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ドイツの富裕層の将来(〜2016年):欧州の大国における富裕層

Germany - The Future of HNWIs to 2016: Wealth in the Powerhouse of Europe

発行 Wealthinsight 商品コード 239261
出版日 ページ情報 英文 131 Pages
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ドイツの富裕層の将来(〜2016年):欧州の大国における富裕層 Germany - The Future of HNWIs to 2016: Wealth in the Powerhouse of Europe
出版日: 2012年05月01日 ページ情報: 英文 131 Pages
概要

当レポートでは、ドイツの富裕層(HNWI: High Net Worth Indivisuals)向け資産管理市場の現状と将来展望について分析し、同国の富裕層の全体的状況や今後の資産動向(2016年まで)、資産階層ごと(超富裕層・中核富裕層)の詳細動向、富裕層による投資動向の詳細、資産管理・プライベート産業の概況といった情報を取りまとめ、概略以下の構成でお届けします。

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 富裕層市場の基礎情報

  • 政治的背景
  • 経済的背景
  • 世界全体の状況との比較

第4章 WealthInsightの富裕層データベースの調査結果

  • 富裕層の資産の動向(〜2016年)
  • 超富裕層(UHNWI)
  • 超富裕層:億万長者(ビリオネア)
  • 超富裕層:億万長者(センチミリオネア)
  • 超富裕層:裕福な100万長者(アフュルエントミリオネア)
  • 中核富裕層(コアHNWI)
  • 中核富裕層:中間層100万長者(ミッドティアミリオネア)
  • 中核富裕層:下層100万長者(ローティアミリオネア)

第5章 ドイツの富裕層による投資の分析

  • 資産クラス別の分析
    • 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
  • 外国投資の分析
    • 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
  • ドイツの超富裕層による投資の分析

第6章 富裕層市場の競合情勢

  • 資産管理およびプライベートバンキングの主要企業
  • ドイツにおけるのプライベートバンキング産業の発展
  • ドイツの資産管理産業:顧客モデル・成熟度
  • ドイツにおける資産管理およびプライベートバンキング産業の行動マッピング
  • ポーターのファイブフォース分析:ドイツの資産管理産業
  • 金融サービスのレビュー

第7章 付録

  • ドイツの主要都市
  • ドイツの富裕層市場における追加要素
  • ドイツの規制環境
  • 主な経済動向と促進因子
  • ケーススタディ:EUにおける金融規制
  • ドイツの社会的背景
  • ドイツの技術的背景

第8章 WealthInsightについて

図表

目次
Product Code: WI0034MR

Synopsis

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

Summary

Germany has the fourth largest number of HNWIs in the world behind the US, Japan and China. In addition to providing a comprehensive and robust background of the German economy, including, uniquely, detailed analysis of economic and political risks to HNWI wealth creation, this report provides robust projections of the volume, wealth and asset allocation of German HNWIs and UHNWIs. The report then couches these findings in an analysis of the Germany's Wealth Management and Private Banking sector, and the opportunities therein.

Scope

The report features:

  • Independent market sizing of German HNWIs
  • Most up to date and thorough analysis of the demographic breakdown of Germany's HNWIs
  • Volume, wealth and allocation trends from 2007 to 2011
  • Volume, wealth and allocation forecasts to 2016
  • Number of UHNWIs in each city
  • City and sector wise breakdowns of UHNWI volumes and volume growth from 2007 to 2011, as well as 2016 forecasts
  • City wise ratings of wealth management potential
  • Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in Germany
  • 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 to 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 2016.
  • Information on sources of wealth for HNWIs in each major city, by industry and other measures.

Table of Contents

1 Introduction

  • 1.1 What is this Report About?

2 Executive Summary

3 Wealth Sector Fundamentals

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

4 Findings from the WealthInsight HNWI Database

  • 4.1 Trends in HNWI Wealth to 2016
    • 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 UHNWIs - Industry Breakdown
    • 4.2.6 UHNWIs - Industry Performance
    • 4.2.7 UHNWIs - Industry Forecasts
    • 4.2.8 UHNWIs - Source of Wealth: Entrepreneurship, Earnings or Inheritance
    • 4.2.9 UHNWI breakdown by City
    • 4.2.10 UHNWIs - City Performance
    • 4.2.11 UHNWIs - City Forecasts
    • 4.2.12 UHNWIs - Smaller 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
    • 4.3.5 Industry Breakdown of Billionaires
    • 4.3.6 Top 20 Billionaires
  • 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 German HNWI Investments

  • 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 German Ultra HNWI Investments

