Switzerland Wealth Management - High Net Worth (HNW) Investors 2020

Switzerland Wealth Management - High Net Worth (HNW) Investors 2020

Summary

Swiss HNW investors show strong demand for most forms of wealth advice and planning. Swiss HNW investors have mainly sourced their wealth from earned income and entrepreneurship. While the largest chunk of HNW wealth is held via advisory mandates, demand for robo-advice is forecast to rise. Thus, a multi-service proposition underpinned by a proven ability to demonstrate returns will be key to tapping into demand.

This report sizes the opportunity that the Swiss wealth market offers and analyzes the investing preferences, service requirements, and portfolio allocations of Swiss HNW investors. The report is based on our proprietary Global Wealth Managers Survey.

Scope

- Expats constitute 27.1% of the local HNW population. They represent an attractive target market thanks to their more complex service requirements.
- Robo-advisory services are witnessing a sharp increase in demand, with 45% of wealth managers agreeing that traditional wealth managers will lose market share to these services in the next 12 months.
- Capital appreciation is a primary aspect of the Swiss HNW portfolio, with equities forming the largest proportion of onshore wealth.
- Advancement in digital investment tools is expected to cause a shift in preference of HNW investors towards self-direction.

Reasons to Buy

- Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.
- Enhance your marketing strategies and capture new clients using insights from our data on HNW investors asset management style preferences.
- Tailor your investment product portfolio to match the current and future demand for different asset classes among HNW individuals.
- Develop your service proposition to match the demand expressed by Swiss HNW investors and react proactively to forecast changes in demand.

Demographics
Expats
Investment Style Preferences
Asset Allocation Preferences
Offshore Investment Preferences
Products and Services
About GlobalData

Employee Benefits in Switzerland 2021

Employee Benefits in Switzerland 2021The Swiss social security system comprises various forms of social insurance, which aim to protect both people living and working in Switzerland and their dependents. It

USD 1495 View Report

Switzerland Wealth Management - High Net Worth (HNW) Investors 2020

Switzerland Wealth Management - High Net Worth (HNW) Investors 2020Swiss HNW investors show strong demand for most forms of wealth advice and planning. Swiss HNW investors have mainly sourced their

USD 1295 View Report

United Arab Emirates (UAE) Wealth Management - High Net Worth (HNW) Investors 2020

United Arab Emirates (UAE) Wealth Management - High Net Worth (HNW) Investors 2020The UAEs HNW investors - which is dominated by professional and earning males - have a relatively high

USD 1295 View Report

Hong Kong Wealth Management - High Net Worth (HNW) Investors 2020

Hong Kong Wealth Management - High Net Worth (HNW) Investors 2020Hong Kongs HNW investors - which is dominated by professional and earning males - have a relatively less demand for

USD 1295 View Report

Fill The Form For Sample Request

Note : * Kindly provide us with your company id and get the sample reports at the earliest.

There is no Reviews available