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France - The Future of HNWIs to 2015: The Wealth Sector from Ile de France to the French Riviera

Description:
The report features:
- Independent market sizing of French HNWIs
- Most up to date and thorough analysis of the demographic breakdown of France's HNWIs
- Volume, wealth and allocation trends from 2007 to 2011
- Volume, wealth and allocation forecasts to 2015
- Region and sector wise breakdowns of UHNWI wealth and wealth growth from 2007 to 2015
- Number of UHNWIs in each city
- Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in France
- 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 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 2015.
- Information on sources of wealth for HNWIs in each major city, by industry and other measures.

Key Highlights
- As of 2011, there are just over 555,000 HNWIs in France, with a combined wealth of US$2 trillion, accounting for roughly 16% of France's total wealth (US$12.1 trillion).
- The total number of HNWIs in France declined by 12.8% over the review period (2007 to 2011), while HNWI wealth dropped by 16.4%.
- Over the forecast period, the total wealth of French HNWIs is forecast to grow by 12.2% at a CAGR of 2.9%, to reach US$2.2 trillion in 2015. HNWI volumes will see a smaller percentage increase, growing by 9.1% at a CAGR of 2.2% to reach just over 606,000 individuals in 2015. Notably, this is below the level of 637,000 reached at the end of 2007.
- While Ile-de-France is home to the largest number of UHNWIs (51%), there are also sizable UHNWI populations in the Rhone Alpes (7.4%), Pays-de-la-Loire (4.9%), Aquitaine (4.3%) and Provence-Alpes-Côte d'Azur (4.3%).
- Rhone-Alpes and Nord-pas-de-Calais were the top performing regions for UHNWIs over the review period with UHNWI wealth growth of 12% and 23%, respectively.
- On a city level, Paris has the highest number of UHNWIs (1,501 UHNWIs), followed by Marseille (67 UHNWIs), Lyon (58 UHNWIs), Strasbourg (48 UHNWIs), Toulouse (44 UHNWIs) and Sainte Etienne (41 UHNWIs).
- WealthInsight research shows that over 1,700 French UHNWIs have second homes in the French Riviera (Provence-Alpes-Côte d'Azur), making this region a major hotspot for the wealth management and luxury sector.
- The wealth management sector in France is well developed with AuM of US$1.4 trillion in 2011. Private bank AuM makes up 65% (US$920 billion) of this total, while wealth managers and family offices together account for the remaining 35% (US$490 billion).
- There are 51 private banks and 562 wealth managers currently operating in France.
- French HNWIs account for 31% or US$430 billion of total AuM, meaning that 22% of total French HNWI wealth is managed by the French wealth management sector.
- The French wealth management market is centered around Paris, with the Ile-de-France region accounting for 83% of wealth management offices, followed by Rhone Alpes with 5.5% of offices.
 
