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Challenges and Opportunities for the Wealth Sector in Switzerland 2014

Published: Mar, 2014 | Pages: 60 | Publisher: WealthInsight
Industry: Wealth Management | Report Format: Electronic (PDF)

This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Switzerland. 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.
This report is a thorough analysis of Switzerland's Wealth Management and Private Banking sector, and the opportunities and challenges that it faces.
Independent market sizing of Switzerland 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, Swiss HNWIs held 40.8% (US$668 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$900 billion by 2018, accounting for 41.1% of total HNWI assets. In 2013, Asia-Pacific accounted for 29.0% of the foreign assets of Swiss HNWIs. It was followed by Europe with 25.8%, North America with 24.8%, Central and Southern America with 11.1%, the Middle East with 6.6% and Africa with 2.8%. Swiss HNWI allocations to Europe decreased sharply compared with other regions during the review period, from 40.9% in 2009 to 25.8% in 2013. North America and Asia-Pacific were the emerging regions in terms of global investments. Over the forecast period, WealthInsight expects HNWIs to increase their levels of investment in Europe to 44.1% of foreign HNWI assets by 2018, with investments increasing due to confidence in the European economy after the financial crisis.
1.1 Details of this Report
1.2 Definitions
3.1 Political Background
3.2 Economic Background
3.3 Social Background
3.4 Benchmarking Switzerland's Wealth in Context
3.4.1 Distribution of wealth in Switzerland
3.5 HNWI Volume and Wealth Trends
4.1 Competitive Landscape
4.1.1 Private banks
4.1.2 Wealth managers
4.1.3 Family offices
4.1.4 Financial advisors
4.2 Swiss Wealth Management Industry - Clientele Model and Maturity
4.3 Behavioral Mapping of Wealth Management and Private Banking in Switzerland
5.1 Additional Components of the Wealth Sector in Switzerland
5.1.1 Philanthropy
5.1.2 Demand for intergenerational wealth transfer
5.1.3 Human resource availability for the wealth management industry
5.2 Regulations on Taxes
5.3 Regulations Related to Immigration, Investment and Employment
5.4 Key Drivers
5.4.1 CHF to US$ 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
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Regions in Switzerland, (Thousand), 2013
Table 3: Leading Domestic Private Banks in Switzerland by AuM (US$), 2013
Table 4: Leading Foreign Private Banks in Switzerland by AuM (US$), 2012
Table 5: Swiss Wealth Managers, 2013
Table 6: Swiss Family Offices, 2013
Table 7: Swiss Income Tax Bands (CHF), 2013-2013
Table 8: CHF per US$ Exchange Rate (%), 2009-2018
Table 9: Swiss Real GDP Growth (%), 2009-2018
Table 10: Swiss GDP Per Capita (US$), 2009-2018
Table 11: Swiss Domestic Market Capitalization (US$ Billion) 2009-2013
Table 12: Swiss Commodity Indices, 2009-2018
Table 13: Swiss Foreign Direct Investments (US$ Billion), 2007-2011
Table 14: Swiss Inflation Rate (%), 2009-2018
Table 15: Swiss Money Market Rate (%), 2009-2018
Table 16: Swiss Balance of Payments (US$ Billion) 2009-2013
Table 17: Swiss Government Debt as a Percentage of GDP (%), 2009-2018
Table 18: Swiss Stock Market Performance, 2009-2013
Table 19: Swiss HNWI Wealth vs GDP Ratio (%), 2009-2018
Table 20: Switzerland- Appendix One
Table 21: Switzerland - Appendix Two 

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