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Switzerland Wealth Report 2015

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Synopsis

This report is the result of WealthInsights extensive research covering the high net worth individual (HNWI) population and wealth management market in Switzerland.

Summary

This report reviews the performance and asset allocations of HNWIs and ultra-HNWIs in Switzerland. It also includes an evaluation of the local wealth management market.

Scope

Independent market sizing of Switzerland's HNWIs across five wealth bands

HNWI volume, wealth and allocation trends from 2009 to 2013

HNWI volume, wealth and allocation forecasts to 2018

HNWI and UHNWI asset allocations across 13 asset classes

Geographical breakdown of all foreign assets

Alternative breakdown of liquid vs. investable assets

Number of UHNWIs in major cities

Number of wealth managers in each city

City 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's wealth management industry

Largest private banks by AuM

Detailed wealth management and family office information

Insights into the drivers of HNWI wealth

Reasons To Buy

The Switzerland Wealth Report 2014 is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the report comprises a wide variety of data that is created based on over 125,000 HNWIs from around the world in WealthInsight's database.

With the wealth reports as the foundation for its research and analysis, WealthInsight is able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions it covers.

The report reviews the performance and asset allocations of HNWIs and ultra-HNWIs. The report also includes projections of the volume, wealth and asset allocations of HNWIs to 2018, and a comprehensive background of the local economy.

The report provides a thorough analysis of the private banking and wealth management sector, latest merger and acquisition activity, and the opportunities and challenges that it faces.

It also provides detailed information on HNWI volumes in each major city.

Key Highlights

There were approximately 309,474 HNWIs in Switzerland in 2014. These HNWIs held US$1.4 trillion in wealth. In 2014, the wealth per HNWI in the country was US$4.5 million.

In 2014, Swiss HNWI numbers rose by 4.2%, following the 2013 increase of 4.8%.

Growth in HNWI wealth and volumes are expected to improve over the forecast period. The total number of Swiss HNWIs is forecast to grow by 25.3% to reach 407,221 in 2019. HNWI wealth is anticipated to record a significant percentage increase, growing by 39.5% to reach US$2.0 trillion by 2019.

