Alternative Investments For Private Clients 2007

[Amy Cole]

I enclose details of our latest report on Alternative Investments For Private Clients.
   
Alternative Investments for Private Clients includes the drivers behind and barriers to growth of alternative investments amongst high net worth customers across Europe and the expectations for hedge funds or fund of hedge funds, capital protected and structured products, private equity / venture capital investments and property investments.   
   
Scope of this title:   

Draws on an extensive B2B study of asset managers across Europe to offer a unique perspective on property fund investments.     

Covers the five main markets within Europe: France, Germany, Italy, Spain and the UK.    

Issues discussed include distribution, future expectations, key success factors, barriers to growth and attitudes towards new investment vehicles.   
   
Highlights of this title:   

The majority of European asset managers believe that as well as benefiting their clients, offering alternative investments can open doors for their own business by helping them to develop wealth management relationships. Only 10% of European asset managers felt that offering these products did not lead to closer ties with wealth manager partners. In each of the main European markets, asset managers preferred global players over local competitors for developing alternative investments. In some cases, global players were more favored in their home market (such as AXA in France), but in many cases there was little sign that asset managers prefer firms that are based in their home country. European asset managers surveyed indicated that their clients are still primarily attracted to alternative investments because of the opportunity to diversify their portfolios, but there is a general trend moving slightly away from a purely defensive stance among investors.   
   
Reasons to order your copy:   

Gain a unique picture of the market for property fund investments in Europe based on the views of Europes premier asset managers.     

Understand the key success factors required to succeed in the market for alternative investments.     

Assess the potential for future growth in specific country/customer pairings based on the views of local asset managers themselves.   
   
For a complete overview of this report click on:   
http://www.researchandmarkets.com/product/926a55/alternative_investments_for_private_clients   
   

Report Index:   
  
Executive Summary   
Market context    
Customer focus    
Market Context   
The vast majority of asset managers in Europe believe that distributing alternative investment products benefits their business and their high net worth clients    
There is a general consensus regarding the most appropriate distribution channels for alternative investments but different regions tend to favor certain channels    
There is a small tier of key players that are popular among asset managers in the main European alternative investments markets    
Data tables    
Customer Focus    
The need for diversification and defensive strategies are still the main reasons wealthy clients turn to alternative investments but investors are becoming less cautious    
Hedge funds remain the key alternative investment product area among wealthy clients but private equity is also popular    
High net worth clients are the most important client segment for private equity funds at present, but their importance in most asset classes will decline over the next three years    
In the near future growth will be hampered by lack of understanding and perceived expense among high net worth clients    
Data tables    
APPENDIX    
Definitions    
Methodology    
Further reading    
Ask the analyst    
Our consulting    
Market Context    
The vast majority of asset managers in Europe believe that distributing alternative investment products benefits their business and their high net worth clients    
Across the main European markets, opinion on the suitability of alternative investments for private clients varies significantly    
Alternative investments can help asset managers grow their relationships with partners in wealth management    
There is a general consensus regarding the most appropriate distribution channels for alternative investments but different regions tend to favor certain channels    
The retail bank and independent financial advisors are generally considered to be the most appropriate distribution channels for the major alternative investments    
Preferences for different distribution channels for alternative investments are based on the structure of the local financial service    
There is a small tier of key players that are popular among asset managers in the main European alternative investments markets    
Local asset managers have little or no advantage in their home markets according to their peers, as stronger development requires international reach and a large resource base    
Data tables    
Customer Focus    
The need for diversification and defensive strategies are still the main reasons wealthy clients turn to alternative investments but investors are becoming less cautious    
Diversification is still a key consideration for wealthy clients but more are likely to worry about being protected from potential downturns    
British asset managers gave the widest variety of reasons for wealthy clients to demand alternative investments    
Wealthy clients are moving away from seeing property investment as a purely defensive option    
Hedge funds remain the key alternative investment product area among wealthy clients but private equity is also popular    
In three years time, hedge funds will be even more in demand relative to other forms of alternative investment in Europe    
High net worth clients are the most important client segment for private equity funds at present, but their importance in most asset classes will decline over the next three years    
Private equity funds and REITs will see the most growth in demand from high net worth customers going forward    
In the near future growth will be hampered by lack of understanding and perceived expense among high net worth clients    
Despite the barriers, growth in demand for alternative investments among wealthy clients will be fairly strong    
Data tables    
APPENDIX   
Definitions    
Alternative investments    
HNW    
Methodology    
   
Pricing:   
Electronic : EUR 2991   
   


Ordering - Three easy ways to place your order:   
   
1] Order online at http://www.researchandmarkets.com/product/926a55/alternative_investments_for_private_clients   
   
2] Order by fax: Print an Order form from http://www.researchandmarkets.com/product/926a55/alternative_investments_for_private_clients and Fax to +353 1 4100 980   
   
3] Order by mail: Print an Order form from http://www.researchandmarkets.com/product/926a55/alternative_investments_for_private_clients and post to Research and Markets Ltd. Guinness Center, Taylors Lane, Dublin 8. Ireland   
   


Thank you for your consideration.   

Best Regards,   
   
Amy Cole
Senior Manager
Research and Markets Ltd
amy.cole na researchandmarkets.com   
   


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