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New Study: Analysis of the Belgium wealth Industry is based on market estimations of key segments for 2017

Orbis Research added New Report “Belgium wealth Market Research Report, Growth (2017)” Forecast to its research database.

​GlobalData’s “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.

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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.

– Family business owners and inheritors account for the largest HNW client segments among Belgian HNW investors.
– The largest sources of HNW wealth are manufacturing, IT, and real estate.
– Equities and bonds dominate asset allocations. Belgian HNW individuals also prefer to own equities directly rather than through funds.
– All planning services are in high demand, and this is expected to increase even further. However, particular attention should be given to inheritance planning.

Reasons to buy
– Benchmark your share of the Belgian wealth market against the current market size.
– Forecast your future growth prospects using our projections for the market to 2020.
– Identify your most promising client segment by analyzing the penetration of affluent individuals in Belgium.
– Evaluate your HNW proposition by understanding how the Belgian tax system will impact HNW clients.

– Review your offshore strategy by learning about HNW motivations for offshore investments and their preferred booking centers.

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List Of Tables:

Figure 1: The bulk of HNW investors in Belgium are male and over 60 years old 6
Figure 2: Family business and inheritance are the main sources of wealth for Belgian HNW investors 7
Figure 3: Manufacturing is the leading generator of Belgian wealth 8
Figure 4: 46% of HNW investors in Belgium hold director positions 9
Figure 5: 6.3% of Belgium’s HNW client base comprises expats 10
Figure 6: The majority of HNW expats are from France 12
Figure 7: ABN Amro Private Banking Belgium targets wealthy expats’ offshore wealth 13
Figure 8: Wealth managers should lead with discretionary mandates 14
Figure 9: Lack of time leads the demand for wealth management services 15
Figure 10: The largest part of HNW investors show loyalty to their main advisor 16
Figure 11: HNW demand is particularly high for discretionary services 17
Figure 12: Advisory asset management will experience the highest increase 18
Figure 13: HNW investors in Belgium are reluctant to relinquish control 19
Figure 14: Wealth managers should monitor self-directing trends 20
Figure 15: Belgian HNW investor portfolios are dominated by equities 22
Figure 16: Most investments are made directly 23
Figure 17: Growth will be driven by capital appreciation opportunities 24
Figure 18: Bonds constitute a sizable proportion of HNW portfolios 25
Figure 19: Bond investments are forecast to decrease 26
Figure 20: Cash and near-cash products are not very popular 27
Figure 21: Desire to maintain liquidity will drive cash and near-cash investments growth, but not more than absolutely necessary 28
Figure 22: Property funds are more popular than direct investments 29
Figure 23: Property investments are forecast to grow slightly 30
Figure 24: Hedge funds are the most popular alternatives product 31
Figure 25: Many industry experts expect alternative investments to decrease 32
Figure 26: Belgian HNW investors’ commodity allocations are mostly in gold 33
Figure 27: Commodity investments will see a rapid increase over the next year 34
Figure 28: Inheritance planning is the priority for Belgian HNW investors 36
Figure 29: ING Private Banking Belgium offers legal and taxation advice 37
Figure 30: Inheritance planning will experience the highest growth in demand 38

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