Research and Markets


Printer Friendly

Printed from http://www.researchandmarkets.com/reports/227524


European High Net Worth Customers Databook 2004


Description: Introduction


This report focuses on the onshore liquid wealth of European HNW customers and offers key statistics from Datamonitor’s proprietary Global Wealth Model, providing a clear picture of the scale, composition and direction of the developing European wealth management landscape. Along with investigating the major competitive trends, it also provides forecasts for the HNW sectors through 2008.





Scope


Sizing and forecasting of European HNW individuals and their net worth generated from We have proprietary Global Wealth Model





Geography: Austria, Belgium, Denmark, Finland, France, Germany, Greece, Ireland, Italy, Netherlands, Norway, Spain, Sweden and the UK





Report Highlights


In terms of European liquid wealth, the 3M+ liquid asset band was the largest among the HNW sub-segments in 2003, accounting for EUR805bn.





In combination, Belgium and the Netherlands as a region, accounted for 356,900 individuals, equating to one-tenth of the HNW population in Europe.





Over the 2003-2008 period, Germany is forecast to be the slowest growing HNW market in Europe, allowing the UK to overtake in terms of volume of liquid wealth.





Reasons to Purchase


Detailed data covering market size allows wealth managers to compare the impact of the turbulent market environment on HNW markets in the last 5 years





Assess HNW market attractiveness by reviewing size and growth forecasts up to 2008 in 14 European countries





Formulate strategies to increase market share by gathering intelligence on level of competition and markets trends


Contents: TABLE OF CONTENTS
INTRODUCTION 14
What is this report about? 14
Who is the target reader? 14
How to use this report 14
Note to readers 15
EUROPEAN HNW MARKET OUTLOOK 16
Overview 16
European HNW market by asset band 18
Market size 18
Market growth 19
European HNW market by country 20
Number of individuals 20
Liquid wealth 23
Competitive landscape 26
Review of investment approach 26
Alternative investments 28
Socially responsible investment 31
Regulatory initiatives 32
Mergers and acquisitions 35
Competitor ranking of wealth managers 38
European HNW market forecasts 39
HNW market by asset band 40
HNW market by country 41
EUROPEAN HNW DATA TABLES 44
European overview 44
Austria 49
Belgium 51
Denmark 53
Finland 55
France 57
Germany 59
Greece 61
Ireland 63
Italy 65
Netherlands 67
Norway 69
Sweden 71
Spain 73
United Kingdom 75
APPENDIX 77
Definitions 77
Research methodology 78
Global Wealth Model Methodology 79
Further reading 83
Our Global Wealth Service SPP: Reports 83
Our Global Wealth Service SPP: Insight Reports 83
Our Global Wealth Service SPP: Competitor Tracking 84
Our Asia Pacific Wealth Management SPP: Reports 84
Our Savings & Investments SPP: Reports & Briefs 84
SPP writing team 85

Tell us what you think! With us, your opinions count. Complete this short survey to help us continue to improve our service and provide the best in business information. Click here http://www.datamonitor.com/other/surveyredirect.asp?surveyid=5945120744

