PUBLISHER: GlobalData | PRODUCT CODE: 1074610
PUBLISHER: GlobalData | PRODUCT CODE: 1074610
This report sizes the opportunity within Switzerland's wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of the country's HNW investors. The report is based on our proprietary Global Wealth Managers Survey.
HNW individuals in Switzerland are predominantly high-earning professional males, while entrepreneurs and female HNWs represent a lucrative target segment for wealth managers. In a highly matured and sophisticated market such as this, discretionary mandates have the highest demand, yet offering a multi-service proposition underpinned by a proven ability to demonstrate returns will be key to tapping into demand. A burgeoning appetite for digitized and automated solutions such as robo-advice, the upcoming transfer of wealth between generations, and the growing demand for ESG and alternative investments provide the most significant growth opportunities for wealth managers.