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Home > Business/Finance > Financial Services > Financial Management
Wealth Management In France 2006
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| Published Date:
October 2006
Published By:
Datamonitor
Page Count:
82
Order Code:
R313-18064
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Introduction
This report focuses on the onshore liquid wealth of Mass Affluent and High Net Worth customers. It sizes, segments and forecasts the number of affluent individuals and the liquid assets they hold. It investigates the competitive landscape in terms of players and products and services and presents the results of Datamonitor's large scale survey of the main players.
Scope- Sizing and forecasting of mass affluent and high net worth individuals were generated from Datamonitor's proprietary Global Wealth Model.
- Data presented for 10 liquid asset bands, from EUR50-75K to EUR3m+.
- 11 French wealth managers were surveyed during Datamonitor's Wealth Management Market Leaders Survey 2006.
- Survey questions covered business and product/service development, client trends and attitudes and general market issues.
Highlights
Compound annual growth of wealthy individuals across all asset bands has been strong since 2001, particularly for individuals in the highest EUR3m+ asset band, which grew by 10% year-on-year.
Clients are demanding more face-to-face contact with their wealth managers, as well as more general contact by phone or email. In addition, clients are requesting a more active role in their investment decisions, by demanding to know more about the management of their portfolio compared to two years ago.
64% of French wealth managers give their clients a named relationship manager, who refers to other specialists within the organization for specialist advice and opinion on issues that require more in-depth and detailed analysis.
Reasons to Purchase- Assess market attractiveness by reviewing size and growth forecasts up to 2010.
- Improve client service through greater awareness of their attitudes and concerns.
- Assess the threats and opportunities for wealth managers in the market.
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