Wealth in France: HNW Customers

Wealth in France: HNW Customers


  • Products Id :- 231018
  • |
  • Pages: 39
  • |
  • |
  • |
  Request for Sample Report
  Request A Quote

Executive Summary

Summary

Part of a two-part series, Wealth in France: HNW Customers analyzes the profile of French HNW individuals, from their investments to product demand to sources of wealth. This report is based on our 2014 Global Wealth Managers Survey. The results of the survey are accompanied by best-practice case studies on how to target French HNW individuals where applicable.

Synopsis

Understand the major sources of HNW wealth in France and the industries from which it has been amassed.

Interpret the investment portfolios of French HNW individuals through detailed asset allocation analysis.

Evaluate product and service demand among French HNW individuals, from discretionary asset management to art advisory and philanthropy services.

Analyze the best methods to capture new French HNW clients and how best to maintain communication throughout the client relationship.

Reasons To Buy

How do French HNW individuals amass their wealth?

Which assets make up an average French HNW investment portfolio?

Which wealth management products and services are in demand in France?

How often do French wealth managers contact their clients through email, social media, and face-to-face meetings?

How do French HNW individuals compare to their European peers?

Key Highlights

The typical French HNW client is a family business owner who has amassed their wealth through manufacturing. Expats constitute a relatively small percentage of the French HNW population, and thus it will be difficult for wealth managers to achieve the economies of scale necessary to target this market efficiently.

The French HNW portfolio shows less risk preference compared to the European average in terms of asset allocation. French clients tend to allocate a larger share of their wealth into bonds compared to their European counterparts. Looking forward, the weight of bonds is expected to decrease as French investors seek better returns from equities.

Advisory asset management is the mandate of choice among French HNW individuals. Over the next two years, discretionary and advisory asset management are expected to see significant increases in demand. French wealth managers should ensure their mandates are robust enough to meet this demand.



Read More



Contact Us:
Ken Research
Ankur Gupta, Head Marketing & Communications

+91-9015378249

Single User License:
Report can be used by individual purchaser only

Site License:
Report can be shared by unlimited users within one corporate location, e.g. a regional office

Corporate User License:
Report can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company

To know more information on Purchase by Section, please send a mail to sales [@] kenresearch.com
 

select a license

Single User License
USD 3450 INR 247986
Site License
USD 6900 INR 495972
Corporate User License
USD 10350 INR 743958

NEWSLETTER BY CATEGORY




Testimonials

An excellent provider. Thorough, precise and outstanding insight. They drill down to what we need and their reports are effective at integrating text with supporting graphics and charts. Their reports are a great resource to go back too. ...

Coherent, high-quality, thoroughly-researched reports. We received a very quick response to all our queries which eventually expedited the entire process....

Well structured, the insights they shared with us were very helpful and reliable. Their timely assistance make their services invaluable to us. I would highly recommend them and would definitely use them again in the future if needed...

The report sent to us was on the point, and its information was quite extensive, well structured, and well researched. More importantly what we valued was your response time and professionalism. As a leading global consulting firm, our clients expect high quality deliverables in short periods of time, so a reliable research partner is essential. For the price that you have charged the quality of your services were exceptional. We look forward to continue our relationship with your team on future engagements....

This is with regards to your report on India PVC pipes and fitting market outlook industry outlook to 2019. This is a very well written report and accept my compliments on the same.... ...



Ken Research, Unit 14, Tower B3, Spaze I Tech Business Park, Sohna Road, sector 49
     Gurgaon, Haryana - 122001, India

download

Company Brochure

Engage with Us

sales [@] kenresearch.com