Wealth in France: Sizing the Market Opportunity

Date: 2015-11

Wealth in France: Sizing the Market Opportunity analyzes France’s wealth and retail savings and investments markets, with a particular focus on the HNW segment. Analysis is based upon our 2014 Global Wealth Managers Survey, our Global Wealth Markets Analytics, and our Global Retail Investments Analytics.

– Size your potential client base using our proprietary data, presenting the number of affluent individuals by liquid asset band to 2018.
– Understand the drivers behind the growth of the affluent market, such as the wider macroeconomic environment and investment preferences.
– Quantify HNW asset allocations into non-liquid assets such as property. Find out how much of their investible assets are held offshore.
– Export the graphics from the dashboard, or if you are more at ease using Excel, export the data into your own worksheets.

– How large is the mass affluent and HNW market in France?
– What is the penetration of affluent individuals in France?
– What is the current and future mix of asset class balances in France?
– How much of their wealth do French HNW individuals invest offshore?
– Which booking centers are used by French individuals to invest offshore?

Key Highlights
One of the top 10 wealth markets in the world, the French wealth market experienced reasonable growth in 2014. Affluent individuals currently account for 13.8% of the adult population, with more growth anticipated in the HNW segment over the coming years.

France’s retail savings and investments market performed extremely well in 2012 but growth has since cooled, largely thanks to meagre economic growth hovering around 0.3%. Looking forward, growth is anticipated across all asset classes (with the exception of bonds).

French HNW individuals hold on average 7% of their portfolios offshore, with the majority of this booked in other European markets, notably Switzerland and Luxembourg. In most cases tax is the main driver for offshore holdings, with political stability another key factor.”

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