Wealth Management in Belgium and the Netherlands 2011

Find Industry reports, Company profiles
ReportLinker and Market Statistics
>> Get this Report Now by email!

Wealth Management in Belgium and the Netherlands 2011
Published on September 2011

Report Summary

Detailed report covering onshore wealth management in Belgium and the Netherlands, using Datamonitor's 2011 Global Wealth
Managers Survey to profile local HNW needs and decision triggers. Includes market overview and in-depth competitive landscape.

Clients lost a lot in the recession: returns, risk tolerance and confidence. Now in a rebuilding phase, wealth managers that understand
their clients' demands and motivations are in the best position to profit. Datamonitor's analysis provides the data and insight to
monitor competitors' strategies, size their potential customer base, and understand their needs.Build your customer targeting strategy
using in-depth HNW demographics and needs analysis based on Datamonitor's annual Global Wealth Manager Survey.Assess your
competition through detailed profiles of notable players, including the customer targeting, marketing and product strategies they
employ.Size your potential client base using Datamonitor's proprietary data, presenting the number of affluent individuals by liquid
asset band to 2014.Belgium was home to more than 2.1 million mass affluent individuals at the end of 2006, but the credit crisis wiped
almost 400,000 of them out of the mass affluent population by the end of 2009. The Dutch mass affluent on the other hand population
grew or remained fairly stable through to 2008, before contracting.The typical Belgo-Dutch HNW customer is over 50, and has earned
his wealth through entrepreneurship. He is conservative, with a lower-than-average financial acumen and low risk tolerance. As a
result he is mistrustful of discretionary mandates, preferring instead to have a say in the management of his portfolio through advisory
services.Banks in Belgium and the Netherlands were unprepared for the financial crisis and all of the major banks in the two
countries, with the exception of Rabobank, required help from their governments to survive. The crisis precipitated an overhaul of the
banking system.What strategies are my competition employing to win and keep affluent clients'Which products and services will
affluent clients in Belgium and the Netherlands want in the next two years'How are the wealth management markets in Belgium and
the Netherlands structured' What role do banks and asset managers play'How many potential clients in Belgium and the Netherlands
have onshore liquid assets that would allow me to run a very profitable business'

Table of Content

OVERVIEW
'Catalyst
'Summary
'Methodology
EXECUTIVE SUMMARY
'Bank bailouts weigh on the Belgian and Dutch economies, but their affluent populations are on the increase again
'Belgo-Dutch affluent populations contracted sharply in 2009, and have not recovered to pre-crisis levels
'However, the affluent Belgian and Dutch populations are to see steady growth over the coming years
'Belgo-Dutch HNW individuals are typically older, entrepreneurial, and financially conservative
'The banking sectors in Belgium and the Netherlands are highly concentrated, and bank failures impacted the whole market
'The top three banks in Belgium hold 80% of the country's assets
'The top three banks in the Netherlands hold just under half of the country's assets
'The financial crisis resulted in a slew of bailouts and nationalizations
'The crisis precipitated an overhaul of the banking system
SIZING AND FORECASTING THE AFFLUENT MARKET IN BELGIUM AND THE NETHERLANDS

Wealth Management in Belgium and the Netherlands 2011 (From Slideshare) Page 1/7


'Introduction
'Macroeconomic overview
'Recent trends and performance
'GDPBelgium did not fare as badly as much of the rest of Europe during the recession
'Inflation
'Long-term and short-term interest rates
'Stock market capitalization
'Income distribution and inequality
'Regulation of wealth management in Belgium and the Netherlands
'Industry regulators
'Industry associations
'Recent legislation and regulatory developments
'Sizing the onshore affluent population
'Belgian and Dutch affluent populations contracted sharply in 2009, and have not recovered to pre-crisis levels
'Onshore liquid assets contracted sharply during the financial crisis
'Forecasting the onshore affluent market
'The affluent Belgian and Dutch populations are to see steady growth over the coming years
'Belgo-Dutch mass affluent AUM will recover from the latest recession in 2011
'Belgo-Dutch HNW individuals tend to keep their wealth onshore today
'(Untitled sub-section)
HNW CUSTOMERS IN BELGIUM AND THE NETHERLANDS
'Introduction
'Who is the typical Belgo-Dutch HNW investor'
'Belgium and the Netherlands have fewer HNW individuals in their peak earning years
'Women account for 42% of HNW individuals in the Belgo-Dutch region
'Nearly half of HNW individuals have amassed their fortunes through entrepreneurship
'Belgo-Dutch HNW individuals are conservative investors, but will shift somewhat into equities within two years
'Cash and fixed income account for the majority of Belgo-Dutch HNW individuals' portfolios today
'Detailed asset class analysis shows that Belgian HNW individuals have invested most in equities
'Within two years, equities will increase as a proportion of Belgo-Dutch HNW portfolios, while cash will decrease
'Belgo-Dutch HNW clients look to their wealth managers for asset management rather than credit products
'Belgo-Dutch HNW clients are well catered for by their private banks
'Discretionary asset management is out of favor among Belgo-Dutch HNW individuals, and will remain so
'Credit demand is concentrated in credit cards
'Planning services are very much in demand among Belgo-Dutch HNW individuals, but insurance and pensions are not
'Belgo-Dutch HNW individuals are risk averse and loyal
'Risk appetite is very low among HNW individuals
'Belgo-Dutch HNW clients place a high premium on face-to-face contact
'Despite high demand for face-to-face interaction, local wealth managers meet with clients quarterly
'Belgo-Dutch HNW individuals show moderate loyalty to their wealth managers
'Belgo-Dutch HNW investors spread their wealth between wealth managers
'Internal referrals are the most effective means of customer acquisition
COMPETITOR DEVELOPMENTS IN BELGO-DUTCH WEALTH MANAGEMENT
'Introduction
'Business models of Belgo-Dutch wealth managers
'The retail banking system in Belgium and the Netherlands
'Competitor trends
'The financial crisis resulted in a slew of bailouts and nationalizations



