Wealth in Belgium: HNW Investors Report 2017 - Research and Markets

DUBLIN--()--Research and Markets has announced the addition of the "Wealth in Belgium: HNW Investors 2017" report to their offering.

The Wealth in Belgium: HNW Investors 2017 report analyzes the Belgian investments market, with a focus on the HNW segment. The report is based on our proprietary datasets.

The Belgian private banking space offers an interesting mix between the international and the traditional. Because of Belgium's central location and its position as a hub for international organizations, there is a large expat segment comprised of professionals. At the same time, a vast number of HNW individuals have inherited their wealth and come from established backgrounds, creating a different set of client needs. Equities represent almost half of the typical HNW portfolio, and bonds rank second in HNW holdings. While demand is quite pronounced for all planning services, inheritance planning leads investor demand.

Specifically the report

- Sizes the affluent market (both by number of individuals and their demographics) using our proprietary datasets.

- Analyzes which asset classes are favored by Belgian investors and how their preferences impact the growth of the total savings and investments market.

- Examines HNW clients' attitudes towards non-liquid investments such as property and commodities.

- Identifies key drivers and booking centers for offshore investments.

Key Topics Covered:

1. EXECUTIVE SUMMARY

1.1. Belgian HNW investors predominantly inherited their wealth

1.2. Key findings

1.3. Critical success factors

2. PROFILING THE BELGIAN HNW INVESTOR

2.1. Family business ownership remains the largest source of HNW wealth

2.1.1. The bulk of Belgian HNW individuals are male and over 60 years of age

2.1.2. Inheritors are also a lucrative target market

2.1.3. Many HNW investors have built their fortunes through manufacturing

2.1.4. Almost half of HNW individuals in Belgium are directors

2.2. HNW expats in Belgium are an important target group

2.2.1. Expats constitute 6.3% of the local HNW population

2.2.2. HNW expats from France and the Netherlands represent an attractive target segment

3. HNW INVESTMENT STYLE PREFERENCES

3.1. Lack of time is driving uptake of professional advice among Belgian HNW investors

3.1.1. The largest proportion of Belgian HNW wealth is professionally managed, with discretionary mandates taking the lead

3.1.2. Lack of time is motivating HNW investors to seek professional advice

3.1.3. Belgian HNW investors place more than half of their managed wealth with their main wealth manager

3.2. The desire to retain control is driving uptake of advisory mandates

3.2.1. Wealth managers should cater for varied client needs

3.2.2. Demand for advisory services is on the rise

3.2.3. Reluctance to give up control is driving demand for advisory mandates

3.2.4. HNW investors feel confident enough to invest a small proportion of their wealth independently

4. UNDERSTANDING ASSET ALLOCATION TRENDS AMONG BELGIAN HNW INDIVIDUALS

4.1. Belgium's love affair with equities is set to continue

4.1.1. Equities dominate the typical HNW portfolio, but commodities are forecast to experience the greatest increase in popularity

4.1.2. Equities constitute 42% of HNW investors' managed wealth

4.1.3. Bonds are the second most popular asset class

4.1.4. Cash and near-cash investments constitute a very small part of the Belgian HNW portfolio

4.1.5. Property constitutes only 3% of the typical HNW portfolio

4.1.6. Alternatives constitute 7% of the typical HNW portfolio

4.1.7. Commodity investments are of little interest to Belgian HNW clients

5. HNW PRODUCT AND SERVICE DEMAND

5.1. Planning services are in high demand in Belgium

5.1.1. Belgian HNW individuals show strong demand for inheritance planning

5.1.2. Growth is to be expected over all planning services

Companies Mentioned

- HSBC

- ABN Amro

- BNP Paribas Fortis

- Belfius Bank

- ING Belgium

- KBC Bank

- ING Private Banking

For more information about this report visit http://www.researchandmarkets.com/research/v3qgkl/wealth_in

Contacts

Research and Markets
Laura Wood, Senior Manager
press@researchandmarkets.com
For E.S.T Office Hours Call 1-917-300-0470
For U.S./CAN Toll Free Call 1-800-526-8630
For GMT Office Hours Call +353-1-416-8900
U.S. Fax: 646-607-1907
Fax (outside U.S.): +353-1-481-1716
Related Topics: Wealth Management

Contacts

Research and Markets
Laura Wood, Senior Manager
press@researchandmarkets.com
For E.S.T Office Hours Call 1-917-300-0470
For U.S./CAN Toll Free Call 1-800-526-8630
For GMT Office Hours Call +353-1-416-8900
U.S. Fax: 646-607-1907
Fax (outside U.S.): +353-1-481-1716
Related Topics: Wealth Management