the UK. This report not only provides detailed forecasts on expected HNWI asset allocation of French HNWIs and UHNWIs to 2015, but gives the reader the crucial insight necessary to effectively act on those projections. In addition to providing a comprehensive and robust background of the French economy, including, uniquely, detailed analysis of economic and political risks to HNWI wealth creation, the report provides robust projections of the volume, wealth and asset allocation of French HNWIs. The report then couches these findings in an analysis of the French Wealth Management and Private Banking sector, and the opportunities therein. What really sets the report apart is its analysis and presentation of the demographic trends and findings of the proprietary WealthInsight HNWI Database.

Scope

The report features:

  • Independent market sizing of French HNWIs
  • Most up to date and thorough analysis of the demographic breakdown of France's HNWIs
  • Volume, wealth and allocation trends from 2007 to 2011
  • Volume, wealth and allocation forecasts to 2015
  • 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 wealth

Reasons 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.

Table of Contents

1 Introduction

What is this Report About?

2 Executive Summary

3 Wealth Sector Fundamentals

  • 3.1 Political Background of the Wealth Sector
  • 3.2 Economic Background to the Wealth Sector
  • 3.3 Benchmarking French Wealth in Context
    • 3.3.1 Distribution of wealth

4 Findings from the WealthInsight HNWI Database

  • 4.1 Trends in HNWI Wealth to 2015
    • 4.1.1 HNWI Trend Analysis
    • 4.1.2 HNWI Volume Trend Analysis
    • 4.1.3 HNWI Wealth Trend Analysis
    • 4.1.4 Per Capita HNWI Net Worth Trend Analysis
    • 4.1.5 Trends of the Wealth Bands
    • 4.1.6 HNWIs: Demographic Breakdown
  • 4.2 UHNWIs
    • 4.2.1 UHNWI Volume Trend Analysis
    • 4.2.2 UHNWI Wealth Trend Analysis
    • 4.2.3 UHNWIs: Demographic Breakdown
    • 4.2.4 UHNWIs - Job Titles
    • 4.2.5 Industry Breakdown
    • 4.2.6 Industry Performance
    • 4.2.7 Industry Forecasts
    • 4.2.8 UHNWIs - Source of Wealth: Entrepreneurship, Earnings or Inheritance
    • 4.2.9 UHNWIs: Demographic Breakdown by Region
    • 4.2.10 Regional Performance
    • 4.2.11 Regional Forecasts
    • 4.2.12 Ile-de-France Review
    • 4.2.13 City Review
  • 4.3 UHNWIs - The Billionaires
    • 4.3.1 Billionaire Volume Trend Analysis
    • 4.3.2 Billionaire Wealth Trend Analysis
    • 4.3.3 Billionaire Per Capita Net Worth Trend Analysis
    • 4.3.4 City-wise Breakdown of Billionaires in France
    • 4.3.5 Industry Breakdown of Billionaires in France
    • 4.3.6 Top Billionaires in France
  • 4.4 UHNWIs - The Centimillionaires
    • 4.4.1 Centimillionaire Volume Trend Analysis
    • 4.4.2 Centimillionaire Wealth Trend Analysis
    • 4.4.3 Centimillionaire Per Capita Net Worth Trend Analysis
  • 4.5 UHNWIs - The Affluent Millionaires
    • 4.5.1 Affluent Millionaire Volume Trend Analysis
    • 4.5.2 Affluent Millionaire Wealth Trend Analysis
    • 4.5.3 Affluent Millionaire Per Capita Net Worth Trend Analysis
  • 4.6 Core HNWIs
    • 4.6.1 Core HNWI Volume Trend Analysis
    • 4.6.2 Core HNWI Wealth Trend Analysis
  • 4.7 Core HNWIs - The Mid Tier Millionaires
    • 4.7.1 Mid Tier Millionaire Volume Trend Analysis
    • 4.7.2 Mid Tier Millionaire Wealth Trend Analysis
    • 4.7.3 Mid Tier Millionaire Per Capita Net Worth Trend Analysis
  • 4.8 Core HNWIs - Lower Tier Millionaires
    • 4.8.1 Lower Tier Millionaire Volume Trend Analysis
    • 4.8.2 Lower Tier Millionaire Wealth Trend Analysis
    • 4.8.3 Lower Tier Millionaire Per Capita Net Worth Trend Analysis

