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市場調查報告書

德國的富裕階級的資產分配

HNWI Asset Allocation in Germany 2016

出版商 Wealthinsight 商品編碼 242080
出版日期 內容資訊 英文 54 Pages
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德國的富裕階級的資產分配 HNWI Asset Allocation in Germany 2016
出版日期: 2016年07月31日 內容資訊: 英文 54 Pages
簡介

本報告提供德國的富裕階級(HNWI)人口與財富管理(資產管理)產業調查分析、德國的富裕階級目前的資產分配與預測,為您概述為以下內容。

第1章 簡介

第2章 摘要整理

第3章 財富(資產)部門的基礎資訊

  • 資產部門的政治背景
  • 資產部門的經濟背景
  • 德國的資產市場基準

第4章 德國的富裕階級(HNWI)的投資分析

  • 各資產類別分析
    • 替代資產趨勢
    • 「美術品、葡萄酒、車」趨勢
    • 不動產的投資趨勢
    • 現金及存款的投資趨勢
    • 固定收入的投資趨勢
    • 股票的投資趨勢
    • 產業利益的投資趨勢
  • 國外投資分析
    • 其他歐洲地區的投資趨勢
    • 北美地區(美國、墨西哥、中美)
    • 亞太地區的投資趨勢
    • 南美的投資趨勢
    • 中東的投資趨勢
    • 非洲地區的投資趨勢
  • 替代資產的明細:流動資產和可投資資產
  • 德國的超級富豪階級(UHNWI)的投資分析

第5章 附錄

  • 德國的資產部門的追加因素
  • 稅相關法規
  • 移民、投資,及僱用相關法規
  • 主要的推動因素
    • 歐元和美金的匯率
    • 實質GDP的成長率
    • 國民平均每個人的GDP
    • 國內市場市值
    • 商品價格指數
    • 海外直接投資(流收支)
    • 通貨膨脹率
    • 利率
    • 國際收支
    • 國債
    • 股票價格實際成果
  • 財產的明細

第6章 關於 WealthInsight

圖表

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目錄
Product Code: WI0478MR

Summary

  • This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Germany.
  • The report focuses on HNWI performance between the end of 2011 and the end of 2015. This enables us to determine how well the country's HNWIs have performed through the crisis.

Scope

  • Independent market sizing of Germany HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2011 to 2015
  • HNWI volume and wealth forecasts to 2020
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Insights into the drivers of HNWI wealth

Reasons To Buy

  • The HNWI Asset Allocation in Germany 2016 is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the database comprises dossiers on over 125,000 HNWIs from around the world.
  • With the wealth report as the foundation for our research and analysis, we are able to obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.
  • Report includes comprehensive forecasts to 2020.

Key Highlights

  • Equities was the largest asset class for German HNWIs in 2015, with 29.2% of total HNWI assets, followed by business interests with 25.5%, real estate with 21.2%, fixed-income with 10%, alternatives with 8.7% and cash and deposits with 5.4%.
  • Equities recorded the highest growth during the review period at a rate of 89.8%, followed by business interests and fixed-income at respective rates of 32.5% and 14.6%.
  • Alternative assets held by German HNWIs decreased from 10.1% to 8.7% between 2011 and 2015. HNWI allocations to commodities decreased from 4.1% to 2.3% of total assets during this period.
  • WealthInsight expects allocations in commodities to decrease over the forecast period, to 2.0% of total HNWI assets by 2020.
  • German HNWI liquid assets valued US$2.0 trillion as of 2015, representing 44.6% of total wealth holdings.

Table of Contents

1. Introduction

  • 1.1. Details of this Report
  • 1.2. Definitions

2. Executive Summary

3. Germany Key Facts

4. Distribution of Wealth in Germany

  • 4.1. HNWI Volume and Wealth Trends

5. Analysis of German HNWI Investments

  • 5.1. Analysis by Asset Class
    • 5.1.1. Trends in alternative assets
    • 5.1.2. Trends in 'art, wine and wheels'
    • 5.1.3. Trends of investment in real estate
    • 5.1.4. Trends of investment in cash and deposits
    • 5.1.5. Trends of investment in fixed-income
    • 5.1.6. Trends of investment in equities
    • 5.1.7. Trends of investments in business interests
  • 5.2. Analysis of Foreign Investments
    • 5.2.1. Investments in Europe
    • 5.2.2. Investments in North America (including the US, Mexico and the Caribbean)
    • 5.2.3. Investments in Asia-Pacific
    • 5.2.4. Investments in South America
    • 5.2.5. Investments in the Middle East
    • 5.2.6. Investments in Africa
  • 5.3. Alternative Breakdown: Liquid vs Investable Assets
  • 5.4. Analysis of German UHNWI Investments

