Wealth in Belgium: Sizing the Market Opportunity 2016

Wealth in Belgium: Sizing the Market Opportunity 2016


  • Products Id :- VF0050CI
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  • Pages: 41
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Executive Summary

Wealth market growth in Belgium has experienced a slowdown in 2016 following the terrorist attacks and Brexit. Combined with the volatility of the stock market, Belgian individuals have been driven to adopt cautious investment strategies. Nevertheless, future growth will be driven by mutual funds. The increase in their popularity in a sector where asset allocation is dominated by deposits can be attributed to their balanced and fixed income strategies.

Key Findings

Deposits account for over 50% of the Belgian savings and investments market, but mutual funds will register the highest growth during 2016�20.

HNW individuals allocate over 10% of their investible assets outside traditional investments. Hedge funds, real estate investment trusts (REITs), and private equity funds constitute the bulk of investments outside traditional asset classes.

Belgian HNW investors offshore almost a fifth of their total investments, preferring to stay close to home, with Luxembourg alone absorbing 40% of total HNW offshore bookings.

Access to a better range of investments is the major driver for offshore investments in Belgium, as tax efficiency has lost its importance due to international regulations on automatic exchange of information.

Synopsis

Verdict Financials "Wealth in Belgium: Sizing the Market Opportunity 2016" analyzes the Belgian wealth and retail savings and investments markets, with a focus on the HNW segment. The report is based on our proprietary datasets.

Specifically the report:

Sizes the affluent market (both by number of individuals and the value of their liquid assets) using our proprietary datasets.

Analyzes which asset classes are favored by Belgian investors and how their preferences impact the growth of the total savings and investments market.

Examines HNW clients attitudes towards non-liquid investments such as property and commodities.

Identifies key drivers and booking centers for offshore investments.

Reasons To Buy

Benchmark your share of the Belgian wealth market against the current market size.

Forecast your future growth prospects using our projections for the market to 2020.

Identify your most promising client segment by analyzing penetration of affluent individuals in Belgium.

Evaluate your HNW proposition by understanding how the Belgian tax system will impact HNW clients.

Review your offshore strategy by learning HNW motivations for offshore investments and their preferred booking centers.



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EXECUTIVE SUMMARY

Balanced investment strategies are driving wealth growth in Belgium

Key findings

Critical success factors

SIZING AND FORECASTING THE BELGIAN WEALTH MARKET

Affluent individuals accounted for almost 40% of the total adult Belgian population in 2015

Belgium's HNW individuals account for less than 1% of the total population

Affluent individuals hold over 90% of total Belgian liquid assets

Belgium's millionaires account for less than 1% of individuals but hold almost a third of liquid assets

DRIVERS FOR GROWTH IN THE BELGIAN WEALTH MARKET

The total retail savings and investments market is set to recover after a challenging 2016

Mutual funds register the highest growth but deposits still hold the largest share of the market

Future growth will be driven by mutual funds

Deposits follow average nominal wages and outperform GDP

Deposits will see a strong increase up to 2018

Despite relatively high inflation, interest rates in Belgium remain low

Bonds are experiencing a negative trend

Strong fluctuations are forecast for Belgium's bonds

The performance of the stock market goes hand in hand with equities and mutual funds

Stock market performance is on the rise

The performance of the stock market has had a direct impact on equities and mutual funds

HNW INVESTMENT PREFERENCES

Belgian HNW individuals allocate over 12% of their investible assets outside traditional investments

Hedge funds are the most popular non-traditional investment

Belgian HNW individuals offshore almost a fifth of their total investments

Access to a better range of investments is the major driver of off shoring wealth

Belgian HNW individuals tend to book their assets in European centers

APPENDIX

Abbreviations and acronyms

Supplementary data

Definitions

Affluent

DTC

HNW

Liquid assets

Mass affluent

Onshore

Residency

Exchange of information

TIEAs

Methodology

2016 Global Wealth Managers Survey

Verdict Financial's Global Wealth Model methodology

Global Retail Investments Analytics methodology

Exchange rates

Bibliography

Further reading

About Verdict Financial

Disclaimer

Figure 1: Affluent individuals account for almost 40% of the Belgian population

Figure 2: Belgium's HNW individuals account for almost 30% of liquid assets

Figure 3: The total retail savings and investments market is set to recover after a challenging 2016

Figure 4: Belgian HNW individuals will increase mutual fund investment and decrease bond allocation

Figure 5: Future growth will be driven by mutual funds and equities

Figure 6: Deposits will see a strong increase up to 2018

Figure 7: Strong fluctuations are forecast for Belgium's bonds

Figure 8: The stock market sets the trend for equities and mutual funds

Figure 9: Stock market performance highly impacts equity and mutual fund growth

Figure 10: Balanced funds were the preferred asset class allocation in 2015

Figure 11: Hedge funds and REITs account for more than half of non-traditional investments

Figure 12: Belgian HNW individuals offshore almost a fifth of their total investments

Figure 13: Access to a better range of investments is the major driver of offshore investment in Belgium

Figure 14: Luxembourg alone absorbs 40% of total HNW offshore bookings from Belgium

Figure 15: The Belgian government has signed TIEAs with many offshore centers

Table 1: Belgian income tax rates, 2016

Table 2: Belgium: adult population segmented by affluent category and asset band (000s), 2011?15

Table 3: Belgium: adult population segmented by affluent category and asset band (000s), 2016f?20f

Table 4: Belgium: total liquid wealth segmented by affluent category and asset band ($bn), 2011?15

Table 5: Belgium: total liquid wealth segmented by affluent category and asset band ($bn), 2016f?20f

Table 6: Euro to US dollar exchange rate, December 31, 2014 and December 31, 2015

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private banking, wealth management, Belgium, Europe, investments, savings, allocation, HNW, offshore, mass affluent, mutual funds, hedge funds, REITs, FATCA, AEOI, CRS, tax system

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