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Published: Mar, 2014 | Pages:
114 | 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 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 UHNWIs have performed through the crisis.
Summary
This report reviews the performance and asset allocations of Ultra HNWIs in Switzerland, and highlights top-performing cities. It also includes an evaluation of the local wealth management industry.
Scope
UHNWI volume, wealth and allocation trends from 2008 to 2012 UHNWI volume, wealth and allocation forecasts to 2017 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) Number of wealth managers in each city City wise ratings of wealth management saturation and potential Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in Switzerland Size of Switzerland wealth management industry Largest domestic private banks by AuM Detailed wealth management and family office information 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. Also provides detailed information on UHNWIs in each major city.
Key Highlights
There were 4,998 UHNWIs in Switzerland in 2013, with an average wealth of US$105.6 million per person, making them the prime target group for wealth sector professionals. Of this total, there were 15 billionaires, 945 centimillionaires and 4,038 affluent millionaires in 2013. UHNWIs accounted for 1.4% of the total HNWI population of Switzerland in 2013, much higher than the global average of 0.7%. During the review period, the number of UHNWIs in Switzerland increased by 31.8%, from 3,793 in 2009 to 4,998 in 2013. There was a wide range of performance between the different UHNWI wealth bands: the number of billionaires decreased by 11.8%, while the number of centimillionaires and affluent millionaires increased by 25.2% and 33.7%. WealthInsight expects the number of UHNWIs to increase by 24% to reach 6,847 in 2018. This will include 20 billionaires, 1,295 centimillionaires and 5,533 affluent millionaires.
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 Switzerland's Wealth in Context 3.4.1 Distribution of wealth in Switzerland 3.5 HNWI Volume and Wealth Trends 4 FINDINGS FROM THE WEALTHINSIGHT HNWI DATABASE 4.1 Trends in HNWI Wealth to 2018 4.1.1 HNWI trend analysis 4.1.2 Trends of the wealth bands 4.1.3 Demographic breakdown of HNWIs 4.1.4 HNWIs - job titles 4.1.5 HNWIs - industry breakdown 4.1.6 HNWIs - industry performance 4.1.7 HNWIs - breakdown by city 4.1.8 HNWIs - city performance 4.1.9 HNWIs - city population densities 4.1.10 HNWIs - city forecasts 4.1.11 HNWIs - breakdown by state 4.1.12 HNWIs - state performance 4.1.13 HNWIs - state population densities 4.2 UHNWIs 4.2.1 UHNWI volume trend analysis 4.2.2 UHNWI wealth trend analysis 4.2.3 Demographic breakdown of UHNWIs 4.2.4 UHNWIs - industry breakdown 4.2.5 UHNWIs - city breakdown and performance 4.3 UHNWIs - Billionaires 4.3.1 Billionaire volume trend analysis 4.3.2 Billionaire wealth trend analysis 4.3.3 Billionaire per capita net worth trend analysis 4.3.4 List of billionaires 4.4 UHNWIs - Centimillionaires 4.4.1 Centimillionaire volume trend analysis 4.4.2 Centimillionaire wealth trend analysis 4.4.3 Centimillionaire per capita net worth trend analysis 4.5 UHNWIs - Affluent Millionaires 4.5.1 Affluent millionaire volume trend analysis 4.5.2 Affluent millionaire wealth trend analysis 4.5.3 Affluent millionaire per capita net worth trend analysis 4.6 Core HNWIs 4.6.1 Core HNWI volume trend analysis 4.7 Core HNWIs - Mid-Tier Millionaires 4.7.1 Mid-tier millionnaire volume trend analysis 4.7.2 Mid-tier millionaire wealth trend analysis 4.7.3 Mid-tier millionaire per capita net worth trend analysis 4.8 Core HNWIs - Lower-Tier Millionaires 4.8.1 Lower-tier millionaire volume trend analysis 4.8.2 Lower-tier millionaire wealth trend analysis 4.8.3 Lower-tier millionaire per capita net worth trend analysis 5 ANALYSIS OF SWISS HNWI INVESTMENTS 5.1 Analysis by Asset Class 5.1.1 Trends in alternative assets 5.1.2 Trends in 'art, wine and wheels' 5.1.3 Trends of investments in real estate 5.1.4 Trends of investments in cash and deposits 5.1.5 Trends of investments in fixed-income 5.1.6 Trends of investments in equity 5.1.7 Trends of Investments in business interests 5.2 Analysis of Foreign Investments 5.2.1 Investments in Europe 5.2.2 Investments in North America (Including the