At the end of 2014, Swiss HNWIs held 54.0% (US$754.5 billion) of their wealth outside their home country, significantly higher than the worldwide average of 2030%.
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 Switzerlands 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 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 Domestic 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 Wealth Management and the Private Banking Industry
6.4 Swiss Wealth Management Industry Clientele Model and Maturity
6.5 Behavioral Mapping of Wealth Management and Private Banking in Switzerland
6.6 Porters Five Force Analysis The Wealth Management Industry
7 Appendix
7.1 Additional Components of the Wealth Sector in Switzerland
7.1.1 Philanthropy
7.1.2 Demand for intergenerational wealth transfer
7.1.3 Human resource availability for the wealth management industry
7.2 Tax Regulations
7.3 Regulations Related to Immigration, Investment and Employment
7.4 Key Drivers
7.4.1 CHF to US$ exchange rate
7.4.2 Real GDP growth
7.4.3 Per capita GDP
7.4.4 Domestic market capitalization
7.4.5 Commodity index
7.4.6 Foreign direct investments inflow and outflow
7.4.7 Inflation rate
7.4.8 Interest rate
7.4.9 Balance of payments
7.4.10 Government debt
7.4.11 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, 20102014
Table 6: Swiss HNWIs Population of Cities, (Thousand) 2014
Table 7: Swiss HNWIs Growth in Top Cities (Thousand), 20102014
Table 8: Swiss HNWIs Population Density in Major Cities, (Thousand) 2014
Table 9: Swiss HNWIs Population in Top Cities (Thousand), 20102019
Table 10: Swiss HNWIs Growth Rates for Top Cities (%), 20102019
Table 11: Swiss HNWIs by Population by State (Thousand), 2014
Table 12: Swiss HNWIs Population and State Growth Data, (%) 20102014
Table 13: Swiss HNWIs Population Density by State (%), 2014
Table 14: Swiss UHNWIs Gender Performance, 20102014
Table 15: Swiss UHNWIs Source of Wealth (%), 2014
Table 16: Swiss UHNWIs in Top Cities (Thousand), 20102019
Table 17: Swiss UHNWIs Growth Rates for Top Cities (Thousand), 20102019
Table 18: Swiss Billionaires Market Overview (US$ Billions) 20102019
Table 19: Swiss Top 10 Billionaires (US$ Billions), 2014
Table 20: Swiss Billionaire Wealth Growth (US$), 20102014
Table 21: Swiss Centimillionaires Market Overview (US$), 20102019
Table 22: Swiss Affluent Millionaires Market Overview (US$), 20102019
Table 23: Swiss Mid-Tier Millionaires Market Overview (US$), 20102019
Table 24: Swiss Lower-Tier Millionaires Market Overview (US$), 20102019
Table 25: Swiss Allocations of HNWI Assets (%), 20102019
Table 26: Swiss HNWIs Holdings Growth (%), 20102019
Table 27: Swiss HNWIs Alternative Asset Composition (%), 20102019
Table 28: Swiss HNWIs Trends of Investments in Alternative Assets (%), 20102019
Table 29: Swiss Trends in Art, Wine and Wheels, 20102014
Table 30: Global Prime Real Estate Prices per m (US$), 2014
Table 31: Swiss HNWIs Percentage of Foreign Investment Allocations, 20102019
Table 32: SwissHNWIs Liquidity Breakdown (US$ Billion), 20102019
Table 33: Swiss HNWIs Liquidity Breakdown (%), 20102019
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), 20142014
Table 41: CHF per US$ Exchange Rate (%), 20102019
Table 42: Swiss Real GDP Growth (%), 20102019
Table 43: Swiss GDP Per Capita (US$), 20102019
Table 44: Swiss Domestic Market Capitalization (US$ Billion) 20102014
Table 45: Swiss Commodity Indices, 20102019
Table 46: Swiss Foreign Direct Investments (US$ Billion), 20102019
Table 47: Swiss Inflation Rate (%), 20102019
Table 48: Swiss Money Market Rate (%), 20102019
Table 49: Swiss Balance of Payments (US$ Billion) 20102014
Table 50: Swiss Government Debt as a Percentage of GDP (%), 20102019
Table 51: Swiss Stock Market Performance, 20102014
Table 52: Swiss HNWI Wealth vs GDP Ratio (%), 20102019
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: Switzerlands Asset Price Performance, (US$), 20102014
Figure 4: Swiss HNWI Performance, (US$), 20102019
Figure 5: Swiss vs. Global HNWIs, (US$), 20102014
Figure 6: Swiss HNWIs Growth Factor Correlation, 20102014
Figure 7: Swiss HNWIs Volume Distribution Wealth Pyramid, 2014
Figure 8: Swiss HNWIs Wealth Distribution Wealth Pyramid (%), 2014
Figure 9: Swiss HNWIs Age Distribution, 2014
Figure 10: Swiss HNWIs Job Titles, 20102014
Figure 11: Swiss HNWIs Distribution by Industry (%), 2014
Figure 12: Swiss HNWIs City Performance (Thousand), 20102014
Figure 13: Swiss HNWIs City Population Volumes (Thousand), 20102014
Figure 14: Swiss HNWIs City Forecasts (Thousand), 20152019
Figure 15: Swiss HNWIs City Population Volumes (Thousand), 20152019
Figure 16: Swiss UHNWIs Wealth Share vs Volume Growth (%), 20102014
Figure 17: Swiss UHNWIs Volume by Wealth Band (Thousand), 20102019
Figure 18: Swiss UHNWIs Wealth by Wealth Band (US$ Billion), 20102019
Figure 19: Swiss UHNWIs Age Distribution (Percentage Share), 2014
Figure 20: Swiss UHNWIs Distribution by Industry, 2014
Figure 21: Swiss Billionaires Market Overview (US$), 20102019
Figure 22: Swiss Centimillionaires Market Overview (US$), 20102019
Figure 23: Swiss Affluent Millionaires Market Overview (US$), 20102019
Figure 24: Swiss Mid-Tier Millionaires Market Overview (US$), 20102019
Figure 25: Swiss Lower-Tier Millionaires Market Overview (US$), 20102019
Figure 26: Swiss HNWIs Asset Class Composition (%), 20102019
Figure 27: Swiss HNWIs Trends in Alternative Assets (US$ Billion), 20102019
Figure 28: Swiss Trends in Art, Wine and Wheels, 20102014
Figure 29: Swiss HNWIs Foreign Investment Allocation and Growth (%), 2014
Figure 30: Swiss HNWIs Global Distribution of Foreign Investments (%), 20102019
Figure 31: Swiss HNWIs Liquidity Breakdown (%), 20102019
Figure 32: Swiss UHNWIs Asset Class Composition, 20102019
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 (%), 20102019
Figure 37: Swiss Real GDP Growth (%), 20102019
Figure 38: Swiss GDP Per Capita (US$), 20102019
Figure 39: Swiss Domestic Market Capitalization (US$ Billion), 20102014
Figure 40:Swiss Commodity Indices, 20102019
Figure 41: Swiss Foreign Direct Investments (US$ Billion), 20102019
Figure 42: Swiss Inflation Rate (%), 20102019
Figure 43: Swiss Money Market Rate (%), 20102019
Figure 44: Swiss Balance of Payments (US$ Billion) 20102014
Figure 45: Swiss Government Debt as a Percentage of GDP (%), 20102019
Figure 46: Swiss Stock Market Performance, 20102014
Figure 47: Swiss HNWI Wealth vs GDP Ratio (%), 20102019
Figure 48: Swiss HNWIs Volume by Wealth Band, 20102019
Figure 49: Swiss HNWIs Wealth by Wealth Band (in US$ Billions), 20102019
Figure 50: Swiss HNWIs Wealth Per Capita (in US$ Millions), 20102019

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Reports Details

Published Date : Feb 2015
No. of Pages :122
Country :Switzerland
Category :Finance and Banking
Publisher :GlobalData
Report Delivery By :Email
Report Delivery Time :12 to 24 hours after placing the order.

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