ResearchMoz

Challenges and Opportunities for the Wealth Sector in Switzerland

Publisher Name » WealthInsight
Published Date » 2012-05-25
No. Of Pages » 60

Synopsis

This report is the result of WealthInsights extensive research covering the HNWI population and wealth management industry in Switzerland. 

Summary

This report is a thorough analysis of the Swiss Wealth Management and Private Banking sector, and the opportunities and challenges that it faces.

Scope

The 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 wealth
Reasons 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 Switzerlands 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.
Table Of Contents

1 Introduction
1.1 What is this Report About?

2 Executive Summary

3 Wealth Management Fundamentals
3.1 Political Background to Switzerland
3.2 Economic Background to Switzerland
3.3 Benchmarking Swiss Wealth in Context
3.3.1 Distribution of wealth

4 Wealth Management in Switzerland
4.1 Competitive Landscape
4.1.1 Local private banks
4.1.2 Foreign private banks
4.1.3 Wealth managers
4.1.4 Wealth management in each city
4.1.5 Family offices
4.1.6 Financial advisors
4.2 Developments in Private Banking in Switzerland
4.3 Swiss Wealth Management Market Clientele Model
4.4 Behavioral Investment Preferences of HNWIs in Switzerland
4.5 Porters Five Force Analysis Wealth Management Market in Switzerland
4.6 Case Study: 10 Leading Global Private Banks
4.7 Financial Services Review
4.7.1 Retail banks
4.7.2 Fund managers and hedge funds

5 Appendix
5.1 Additional Components to Swiss Wealth Management
5.1.1 Philanthropy
5.1.2 Intergenerational wealth transfer
5.2 Regulatory Environment in Switzerland
5.2.1 Regulations on taxes
5.2.2 Banking regulations
5.2.3 Investment, employment and immigration
5.3 Key Economic Trends and Drivers
5.3.1 Annual average exchange rate (CHFUS$)
5.3.2 Real GDP growth
5.3.3 GDP per capita
5.3.4 Domestic market capitalization
5.3.5 Housing price indices
5.3.6 Commodity Index
5.3.7 Foreign direct investment
5.3.8 Investments of FIIs in equity products
5.3.9 Inflation rate
5.3.10 Money market rate
5.3.11 Balance of payments
5.3.12 Government debt
5.3.13 Stock market performance
5.3.14 HNWI wealth to GDP ratio

6 About WealthInsight

List of Tables


Table 1: HNWI Wealth Band and Group Definitions
Table 2: Switzerland Cantons by Population Size, 2010
Table 3: Switzerland 10 Largest Swiss Cities by Population Size, 2010
Table 4: Top 20 Swiss Private Banks by AuM, 2011
Table 5: Swiss Private Banks by Number Of Branches and Head Office Location, 2011
Table 6: Top 10 Private Bank Branches by City, 2011
Table 7: Top 16 Foreign Private Banks in Switzerland by AuM (US$ Billion), 2011
Table 8: Wealth Management Companies by City, 2011
Table 9: Wealth Management companies by City, 2011
Table 10: Asset Allocation of a Typical European Single-Family Office, 2011
Table 11: Leading Family Offices in Switzerland
Table 12: Swiss Wealth Management Market Recent M&A Deal Activity
Table 13: Top 10 Private Banks by Global AuM and New Money (US$ Billion), 2011
Table 14: Other Companies in the Swiss Wealth Management Market
Table 15: Swiss Annual Average Exchange Rate (CHFUS$), 20062016
Table 16: Swiss Real GDP Growth Rate, 20062016
Table 17: Swiss GDP Per Capita (US$), 20062016
Table 18: Swiss Domestic Market Capitalization (US$ Billion), 20062011
Table 19: Housing Price Indices, 20062011
Table 20: Commodity Indices, 20062016
Table 21: Swiss Foreign Direct Investments (US$ Billion), 20062016
Table 22: Swiss Investments of FIIs in Equity Products, 20062010
Table 23: Swiss Inflation Rate, 20062016
Table 24: Swiss Money Market Rate (%), 20062016
Table 25: Swiss Balance of Payments (US$ Billion), 20062011
Table 26: Swiss Government Debt as a Percentage of GDP (%), 20062016
Table 27: Stock Market Performance, 20062011
Table 28: Swiss HNWI Wealth to GDP Ratio (%), 20072016
Table 29: Appendix 1
Table 30: Appendix 2

