France Wealth Management: HNW Investors 2026

This report analyzes the investment preferences and portfolio allocation of France's high-net-worth (HNW) individuals. It profiles HNW investors in terms of their demographics, examines the allocation of HNW investors’ portfolios, analyzes their propensity to invest offshore, and explores product and service demand among the country's HNW investors.

France’s HNW market is predominantly domestic, with expats accounting for a small share of total wealth. The HNW demographic remains male dominated, although female representation is gradually increasing, driven by governance reforms and entrepreneurship support

Scope

• Current HNW demand is strongest for discretionary, advisory, and execution-only investment services, highlighting diverse servicing preferences across the market
• In France, automated investment services increasingly extend beyond basic portfolio construction into broader wealth and financial planning capabilities.
• A significant share of French HNW wealth is held in collectibles, property or other physical assets that typically do not require ongoing investment management.

Reasons to Buy

• Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.
• Enhance your marketing strategies and capture new clients using insights from our data on HNW investors’ asset management style preferences.
• Tailor your investment product portfolio to match the current and future demand for different asset classes among HNW individuals.
• Develop your service proposition to match the demand expressed by France's HNW investors and react proactively to forecast changes in demand.