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 Developments in German Private Banking Industry
  • 6.3 German Wealth Management Industry - Clientele Model and Maturity
  • 6.4 Behavioral Mapping of Wealth Management and Private Banking Industry in Germany
  • 6.5 Porter's Five Force Analysis - Wealth management industry in Germany
  • 6.6 Financial Services Review
    • 6.6.1 Retail Banks
    • 6.6.2 Fund Management
    • 6.6.3 Hedge funds

7 Appendix

  • 7.1 Major Cities in Germany
  • 7.2 Additional Components of the Wealth Sector in Germany
    • 7.2.1 Philanthropy
    • 7.2.2 Demand for Intergenerational Wealth Transfer
    • 7.2.3 Human Resource Availability for the Wealth Management industry
  • 7.3 Regulatory Environment in Germany
    • 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 related to immigration, investment and employment
  • 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
  • 7.5 Case Study - Financial regulation in the European Union (EU)
  • 7.6 Social Background of Germany
  • 7.7 Technological Background of Germany

8 About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: Major Regions in Germany, 2010
  • Table 3: HNWIs - Volume Distribution Wealth Pyramid, 2011
  • Table 4: HNWIs - Wealth Distribution Wealth Pyramid, 2011
  • Table 5: Top 10 German cities for UHNWIs, 2007 - 2011
  • Table 6: UHNWIs - Major Cities by Wealth Growth, 2007-2011
  • Table 7: UHNWIs - WealthInsight forecasts for Top 10 cities
  • Table 8: UHNWIs - Smaller German Cities, 2011
  • Table 9: UHNWIs - Former East German Cities, 2011
  • Table 10: Billionaires - Market Overview, 2007-16
  • Table 11: Billionaires - Cities by Wealth Growth, 2007-2011
  • Table 12: Billionaires - Sector Breakdown, 2011
  • Table 13: Billionaire's Top 20 List, 2011
  • Table 14: UHNWIs - Centimillionaires - Market Overview, 2007-16
  • Table 15: UHNWIs - The Affluent Millionaires - Market Overview, 2007-16
  • Table 16: Core HNWIs - Mid Tier Millionaires - Market Overview, 2007-16
  • Table 17: Core HNWIs - Lower Tier Millionaires - Market Overview, 2007-16
  • Table 18: HNWIs - HNWI Holdings Growth (%), 2007-16
  • Table 19: HNWIs - Liquid Asset Composition (%), 2007-16
  • Table 20: HNWIs - Trends of Investments in Alternative Assets (%), 2007-16
  • Table 21: HNWIs - Alternative Asset Composition (%), 2007-16
  • Table 22: HNWIs - Trends in "Art, Wine and Wheels", 2006-11
  • Table 23: HNWIs - Residential real estate index per city, 2011
  • Table 24: HNWIs - Commercial real estate rental prices per city, 2011
  • Table 25: HNWIs - Prime International Cities, 2007- 2011
  • Table 26: HNWIs - % Foreign Allocation, 2007-16 - X Axis
  • Table 27: UHNWIs - Allocations and Share of HNWI Assets, 2011
  • Table 28: UHNWIs - Allocations and Share of HNWI Assets, 2011
  • Table 29: Private bank branches by city, 2011
  • Table 30: Other major Private Banks, 2011
  • Table 31: Wealth Managers per City
  • Table 32: Emerging cities in Wealth Management
  • Table 33: WealthInsight Rating of Private Banking Potential
  • Table 34: Asset Allocation of Typical European Single Family Office, 2011
  • Table 35: German Family Offices by city
  • Table 36: Family Offices in Germany
  • Table 37: Wealth Management Industry in Germany - Recent Deal Activity
  • Table 38: Largest 10 Cities in Germany, 2010
  • Table 39: HNWIs - Inheritance tax bands
  • Table 40: Euro to USD Moving Annual Average Exchange Rate, 2006-16
  • Table 41: Real GDP Growth Rate, 2006-16
  • Table 42: GDP Per Capita, 2006-16
  • Table 43: Gross Savings as a % of Real GDP, 2006-2016
  • Table 44: Domestic Market Capitalization, 2006-11
  • Table 45: Housing Price Index, 2006-11
  • Table 46: Commodity Indices, 2006-16
  • Table 47: Foreign Direct Investments, 2006-2016
  • Table 48: Investments of FIIs in Equity Products, 2006-10
  • Table 49: Inflation Rate, 2006-16
  • Table 50: Money Market Rate, 2006-16
  • Table 51: Balance of Payments, 2006-11
  • Table 52: Government Debt to GDP, 2006-16
  • Table 53: Stock Market Performance, 2006-11
  • Table 54: HNWI Wealth vs. GDP Ratio, 2006-16
  • Table 55: Capital Formation as % of GDP, 2006-16
  • Table 56: Disposable Income as % of GDP, 2006-16
  • Table 57: Patent applications by country, 2010
  • Table 58: Appendix 1
  • Table 59: Appendix 2