LIST OF TABLES
Table 1: Top 25 global private banks with a European presence, by global assets under management in 2003 38
Table 2: Europe: Value of aggregate HNW liquid wealth and number of HNW individuals, 1999-2003 44
Table 3: Europe: Value of aggregate HNW liquid wealth, segmented by liquid asset band, 1999-2003 44
Table 4: Europe: Value of HNW liquid wealth, segmented by country, 1999-2003 45
Table 5: Europe: Number of HNW individuals, segmented by country, 1999-2003 46
Table 6: Europe: Forecasted value of aggregate HNW liquid wealth and forecasted number of HNW individuals, 2003-2008 46
Table 7: Europe: Forecasted value of aggregate HNW liquid wealth, segmented by liquid asset band, 2003-2008 47
Table 8: Europe: Forecasted value of HNW liquid wealth, segmented by country, 2003-2008 47
Table 9: Europe: Number of HNW individuals, segmented by country, 1999-2003 48
Table 10: Austria: Value of HNW liquid wealth, segmented by liquid asset band, 1999-2003 49
Table 11: Austria: Number of HNW individuals, segmented by liquid asset band, 1999-2003 49
Table 12: Austria: Forecasted value of HNW liquid wealth, segmented by liquid asset band, 2003-2008f 50
Table 13: Austria: Forecasted number of HNW individuals, segmented by liquid asset band, 2003-2008f 50
Table 14: Belgium: Value of HNW liquid wealth, segmented by liquid asset band, 1999-2003 51
Table 15: Belgium: Number of HNW individuals, segmented by liquid asset band, 1999-2003 51
Table 16: Belgium: Forecasted value of HNW liquid wealth, segmented by liquid asset band, 2003-2008f 52
Table 17: Belgium: Forecasted number of HNW individuals, segmented by liquid asset band, 2003-2008f 52
Table 18: Denmark: Value of HNW liquid wealth, segmented by liquid asset band, 1999-2003 53
Table 19: Denmark: Number of HNW individuals, segmented by liquid asset band, 1999-2003 53
Table 20: Denmark: Forecasted value of HNW liquid wealth, segmented by liquid asset band, 2003-2008f 54
Table 21: Denmark: Forecasted number of HNW individuals, segmented by liquid asset band, 2003-2008f 54
Table 22: Finland: Value of HNW liquid wealth, segmented by liquid asset band, 1999-2003 55
Table 23: Finland: Number of HNW individuals, segmented by liquid asset band, 1999-2003 55
Table 24: Finland: Forecasted value of HNW liquid wealth, segmented by liquid asset band, 2003-2008f 56
Table 25: Finland: Forecasted number of HNW individuals, segmented by liquid asset band, 2003-2008f 56
Table 26: France: Value of HNW liquid wealth, segmented by liquid asset band, 1999-2003 57
Table 27: France: Number of HNW individuals, segmented by liquid asset band, 1999-2003 57
Table 28: France: Forecasted value of HNW liquid wealth, segmented by liquid asset band, 2003-2008f 58
Table 29: France: Forecasted number of HNW individuals, segmented by liquid asset band, 2003-2008f 58
Table 30: Germany: Value of HNW liquid wealth, segmented by liquid asset band, 1999-2003 59
Table 31: Germany: Number of HNW individuals, segmented by liquid asset band, 1999-2003 59
Table 32: Germany: Forecasted value of HNW liquid wealth, segmented by liquid asset band, 2003-2008f 60
Table 33: Germany: Forecasted number of HNW individuals, segmented by liquid asset band, 2003-2008f 60
Table 34: Greece: Value of HNW liquid wealth, segmented by liquid asset band, 1999-2003 61
Table 35: Greece: Number of HNW individuals, segmented by liquid asset band, 1999-2003 61
Table 36: Greece: Forecasted value of HNW liquid wealth, segmented by liquid asset band, 2003-2008f 62
Table 37: Greece: Forecasted number of HNW individuals, segmented by liquid asset band, 2003-2008f 62
Table 38: Ireland: Value of HNW liquid wealth, segmented by liquid asset band, 1999-2003 63
Table 39: Ireland: Number of HNW individuals, segmented by liquid asset band, 1999-2003 63
Table 40: Ireland: Forecasted value of HNW liquid wealth, segmented by liquid asset band, 2003-2008f 64
Table 41: Ireland: Forecasted number of HNW individuals, segmented by liquid asset band, 2003-2008f 64
Table 42: Italy: Value of HNW liquid wealth, segmented by liquid asset band, 1999-2003 65
Table 43: Italy: Number of HNW individuals, segmented by liquid asset band, 1999-2003 65
Table 44: Italy: Forecasted value of HNW liquid wealth, segmented by liquid asset band, 2003-2008f 66
Table 45: Italy: Forecasted number of HNW individuals, segmented by liquid asset band, 2003-2008f 66
Table 46: Netherlands: Value of HNW liquid wealth, segmented by liquid asset band, 1999-2003 67
Table 47: Netherlands: Number of HNW individuals, segmented by liquid asset band, 1999-2003 67
Table 48: Netherlands: Forecasted value of HNW liquid wealth, segmented by liquid asset band, 2003-2008f 68
Table 49: Netherlands: Forecasted number of HNW individuals, segmented by liquid asset band, 2003-2008f 68
Table 50: Norway: Value of HNW liquid wealth, segmented by liquid asset band, 1999-2003 69
Table 51: Norway: Number of HNW individuals, segmented by liquid asset band, 1999-2003 69
Table 52: Norway: Forecasted value of HNW liquid wealth, segmented by liquid asset band, 2003-2008f 70
Table 53: Norway: Forecasted number of HNW individuals, segmented by liquid asset band, 2003-2008f 70
Table 54: Sweden: Value of HNW liquid wealth, segmented by liquid asset band, 1999-2003 71
Table 55: Sweden: Number of HNW individuals, segmented by liquid asset band, 1999-2003 71
Table 56: Sweden: Forecasted value of HNW liquid wealth, segmented by liquid asset band, 2003-2008f 72
Table 57: Sweden: Forecasted number of HNW individuals, segmented by liquid asset band, 2003-2008f 72
Table 58: Spain: Value of HNW liquid wealth, segmented by liquid asset band, 1999-2003 73
Table 59: Spain: Number of HNW individuals, segmented by liquid asset band, 1999-2003 73
Table 60: Spain: Forecasted value of HNW liquid wealth, segmented by liquid asset band, 2003-2008f 74
Table 61: Spain: Forecasted number of HNW individuals, segmented by liquid asset band, 2003-2008f 74
Table 62: UK: Value of HNW liquid wealth, segmented by liquid asset band, 1999-2003 75
Table 63: UK: Number of HNW individuals, segmented by liquid asset band, 1999-2003 75
Table 64: UK: Forecasted value of HNW liquid wealth, segmented by liquid asset band, 2003-2008f 76
Table 65: UK: Forecasted number of HNW individuals, segmented by liquid asset band, 2003-2008f 76
Table 66: Countries that can be modeled using our Global Wealth Model 82