5 Analysis of French HNWI Investment

  • 5.1 Analysis by Asset Class
    • 5.1.1 Changing Trends in Liquid Assets - Equity, Fixed Income and Cash and Deposits
    • 5.1.2 Trends in Alternative Assets
    • 5.1.3 Trends in "Art, Wine and Wheels"
    • 5.1.4 Trends of Investments in Real Estate
    • 5.1.5 Trends of Investments in Cash and Deposits
    • 5.1.6 Trends of Investments in Fixed Income
    • 5.1.7 Trends of Investments in Equity
    • 5.1.8 Trends of Investments in Business Interest
  • 5.2 Analysis of Foreign Investments
    • 5.2.1 Trend of Investments in Rest of Europe
    • 5.2.2 Trend of Investments in Asia-Pacific
    • 5.2.3 Trend of Investments in North America
    • 5.2.4 Trend of Investments in Latin America, the Middle East and Africa
  • 5.3 Analysis of French Ultra HNWI Investments
  • 5.4 Case Study: Non-resident real estate investment in the French Riviera
  • 5.5 Case Study: Luxury goods in France

6 Competitive Landscape of the Wealth Sector

    • 6.1.1 Private Banks
    • 6.1.2 Wealth Managers
    • 6.1.3 Family Offices
    • 6.1.4 Financial advisors
  • 6.2 Wealth Management Industry by Wealth Band
  • 6.3 Leading Companies in the Wealth Management and Private Banking Industry
  • 6.4 Wealth Management Professionals
  • 6.5 French Wealth Management Industry - Clientele Model and Maturity
  • 6.6 Developments in French Private Banking Industry
  • 6.7 Behavioral Mapping of Wealth Management and Private Banking Industry in France
  • 6.8 Porter's Five Force Analysis - Wealth management industry
  • 6.9 Financial Services Review
    • 6.9.1 Retail Banks
    • 6.9.2 Fund Management and Hedge Funds
    • 6.9.3 Insurance companies

7 Appendix

  • 7.1 Major Cities and Departments in France
  • 7.2 Challenges and Opportunities for the Wealth Sector in France
    • 7.2.1 Regulatory environment
    • 7.2.2 Human resource availability for the wealth management industry
    • 7.2.3 Philanthropy
    • 7.2.4 Demand for intergenerational wealth transfer
  • 7.3 Regulatory Environment in France
    • 7.3.1 Banking Regulations
    • 7.3.2 Regulations on Taxes
    • 7.3.3 Regulations on Wealth Management and Private Banking
    • 7.3.4 Regulations on Fund Management
    • 7.3.5 Regulations on Foreign Investment
    • 7.3.6 Regulations on Hedge Funds
    • 7.3.7 Regulations on private equity and venture capital
    • 7.3.8 Regulations Related to Immigration
  • 7.4 Key Economic Trends and Drivers
    • 7.4.1 EUR to USD Moving Annual Average Exchange Rate
    • 7.4.2 Real GDP Growth
    • 7.4.3 Per Capita GDP
    • 7.4.4 Gross Savings Rate as a % of GDP
    • 7.4.5 Domestic Market Capitalization
    • 7.4.6 Housing Price Index
    • 7.4.7 Commodity Index
    • 7.4.8 Foreign Direct Investment (FDI)
    • 7.4.9 Investments of FII's in Equity Products
    • 7.4.10 Inflation Rate
    • 7.4.11 Interests Rate
    • 7.4.12 Balance of Payments
    • 7.4.13 Government Debt
    • 7.4.14 Stock Market Performance
    • 7.4.15 HNWI Wealth vs. GDP Ratio
    • 7.4.16 Capital Formation as % of GDP
    • 7.4.17 Disposable Income as % of GDP
    • 7.4.18 Additional demographic information on UHNWIs
  • 7.5 Case Study - Financial regulation in the European Union (EU)
  • 7.6 Social and Technological Review of France
    • 7.6.1 Social Background
    • 7.6.2 Technological Background