'Competitor profiles
'ABN Amro
'BNP Paribas Fortis
'Delen Private Bank and Bank J. Van Breda
'Dexia Private Banking
'ING Private Banking
'Van Lanschot
APPENDIX
'Supplementary data
'Definitions
'High net worth (HNW)
'Liquid assets
'Mass affluent
'Measures of growth
'Methodology
'Overall methodology
'Global Wealth Model Methodology
'Global Wealth Managers Survey 2011
'Further reading
'Selected bibliography
'Ask the analyst
'Disclaimer

TABLES

'Table: Key Belgian macroeconomic data
'Table: Key Dutch macroeconomic data
'Table: Belgian mass affluent population (000s), 2006'10
'Table: Dutch mass affluent population (000s), 2006'10
'Table: Belgian HNW population (000s), 2006'10
'Table: Dutch HNW population (000s), 2006'10
'Table: Value of Belgian mass affluent assets by asset band ('bn), 2006'10
'Table: Value of Dutch mass affluent assets by asset band ('bn), 2006'10
'Table: Value of Belgian HNW assets by asset band ('bn), 2006'10
'Table: Value of Dutch HNW assets by asset band ('bn), 2006'10
'Table: Forecast of the Belgian mass affluent population (000s), 2010'14
'Table: Forecast of the Dutch mass affluent population (000s), 2010'14
'Table: Forecast of the Belgian HNW population (000s), 2010'14
'Table: Forecast of the Dutch HNW population (000s), 2010'14
'Table: Value of Belgian mass affluent liquid assets by asset band ('bn), 2010'14
'Table: Value of Dutch mass affluent liquid assets by asset band ('bn), 2010'14
'Table: Value of Belgian HNW liquid assets by asset band ('bn), 2010'14
'Table: Value of Dutch HNW liquid assets by asset band ('bn), 2010'14
'Table: Belgo-Dutch wealth managers, 2010
'Table: Belgo-Dutch wealth managers, 2010
'Table: ABN Amro wealth management brands, 2011
'Table: ABN Amro retail and private banking performance, 2009'10
'Table: BNP Paribas Fortis wealth management brands, 2011



'Table: Delen Private Bank and J. Van Breda wealth management brands, 2011
'Table: Delen Private Bank performance, 2009'10
'Table: J. Van Breda performance, 2009'10
'Table: Dexia wealth management brands, 2011
'Table: ING wealth management brands, 2011
'Table: ING retail Belgium performance, 2009'10
'Table: Van Lanschot wealth management brands, 2011
'Table: Van Lanschot private and business banking performance, 2009'10
'Table: Western European stock market capitalization ('bn), 2006'10

