• Japanese
  • Korean
  • Chinese
Cover Image

Challenges and Opportunities for the Wealth Sector in Switzerland 2014

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.

Summary

This report is a thorough analysis of Switzerland's Wealth Management and Private Banking sector, and the opportunities and challenges that it faces.

Scope

  • 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

Reasons 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.

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 Switzerland's Wealth in Context
    • 3.4.1. Distribution of wealth in Switzerland
  • 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. Swiss Wealth Management Industry - Clientele Model and Maturity
  • 4.3. Behavioral Mapping of Wealth Management and Private Banking in Switzerland

5. APPENDIX

  • 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

6. ABOUT WEALTHINSIGHT

List of Tables

  • 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

List of Figures

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: Map of Switzerland
  • Figure 3: Switzerland's Asset Price Performance, (US$), 2009-2013
  • Figure 4: Swiss HNWI Performance, (US$), 2009-2018
  • Figure 5: Swiss vs. Global HNWIs, (US$), 2009-2013
  • Figure 6: Swiss Wealth Management Industry - Maturity Level of Operators
  • Figure 7: Swiss Wealth Management Industry - Behavioral Mapping, 2013
  • Figure 8: SEK to US$ Exchange Rate (%), 2009-2018
  • Figure 9: Swiss Real GDP Growth (%), 2009-2018
  • Figure 10: Swiss GDP Per Capita (US$), 2009-2018
  • Figure 11: Swiss Domestic Market Capitalization (US$ Billion), 2009-2013
  • Figure 12:Swiss Commodity Indices, 2009-2018
  • Figure 13: Swiss Foreign Direct Investments (US$ Billion), 2007-2011
  • Figure 14: Swiss Inflation Rate (%), 2009-2018
  • Figure 15: Swiss Money Market Rate (%), 2009-2018
  • Figure 16: Swiss Balance of Payments (US$ Billion) 2009-2013
  • Figure 17: Swiss Government Debt as a Percentage of GDP (%), 2009-2018
  • Figure 18: Swiss Stock Market Performance, 2009-2013
  • Figure 19: Swiss HNWI Wealth vs GDP Ratio (%), 2009-2018
  • Figure 20: Swiss HNWIs - Volume by Wealth Band, 2009-2018
  • Figure 21: Swiss HNWIs - Wealth by Wealth Band (in US$ Billions), 2009-2018
  • Figure 22: Swiss HNWIs - Wealth Per Capita (in US$ Millions), 2009-2018
Show More
Pricing
Get Notified
Email me when related reports are published