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Challenges and Opportunities for the Wealth Sector in Switzerland
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Challenges and Opportunities for the Wealth Sector in Switzerland

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SynopsisThis report is the result of WealthInsight's extensive research covering the HNWI population and wealth management industry in Switzerland. SummaryThis report is a thorough analysis of the ...

SynopsisThis report is the result of WealthInsight's extensive research covering the HNWI population and wealth management industry in Switzerland. SummaryThis report is a thorough analysis of the Swiss Wealth Management and Private Banking sector, and the opportunities and challenges that it faces.ScopeThe report features: ' Independent market sizing of Swiss HNWIs across five wealth bands' Number of UHNWIs 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' Detailed wealth management and family office information' Insights into the drivers of HNWI wealthReasons 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 up to one hundred data-points on over 100,000 HNWIs from around the world. It also includes profiles on major private banks, wealth managers and family offices in each country. 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. ' Comprehensive forecasts to 2016.Key Highlights' As of 2011, there are over 290,000 HNWIs in Switzerland, with a combined wealth of around US$1.3 trillion, accounting for roughly 60% of Switzerland's total wealth. ' The global private banking industry is estimated to have assets under management of just over US$16.5 trillion. The Swiss wealth management sector accounts for a high 17% of this, making it the second largest country by AuM after the United States. Offshore makes up the bulk of AuM with the other funds being sourced from local HNWIs.

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Challenges and Opportunities for the Wealth Sector in Switzerland Challenges and Opportunities for the Wealth Sector in Switzerland Document Transcript

  • Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email!Challenges and Opportunities for the Wealth Sector in SwitzerlandPublished on May 2012 Report SummarySynopsisThis report is the result of WealthInsights extensive research covering the HNWI population and wealth management industry inSwitzerland.SummaryThis report is a thorough analysis of the Swiss Wealth Management and Private Banking sector, and the opportunities and challengesthat it faces.ScopeThe report features: Independent market sizing of Swiss HNWIs across five wealth bands Number of UHNWIs 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 Detailed wealth management and family office information Insights into the drivers of HNWI wealthReasons To Buy The WealthInsight Intelligence Center Database is an unparalleled resource and the leading resource of its kind. Compiled andcurated by a team of expert research specialists, the Database comprises up to one hundred data-points on over 100,000 HNWIsfrom around the world. It also includes profiles on major private banks, wealth managers and family offices in each country. With theDatabase as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight andauthority on the HNWI and wealth management universe in each of the countries and regions we cover. Comprehensive forecasts to 2016.Key Highlights As of 2011, there are over 290,000 HNWIs in Switzerland, with a combined wealth of around US$1.3 trillion, accounting for roughly60% of Switzerlands total wealth. The global private banking industry is estimated to have assets under management of just over US$16.5 trillion. The Swiss wealthmanagement sector accounts for a high 17% of this, making it the second largest country by AuM after the United States. Offshoremakes up the bulk of AuM with the other funds being sourced from local HNWIs. Table of ContentTable of Contents1 Introduction1.1 What is this Report About2 Executive SummaryChallenges and Opportunities for the Wealth Sector in Switzerland (From Slideshare) Page 1/6
  • Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email!3 Wealth Management Fundamentals3.1 Political Background to Switzerland3.2 Economic Background to Switzerland3.3 Benchmarking Swiss Wealth in Context3.3.1 Distribution of wealth4 Wealth Management in Switzerland4.1 Competitive Landscape4.1.1 Local private banks4.1.2 Foreign private banks4.1.3 Wealth managers4.1.4 Wealth management in each city4.1.5 Family offices4.1.6 Financial advisors4.2 Developments in Private Banking in Switzerland4.3 Swiss Wealth Management Market Clientele Model4.4 Behavioral Investment Preferences of HNWIs in Switzerland4.5 Porters Five Force Analysis Wealth Management Market in Switzerland4.6 Case Study: 10 Leading Global Private Banks4.7 Financial Services Review4.7.1 Retail banks4.7.2 Fund managers and hedge funds5 Appendix5.1 Additional Components to Swiss Wealth Management5.1.1 Philanthropy5.1.2 Intergenerational wealth transfer5.2 Regulatory Environment in Switzerland5.2.1 Regulations on taxes5.2.2 Banking regulations5.2.3 Investment, employment and immigration5.3 Key Economic Trends and Drivers5.3.1 Annual average exchange rate (CHFUS$)5.3.2 Real GDP growth5.3.3 GDP per capita5.3.4 Domestic market capitalization5.3.5 Housing price indices5.3.6 Commodity Index5.3.7 Foreign direct investment5.3.8 Investments of FIIs in equity products5.3.9 Inflation rate5.3.10 Money market rate5.3.11 Balance of payments5.3.12 Government debt5.3.13 Stock market performance5.3.14 HNWI wealth to GDP ratio6 About WealthInsightChallenges and Opportunities for the Wealth Sector in Switzerland (From Slideshare) Page 2/6
  • Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email!List of TablesTable 1: HNWI Wealth Band and Group DefinitionsTable 2: Switzerland Cantons by Population Size, 2010Table 3: Switzerland 10 Largest Swiss Cities by Population Size, 2010Table 4: Top 20 Swiss Private Banks by AuM, 2011Table 5: Swiss Private Banks by Number Of Branches and Head Office Location, 2011Table 6: Top 10 Private Bank Branches by City, 2011Table 7: Top 16 Foreign Private Banks in Switzerland by AuM (US$ Billion), 2011Table 8: Wealth Management Companies by City, 2011Table 9: Wealth Management companies by City, 2011Table 10: Asset Allocation of a Typical European Single-Family Office, 2011Table 11: Leading Family Offices in SwitzerlandTable 12: Swiss Wealth Management Market Recent M&A Deal ActivityTable 13: Top 10 Private Banks by Global AuM and New Money (US$ Billion), 2011Table 14: Other Companies in the Swiss Wealth Management MarketTable 15: Swiss Annual Average Exchange Rate (CHFUS$), 20062016Table 16: Swiss Real GDP Growth Rate, 20062016Table 17: Swiss GDP Per Capita (US$), 20062016Table 18: Swiss Domestic Market Capitalization (US$ Billion), 20062011Table 19: Housing Price Indices, 20062011Table 20: Commodity Indices, 20062016Table 21: Swiss Foreign Direct Investments (US$ Billion), 20062016Table 22: Swiss Investments of FIIs in Equity Products, 20062010Table 23: Swiss Inflation Rate, 20062016Table 24: Swiss Money Market Rate (%), 20062016Table 25: Swiss Balance of Payments (US$ Billion), 20062011Table 26: Swiss Government Debt as a Percentage of GDP (%), 20062016Table 27: Stock Market Performance, 20062011Table 28: Swiss HNWI Wealth to GDP Ratio (%), 20072016Table 29: Appendix 1Table 30: Appendix 2List of FiguresFigure 1: HNWI Wealth Band DefinitionsFigure 2: Map of SwitzerlandFigure 3: Swiss Asset Growth in US Dollar Terms (%), 20072011Figure 4: Swiss HNWI Growth by Wealth and Value, 20072016Figure 5: HNWI Volume and Nominal GDP Growth Switzerland vs the WorldFigure 6: Swiss Wealth Management Market Clientele ModelFigure 7: Swiss Wealth Management Market Behavioral Investment Preferences, 2011Figure 8: Swiss Wealth Management Market Porters Five ForcesFigure 9: Swiss Annual Average Exchange Rate (CHFUS$), 20062016Figure 10: Swiss Real GDP Growth (%), 20062016Figure 11: Swiss GDP Per Capita (US$), 20062016Figure 12: Swiss Domestic Market Capitalization (US$ Billion), 20062011Figure 13: Housing Price Indices, 20062011Figure 14: Commodity Indices, 20062016Challenges and Opportunities for the Wealth Sector in Switzerland (From Slideshare) Page 3/6
  • Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email!Figure 15: Swiss Foreign Direct Investments (US$ Billion), 20062016Figure 16: Swiss Investments of FIIs in Equity Products, 20062010Figure 17: Swiss Inflation Rate, 20062016Figure 18: Swiss Money Market Rate (%), 20062016Figure 19: Swiss Balance of Payments (US$ Billion), 20062011Figure 20: Swiss Government Debt as a Percentage of GDP (%), 20062016Figure 21: Stock Market Performance, 20062011Figure 22: Swiss HNWI Wealth to GDP Ratio (%), 20072016Challenges and Opportunities for the Wealth Sector in Switzerland (From Slideshare) Page 4/6
  • Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email! Fax Order Form To place an order via fax simply print this form, fill in the information below and fax the completed form to: Europe, Middle East and Africa : + 33 4 37 37 15 56 Asia, Oceania and America : + 1 (805) 617 17 93 If you have any questions please visit http://www.reportlinker.com/notify/contact Order Information Please verify that the product information is correct and select the format(s) you require. Challenges and Opportunities for the Wealth Sector in Switzerland Product Formats Please select the product formats and the quantity you require. 1 User License--USD 1 995.00 Quantity: _____ Site License--USD 2 995.00 Quantity: _____ Contact Information Please enter all the information below in BLOCK CAPITALS Title: Mr Mrs Dr Miss Ms Prof First Name: _____________________________ Last Name: __________________________________ Email Address: __________________________________________________________________________ Job Title: __________________________________________________________________________ Organization: __________________________________________________________________________ Address: __________________________________________________________________________ City: __________________________________________________________________________ Postal / Zip Code: __________________________________________________________________________ Country: __________________________________________________________________________ Phone Number: __________________________________________________________________________ Fax Number: __________________________________________________________________________Challenges and Opportunities for the Wealth Sector in Switzerland (From Slideshare) Page 5/6
  • Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email! Payment Information Please indicate the payment method, you would like to use by selecting the appropriate box. Payment by credit card Card Number: ______________________________________________ Expiry Date __________ / _________ CVV Number _____________________ Card Type (ex: Visa, Amex…) _________________________________ Payment by wire transfer Crédit Mutuel RIB : 10278 07314 00020257701 89 BIC : CMCIFR2A IBAN : FR76 1027 8073 1400 0202 5770 189 Payment by check UBIQUICK SAS 16 rue Grenette – 69002 LYON, FRANCE Customer signature:   Please note that by ordering from Reportlinker you are agreeing to our Terms and Conditions at http://www.reportlinker.com/index/terms Please fax this form to: Europe, Middle East and Africa : + 33 4 37 37 15 56 Asia, Oceania and America : + 1 (805) 617 17 93Challenges and Opportunities for the Wealth Sector in Switzerland (From Slideshare) Page 6/6