FIGURES

'Figure: Belgium and the Netherlands are relatively small economies, as measured by GDP at 2000 constant prices
'Figure: After sharp contractions, GDP growth in Belgium and the Netherlands is positive again
'Figure: While Belgian CPI was volatile in 2007'10, Dutch inflation remained relatively steady
'Figure: Long-term rates held up during the recession
'Figure: Stock markets in Belgium and the Netherlands have not yet recovered from the recession
'Figure: Belgium ranks slightly higher in terms of inequality than the Netherlands
'Figure: The mass affluent Belgian population contracted more sharply than its Dutch peer group during the recession
'Figure: The Dutch HNW population grew during 2006'10 while the Belgian HNW population declined
'Figure: Belgo-Dutch mass affluent portfolios contracted sharply in 2009
'Figure: Flat growth was seen in Belgo-Dutch HNW portfolios during 2006'10
'Figure: The Belgian mass affluent population will grow more strongly than the Dutch mass affluent population to 2014
'Figure: The HNW population will grow robustly in Belgium and the Netherlands to 2014
'Figure: Mass affluent portfolios will see strong growth to 2014
'Figure: HNW AUM will grow in both Belgium and the Netherlands to 2014
'Figure: There are fewer HNW individuals in their peak earning years in Belgium and the Netherlands
'Figure: More HNW individuals are women in Belgium and the Netherlands than in the rest of Europe
'Figure: Belgo-Dutch HNW individuals are a more entrepreneurial customer base, and are more inheritance-based than those found in
the rest of Europe
'Figure: Belgo-Dutch HNW individuals are highly liquid and conservative
'Figure: Equities, deposits, and corporate bonds form the core of the Belgo-Dutch HNW investor's portfolio
'Figure: Belgo-Dutch HNW investors will shift from cash to equities in two years
'Figure: Belgo-Dutch HNW individuals are well catered for
'Figure: Advisory asset management is important to Belgo-Dutch HNW investors
'Figure: Advisory asset management will be preferred over discretionary asset management in two years' time
'Figure: Loan demand is low among Belgo-Dutch HNW individuals
'Figure: Belgo-Dutch HNW individuals will show a high demand for credit cards from private banks in two years' time
'Figure: Planning services are important to Belgo-Dutch HNW individuals, but pensions are not
'Figure: Financial planning will become important for even more Belgo-Dutch HNW individuals in two years' time
'Figure: Belgo-Dutch HNW investors are risk averse and not open to new investments, either onshore or offshore
'Figure: Face-to-face relationship management is important to Belgo-Dutch HNW individuals, but personal relationships in business
are less important
'Figure: Belgo-Dutch HNW individuals see their relationship manager quarterly
'Figure: Belgo-Dutch HNW individuals are loyal to their wealth manager, and are at low risk of leaving them
'Figure: Most Belgo-Dutch HNW individuals hold 11'20% of their wealth with a single wealth manager
'Figure: Internal referrals are a better customer acquisition method than client or intermediary referrals in the Belgo-Dutch region
'Figure: The highest single proportion of banks in Belgium operate as branches under foreign law



'Figure: There are many small EU banks offering services to Dutch banking clients
'Figure: ABN Amro's wealth management businesses sit within retail and private banking
'Figure: BNP Paribas Fortis Private Banking is found throughout Belgium
'Figure: Delen Private Bank and J. Van Breda operate as independent banks
'Figure: Dexia has private banking offices both onshore and offshore
'Figure: Dexia Private Banking's fee and commission results improved in 2010
'Figure: ING's private banking Belgium division sits within retail banking Benelux
'Figure: Van Lanschot's main private banking operations are in the Netherlands
'Figure: Global Wealth Managers Survey 2011 geographic coverage

Companies mentioned
Ackermans & van Haaren NV, Aviva Plc, Banque Nationale de Belgique, BNP Paribas Group, CMS Energy Corporation, Dexia
Group, Fortis, Hutchison 3G UK Limited, ING GROEP N.V., KBC Group NV, NYSE Euronext, Rabobank Group, Raymond James
Financial, Inc., Royal KPN N.V., Schindler Holding Ltd., Van Lanschot NV


Fax Order Form
To place an order via fax simply print this form, fill in the information below and fax the completed form to:
Europe, Middle East and Africa : + 33 4 37 37 15 56
Asia, Oceania and America : + 1 (805) 617 17 93
If you have any questions please visit http://www.reportlinker.com/notify/contact

Order Information
Please verify that the product information is correct and select the format(s) you require.

Wealth Management in Belgium and the Netherlands 2011

Product Formats
Please select the product formats and the quantity you require.

1 User License--USD 4 495.00 Quantity: _____

Contact Information
Please enter all the information below in BLOCK CAPITALS

Title: Mr Mrs Dr Miss Ms Prof

First Name: _____________________________ Last Name: __________________________________

Email Address: __________________________________________________________________________

Job Title: __________________________________________________________________________

Organization: __________________________________________________________________________

Address: __________________________________________________________________________

City: __________________________________________________________________________

Postal / Zip Code: __________________________________________________________________________

Country: __________________________________________________________________________

Phone Number: __________________________________________________________________________

Fax Number: __________________________________________________________________________


Payment Information
Please indicate the payment method, you would like to use by selecting the appropriate box.

Payment by credit card Card Number: ______________________________________________

Expiry Date __________ / _________

CVV Number _____________________

Card Type (ex: Visa, Amex…) _________________________________

Payment by wire transfer Crédit Mutuel
RIB : 10278 07314 00020257701 89
BIC : CMCIFR2A
IBAN : FR76 1027 8073 1400 0202 5770 189

Payment by check UBIQUICK SAS
16 rue Grenette – 69002 LYON, FRANCE

Customer signature:

Please note that by ordering from Reportlinker you are agreeing to our Terms and Conditions at
http://www.reportlinker.com/index/terms

Please fax this form to:

Europe, Middle East and Africa : + 33 4 37 37 15 56

Asia, Oceania and America : + 1 (805) 617 17 93


Wealth Management in Belgium and the Netherlands 2011

Recomendados

Recomendados

Más contenido relacionado

Más de ReportLinker.com

Más de ReportLinker.com (20)

Wealth Management in Belgium and the Netherlands 2011