List of Figures

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Switzerland
Figure 3: Swiss Asset Growth in US Dollar Terms (%), 20072011
Figure 4: Swiss HNWI Growth by Wealth and Value, 20072016
Figure 5: HNWI Volume and Nominal GDP Growth Switzerland vs the World
Figure 6: Swiss Wealth Management Market Clientele Model
Figure 7: Swiss Wealth Management Market Behavioral Investment Preferences, 2011
Figure 8: Swiss Wealth Management Market Porters Five Forces
Figure 9: Swiss Annual Average Exchange Rate (CHFUS$), 20062016
Figure 10: Swiss Real GDP Growth (%), 20062016
Figure 11: Swiss GDP Per Capita (US$), 20062016
Figure 12: Swiss Domestic Market Capitalization (US$ Billion), 20062011
Figure 13: Housing Price Indices, 20062011
Figure 14: Commodity Indices, 20062016
Figure 15: Swiss Foreign Direct Investments (US$ Billion), 20062016
Figure 16: Swiss Investments of FIIs in Equity Products, 20062010
Figure 17: Swiss Inflation Rate, 20062016
Figure 18: Swiss Money Market Rate (%), 20062016
Figure 19: Swiss Balance of Payments (US$ Billion), 20062011
Figure 20: Swiss Government Debt as a Percentage of GDP (%), 20062016
Figure 21: Stock Market Performance, 20062011
Figure 22: Swiss HNWI Wealth to GDP Ratio (%), 20072016

Upcoming Reports:

Video Analytics Market - Global Industry Analysis, Market Size, Market Share And Forecasts, 2012 - 2018
By - Transparency Market Research
Video analytics holds great promise, enabling enhanced security and surveillance solutions by automatically monitoring video with specific objective. Video analytic system can provide real time alarms based on defined rules without the need for human interface. This enhances operation effectiveness by working 24/7, reducing the amount of video data to be reviewed by human operators, and thus enabling a high level accuracy of video monitoring. Technological trends such as the growing performance of cloud computing is directing the video analytics market. Technological...
Thermoformed Plastics Market - Global Industry Analysis, Size, Share, Growth, Trends and Forecast, 2012 - 2018
By - Transparency Market Research
Thermoformed plastics are plastics used in the process of thermoforming where a plastic sheet is heated to a bendable form so that the plastic can be molded into a desired shape which is then cooled to form a finished usable product. There are different types of processes available for thermoforming plastics, the common ones being plug assist forming, vacuum snapback and thick and thin gauge thermoforming. The regularly used polymers for thermoforming include acrylonitrile butadiene styrene (ABS), high impact polystyrene (HIPS), polypropylene (PP) and polymethyl methacrylate...
Gelatin Market - Global Industry Analysis, Size, Share, Growth, Trends, and Forecast, 2012 - 2018
By - Transparency Market Research
Gelatin is a colorless, brittle, and solid substance derived from animal products and is experiencing steady growth over the last decade owing to its wide application in industries like pharmaceutical, food, cosmetics, and photography. Moreover, the growing economic development, which is having a direct impact on the living standard of consumers, is a major macro factor driving the market for gelatin. Europe leads the overall market for gelatin both in terms of production and consumption. However, the BSE (Bovine spongiform encephalopathy) outbreak in Europe left the gelatin...

Research Assistance

We will be happy to help you find what you need.
Please call us or write us:

866-997-4948 (Us-Canada Toll Free)
Tel: +1-518-618-1030
Email: sales@researchmoz.us
Select License type:

Share this report

                    

Related News

One-third of Massachusetts Hospitals Facing Financial Downturn
Sep 14, 2012  
The healthcare Industry in the United States works as a separate entity and many of the healthcare services are privately owned and operated. Healthcare has always been a topic of debate for the U.S. government because policy makers argue that the system is not delivering value for money services. In fact government is spending twice as much on life expectancy and infant mortality rate...
Now At-Home TB Diagnosis Looks Possible
Sep 14, 2012  
According to a recent research published in Nature Chemistry, scientists have revealed that a certain sensitive fluorescent molecule is capable of efficiently and quickly tracing TB (tuberculosis) bacteria from the sputum samples. The year 2010 registered approximately 4000 deaths per day because of TB. TB diagnosis takes a few weeks and the disease being contagious puts others at...
China Economy Gets USD 157 Billion Stimulus with Sanction for 60 Infrastructure Projects
Sep 14, 2012  
Seen as a much required economical stimulus to revive the economy stuck in the worst slowdown in the past three years, China has approved 60 different infrastructure projects valued at more than USD 150 billion. Immediately after the official confirmation of the decision, stocks of major industries such as cement and steel have seen a rise on hopes generated by plans to build ports, highways,...
Battling against flu, vaccination necessary for health workers
Sep 14, 2012  
To battle against flu this season, health officials have tightened their resolve to get more health care workers vaccinated. Flu is a disease that transfers from one to another. Keeping this in mind health officials want every worker in the health care department to get vaccinated. By doing this, it will lessen the chances of others getting affected by this disease. Health officials...
Japan to Cut Import Duties on Indian Generic Drugs Imports
Sep 14, 2012  
The 44th ASEAN Economic Ministers Meeting held last week in Cambodia has certainly brought good news for the Indian Pharmaceuticals industry. During the meeting on the sidelines of the 44th ASEAN Economic Ministers Meet, Indian Commerce and Industry Minister Anand Sharma brought up the issue with his Japanese counterpart Yukio Edano. Yukio Edano is the minister of economy, trade and Industry...