LIST OF FIGURES
Figure 1: Aggregate liquid wealth of European HNW individuals increased by 14%, in absolute terms, between 2002-2003 16
Figure 2: Among the European stockmarkets, the Austrian ATX was the only one to experience a positive growth during 1999-2003 17
Figure 3: European HNW individuals with over 3M assets accounted for 27% of HNW liquid wealth in 2003 19
Figure 4: The 300K-450K liquid asset band has grown the fastest since 1999 20
Figure 5: Germany has the largest HNW population in Europe, 2003 21
Figure 6: The number of HNW individuals in Sweden shrunk during 1999-2003 22
Figure 7: In 2003, Germany was the largest market, in terms of HNW liquid assets 24
Figure 8: HNW liquid wealth in France remained broadly stable during 1999-2003 25
Figure 9: Most European wealth managers now offer alternative investments to private clients, 2003 29
Figure 10: The alternative investment trend is set to continue… 30
Figure 11: Private client average asset allocations to hedge funds or fund of hedge funds are expected to increase in Italy over the next two years 31
Figure 12: Liquid wealth of European HNW individuals is forecasted to increase by 46%, in absolute terms, between 2003-2008 39
Figure 13: Aggregate HNW liquid wealth in the 3M+ asset band is forecasted to grow at a CAGR of 10% during 2003-2008 40
Figure 14: The UK will be the largest European HNW market in 2008 41
Figure 15: Ireland is forecast to be the fastest growing European HNW market over the 2003-2008 43




Ordering: Order Online - visit http://www.researchandmarkets.com/reports/227524

Order by Fax - using the order form below

Order By Post - print the order form below and send to

Research and Markets,
Guinness Centre,
Taylors Lane,
Dublin 8,
Ireland.


Research and Markets Page 1 of 2
Printed 27/11/2009 07:25:36
Fax Order Form
To place an order via fax simply print this form, fill in the information below and fax the completed form to
646-607-1907 (from USA) or +353 1 6849977 (from Rest of World). If you have any questions please email help@researchandmarkets.net

Order information
Please verify that the product information is correct and select the format you require.
Product Name:
European High Net Worth Customers Databook 2004
Web Address:
http://www.researchandmarkets.com/reports/227524
Office Code:
OC8HJNPOUMUXU

Report formats
Please enter the quantity of the report format you require.

Format Quantity Price
Electronic €3,019.00



Contact information
Please enter all the information below in BLOCK CAPITALS.

First Name:   Last Name:  
Email Address:
Job Title:
Organisation:
Address:
City:
Postal/Zip Code:
Country:
Phone Number:
Fax Number:


Please fax this form to:
(646) 607-1907 or (646) 964-6609 (from USA)
+353-1-481-1716 or +353-1-653-1571 (from Rest of World)
Research and Markets Page 2 of 2
Printed 27/11/2009 07:25:36

Payment information

Please indicate the payment method you would like to use by selecting the appropriate box.

 Pay by Credit Card:
American Express
Diners Club
Master Card
Visa
Cardholder's Name:
Cardholder's Signature:
Expiry Date: /
Card Number:
CVV Security Code:
Issue Date: /   (Diners Club only)


 Pay by Check:
Please post the check, accompanied by this form, to:

Research and Markets,
Guinness Centre,
Taylors Lane,
Dublin 8,
Ireland.


 Pay by Wire Transfer:
Please transfer funds to:

Account number: 83313083
Sort code: 98-53-30
Swift code: ULSBIE2D
IBAN number: IE78ULSB98533083313083
Bank Address: Ulster Bank,
27-35 Main St,
Blackrock,
Co. Dublin,
Ireland.
If you have a Marketing Code please enter it below:
Marketing Code:


Please note that by ordering from Research and Markets you are agreeing to our Terms and Conditions at http://www.researchandmarkets.com/info/terms.asp

Please fax this form to:
(646) 607-1907 or (646) 964-6609 (from USA)
+353-1-481-1716 or +353-1-653-1571 (from Rest of World)