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Ultra HNWIs in Switzerland 2015

Summary

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 2010 and the end of 2014. This enables us to determine how well the country's UHNWIs have performed through the crisis.

Scope

  • UHNWI volume, wealth and allocation trends from 2010 to 2014
  • UHNWI volume, wealth and allocation forecasts to 2019
  • UHNWI asset allocations across 13 asset classes
  • Number of UHNWIs in each state and all major cities
  • Fastest growing cities and states for UHNWIs (2010-2014)
  • 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

Reasons To Buy

  • The Ultra HNWIs in Switzerland 2015 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.
  • With the wealth reports 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 2019.
  • Also provides detailed information on UHNWIs in each major city.

Key Highlights

  • There were 4,328 UHNWIs in Switzerland in 2014, with an average wealth of US$154.9 million per person, making them the prime target group for wealth sector professionals. Of this total, there were 76 billionaires, 829 centimillionaires and 3,423 affluent millionaires in 2014.
  • UHNWIs accounted for 1.4% of the total HNWI population of Switzerland in 2014, higher than the global average of 0.7%. During the review period, the number of UHNWIs in Switzerland increased by 19.0%, from 3,638 in 2010 to 4,328 in 2014.
  • There was a wide range of performance between the different UHNWI wealth bands: the number of billionaires increased by 90.0%, while the number of centimillionaires and affluent millionaires increased by 19.6% and 17.8% respectively.
  • WealthInsight expects the number of UHNWIs to increase by 25.2% to reach 5,790 in 2019. This will include 98 billionaires, 1,091 centimillionaires and 4,601 affluent millionaires.

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. Benchmarking Switzerland's Wealth in Context
    • 3.3.1. Distribution of wealth in Switzerland
  • 3.4. HNWI Volume and Wealth Trends

4. Findings from the WealthInsight HNWI Database

  • 4.1. Trends in HNWI Wealth to 2019
    • 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 millionaire 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
  • 6.5. Porter's Five Force Analysis - The Wealth Management Industry

7. Appendix

  • 7.1. Tax Regulations
  • 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
  • 7.5. Wealth Breakdowns

8. About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: Regions in Switzerland, (Thousand), 2014
  • Table 3: Swiss HNWIs - Volume Distribution, 2014
  • Table 4: Swiss HNWIs - Wealth Distribution Wealth Pyramid (%), 2014
  • Table 5: Swiss HNWIs - Industry Performance, 2010-2014
  • Table 6: Swiss HNWIs - Population of Cities, (Thousand) 2014
  • Table 7: Swiss HNWIs - Growth in Top Cities (Thousand), 2010-2014
  • Table 8: Swiss HNWIs - Population Density in Major Cities, (Thousand) 2014
  • Table 9: Swiss HNWIs Population in Top Cities (Thousand), 2010-2019
  • Table 10: Swiss HNWIs - Growth Rates for Top Cities (%), 2010-2019
  • Table 11: Swiss HNWIs - by Population by State (Thousand), 2014
  • Table 12: Swiss HNWIs - Population and State Growth Data, (%) 2010-2014
  • Table 13: Swiss HNWIs - Population Density by State (%), 2014
  • Table 14: Swiss UHNWIs - Gender Performance, 2010-2014
  • Table 15: Swiss UHNWIs - Source of Wealth (%), 2014
  • Table 16: Swiss UHNWIs in Top Cities (Thousand), 2010-2019
  • Table 17: Swiss UHNWIs Growth Rates for Top Cities (Thousand), 2010-2019
  • Table 18: Swiss Billionaires - Market Overview (US$ Billions) 2010-2019
  • Table 19: Swiss Top 10 Billionaires (US$ Billions), 2014
  • Table 20: Swiss Billionaire Wealth Growth (US$), 2010-2014
  • Table 21: Swiss Centimillionaires - Market Overview (US$), 2010-2019
  • Table 22: Swiss Affluent Millionaires - Market Overview (US$), 2010-2019
  • Table 23: Swiss Mid-Tier Millionaires - Market Overview (US$), 2010-2019
  • Table 24: Swiss Lower-Tier Millionaires - Market Overview (US$), 2010-2019
  • Table 25: Swiss Allocations of HNWI Assets (%), 2010-2019
  • Table 26: Swiss HNWIs - Holdings Growth (%), 2010-2019
  • Table 27: Swiss HNWIs - Alternative Asset Composition (%), 2010-2019
  • Table 28: Swiss HNWIs - Trends of Investments in Alternative Assets (%), 2010-2019
  • Table 29: Swiss Trends in 'Art, Wine and Wheels', 2010-2014
  • Table 30: Global Prime Real Estate Prices per m² (US$), 2014
  • Table 31: Swiss HNWIs - Percentage of Foreign Investment Allocations, 2010-2019
  • Table 32: Swiss HNWIs - Liquidity Breakdown (US$ Billion), 2010-2019
  • Table 33: Swiss HNWIs - Liquidity Breakdown (%), 2010-2019
  • Table 34: Swiss UHNWIs - Allocations and Share of HNWI Assets, 2014
  • Table 35: Leading Domestic Private Banks in Switzerland by AuM (US$), 2014
  • Table 36: Leading Foreign Private Banks in Switzerland by AuM (US$), 2014
  • Table 37: Swiss Wealth Managers, 2014
  • Table 38: Swiss Family Offices, 2014
  • Table 39: Wealth Management Industry - Recent Deal Activity in Switzerland, 2014
  • Table 40: Swiss Income Tax Bands (CHF), 2014-2014
  • Table 41: CHF per US$ Exchange Rate (%), 2010-2019
  • Table 42: Swiss Real GDP Growth (%), 2010-2019
  • Table 43: Swiss GDP Per Capita (US$), 2010-2019
  • Table 44: Swiss Domestic Market Capitalization (US$ Billion) 2010-2014
  • Table 45: Swiss Commodity Indices, 2010-2019
  • Table 46: Swiss Foreign Direct Investments (US$ Billion), 2010-2019
  • Table 47: Swiss Inflation Rate (%), 2010-2019
  • Table 48: Swiss Money Market Rate (%), 2010-2019
  • Table 49: Swiss Balance of Payments (US$ Billion) 2010-2014
  • Table 50: Swiss Government Debt as a Percentage of GDP (%), 2010-2019
  • Table 51: Swiss Stock Market Performance, 2010-2014
  • Table 52: Swiss HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Table 53: Switzerland- Appendix One
  • Table 54: Switzerland - Appendix Two

