Wealth in the Netherlands: HNW Customers is based on Verdict Financial's 2013 Global Wealth Managers Survey. The results of the survey are accompanied by best-practice case studies on how to target Dutch HNW residents where applicable.
Understand the major sources of HNW wealth in the Netherlands and the industries from which it has been amassed.
Interpret the investment portfolios of Dutch HNW individuals through detailed asset allocation analysis.
Evaluate product and service demand among Dutch HNW individuals, from discretionary asset management to art advisory and philanthropy services.
Analyze the best methods to capture new Dutch HNW clients and how best to maintain communication during the client relationship.
How do Dutch HNW individuals amass their wealth?
Which investments make up an average Dutch HNW investment portfolio?
Which wealth management products and services are in demand in the Netherlands?
How often do Dutch wealth managers contact their clients through email, social media, and face-to-face meetings?
How do Dutch HNW individuals compare to their global peers?
The typical Dutch HNW client is a family business owner or entrepreneur who has amassed their wealth through the financial services industry or more secondary industries such as manufacturing. Expats constitute a tiny percentage of the Dutch HNW population.
The Dutch HNW portfolio widely reflects the European average in terms of asset allocation. However, Dutch clients tend to hold more cash with a wealth manager. Over the next two years this is expected to change, with a decline in cash allocation and an increase in equity investments suggesting that Dutch clients are becoming less risk-averse.
Internal referrals are crucial to the client onboarding process in the Netherlands. Dutch wealth managers typically meet their clients once a quarter, which is a relatively high level of face-to-face contact. Remote channels are fairly well utilized by Dutch clients but the industry has some way to go, with low social media take-up still the norm.