8 About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: Largest Regions, 2010
  • Table 3: HNWIs - Volume by Wealth Band, 2007-15
  • Table 4: HNWIs - Wealth by Wealth Band (in US$ Billion), 2007-15
  • Table 5: HNWIs - Per Capita Net Worth (in US$ Million), 2007-15
  • Table 6: HNWIs - Volume Distribution Wealth Pyramid, 2011
  • Table 7: HNWIs - Wealth Distribution Wealth Pyramid, 2011
  • Table 8: UHNWIs - Volume by `Wealth Band, 2007-15
  • Table 9: UHNWIs - Wealth by `Wealth Band, 2007-15
  • Table 10: Top 10 French regions for UHNWIs, 2011
  • Table 11: UHNWIs - Major regions by sector, 2011
  • Table 12: UHNWIs - Regions by Wealth Growth, 2007-2011
  • Table 13: UHNWIs - WealthInsight Forecasts
  • Table 14: UHNWIs - Ile-de-France Departments, 2007-2011
  • Table 15: UHNWIs - Major cities/towns in Ile-de-France, 2011
  • Table 16: UHNWIs - Major French Cities outside of Ile-de-France, 2011
  • Table 17: UHNWIs - The Billionaires - Market Overview, 2007-15
  • Table 18: Billionaires - Cities by Wealth Growth, 2007-2011
  • Table 19: UHNWIs - Billionaires - Sector Breakdown, 2011
  • Table 20: Billionaire's Top 20 List, 2011
  • Table 21: UHNWIs - Centimillionaires - Market Overview, 2007-15
  • Table 22: UHNWIs - The Affluent Millionaires - Market Overview, 2007-15
  • Table 23: Core HNWIs - Volume by Wealth Band, 2007-15
  • Table 24: Core HNWIs - Wealth by Wealth Band (in US$ Billion), 2007-15
  • Table 25: Core HNWIs - Mid Tier Millionaires - Market Overview, 2007-15
  • Table 26: Core HNWIs - Lower Tier Millionaires - Market Overview, 2007-15
  • Table 27: HNWIs - HNWI Holdings Growth (%), 2007-15
  • Table 28: HNWIs - Liquid Asset Composition (%), 2007-15
  • Table 29: HNWIs - Trends of Investments in Alternative Assets (%), 2007-15
  • Table 30: HNWIs - Alternative Asset Composition (%), 2007-15
  • Table 31: HNWIs - Trends in "Art, Wine and Wheels", 2006-11
  • Table 32: HNWIs - Residential real estate performance per region, 2007-2011
  • Table 33: HNWIs - Residential real estate performance in Ile-de-France, 2007-2011
  • Table 34: HNWIs - Real Estate investment in Paris, 2007-2015
  • Table 35: HNWIs - Composition (%) of Foreign Assets, 2007-15
  • Table 36: HNWIs - % Growth, 2007-15 - Y Axis
  • Table 37: HNWIs - % Foreign Allocation, 2007-15 - X Axis
  • Table 38: UHNWIs - Allocations and Share of HNWI Assets, 2011
  • Table 39: Major cities on the French Riviera
  • Table 40: HNWIs - Trends in UK HNWI real estate investment per region, 2007-2011
  • Table 41: Major Luxury Brands Market
  • Table 42: Wealth Management offices per region, 2011
  • Table 43: Asset allocation of typical European single family office, 2011
  • Table 44: Wealth Management by Wealth Band
  • Table 45: Major Companies in the Wealth Management Industry in France
  • Table 46: Multi-Family Offices in France
  • Table 47: Breakdown of portfolios per manager
  • Table 50: Largest 10 Cities in France by population
  • Table 51: Il-de France Departments
  • Table 52: Euro to USD Moving Annual Average Exchange Rate, 2006-15
  • Table 53: Real GDP Growth Rate, 2006-15
  • Table 54: GDP Per Capita, 2006-15
  • Table 55: Gross Savings as a % of Real GDP, 2006-2015
  • Table 56: Domestic Market Capitalization, 2006-10
  • Table 57: Housing Price Index, 2006-10
  • Table 58: Commodity Indices, 2006-15
  • Table 59: Foreign Direct Investments, 2006-2015
  • Table 60: Investments of FIIs in Equity Products, 2006-10
  • Table 61: Inflation Rate, 2006-15
  • Table 62: Money Market Rate, 2006-15
  • Table 63: Balance of Payments, 2006-10
  • Table 64: Government Debt to GDP, 2006-10
  • Table 65: Stock Market Performance, 2006-10
  • Table 66: HNWI Wealth vs. GDP Ratio, 2006-10
  • Table 67: Capital Formation as % of GDP, 2006-15
  • Table 68: Disposable Income as % of GDP, 2006-15

