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市場調査レポート

ドイツの富裕層の資産配分

HNWI Asset Allocation in Germany 2015

発行 Wealthinsight 商品コード 242080
出版日 ページ情報 英文 65 Pages
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ドイツの富裕層の資産配分 HNWI Asset Allocation in Germany 2015
出版日: 2015年11月10日 ページ情報: 英文 65 Pages
概要

当レポートでは、ドイツの富裕層(HNWI)人口とウェルスマネジメント(資産管理)産業について調査分析し、ドイツの富裕層の現在の資産配分(アセットアロケーション)と予測をお届けいたします。

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 ウェルス(資産)部門の基礎情報

  • 資産部門の政治的背景
  • 資産部門の経済的背景
  • ドイツの資産市場のベンチマーク

第4章 ドイツの富裕層(HNWI)の投資分析

  • 資産クラス別分析
    • 代替資産の動向
    • 「美術品・ワイン・車」の動向
    • 不動産の投資動向
    • 現預金の投資動向
    • 固定収入の投資動向
    • 株式の投資動向
    • 事業利益の投資動向
  • 海外投資分析
    • その他の欧州地域の投資動向
    • 北米地域(米国、メキシコ、中米)
    • アジア太平洋地域の投資動向
    • 南米の投資動向
    • 中東の投資動向
    • アフリカ地域の投資動向
  • 代替資産の内訳:流動資産と投資可能な資産
  • ドイツの超富裕層(UHNWI)の投資分析

第5章 付録

  • ドイツの資産部門の追加要素
  • 税に関する規制
  • 移民、投資、および雇用に関する規制
  • 主な促進要因
    • ユーロと米ドルの為替レート
    • 実質GDPの成長率
    • 国民一人当たりのGDP
    • 国内市場時価総額
    • 商品価格指数
    • 海外直接投資(流出入)
    • インフレ率
    • 金利
    • 国際収支
    • 国債
    • 株価実績
  • 財産の内訳

第6章 WealthInsightについて

図表

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目次
Product Code: WI0329MR

Summary

  • This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Germany.
  • The report focuses on HNWI performance between the end of 2010 and the end of 2014. This enables us to determine how well the country's HNWIs have performed through the crisis.

Scope

  • Independent market sizing of Germany HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2010 to 2014
  • HNWI volume and wealth forecasts to 2019
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Insights into the drivers of HNWI wealth

Reasons To Buy

  • The HNWI Asset Allocation in Germany 2015 is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the database comprises dossiers on over 60,000 HNWIs from around the world.
  • With the wealth report 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.
  • Report includes comprehensive forecasts to 2019.

Key Highlights

  • Equities was the largest asset class for German HNWIs in 2014, with 27.5% of total HNWI assets, followed by business interests with 25.2%, real estate with 22.8%, fixed-income with 10.1%, alternatives with 9.0% and cash and deposits with 5.4%.
  • Equities, business interest and real estate recorded growth during the review period, at 56.3%, 23.8% and 23.0% respectively.
  • Alternative assets held by German HNWIs decreased during the review period, from 9.3% of the total HNWI assets in 2010 to 9.0% in 2014, while HNWI allocations to commodities decreased from 3.3% to 3.0% of total assets.
  • WealthInsight expects allocations in commodities to decline over the forecast period, to reach 2.3% of total HNWI assets by 2019. This will be due to the tightening of global liquidity owing to a forecast near-term drop in demand for raw materials from China, which will cause global commodity prices to fall, as was seen in the second half of 2014.
  • German HNWI liquid assets amounted to US$1.9 trillion as of 2014, representing 43.0% of wealth holdings

Table of Contents

1. Introduction

  • 1.1. Details of this Report
  • 1.2. Definitions

2. Executive Summary

3. Wealth Sector Fundamentals

  • 3.1. Political Background
  • 3.2. Economic Background
  • 3.3. Benchmarking Germany's Wealth in Context
    • 3.3.1. Distribution of wealth in Germany
  • 3.4. HNWI Volume and Wealth Trends

4. Analysis of German HNWI Investments

  • 4.1. Analysis by Asset Class
    • 4.1.1. Trends in alternative assets
    • 4.1.2. Trends in 'art, wine and wheels'
    • 4.1.3. Trends of investments in real estate
    • 4.1.4. Trends of investments in cash and deposits
    • 4.1.5. Trends of investments in fixed-income
    • 4.1.6. Trends of investments in equity
    • 4.1.7. Trends of Investments in business interests
  • 4.2. Analysis of Foreign Investments
    • 4.2.1. Investments in Europe
    • 4.2.2. Investments in North America (Including the US, Mexico and the Caribbean)
    • 4.2.3. Investments in the Asia-Pacific
    • 4.2.4. Investments in South America
    • 4.2.5. Investments in the Middle East
    • 4.2.6. Investments in Africa
  • 4.3. Alternative Breakdown: Liquid vs Investable Assets
  • 4.4. Analysis of German UHNWI Investments