List of Figures

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: Map of Germany
  • Figure 3: Asset Price Performance, 2007-11
  • Figure 4: German HNWI Performance, 2007-15
  • Figure 5: HNWI - Germany vs. the World
  • Figure 6: HNWIs - Growth Factor Correlation, 2007-11
  • Figure 7: HNWIs - Volume by Wealth Band, 2007-16
  • Figure 8: HNWIs - Wealth by Wealth Band (in US$ Billion), 2007-16
  • Figure 9: HNWIs - Per Capita Net Worth (in US$ Million), 2007-16
  • Figure 10: HNWIs - Volume Distribution Wealth Pyramid, 2011
  • Figure 11: HNWIs - Wealth Distribution Wealth Pyramid, 2011
  • Figure 12: HNWIs - Age Distribution, 2011
  • Figure 13: UHNWIs - Wealth Share vs. Volume Growth
  • Figure 14: UHNWIs - Volume by Wealth Band, 2007-16
  • Figure 15: UHNWIs - Wealth by Wealth Band (in US$ Billion), 2007-16
  • Figure 16: UHNWIs - Age Distribution, 2011
  • Figure 17: UHNWIs - Job Titles, 2007- 2011
  • Figure 18: UHNWIs - Distribution by Industry, 2011
  • Figure 19: UHNWIs - Sector Performance, 2007-2011
  • Figure 20: UHNWIs - Sector Forecasts, 2011-2016
  • Figure 21: UHNWIs - Importance of Entrepreneurship, 2011
  • Figure 22: UHNWIs - Human Capital Development Index by Region, 2011
  • Figure 23: UHNWIs - Regional Performance, 2007-2011
  • Figure 24: UHNWIs - Regional Forecasts, 2011-2016
  • Figure 25: Billionaires - Market Overview, 2007-16
  • Figure 26: UHNWIs - Centimillionaires - Market Overview, 2007-16
  • Figure 27: UHNWIs - The Affluent Millionaires - Market Overview, 2007-16
  • Figure 28: Core HNWIs - Volume by Wealth Band, 2007-16
  • Figure 29: Core HNWIs - Wealth by Wealth Band (in US$ Billion), 2007-16
  • Figure 30: Core HNWIs - Mid Tier Millionaires - Market Overview, 2007-16
  • Figure 31: Core HNWIs - Lower Tier Millionaires - Market Overview, 2007-16
  • Figure 32: HNWIs - Asset Class Composition, 2007-16
  • Figure 33: HNWIs - Changing Trends in Total Liquid Assets (as % of Total Assets), 2007-16
  • Figure 34: HNWIs - Liquid Assets Composition (US$ Billions), 2007-16
  • Figure 35: HNWIs - Trends of Investments in Alternative Assets (in US$ Billion), 2007-16
  • Figure 36: HNWIs - Trends in "Art, Wine and Wheels", 2006-11
  • Figure 37: HNWIs -Foreign Asset Allocation vs. Growth, 2011-2016
  • Figure 38: HNWIs - Global Distribution of Foreign Investments, 2007-16
  • Figure 39: UHNWIs - Asset Class Composition, 2007-16
  • Figure 40: Wealth Management Industry in Germany - Maturity level of players
  • Figure 41: German Wealth Management Industry - Behavioral Mapping, 2011
  • Figure 42: GBP to USD Moving Annual Average Exchange Rate, 2006-16
  • Figure 43: Real GDP Growth (%), 2006-16
  • Figure 44: GDP Per Capita, 2006-16
  • Figure 45: Gross Savings as a % of Real GDP, 2006-2016
  • Figure 46: Domestic Market Capitalization, 2006-11
  • Figure 47: Housing Price Index, 2006-11
  • Figure 48: Commodity Indices, 2006-16
  • Figure 49: Foreign Direct Investments, 2006-2016
  • Figure 50: Investments of FIIs in Equity Products, 2006-10
  • Figure 51: Inflation Rate, 2006-16
  • Figure 52: Money Market Rate, 2006-16
  • Figure 53: Balance of Payments, 2006-11
  • Figure 54: Government Debt to GDP, 2006-16
  • Figure 55: Stock Market Performance, 2006-11
  • Figure 56: HNWI Wealth vs. GDP Ratio, 2006-16
  • Figure 57: Capital Formation as % of GDP, 2006-16
  • Figure 58: Disposable Income as % of GDP, 2006-16
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