Wealth Management in Spain 2006

Laura Wood laura.wood na researchandmarkets.com
Čtvrtek Únor 8 13:26:59 CET 2007


I enclose details of our latest Wealth Management in Spain Report.   
   
This report focuses on the onshore liquid wealth of Mass Affluent and High Net Worth customers. It sizes, segments and forecasts the number of affluent individuals and the liquid assets they hold. It investigates the competitive landscape in terms of players and products and services.   
   
Scope of this title:   
- Sizing and forecasting of wealthy individuals, generated from our proprietary Global Wealth Model   
- Data segmented into ten specific asset bands, from EUR50-75K to EUR3m+   
- Detailed analysis of M&A activity, competitive developments, major players, and developing trends in products and services   
   
Highlights of this title:   
- As the wealth management industry is still developing, many feel the need to increase the sophistication of their service and the range of products available to clients, particularly as relatively low market penetration and share of wallet among private banks means that many private banks have a great deal to gain by offering a holistic service.   
- In the future, although growth is expected to remain strong in the sector, the competitive landscape is expected to become more crowded and competition to become more fierce, as the market becomes saturated and fewer new clients are acquired.   
- Many feel the need to increase the sophistication of their service and the range of products available to clients, particularly as relatively low market penetration and share of wallet among private banks in the market means that many private banks have a great deal to gain by offering a holistic service.   
   
Reasons to order your copy:   
- Assess market attractiveness by reviewing size and growth forecasts up to 2010   
- Assess the threats and opportunities for wealth managers and ascertain who the key competitors are within the industry   
- Achieve detailed knowledge of the recent movements and future trends within the Spanish wealth management market   
   
For a complete index of this report click on:   
http://www.researchandmarkets.com/product/98f26d/wealth_management_in_spain_2006   
   
Report Index:   
    
Chapter 1.    
   
Introduction 9   
What is this report about? 9   
Who is the target reader? 9   
How to use this report 9   
Note to readers 10   
   
Chapter 2.    
   
Wealthy clients in spain 11   
Introduction 11   
Key findings 11   
The Spanish market has seen significant growth over the past five years and this is set to continue 12   
There were over 3.6m wealthy individuals in Spain in 2005 12   
Wealthy Spanish individuals currently hold EUR692.1bn in onshore liquid assets 13   
The number of wealthy individuals in Spain will approach 4.7m by 2010 14   
Total onshore liquid assets are forecast to grow by 6.6% over the next 5 years 15   
Data tables 16   
   
Chapter 3.    
   
Competition for spanish wealthy clients  19   
Introduction 19   
The Spanish wealth management market is still characterised by rapid change 19   
The Spanish private banking sector has remained strong over the past year 20   
The competitive landscape has seen significant development as competitors increase their presence and strengthen their position 21   
Santander, BNP Paribas and Banco Sabadell grow their businesses with a strong wealth management focus 21   
Entry into the market has been muted over the past year 22   
A number of firms have announced their intentions to expand their Spanish operations 22   
Product and service offerings are in the process of transformation owing to regulatory changes and increasing sophistication 23   
BBVA broadens HNW insurance offering 23   
BBVA takes an innovative approach is taken to SRI investment 23   
BBVA launches its new private equity fund Valanza 24   
Banif plans new high street branch network to target new areas of wealth 24   
There has been a spate of hedge fund-related launches in anticipation of new regulations 24   
The regulatory landscape is in the process of change 25   
Spain has focused on prevention of tax avoidance over the past year 25   
Hedge fund legislation is expected to transform the wealth management industry in Spain 25   
The launch of the MAB alternative exchange signals the increasing importance of alternative investments in Spain 26   
APPENDIX  27   
Definitions 27   
Research methodology 28   
Wealth Management Market Leaders Survey 2006 28   
Global Wealth Model Methodology 29   
   
List of Tables   
Table 1: Number of wealthy individuals in Spain 2001   
2005 16   
Table 2: Value of onshore liquid assets held by wealthy individuals in Spain 2001   
2005 17   
Table 3: Forecast number of wealthy individuals in Spain 2006   
2010 17   
Table 4: Forecast value of onshore liquid assets held by wealthy individuals in Spain 2006   
2010    
   
List of Figures   
Figure 1: Since 2002 the number of wealthy individuals in Spain has grown by over one million 12   
Figure 2: Spanish liquid assets held by wealthy individuals have grown steadily since 2002 13   
Figure 3: The number of wealthy individuals in Spain is forecast to rise by 5.5% compounded annually between 2006 and 2010 14   
Figure 4: The value of onshore liquid assets held by wealthy individuals in Spain will rise to EUR953.5bn by 2010 15   
   
Pricing:   
Electronic : EUR 4810   
   
Ordering - Three easy ways to place your order:   
   
1] Order online at http://www.researchandmarkets.com/product/98f26d/wealth_management_in_spain_2006   
   
2] Order by fax: Print an Order form from http://www.researchandmarkets.com/product/98f26d/wealth_management_in_spain_2006 and Fax to +353 1 4100 980   
   
3] Order by mail: Print an Order form from http://www.researchandmarkets.com/product/98f26d/wealth_management_in_spain_2006 and post to Research and Markets Ltd. Guinness Center, Taylors Lane, Dublin 8. Ireland.   
   
   
Related Reports also available from Research and Markets:   
   
Wealth Management in the United States - http://www.researchandmarkets.com/product/98f26d/wealth_management_in_the_united_states   
   
Wealth Management in the Nordic Region 2006 - http://www.researchandmarkets.com/product/98f26d/wealth_management_in_the_nordic_region_2006   
   
Wealth Management & Private Banking Review 2007/08 - http://www.researchandmarkets.com/product/98f26d/wealth_management_private_banking_review   
   
Customer Acquisition and Retention in European Wealth Management 2006 - http://www.researchandmarkets.com/product/98f26d/customer_acquisition_and_retention_in   
   
Innovations in the Wealth Management Marketing Mix 2006 - http://www.researchandmarkets.com/product/98f26d/innovations_in_the_wealth_management   
   
Wealth Management in Switzerland 2006 - http://www.researchandmarkets.com/product/98f26d/wealth_management_in_switzerland_2006   
   
Wealth Management in Germany 2006 - http://www.researchandmarkets.com/product/98f26d/wealth_management_in_germany_2006   
   
Wealth management in Belgium and the Netherlands 2006 - http://www.researchandmarkets.com/product/98f26d/wealth_management_in_belgium_and_the   
   
Wealth Management in France 2006 - http://www.researchandmarkets.com/product/98f26d/wealth_management_in_france_2006   
   
Wealth Management in Italy 2006 - http://www.researchandmarkets.com/product/98f26d/wealth_management_in_italy_2006   
   
Thank you for your consideration.   
Best Regards,   
   
Laura Wood
   
Senior Manager
   
Research and Markets Ltd
   
laura.wood na researchandmarkets.com   
   
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