Contents:
1 Introduction - What is this Report About?
2 Executive Summary
3 Wealth Sector Fundamentals
3.1 Political Background of the Wealth Sector
3.2 Economic Background to the Wealth Sector
3.3 Benchmarking French Wealth in Context
3.3.1 Distribution of wealth
4 Findings from the WealthInsight HNWI Database
4.1 Trends in HNWI Wealth to 2015
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 Industry Breakdown
4.2.6 Industry Performance
4.2.7 Industry Forecasts
4.2.8 UHNWIs - Source of Wealth: Entrepreneurship, Earnings or Inheritance
4.2.9 UHNWIs: Demographic Breakdown by Region
4.2.10 Regional Performance
4.2.11 Regional Forecasts
4.2.12 Ile-de-France Review
4.2.13 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 in France
4.3.5 Industry Breakdown of Billionaires in France
4.3.6 Top Billionaires in France
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 French HNWI Investment
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 French Ultra HNWI Investments
5.4 Case Study: Non-resident real estate investment in the French Riviera
5.5 Case Study: Luxury goods in France
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 Wealth Management Industry by Wealth Band
6.3 Leading Companies in the Wealth Management and Private Banking Industry
6.4 Wealth Management Professionals
6.5 French Wealth Management Industry - Clientele Model and Maturity
6.6 Developments in French Private Banking Industry
6.7 Behavioral Mapping of Wealth Management and Private Banking Industry in France
6.8 Porter's Five Force Analysis - Wealth management industry
6.9 Financial Services Review
6.9.1 Retail Banks
6.9.2 Fund Management and Hedge Funds
6.9.3 Insurance companies
7 Appendix
7.1 Major Cities and Departments in France
7.2 Challenges and Opportunities for the Wealth Sector in France
7.2.1 Regulatory environment
7.2.2 Human resource availability for the wealth management industry
7.2.3 Philanthropy
7.2.4 Demand for intergenerational wealth transfer
7.3 Regulatory Environment in France
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 on Fund Management
7.3.5 Regulations on Foreign Investment
7.3.6 Regulations on Hedge Funds
7.3.7 Regulations on private equity and venture capital
7.3.8 Regulations Related to Immigration
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
7.4.18 Additional demographic information on UHNWIs
7.5 Case Study - Financial regulation in the European Union (EU)
7.6 Social and Technological Review of France
7.6.1 Social Background
7.6.2 Technological Background
8 About WealthInsight


List of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Largest Regions, 2010
Table 3: HNWIs - Volume by Wealth Band, 2007-15
Table 4: HNWIs - Wealth by Wealth Band (in US$ Billion), 2007-15
Table 5: HNWIs - Per Capita Net Worth (in US$ Million), 2007-15
Table 6: HNWIs - Volume Distribution Wealth Pyramid, 2011
Table 7: HNWIs - Wealth Distribution Wealth Pyramid, 2011
Table 8: UHNWIs - Volume by `Wealth Band, 2007-15
Table 9: UHNWIs - Wealth by `Wealth Band, 2007-15
Table 10: Top 10 French regions for UHNWIs, 2011
Table 11: UHNWIs - Major regions by sector, 2011
Table 12: UHNWIs - Regions by Wealth Growth, 2007-2011
Table 13: UHNWIs - WealthInsight Forecasts
Table 14: UHNWIs - Ile-de-France Departments, 2007-2011
Table 15: UHNWIs - Major cities/towns in Ile-de-France, 2011
Table 16: UHNWIs - Major French Cities outside of Ile-de-France, 2011
Table 17: UHNWIs - The Billionaires - Market Overview, 2007-15
Table 18: Billionaires - Cities by Wealth Growth, 2007-2011
Table 19: UHNWIs - Billionaires - Sector Breakdown, 2011
Table 20: Billionaire's Top 20 List, 2011
Table 21: UHNWIs - Centimillionaires - Market Overview, 2007-15
Table 22: UHNWIs - The Affluent Millionaires - Market Overview, 2007-15
Table 23: Core HNWIs - Volume by Wealth Band, 2007-15
Table 24: Core HNWIs - Wealth by Wealth Band (in US$ Billion), 2007-15
Table 25: Core HNWIs - Mid Tier Millionaires - Market Overview, 2007-15
Table 26: Core HNWIs - Lower Tier Millionaires - Market Overview, 2007-15
Table 27: HNWIs - HNWI Holdings Growth (%), 2007-15
Table 28: HNWIs - Liquid Asset Composition (%), 2007-15
Table 29: HNWIs - Trends of Investments in Alternative Assets (%), 2007-15
Table 30: HNWIs - Alternative Asset Composition (%), 2007-15
Table 31: HNWIs - Trends in “Art, Wine and Wheels”, 2006-11
Table 32: HNWIs - Residential real estate performance per region, 2007-2011
Table 33: HNWIs - Residential real estate performance in Ile-de-France, 2007-2011
Table 34: HNWIs - Real Estate investment in Paris, 2007-2015
Table 35: HNWIs - Composition (%) of Foreign Assets, 2007-15
Table 36: HNWIs - % Growth, 2007-15 - Y Axis
Table 37: HNWIs - % Foreign Allocation, 2007-15 - X Axis
Table 38: UHNWIs - Allocations and Share of HNWI Assets, 2011
Table 39: Major cities on the French Riviera
Table 40: HNWIs - Trends in UK HNWI real estate investment per region, 2007-2011
Table 41: Major Luxury Brands Market
Table 42: Wealth Management offices per region, 2011
Table 43: Asset allocation of typical European single family office, 2011
Table 44: Wealth Management by Wealth Band
Table 45: Major Companies in the Wealth Management Industry in France
Table 46: Multi-Family Offices in France
Table 47: Breakdown of portfolios per manager
Table 50: Largest 10 Cities in France by population
Table 51: Il-de France Departments
Table 52: Euro to USD Moving Annual Average Exchange Rate, 2006-15
Table 53: Real GDP Growth Rate, 2006-15
Table 54: GDP Per Capita, 2006-15
Table 55: Gross Savings as a % of Real GDP, 2006-2015
Table 56: Domestic Market Capitalization, 2006-10
Table 57: Housing Price Index, 2006-10
Table 58: Commodity Indices, 2006-15
Table 59: Foreign Direct Investments, 2006-2015
Table 60: Investments of FIIs in Equity Products, 2006-10
Table 61: Inflation Rate, 2006-15
Table 62: Money Market Rate, 2006-15
Table 63: Balance of Payments, 2006-10
Table 64: Government Debt to GDP, 2006-10
Table 65: Stock Market Performance, 2006-10
Table 66: HNWI Wealth vs. GDP Ratio, 2006-10
Table 67: Capital Formation as % of GDP, 2006-15
Table 68: Disposable Income as % of GDP, 2006-15


