ResearchMoz

Challenges and Opportunities for the Wealth Sector in Switzerland

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...
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:

Alpha-Mannosidosis Market - Global Industry Analysis, Size, Share, Growth, Trends And Forecast, 2014 - 2020
By - Transparency Market Research
Alpha-mannosidosis is a rare inherited disorder that affects organs and tissues of the body. This may cause an intellectual disability, distinguishing facial features, and skeletal abnormalities in an individual. Characteristic facial features can include a large head, low hairline, large ears, and rounded eyebrows, protruding jaw, flattened bridge of the nose, overgrown gums, widely spaced teeth, and large tongue. The skeletal abnormalities caused by alpha-mannosidosis disorder include thickening of the bones at the top of the skull (calvaria), reduced bone density (osteopenia),...
Greece: watermelons market
By - Williams and Marshal Strategy
This report presents a comprehensive overview of the watermelons market in Greece and its state as of January 2014. It provides detailed analysis of the industry, its dynamics and structure. The purpose of the report is to describe the state of the watermelons market in Greece, to present actual and retrospective information about the volumes and dynamics of production, imports, exports and consumption, the characteristics of the market for the period 2008-2012 and to build a forecast for the market development until 2018. In the same way, the report presents an elaborate overview of the...
DNA Diagnostics Market - Global Industry Analysis, Size, Share, Growth, Trends And Forecast, 2013 - 2019
By - Transparency Market Research
The completion of human genome project resulted in discovery of several human disease causing genes. This discovery has further led to the evolution of DNA diagnostic platforms and resulted in the transformation of DNA diagnostics platforms from a research based activity into a major professional or commercial activity. The transformation is majorly attributed to the rapid pace of technological advances followed by development of robust methodologies such as polymerase chain reaction (PCR), microarrays, novel gene sequencing and others. DNA based diagnostic methods facilitate the...

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

New Drug Shows Early Promise against Heart Attacks and Strokes
Sep 1, 2014  
Sanofi and Regeneron Pharmaceuticals have been working on a new experimental drug that aims to lower cholesterol. Early tests have shown that the drug cuts down risks of heart attacks and strokes in clinical trials by half. The test report says that the results are not conclusive as the analysis was performed retrospectively. The study does provide the positive result that...
Western Africa economies hit by Ebola travel ban
Aug 28, 2014  
With over 1,400 people dead due to the fatal Ebola outbreak in African countries, travel services have either banned or limited operations to the western region, severely hitting economies of the area. Budgetary resources are being utilized rapidly and economic growth has dropped by 4% as international projects and trips have been cancelled. Transport companies have cut off the region...
Fonterra Ties Up With Beingmate to Tap into China’s Baby Food Market
Aug 28, 2014  
Fonterra Co-Operative Group Ltd. will partner with Beingmate Group Co, China’s biggest infant formula manufacturer to increase its reach in the Chinese market. The New Zealand-based company makes this move with the intent to grab a bigger market share in China after it suffered many setbacks in the food-safety scandal last year.   This partnership will also help Beingmate...
Chinas Leading Asset-Management Company Aims for IPO
Aug 28, 2014  
China’s biggest asset-management company plans to go public by the end of 2015. Chinese authorities are constantly ramping up their interests towards introducing mixed ownership to state-owned huge companies and call for more private capital investments into the economy. According to the news report, China Huarong Asset Management Co., Ltd. will collaborate with eight investors...
Warren Buffet Helps Burger King with Tim Horton Deal
Aug 27, 2014  
Renowned investor Warren Buffet plans to finance Burger King Worldwide Inc.’s acquisition of Tim Hortons Inc., the Canadian coffee chain. Berkshire Hathaway Inc., Warren Buffet’s firm will invest through preferred shares, it is speculated. Nearly 25% of the deal’s financing would be handled by Berkshire. The precise aim for Warren Buffet’s participation is yet...