6. Key Drivers

  • 6.1. EUR-US$ Exchange Rate
  • 6.2. Real GDP Growth
  • 6.3. Per Capita GDP
  • 6.4. Domestic Market Capitalization
  • 6.5. Commodity Index
  • 6.6. Foreign Direct Investment (FDI) - Inflows and Outflows
  • 6.7. Inflation Rate
  • 6.8. Interest Rates
  • 6.9. Balance of Payments
  • 6.1. Government Debt
  • 6.11. Stock Market Performance
  • 6.12. Wealth Breakdowns

7. About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: German HNWIs - Assets Allocations (%), 2011-2020
  • Table 3: German HNWIs - Holdings Growth (%), 2011-2020
  • Table 4: German HNWIs - Alternative Asset Composition (%), 2011-2020
  • Table 5: German HNWIs - Trends of Investments in Alternative Assets (%), 2011-2020
  • Table 6: German Trends in 'Art, Wine and Wheels', 2011-2015
  • Table 7: Global Prime Real Estate Prices per m2 (US$), 2015
  • Table 8: German HNWIs - Foreign Investment Allocations (%), 2011-2020
  • Table 9: German HNWIs - Liquidity Breakdown (US$ Billion), 2011-2020
  • Table 10: German HNWIs - Liquidity Breakdown (%), 2011-2020
  • Table 11: German UHNWIs - Allocations and Share of HNWI Assets (%), 2015
  • Table 12: German Exchange Rate - EUR-US$ Exchange Rate, 2011-2020
  • Table 13: German Real GDP Growth (%), 2011-2020
  • Table 14: German GDP per Capita (US$), 2011-2020
  • Table 15: German Domestic Market Capitalization (US$ Billion), 2011-2015
  • Table 16: German Commodity Indices, 2011-2020
  • Table 17: German Foreign Direct Investment (US$ Billion), 2011-2020
  • Table 18: German Inflation Rate (%), 2011-2020
  • Table 19: German Money Market Rates (%), 2011-2020
  • Table 20: German Balance of Payments (US$ Billion), 2011-2015
  • Table 21: German Government Debt as a Percentage of GDP (%), 2011-2020
  • Table 22: German Stock Market Performance (Index), 2011-2015
  • Table 23: German HNWI Wealth vs GDP Ratio (%), 2011-2020
  • Table 24: Germany - Appendix One
  • Table 25: Germany - Appendix Two

List of Figures

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: Map of Germany
  • Figure 3: German Asset Price Performance (%), 2011-2015
  • Figure 4: German HNWI Performance (US$ Billion and HNWI Volume), 2011-2020
  • Figure 5: German vs Global HNWIs (%), 2011-2015
  • Figure 6: German HNWs - Asset Class Composition (%), 2011-2020
  • Figure 7: German HNWIs - Trends in Alternative Assets (US$ Billion), 2011-2020
  • Figure 8: German Trends in 'Art, Wine and Wheels', 2011-2015
  • Figure 9: German HNWIs - Foreign Investment Allocation and Growth (%), 2015
  • Figure 10: German HNWIs - Global Distribution of Foreign Investments (%), 2011-2020
  • Figure 11: German HNWIs - Liquidity Breakdown (%), 2011-2020
  • Figure 12: German UHNWIs - Asset Class Composition (%), 2011-2020
  • Figure 13: German Exchange Rate - EUR-US$, 2011-2020
  • Figure 14: German Real GDP Growth (%), 2011-2020
  • Figure 15: German GDP per Capita (US$), 2011-2020
  • Figure 16: German Domestic Market Capitalization (US$ Billion), 2011-2015
  • Figure 17: German Commodity Indices, 2011-2020
  • Figure 18: German Foreign Direct Investment (US$ Billion), 2011-2020
  • Figure 19: German Inflation Rate (%), 2011-2020
  • Figure 20: German Money Market Rates (%), 2011-2020
  • Figure 21: German Balance of Payments (US$ Billion), 2011-2015
  • Figure 22: German Government Debt as a Percentage of GDP (%), 2011-2020
  • Figure 23: German Stock Market Performance (Index), 2011-2015
  • Figure 24: German HNWI Wealth vs GDP Ratio (%), 2011-2020
  • Figure 25: German HNWIs - Volume by Wealth Band, 2011-2020
  • Figure 26: German HNWIs - Wealth by Wealth Band (US$ Billion), 2011-2020
  • Figure 27: German HNWIs - Wealth per Capita (US$ Million), 2011-2020
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