Challenges and Opportunities for the Wealth Sector in Germany 2014

This report is a thorough analysis of Germany’s Wealth Management and Private Banking sector, and the opportunities and challenges that it faces.

“• The WealthInsight Intelligence Center Database 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 60,000 HNWIs from around the world.
• The Intelligence Center also includes tracking of wealth and liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market.
• With the Database as the foundation for our research and analysis, we are able 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 2018.”
“Table of Contents
1 Introduction
1.1 Details of this Report
1.2 Definitions
2 Executive Summary
3 Wealth Sector Fundamentals
3.1 Political Background
3.2 Economic Background
3.3 Social Background
3.4 Benchmarking German Wealth in Context
3.4.1 Distribution of wealth in Germany
3.5 HNWI Volume and Wealth Trends
4 Competitive Landscape of the Wealth Sector
4.1 Competitive Landscape
4.1.1 Domestic Private Banks
4.1.2 Foreign Private Banks
4.1.3 Acquisitions
4.1.4 Wealth managers
4.1.5 Family offices
4.1.6 Financial advisors
4.2 Developments in the German Private Banking Industry
4.3 Wealth Management and the Private Banking Industry
4.4 German Wealth Management Industry – Clientele Model and Maturity
4.5 Behavioral Mapping of Wealth Management and Private Banking in Germany
5 Appendix
5.1 Additional Components of the Wealth Sector in Germany
5.1.1 Philanthropy
5.1.2 Demand for intergenerational wealth transfer
5.2 Tax Regulations
5.3 Regulations Related to Immigration, Investment and Employment
5.4 Key Drivers
5.4.1 EUR to US$ exchange rate
5.4.2 Real GDP growth
5.4.3 Per capita GDP
5.4.4 Domestic market capitalization
5.4.5 Commodity index
5.4.6 Foreign direct investments – inflow and outflow
5.4.7 Inflation rate
5.4.8 Interest rate
5.4.9 Balance of payments
5.4.10 Government debt
5.4.11 Stock market performance
5.5 Wealth Breakdowns
6 About WealthInsight”
“Table 1: HNWI Wealth Band and Group Definitions
Table 2: Regions in Germany by Population (Volume), 2013
Table 3: Leading Domestic Private Banks in Germany by local AuM (US$m), 2013
Table 4: Leading Foreign Private Banks in Germany by local AuM (US$m), 2013
Table 5: Leading Wealth Managers in Germany by AuM (US$m), 2013
Table 6: Top German Family Offices by AuM (US$m), 2013
Table 7: Wealth Management Industry – Recent Deal Activity in Japan, 2013
Table 8: German Income Tax Bands (EUR), 2013–2014
Table 9: EUR per US$ Exchange Rate, 2009–2018
Table 10: German Real GDP Growth (%), 2009–2018
Table 11: German GDP per Capita (US$), 2009–2018
Table 12: German Domestic Market Capitalization (US$ Billion), 2009–2013
Table 13: German Commodity Indices, 2009–2018
Table 14: German Foreign Direct Investment (US$ Billion), 2007–2011
Table 15: German Inflation Rate (%), 2009–2018
Table 16: German Money Market Rate (%), 2009–2018
Table 17: German Balance of Payments (US$ Billion), 2009–2013
Table 18: German Government Debt as a Percentage of GDP, 2009–2018
Table 19: German Stock Market Performance, 2009–2013
Table 20: German HNWI Wealth vs GDP Ratio, 2009–2018
Table 21: Germany – Appendix One
Table 22: Germany – Appendix Two”