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Challenges and Opportunities for the Wealth Sector in Sweden 2013

Published: Feb, 2014 | Pages: 58 | Publisher: WealthInsight
Industry: Wealth Management | Report Format: Electronic (PDF)


Synopsis
This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Sweden. The report focuses on HNWI performance between the end of 2007 (the peak before the global financial crisis) and the end of 2012. This enables us to determine how well the country's HNWIs have performed through the crisis.
Summary
This report is a thorough analysis of Sweden's Wealth Management and Private Banking sector, and the opportunities and challenges that it faces.
Scope
Independent market sizing of Sweden HNWIs across five wealth bands HNWI volume and wealth trends from 2008 to 2012 HNWI volume and wealth forecasts to 2017 HNWI and UHNWI asset allocations across 13 asset classes Number of UHNWIs in each state and all major cities Fastest growing cities and states for UHNWIs (2008-2012) Insights into the drivers of HNWI wealth
Reason To Buy
The WealthInsight Intelligence Center Database is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the database comprises dossiers on over 60,000 HNWIs from around the world. The Intelligence Center also includes tracking of wealth and liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market. With the Database as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover. Report includes comprehensive forecasts to 2017.
Key Highlights
At the end of 2013, Swedish HNWIs held 39.5% (US$305 billion) of their wealth outside their home country, significantly higher than the worldwide average of 20-30%. WealthInsight expects foreign asset holdings will increase to US$377 billion by 2018, accounting for 38.1% of total HNWI assets. In 2013, Europe accounted for 55.7% of the foreign assets of Swedish HNWIs. It was followed by North America with 16.1%, Asia Pacific with 15.4%, the Central and Southern America with 7.9%, Africa with 4.6% and the Middle East with 0.2%. Swedish HNWI allocations to Europe decreased sharply compared with other regions during the review period, from 82.1% in 2009 to 55.7% in 2013. North America and Asia-Pacific were the emerging regions in terms of global investments. Over the forecast period, WealthInsight expects HNWIs to decrease their levels of investment in Europe over the forecast period to 44.6% of foreign HNWI assets by 2018, with investments increasingly being diverted to emerging Asia-Pacific economies.
 Table of Contents 
1 Introduction
1.1 Details of this Report
1.2 Definitions
2 Executive Summary
3 Wealth Sector Fundamentals
3.1 Political Background
3.2 Economic Background
3.3 Social Background
3.4 Benchmarking Swedens Wealth in Context
3.4.1 Distribution of wealth in Sweden
3.5 HNWI Volume and Wealth Trends
4 Competitive Landscape of the Wealth Sector
4.1 Competitive Landscape
4.1.1 Private banks
4.1.2 Wealth managers
4.1.3 Family offices
4.1.4 Financial advisors
4.2 Developments in the Swedish Private Banking Industry
4.3 Swedish Wealth Management Industry - Clientele Model and Maturity
4.4 Behavioral Mapping of Wealth Management and Private Banking in Sweden
5 Appendix
5.1 Additional Components of the Wealth Sector in Sweden
5.1.1 Philanthropy
5.1.2 Demand for intergenerational wealth transfer
5.1.3 Human resource availability for the wealth management industry
5.2 Regulations on Taxes
5.3 Regulations Related to Immigration, Investment and Employment
5.4 Key Drivers
5.4.1 SEK to US$ exchange rate
5.4.2 Real GDP growth
5.4.3 Per capita GDP
5.4.4 Domestic market capitalization
5.4.5 Commodity index
5.4.6 Foreign direct investments - inflow and outflow
5.4.7 Inflation rate
5.4.8 Interest rate
5.4.9 Balance of payments
5.4.10 Government debt
5.4.11 Stock market performance
5.5 Wealth Breakdowns
6 About WealthInsight
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Regions in Sweden, 2013
Table 3: Leading Domestic Private Banks in Sweden by AuM, 2013
Table 4: Swedish Wealth Managers, 2013
Table 5: Swedish Family Offices, 2013
Table 6: Swedish Income Tax Bands (SEK), 2013-2013
Table 7: SEK per US$ Exchange Rate, 2009-2018
Table 8: Sweden Real GDP Growth (%), 2009-2018
Table 9: Swedish GDP Per Capita (US$), 2009-2018
Table 10: Swedish Domestic Market Capitalization (US$ Billion) 2009-2013
Table 11: Swedish Commodity Indices, 2009-2018
Table 12: Swedish Foreign Direct Investments (US$ Billion), 2007-2011
Table 13: Swedish Inflation Rate (%), 2009-2018
Table 14: Swedish Money Market Rate (%), 2009-2018
Table 15: Swedish Balance of Payments (US$ Billion) 2009-2013
Table 16: Swedish Government Debt as a Percentage of GDP, 2009-2018
Table 17: Swedish Stock Market Performance, 2009-2013
Table 18: Swedish HNWI Wealth vs GDP Ratio, 2009-2018
Table 19: Sweden - Appendix One
Table 20: Sweden - Appendix Two 



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