List of Figures
Figure 1: HNWI Wealth Band Definitions 11
Figure 2: Map of France 18
Figure 3: Asset Price Performance, 2007-11 21
Figure 4: French HNWI Performance, 2007-15 22
Figure 5: HNWI - France vs. the World 23
Figure 6: HNWIs - Growth Factor Correlation, 2007-11 24
Figure 7: HNWIs - Volume by Wealth Band, 2007-15 26
Figure 8: HNWIs - Wealth by Wealth Band (in US$ Billion), 2007-15 27
Figure 9: HNWIs - Per Capita Net Worth (in US$ Million), 2007-15 29
Figure 10: HNWIs - Volume Distribution Wealth Pyramid, 2011 31
Figure 11: HNWIs - Wealth Distribution Wealth Pyramid, 2011 32
Figure 12: HNWIs - Age Distribution, 2011 33
Figure 13: UHNWIs - Volume by Wealth Band, 2007-15 35
Figure 14: UHNWIs - Wealth by Wealth Band (in US$ Billion), 2007-15 37
Figure 15: UHNWIs - Age Distribution, 2011 38
Figure 16: UHNWIs - Job Titles, 2007- 2011 39
Figure 17: UHNWIs - Distribution by Industry, 2011 40
Figure 18: UHNWIs - Sector Performance, 2007-2011 41
Figure 19: UHNWIs - Sector Performance, 2010-2011 42
Figure 20: UHNWIs - Sector Forecasts, 2011-2015 43
Figure 21: UHNWIs - Importance of Entrepreneurship, 2011 44
Figure 22: UHNWIs - Regional Distribution, 2011 45
Figure 23: UHNWIs - Human Capital Development Index by Region, 2011 47
Figure 24: UHNWIs - Region by Sector, 2011 48
Figure 25: UHNWIs - Regional Performance, 2007-2011 49
Figure 26: UHNWIs - Regional Performance, 2010-2011 49
Figure 27: UHNWIs - Regional Forecasts, 2011-2015 51
Figure 28: UHNWIs - Ile-de-France, 2007-2011 53
Figure 29: UHNWIs - The Billionaires - Market Overview, 2007-15 55
Figure 30: UHNWIs - Centimillionaires - Market Overview, 2007-15 59
Figure 31: UHNWIs - The Affluent Millionaires - Market Overview, 2007-15 62
Figure 32: Core HNWIs - Volume by Wealth Band, 2007-15 65
Figure 33: Core HNWIs - Wealth by Wealth Band (in US$ Billion), 2007-15 66
Figure 34: Core HNWIs - Mid Tier Millionaires - Market Overview, 2007-15 67
Figure 35: Core HNWIs - Lower Tier Millionaires - Market Overview, 2007-15 69
Figure 36: HNWIs - Asset Class Composition, 2007-15 71
Figure 37: HNWIs - Changing Trends in Total Liquid Assets (as % of Total Assets), 2007-15 72
Figure 38: HNWIs - Liquid Assets Composition (US$ Billions), 2007-15 73
Figure 39: HNWIs - Trends of Investments in Alternative Assets (in US$ Billion), 2007-15 75
Figure 40: HNWIs - Trends in “Art, Wine and Wheels”, 2006-11 76
Figure 41: HNWIs -Foreign Asset Allocation vs. Growth, 2011-2015 84
Figure 42: HNWIs - Global Distribution of Foreign Investments, 2007-15 86
Figure 43: UHNWIs - Asset Class Composition, 2007-15 88
Figure 44: Wealth Management Industry in France - Clientele Model 101
Figure 45: Wealth Management - Maturity level of players 102
Figure 46: French Wealth Management Industry - Behavioral Mapping, 2011 104
Figure 47: Wealth management industry in France - Five Forces Analysis 105
Figure 48: Suppliers - Maturity level of players 108
Figure 49: GBP to USD Moving Annual Average Exchange Rate, 2006-15 117
Figure 50: Real GDP Growth (%), 2006-15 118
Figure 51: GDP Per Capita, 2006-15 1
 