List of Figures

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: Map of Switzerland
  • Figure 3: Switzerland's Asset Price Performance, (US$), 2010-2014
  • Figure 4: Swiss HNWI Performance, (US$), 2010-2019
  • Figure 5: Swiss vs. Global HNWIs, (US$), 2010-2014
  • Figure 6: Swiss HNWIs - Growth Factor Correlation, 2010-2014
  • Figure 7: Swiss HNWIs - Volume Distribution Wealth Pyramid, 2014
  • Figure 8: Swiss HNWIs - Wealth Distribution Wealth Pyramid (%), 2014
  • Figure 9: Swiss HNWIs - Age Distribution, 2014
  • Figure 10: Swiss HNWIs - Job Titles, 2010-2014
  • Figure 11: Swiss HNWIs - Distribution by Industry (%), 2014
  • Figure 12: Swiss HNWIs - City Performance (Thousand), 2010-2014
  • Figure 13: Swiss HNWIs - City Population Volumes (Thousand), 2010-2014
  • Figure 14: Swiss HNWIs - City Forecasts (Thousand), 2015-2019
  • Figure 15: Swiss HNWIs - City Population Volumes (Thousand), 2015-2019
  • Figure 16: Swiss UHNWIs - Wealth Share vs Volume Growth (%), 2010-2014
  • Figure 17: Swiss UHNWIs - Volume by Wealth Band (Thousand), 2010-2019
  • Figure 18: Swiss UHNWIs - Wealth by Wealth Band (US$ Billion), 2010-2019
  • Figure 19: Swiss UHNWIs - Age Distribution (Percentage Share), 2014
  • Figure 20: Swiss UHNWIs - Distribution by Industry, 2014
  • Figure 21: Swiss Billionaires - Market Overview (US$), 2010-2019
  • Figure 22: Swiss Centimillionaires - Market Overview (US$), 2010-2019
  • Figure 23: Swiss Affluent Millionaires - Market Overview (US$), 2010-2019
  • Figure 24: Swiss Mid-Tier Millionaires - Market Overview (US$), 2010-2019
  • Figure 25: Swiss Lower-Tier Millionaires - Market Overview (US$), 2010-2019
  • Figure 26: Swiss HNWIs - Asset Class Composition (%), 2010-2019
  • Figure 27: Swiss HNWIs - Trends in Alternative Assets (US$ Billion), 2010-2019
  • Figure 28: Swiss Trends in 'Art, Wine and Wheels', 2010-2014
  • Figure 29: Swiss HNWIs - Foreign Investment Allocation and Growth (%), 2014
  • Figure 30: Swiss HNWIs - Global Distribution of Foreign Investments (%), 2010-2019
  • Figure 31: Swiss HNWIs - Liquidity Breakdown (%), 2010-2019
  • Figure 32: Swiss UHNWIs - Asset Class Composition, 2010-2019
  • Figure 33: Swiss Wealth Management Industry - Maturity Level of Operators
  • Figure 34: Swiss Wealth Management Industry - Behavioral Mapping, 2014
  • Figure 35: Swiss Wealth Management Industry - Five Forces Analysis
  • Figure 36: CHF to US$ Exchange Rate (%), 2010-2019
  • Figure 37: Swiss Real GDP Growth (%), 2010-2019
  • Figure 38: Swiss GDP Per Capita (US$), 2010-2019
  • Figure 39: Swiss Domestic Market Capitalization (US$ Billion), 2010-2014
  • Figure 40:Swiss Commodity Indices, 2010-2019
  • Figure 41: Swiss Foreign Direct Investments (US$ Billion), 2010-2019
  • Figure 42: Swiss Inflation Rate (%), 2010-2019
  • Figure 43: Swiss Money Market Rate (%), 2010-2019
  • Figure 44: Swiss Balance of Payments (US$ Billion) 2010-2014
  • Figure 45: Swiss Government Debt as a Percentage of GDP (%), 2010-2019
  • Figure 46: Swiss Stock Market Performance, 2010-2014
  • Figure 47: Swiss HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Figure 48: Swiss HNWIs - Volume by Wealth Band, 2010-2019
  • Figure 49: Swiss HNWIs - Wealth by Wealth Band (in US$ Billions), 2010-2019
  • Figure 50: Swiss HNWIs - Wealth Per Capita (in US$ Millions), 2010-2019
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