Market Snapshot


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Approximately 40% of French investors surveyed expressed a high level of trust in the financial services industry and approximately half of eligible investors believe state-sponsored pension programs will pay out benefits as promised. Almost half are also worried about an impending financial crisis within the next three years.

Confidence and trust in the system is mixed, leading to a similar number of investors in France believing that they have a fair opportunity to profit by investing in capital markets.

French investors are almost split about which they value more: access to technology or people to manage their investments. Overwhelmingly, investors choose advice from people over that of robo-advisers. However, about one-third of French investors said that they were willing to invest in a fund that used artificial intelligence for its selection process. In France, investors are open to technological innovation but not using technology to provide investment advice.

When looking to hire a firm, French investors prefer a trusted brand slightly more than people they can count on. When changing investment professional or firm, investors’ top considerations are the level of performance, fees, communication, and then data security. Advisers would do well to provide more personalized products as more than ¾ of French investors surveyed want them, and a similar number would be willing to pay more for them.