List of Figures

  • Figure 1: HNWI Wealth Band Definitions 11
  • Figure 2: Map of France 18
  • Figure 3: Asset Price Performance, 2007-11 21
  • Figure 4: French HNWI Performance, 2007-15 22
  • Figure 5: HNWI - France vs. the World 23
  • Figure 6: HNWIs - Growth Factor Correlation, 2007-11 24
  • Figure 7: HNWIs - Volume by Wealth Band, 2007-15 26
  • Figure 8: HNWIs - Wealth by Wealth Band (in US$ Billion), 2007-15 27
  • Figure 9: HNWIs - Per Capita Net Worth (in US$ Million), 2007-15 29
  • Figure 10: HNWIs - Volume Distribution Wealth Pyramid, 2011 31
  • Figure 11: HNWIs - Wealth Distribution Wealth Pyramid, 2011 32
  • Figure 12: HNWIs - Age Distribution, 2011 33
  • Figure 13: UHNWIs - Volume by Wealth Band, 2007-15 35
  • Figure 14: UHNWIs - Wealth by Wealth Band (in US$ Billion), 2007-15 37
  • Figure 15: UHNWIs - Age Distribution, 2011 38
  • Figure 16: UHNWIs - Job Titles, 2007- 2011 39
  • Figure 17: UHNWIs - Distribution by Industry, 2011 40
  • Figure 18: UHNWIs - Sector Performance, 2007-2011 41
  • Figure 19: UHNWIs - Sector Performance, 2010-2011 42
  • Figure 20: UHNWIs - Sector Forecasts, 2011-2015 43
  • Figure 21: UHNWIs - Importance of Entrepreneurship, 2011 44
  • Figure 22: UHNWIs - Regional Distribution, 2011 45
  • Figure 23: UHNWIs - Human Capital Development Index by Region, 2011 47
  • Figure 24: UHNWIs - Region by Sector, 2011 48
  • Figure 25: UHNWIs - Regional Performance, 2007-2011 49
  • Figure 26: UHNWIs - Regional Performance, 2010-2011 49
  • Figure 27: UHNWIs - Regional Forecasts, 2011-2015 51
  • Figure 28: UHNWIs - Ile-de-France, 2007-2011 53
  • Figure 29: UHNWIs - The Billionaires - Market Overview, 2007-15 55
  • Figure 30: UHNWIs - Centimillionaires - Market Overview, 2007-15 59
  • Figure 31: UHNWIs - The Affluent Millionaires - Market Overview, 2007-15 62
  • Figure 32: Core HNWIs - Volume by Wealth Band, 2007-15 65
  • Figure 33: Core HNWIs - Wealth by Wealth Band (in US$ Billion), 2007-15 66
  • Figure 34: Core HNWIs - Mid Tier Millionaires - Market Overview, 2007-15 67
  • Figure 35: Core HNWIs - Lower Tier Millionaires - Market Overview, 2007-15 69
  • Figure 36: HNWIs - Asset Class Composition, 2007-15 71
  • Figure 37: HNWIs - Changing Trends in Total Liquid Assets (as % of Total Assets), 2007-15 72
  • Figure 38: HNWIs - Liquid Assets Composition (US$ Billions), 2007-15 73
  • Figure 39: HNWIs - Trends of Investments in Alternative Assets (in US$ Billion), 2007-15 75
  • Figure 40: HNWIs - Trends in "Art, Wine and Wheels", 2006-11 76
  • Figure 41: HNWIs -Foreign Asset Allocation vs. Growth, 2011-2015 84
  • Figure 42: HNWIs - Global Distribution of Foreign Investments, 2007-15 86
  • Figure 43: UHNWIs - Asset Class Composition, 2007-15 88
  • Figure 44: Wealth Management Industry in France - Clientele Model 101
  • Figure 45: Wealth Management - Maturity level of players 102
  • Figure 46: French Wealth Management Industry - Behavioral Mapping, 2011 104
  • Figure 47: Wealth management industry in France - Five Forces Analysis 105
  • Figure 48: Suppliers - Maturity level of players 108
  • Figure 49: GBP to USD Moving Annual Average Exchange Rate, 2006-15 117
  • Figure 50: Real GDP Growth (%), 2006-15 118
  • Figure 51: GDP Per Capita, 2006-15 119
  • Figure 52: Gross Savings as a % of Real GDP, 2006-2015 120
  • Figure 53: Domestic Market Capitalization, 2006-10 121
  • Figure 54: Housing Price Index, 2006-10 122
  • Figure 55: Commodity Indices, 2006-15 123
  • Figure 56: Foreign Direct Investments, 2006-2015 124
  • Figure 57: Investments of FIIs in Equity Products, 2006-10 125
  • Figure 58: Inflation Rate, 2006-15 126
  • Figure 59: Money Market Rate, 2006-15 127
  • Figure 60: Balance of Payments, 2006-10 128
  • Figure 61: Government Debt to GDP, 2006-10 129
  • Figure 62: Stock Market Performance, 2006-11 130
  • Figure 63: HNWI Wealth vs. GDP Ratio, 2006-10 131
  • Figure 64: Capital Formation as % of GDP, 2006-15 132
  • Figure 65: Disposable Income as % of GDP, 2006-15 133
  • Figure 66: UHNWIs - Major Department Performance, 2007-2011 134
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