Contents:
France has the sixth largest number of HNWIs in the world behind the US, Japan, China, Germany and the UK. This report not only provides detailed forecasts on expected HNWI asset allocation of French HNWIs and UHNWIs to 2015, but gives the reader the crucial insight necessary to effectively act on those projections. In addition to providing a comprehensive and robust background of the French economy, including, uniquely, detailed analysis of economic and political risks to HNWI wealth creation, the report provides robust projections of the volume, wealth and asset allocation of French HNWIs. The report then couches these findings in an analysis of the French Wealth Management and Private Banking sector, and the opportunities therein. What really sets the report apart is its analysis and presentation of the demographic trends and findings of the proprietary WealthInsight HNWI Database.
 
Companies Mentioned
-AXA Bank Europe
-Barclays Wealth
-Credit Suisse
-Deutsche Bank
-Goldman Sachs
-HSBC Private Bank
-JP Morgan Private Banking
-Julius Baer
-Lazard Frères
-Pictet & Cie
-Quilvest
-Rothschild & Cie
-Sal. Oppenheim
-UBS Wealth
-Aforge Finance
-BNP Paribas
-Banque Transatlantique
-Bred Banque Privée
-CIC Banque
-Crédit Agricole
-Dexia Group
-Edmond de Rothschild
-EFG Banque Privée
-Gestion Privée Indosuez
-La Banque Postale
-Lazard Frères Banque
-LCL Banque Privée
-LCL S.A.
-Lombard Odier Darier Hentsch
-Martin Maurel
-Meeschaert Gestion Privée
-Natixis S.A.
-Neuflize OBC
-Oddo & Cie
-Postale Gestion Privée
-Privée Européenne
-SG Private Banking
-Actionnal
-Affectio Finance - Family Office
-Aforge Family Office
-Anthony & Cie
-Antium France Family Office
-Financière MJ
-Gosset Grainville Family Office
-Intuitae
-Janvier Participations
-La Fontaine Family Office
-Meeschaert Family Office
-Natixis SA - FO division
-Novances Family Office
-Patrimonial Management
-Pergam Finance
-Quilvest Family Office of Quilvest Banque Privée
-Riviera Family Office
-Societe Generale SA - FO division
-Unigestion - Family Office
 
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