US, Mexico and the Caribbean) 5.2.3 Investments in Asia-Pacific 5.2.4 Investments in Central and South America 5.2.5 Investments in the Middle East 5.2.6 Investments in Africa 5.3 Alternative Breakdown: Liquid vs Investable Assets 5.4 Analysis of Swiss UHNWI Investments 6 COMPETITIVE LANDSCAPE OF THE WEALTH SECTOR 6.1 Competitive Landscape 6.1.1 Private banks 6.1.2 Wealth managers 6.1.3 Family offices 6.1.4 Financial advisors 6.2 Developments in the Swiss Private Banking Industry 6.3 Swiss Wealth Management Industry - Clientele Model and Maturity 6.4 Behavioral Mapping of Wealth Management and Private Banking in Switzerland 7 APPENDIX 7.1 Regulations on Taxes 7.2 Key Drivers 7.2.1 CHF to US$ exchange rate 7.2.2 Real GDP growth 7.2.3 Per capita GDP 7.2.4 Domestic market capitalization 7.2.5 Commodity index 7.2.6 Foreign direct investments - inflow and outflow 7.2.7 Inflation rate 7.2.8 Interest rate 7.2.9 Balance of payments 7.2.10 Government debt 7.2.11 Stock market performance 7.3 Wealth Breakdowns 8 ABOUT WEALTHINSIGHT
Table 1: HNWI Wealth Band and Group Definitions Table 2: Regions in Switzerland, (Thousand), 2013 Table 3: Swiss HNWIs - Volume Distribution, 2013 Table 4: Swiss HNWIs - Wealth Distribution Wealth Pyramid (%), 2013 Table 5: Swiss HNWIs - Industry Performance, 2009-2013 Table 6: Swiss HNWIs - Population of Cities, (Thousand) 2013 Table 7: Swiss HNWIs - Growth in Top Cities (Thousand), 2009-2013 Table 8:Swiss HNWIs - Population Density in Major Cities, (Thousand) 2013 Table 9: Swiss HNWIs Population in Top Cities (Thousand), 2009-2018 Table 10: Swiss HNWIs - Growth Rates for Top Cities (%), 2009-2018 Table 11: Swiss HNWIs - by Population by State (Thousand), 2013 Table 12: Swiss HNWIs - Population and State Growth Data, (%) 2009-2013 Table 13: Swiss HNWIs - Population Density by State (%), 2013 Table 14: Swiss UHNWIs - Gender Performance, 2009-2013 Table 15: Swiss UHNWIs - Source of Wealth (%), 2013 Table 16: Swiss UHNWIs in Top Cities (Thousand), 2009-2018 Table 17: Swiss UHNWIs Growth Rates for Top Cities (Thousand), 2009-2018 Table 18: Swiss Billionaires - Market Overview (US$ Billions) 2009-2018 Table 19: Swiss Top 10 Billionaires (US$ Billions), 2013 Table 20: Swiss Billionaire Wealth Growth (US$), 2009?2013 Table 21: Swiss Centimillionaires - Market Overview (US$), 2009-2018 Table 22: Swiss Affluent Millionaires - Market Overview (US$), 2009-2018 Table 23: Swiss Mid-Tier Millionaires - Market Overview (US$), 2009-2018 Table 24: Swiss Lower-Tier Millionaires - Market Overview (US$), 2009-2018 Table 25: Swiss Allocations of HNWI Assets (%), 2009-2018 Table 26: Swiss HNWIs ? Holdings Growth (%), 2009-2018 Table 27: Swiss HNWIs - Alternative Asset Composition (%), 2009-2018 Table 28: Swiss HNWIs - Trends of Investments in Alternative Assets (%), 2009-2018 Table 29: Swiss Trends in 'Art, Wine and Wheels', 2009-2013 Table 30: Global Prime Real Estate Prices per m� (US$), 2012 Table 31: Swiss HNWIs - Percentage of Foreign Investment Allocations, 2009-2018 Table 32: SwissHNWIs - Liquidity Breakdown (US$ Billion), 2009-2018 Table 33: Swiss HNWIs - Liquidity Breakdown (%), 2009-2018 Table 34: Swiss UHNWIs - Allocations and Share of HNWI Assets, 2013 Table 35: Leading Domestic Private Banks in Switzerland by AuM (US$), 2013 Table 36: Leading Foreign Private Banks in Switzerland by AuM (US$), 2012 Table 37: Swiss Wealth Managers, 2013 Table 38: Swiss Family Offices, 2013 Table 39: Wealth Management Industry - Recent Deal Activity in Switzerland, 2013 Table 40: Swiss Income Tax Bands (CHF), 2013-2013 Table 41: CHF per US$ Exchange Rate (%), 2009-2018 Table 42: Swiss Real GDP Growth (%), 2009-2018 Table 43: Swiss GDP Per Capita (US$), 2009-2018 Table 44: Swiss Domestic Market Capitalization (US$ Billion) 2009-2013 Table 45: Swiss Commodity Indices, 2009-2018 Table 46: Swiss Foreign Direct Investments (US$ Billion), 2007-2011 Table 47: Swiss Inflation Rate (%), 2009-2018 Table 48: Swiss Money Market Rate (%), 2009-2018 Table 49: Swiss Balance of Payments (US$ Billion) 2009-2013 Table 50: Swiss Government Debt as a Percentage of GDP (%), 2009-2018 Table 51: Swiss Stock Market Performance, 2009-2013 Table 52: Swiss HNWI Wealth vs GDP Ratio (%), 2009-2018 Table 53: Switzerland- Appendix One Table 54: Switzerland - Appendix Two
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