5. Appendix

  • 5.1. Additional Components of the Wealth Sector in Germany
    • 5.1.1. Philanthropy
    • 5.1.2. Demand for intergenerational wealth transfer
  • 5.2. Regulations on Taxes
  • 5.3. Regulations Related to Immigration, Investment and Employment
  • 5.4. Key Drivers
    • 5.4.1. EUR to US$ exchange rate
    • 5.4.2. Real GDP growth
    • 5.4.3. Per capita GDP
    • 5.4.4. Domestic market capitalization
    • 5.4.5. Commodity index
    • 5.4.6. Foreign direct investments - inflow and outflow
    • 5.4.7. Inflation rate
    • 5.4.8. Interest rate
    • 5.4.9. Balance of payments
    • 5.4.10. Government debt
    • 5.4.11. Stock market performance
  • 5.5. Wealth Breakdowns

6. About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: German Wealth - Population of Cities (Thousand), 2014
  • Table 3: German Allocations of HNWI Assets (%), 2010-2019
  • Table 4: German HNWIs - Holdings Growth (%), 2010-2019
  • Table 5: German HNWIs - Alternative Asset Composition (%), 2010-2019
  • Table 6: German HNWIs - Trends of Investments in Alternative Assets (%), 2010-2019
  • Table 7: German Trends in 'Art, Wine and Wheels', 2010-2014
  • Table 8: Global Prime Real Estate Prices per m² (US$), 2012
  • Table 9: German HNWIs - Percentage of Foreign Investment Allocations, 2010-2019
  • Table 10: German HNWIs - Liquidity Breakdown (US$ Billion), 2010-2019
  • Table 11: German HNWIs - Liquidity Breakdown (%), 2010-2019
  • Table 12: German UHNWIs - Allocations and Share of HNWI Assets, 2014
  • Table 13: German Income Tax Bands (EUR), 2014
  • Table 14: EUR per US$ Exchange Rate (%), 2010-2019
  • Table 15: German Real GDP Growth (%), 2010-2019
  • Table 16: German GDP Per Capita (US$), 2010-2019
  • Table 17: German Domestic Market Capitalization (US$ Billion), 2010-2014
  • Table 18: German Commodity Indices, 2010-2019
  • Table 19: German Foreign Direct Investments (US$ Billion), 2010-2019
  • Table 20: German Inflation Rate (%), 2010-2019
  • Table 21: German Money Market Rate (%), 2010-2019
  • Table 22: German Balance of Payments (US$ Billion), 2010-2014
  • Table 23: German Government Debt as a Percentage of GDP (%), 2010-2019
  • Table 24: German Stock Market Performance, 2010-2014
  • Table 25: German HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Table 26: Germany - Appendix One
  • Table 27: Germany - Appendix Two

List of Figures

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: Map of Germany
  • Figure 3: Germany's Asset Price Performance (US$), 2010-2014
  • Figure 4: German HNWI Performance (US$), 2010-2019
  • Figure 5: German vs. Global HNWIs (US$), 2010-2014
  • Figure 6: German HNWIs - Asset Class Composition (%), 2010-2019
  • Figure 7: German HNWIs - Trends in Alternative Assets (US$ Billion), 2010-2019
  • Figure 8: German Trends in 'Art, Wine and Wheels', 2010-2014
  • Figure 9: German HNWIs - Foreign Investment Allocation and Growth (%), 2014
  • Figure 10: German HNWIs - Global Distribution of Foreign Investments (%), 2010-2019
  • Figure 11: German HNWIs - Liquidity Breakdown (%), 2010-2019
  • Figure 12: German UHNWIs - Asset Class Composition, 2010-2019
  • Figure 13: EUR to US$ Exchange Rate (%), 2010-2019
  • Figure 14: German Real GDP Growth (%), 2010-2019
  • Figure 15: German GDP Per Capita (US$), 2010-2019
  • Figure 16: German Domestic Market Capitalization (US$ Billion), 2010-2014
  • Figure 17: German Commodity Indices, 2010-2019
  • Figure 18: German Foreign Direct Investments (US$ Billion), 2007-2011
  • Figure 19: German Inflation Rate (%), 2010-2019
  • Figure 20: German Money Market Rate (%), 2010-2019
  • Figure 21: German Balance of Payments (US$ Billion), 2010-2014
  • Figure 22: German Government Debt as a Percentage of GDP (%), 2010-2019
  • Figure 23: German Stock Market Performance, 2010-2014
  • Figure 24: German HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Figure 25: German HNWIs - Volume by Wealth Band, 2010-2019
  • Figure 26: German HNWIs - Wealth by Wealth Band (in US$ Billions), 2010-2019
  • Figure 27: German HNWIs - Wealth Per Capita (in US$ Millions), 2010-2019
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