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European Alternative Investments for Private Clients 2003


Description: Introduction The poor market conditions over the past few years have increased the popularity of alternative investments to such an extent that these investment types can no longer be ignored. Based on a unique B2B survey covering almost 100 wealth managers across Europe, this report provides an extensive insight into the realm of alternative investments within private client portfolios. Scope Data from The in-depth European Alternative Investment Survey 2003, gathering industry opinion from almost 100 wealth managers across Europe Coverage of hedge funds, capital protected products, private equity/venture capital and property investments in the private client sector Covers the five main European countries: UK, France, Spain, Germany and Italy Content includes current product offerings, the importance of alternative investments among private client portfolios and their future direction Reasons to Purchase Invaluable data on European competitor opinion providing a key tool for existing providers to underpin product development and strategic planning An effective guide to the current industry to help new or potential players plan and validate market entry decisions Provides a clear picture of the main motivations and tactics for alternative investment provision by wealth managers Report Highlights Alternative investments are set to remain an important component of the wealth management marketplace. Asset allocations to these products and especially hedge funds are generally expected to grow across Europe while the investments themselves are commonly anticipated to be fully integrated into private client portfolios by 2006 Private equity/venture capital investments are likely to see the most growth within the product offerings of Europe's wealth managers - by 2005 59% of European wealth managers will offer these investments to their private clients Now that the stock market downturn appears to be coming to an end, the popularity of alternative investments as an alternative to equity investing is likely to be affected. However, while the stock market recovery may well dent the growth of alternative investments, it will not stop it.


Contents: TABLE OF CONTENTS

Chapter 1 EXECUTIVE SUMMARY 3
Market context 3
Alternative investment provision 3
Customer focus 5
The future decoded 6

Chapter 2 INTRODUCTION 21
What is this report about? 21
Who is the target reader? 21
How to use this report 22

Chapter 3 MARKET CONTEXT 24
Introduction 24
Advantages of alternative investments for wealth managers 26
Product overview: hedge funds 28
Advantages/disadvantages 28
Key regulatory issues 29
Product overview: capital protected products 31
Advantages/disadvantages 31
Key regulatory issues 32
Product overview: private equity/venture capital 33
Advantages/disadvantages 34
Key regulatory issues 35
Product overview: property 37
Advantages/disadvantages 37
Key regulatory issues 38

Chapter 4 ALTERNATIVE INVESTMENT PROVISION 40
Introduction 40
Wealth manager product offerings 40
Means of provision 42
Country variations in providing hedge funds 44
Country variations in providing capital protected products 45
Country variations in providing private equity/venture capital investments 46
Country variations in providing property investments 47
Sales/marketing approach 49
Limitations on product offerings 51

Chapter 5 CUSTOMER FOCUS 54
Introduction 54
Propensity to hold alternative investments 54
Dominance in customer portfolios 56
Coutnry variations for hedge funds 58
Country variations for capital protected products 58
Country variations for private equity/venture capital investments 59
Country variations for property investments 60
Customer motivations for investment 61
Hedge funds or fund of hedge funds 62
Capital protected products 63
Private equity/venture capital 64
Property investments 66

Chapter 6 THE FUTURE DECODED 68
Introduction 68
Future product provision 68
Future asset allocations to alternative investments 69
Hedge funds or fund of hedge funds 71
Capital protected and structured products 72
Private equity/venture capital investments 73
Property investments 74
Alternative investments: a future in wealth management? 75
Integration into affluent client portfolios 76
The impact of stock market recovery 77
Outsourcing and third party partners 78
Developments in hedge funds 79
Developments in capital protected products 81
Developments in property 83
Barriers to future development 84
Hedge funds 85
Capital protected and structured products 86
Private equity/venture capital investments 86
Property investments 87
Conclusions 88

Chapter 7 APPENDIX 91
Supplementary data 91
Market Context 91
Alternative investment provision 92
Customer focus 97
The future decoded 103
Definitions 112
Research methodology 113
Further reading 114
Datamonitor Reports 114
Datamonitor Global Wealth Service: Insight Reports 115
Datamonitor Global Wealth Service: Competitor Tracking 115
Datamonitor financial services consulting 116
SPP writing team 117




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