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Wealth Management in France 2008 (Datamonitor) Market: Finance and Banking Published Date: 26/11/2008 Market Research Report Title: Wealth Management in France 2008 Table of Contents: View Table of Contents Report Type: Market Report Country: France Number of Pages: 63 
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Summary: Introduction
This report focuses on the onshore liquid wealth of affluent individuals and the liquid assets they hold, sizing, segmenting and forecasting the affluent population across 10 liquid asset bands. It also presents detailed HNW demographic and decision trigger analysis, and strategies to drive revenue growth based on large scale survey of the main players.
Scope
*HNW demographic and attitudinal attributes based on our Wealth Management Market Leaders Survey 2008
*Sizes, segments and forecasts the number of affluent invididuals across 10 liquid asset bands from EUR50k
*Extensive primary research from 20 wealth management companies highlights thier strategies for revenue growth, acquiring and keeping clients
*Aggregated data covers onshore liquid assets including cash and deposits, mutual funds, direct investment in equities and direct investment in bonds.
Highlights
The average French HNW has made his wealth from business ownership or entrepreneurship. Being more risk averse than his European counterparts, the French HNW invest substantially in real estate and cash or deposits. Protecting his current asset base is his top priority and retirement planning, and financing needs are key concerns.
The biggest challenge facing wealth managers in France is going to be delivering adequate performance in today′s declining market, particularly since it is the single biggest reason that French HNWs leave their wealth manager. Although these clients are fairly loyal, their risk aversion may make them less tolerant of underperforming portfolios.
In 2007, the French taxation landscape substantially changed with the implementation of two laws: the "Paquet Fiscal" and the "Bouclier Fiscal". Aimed at stimulating the economy, the new laws promote employment and purchasing power and also benefit French HNWs.
Reasons to Purchase
*Understand the HNW population′s investments by sector and geography, appetite for risk, and reasons for choosing/leaving their wealth service
*Assess market attractiveness by reviewing size and growth forecasts for the potential wealthy client base through 2012
*Assess the threats and opportunities for wealth managers by understanding how peers are planning to grow revenues, acquire and keep clients
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