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French Financial Advice Market
Datamonitor, Oct 2009, Pages: 34
The recession is causing investors to seek advice, and FS providers are focusing their attention on their advisory models.
Scope
- Structure of the French advisory market including distribution data.
- HNW investors' views of, and use of, financial advice based on Datamonitor's proprietary survey.
- French consumers' trust in banks and independent financial advisors based on results from Datamonitor's proprietary survey.
- Regulatory environment for financial advice in France.
Highlights of this title
The advisory intermediary channel in France is underdeveloped compared to the other large European markets. This is largely down to the historic talent of the incumbent banks for nurturing relationships with their customer base. The implementation of new European regulations should encourage a more developed and thriving French intermediary market.
French HNWs have a lower-than-average appetite for risk, meaning a lower-than-average number would consider leaving their advisor to manage their money on their own. French HNWs are knowledgeable regarding financial products and they have a good understanding of the impact that current market conditions will have on their portfolio.
French consumers have a strong relationship with their bank, which is manifested by respondents rating their level of trust in banks more highly than for financial advisors or brokers. In order to grow market share and retain customers, financial advisors need to understand the psyche of French consumers so that they can build up their trust level.
Key reasons to purchase this title
- Understand the structure of the French financial advice market, and the broader financial services distribution channels.
- Gain an insight into what customers are demanding from their financial advisors, both now and in the future.
- Find out what impact regulation has had on the financial advice market landscape in France.
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