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HNWI Asset Allocation in Switzerland to 2016

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SynopsisThis report is the result of WealthInsight's extensive research covering the HNWI population and wealth management industry in Switzerland. It provides detailed figures on the current and expected HNWI asset allocations of Swiss HNWIs to 2016.SummaryThis report provides the latest asset allocations of Swiss HNWIs. The report also includes projections of the volume, wealth and asset allocation of Swiss HNWIs to 2016 and a comprehensive and robust background of the local economy, including, uniquely, detailed analysis of economic and political risks to HNWI wealth creation.ScopeThe report features: ' Independent market sizing of Swiss HNWIs across five wealth bands' HNWI volume, wealth and allocation trends from 2007 to 2011' HNWI volume, wealth and allocation forecasts to 2016' HNWI and UHNWI asset allocations across 13 asset classes ' 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. ' Swiss HNWI equity allocations of 31.5% are significantly higher than the worldwide average of 20% to 25%.

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HNWI Asset Allocation in Switzerland to 2016

  1. 1. Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email!HNWI Asset Allocation in Switzerland to 2016Published on May 2012 Report SummarySynopsisThis report is the result of WealthInsights extensive research covering the HNWI population and wealth management industry inSwitzerland. It provides detailed figures on the current and expected HNWI asset allocations of Swiss HNWIs to 2016.SummaryThis report provides the latest asset allocations of Swiss HNWIs. The report also includes projections of the volume, wealth and assetallocation of Swiss HNWIs to 2016 and a comprehensive and robust background of the local economy, including, uniquely, detailedanalysis of economic and political risks to HNWI wealth creation.ScopeThe report features: Independent market sizing of Swiss HNWIs across five wealth bands HNWI volume, wealth and allocation trends from 2007 to 2011 HNWI volume, wealth and allocation forecasts to 2016 HNWI and UHNWI asset allocations across 13 asset classes 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$1.3 trillion, accounting for roughly60% of Switzerlands total wealth. Swiss HNWI equity allocations of 31.5% are significantly higher than the worldwide average of 20% to 25%. Table of ContentTable of Contents1 Introduction1.1 What is this Report About2 Executive Summary3 Wealth Management FundamentalsHNWI Asset Allocation in Switzerland to 2016 (From Slideshare) Page 1/6
  2. 2. Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email!3.1 Political Background to Switzerland3.2 Economic Background to Switzerland3.3 Benchmarking Swiss Wealth in Context3.3.1 Distribution of wealth4 Analysis of Swiss HNWI Investments4.1 Analysis by Asset Class4.1.1 Changing trends in liquid assets (equity, fixed income and cash and deposits)4.1.2 Trends in alternative assets4.1.3 Trends in collectables4.1.4 Trends of investments in real estate4.1.5 Trends of investments in cash and deposits4.1.6 Trends of investments in fixed income4.1.7 Trends of investments in equity4.1.8 Trends of investments in business interest4.2 Analysis of Foreign Investments4.2.1 Trend of investments in rest of Europe4.2.2 Trend of investments in the Asia-Pacific region4.2.3 Trend of investments in North America4.2.4 Trend of investments in Latin America, the Middle East and Africa4.3 Analysis of Swiss Ultra HNWI Investments5 Appendix5.1 Additional Components to Swiss Wealth Management5.1.1 Philanthropy5.1.2 Intergenerational wealth transfer5.2 Regulatory Environment in Switzerland5.2.1 Regulations on taxes5.2.2 Banking regulations5.2.3 Investment, employment and immigration5.3 Key Economic Trends and Drivers5.3.1 Annual average exchange rate (CHFUS$)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 WealthInsightList of TablesHNWI Asset Allocation in Switzerland to 2016 (From Slideshare) Page 2/6
  3. 3. Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email!Table 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: HNWIs Holdings by Asset Class Growth (%), 20072016Table 5: HNWIs Liquid Asset Composition by Asset Class (%), 20072016Table 6: HNWIs Investment Growth in Alternative Assets (%), 20072016Table 7: HNWIs Investments in Alternative Assets (% Share), 20072016Table 8: HNWIs Trends in Collectables, 20072011Table 9: HNWIs Residential Real Estate Price Per Square Meter by Swiss City (US$), 2011Table 10: HNWIs Origin of Prime Real Estate Investors in Switzerland (% Share), 20072016Table 11: HNWIs Growth of Real Estate in Leading International Cities (%), 20072011Table 12: HNWIs Foreign Investment Allocation by Asset Class (%), 20072016Table 13: UHNWIs Allocations and Share of HNWI Assets, 2011Table 14: Swiss Annual Average Exchange Rate (CHFUS$), 20062016Table 15: Swiss Real GDP Growth Rate, 20062016Table 16: Swiss GDP Per Capita (US$), 20062016Table 17: Swiss Domestic Market Capitalization (US$ Billion), 20062011Table 18: Housing Price Indices, 20062011Table 19: Commodity Indices, 20062016Table 20: Swiss Foreign Direct Investments (US$ Billion), 20062016Table 21: Swiss Investments of FIIs in Equity Products, 20062010Table 22: Swiss Inflation Rate, 20062016Table 23: Swiss Money Market Rate (%), 20062016Table 24: Swiss Balance of Payments (US$ Billion), 20062011Table 25: Swiss Government Debt as a Percentage of GDP (%), 20062016Table 26: Stock Market Performance, 20062011Table 27: Swiss HNWI Wealth to GDP Ratio (%), 20072016Table 28: Appendix 1Table 29: 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: HNWIs Holdings by Asset Class (% Share), 20072016Figure 7: HNWIs Changing Trends in Liquid Assets (% of Total Assets), 20072016Figure 8: HNWIs Liquid Assets Composition by Asset Class (US$ Billion), 20072016Figure 9: HNWIs Investments in Alternative Assets (US$ Billion), 20072016Figure 10: HNWIs Trends in Collectables, 20072011Figure 11: HNWIs Foreign Investment Allocation and Growth by Asset Class (%), 20112016Figure 12: HNWIs Global Distribution of Foreign Investments (% Share), 20072016Figure 13: UHNWIs Holdings in Asset Class (% Share), 20072016Figure 14: Swiss Annual Average Exchange Rate (CHFUS$), 20062016Figure 15: Swiss Real GDP Growth (%), 20062016HNWI Asset Allocation in Switzerland to 2016 (From Slideshare) Page 3/6
  4. 4. Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email!Figure 16: Swiss GDP Per Capita (US$), 20062016Figure 17: Swiss Domestic Market Capitalization (US$ Billion), 20062011Figure 18: Housing Price Indices, 20062011Figure 19: Commodity Indices, 20062016Figure 20: Swiss Foreign Direct Investments (US$ Billion), 20062016Figure 21: Swiss Investments of FIIs in Equity Products, 20062010Figure 22: Swiss Inflation Rate, 20062016Figure 23: Swiss Money Market Rate (%), 20062016Figure 24: Swiss Balance of Payments (US$ Billion), 20062011Figure 25: Swiss Government Debt as a Percentage of GDP (%), 20062016Figure 26: Stock Market Performance, 20062011Figure 27: Swiss HNWI Wealth to GDP Ratio (%), 20072016HNWI Asset Allocation in Switzerland to 2016 (From Slideshare) Page 4/6
  5. 5. 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. HNWI Asset Allocation in Switzerland to 2016 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: __________________________________________________________________________HNWI Asset Allocation in Switzerland to 2016 (From Slideshare) Page 5/6
  6. 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 93HNWI Asset Allocation in Switzerland to 2016 (From Slideshare) Page 6/6

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