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Switzerland The Future of HNWIs to 2016: Opportunities for Wealth Sector Professionals

WealthInsight
Published Date » 2012-05-23
No. Of Pages » 122

Synopsis

This report is the result of WealthInsights extensive research covering the HNWI population and wealth management industry in Switzerland. It provides market sizing and forecasts of Swiss HNWI and UHNWI populations. The report leverages WealthInsights HNWI Database, to provide key demographic breakdowns such as region and city specific data.

Summary

Switzerland is the largest private banking center in the world and home to over 290,000 HNWIs. In addition to providing a comprehensive and robust background of the Swiss economy, including, uniquely, detailed analysis of economic and political risks to HNWI wealth creation, this report provides robust projections of the volume, wealth and asset allocation of Swiss HNWIs and UHNWIs. The report then couches these findings in an analysis of the Switzerlands Wealth Management and Private Banking sector, and the opportunities therein.

Scope

The report features: 

  • Independent market sizing of Swiss HNWIs across five wealth bands
  • Most up to date and thorough analysis of the demographic breakdown of Switzerlands HNWIs
  • 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 
  • Number of UHNWIs in each city
  • City and sector wise breakdowns of UHNWI volumes and volume growth from 2007 to 2011, as well as 2016 forecasts
  • 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.
  • Detailed information on UHNWIs in each major city.

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. 
  • Swiss HNWI equity allocations of 31.5% are significantly higher than the worldwide average of 20% to 25%.
  • There are over 4,000 UHNWIs in Switzerland, with an average wealth of over US$100 million per person and a combined wealth of around US$429 billion.
  • Zurich is home to the largest portion of Switzerlands UHNWIs. There are also sizable Swiss UHNWI populations in Geneva, Lugano, Lausanne, Basel, Zug and Bern. 
  • 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 Content

1 Introduction
1.1 What is this Report About?

2 Executive Summary

3 Wealth Sector Fundamentals
3.1 Political Background to the Wealth Sector
3.2 Economic Background to the Wealth Sector
3.3 Benchmarking Swiss Wealth in Context
3.3.1 Distribution of Wealth

4 Findings from the WealthInsight HNWI Database
4.1 Trends in HNWI Wealth to 2016
4.1.1 HNWI Trend Analysis
4.1.2 HNWI Volume Trend Analysis
4.1.3 HNWI Wealth Trend Analysis
4.1.4 Per Capita HNWI Net Worth Trend Analysis
4.1.5 Trends of the Wealth Bands
4.1.6 Demographic Breakdown of HNWI
4.2 UHNWIs
4.2.1 UHNWI Volume Trend Analysis
4.2.2 UHNWI Wealth Trend Analysis
4.2.3 UHNWIs: Demographic Breakdown
4.2.4 UHNWIs Job Titles
4.2.5 UHNWIs Industry Breakdown
4.2.6 UHNWIs Industry Performance
4.2.7 UHNWIs Industry Forecasts
4.2.8 UHNWI breakdown by City
4.2.9 UHNWIs City Performance
4.2.10 UHNWIs City Forecasts
4.3 UHNWIs The Billionaires
4.3.1 Billionaire Volume Trend Analysis
4.3.2 Billionaire Wealth Trend Analysis
4.3.3 Billionaire Per Capita Net Worth Trend Analysis
4.4 UHNWIs The Centimillionaires
4.4.1 Centimillionaire Volume Trend Analysis
4.4.2 Centimillionaire Wealth Trend Analysis
4.4.3 Centimillionaire Per Capita Net Worth Trend Analysis
4.5 UHNWIs The Affluent Millionaires
4.5.1 Affluent Millionaire Volume Trend Analysis
4.5.2 Affluent Millionaire Wealth Trend Analysis
4.5.3 Affluent Millionaire Per Capita Net Worth Trend Analysis
4.6 Core HNWIs
4.6.1 Core HNWI Volume Trend Analysis
4.6.2 Core HNWI Wealth Trend Analysis
4.7 Core HNWIs The Mid Tier Millionaires
4.7.1 Mid Tier Millionaire Volume Trend Analysis
4.7.2 Mid Tier Millionaire Wealth Trend Analysis
4.7.3 Mid Tier Millionaire Per Capita Net Worth Trend Analysis
4.8 Core HNWIs Lower Tier Millionaires
4.8.1 Lower Tier Millionaire Volume Trend Analysis
4.8.2 Lower Tier Millionaire Wealth Trend Analysis
4.8.3 Lower Tier Millionaire Per Capita Net Worth Trend Analysis

5 Analysis of Swiss HNWI Investments
5.1 Analysis by Asset Classes
5.1.1 Changing Trends in Liquid Assets Equity, Fixed Income and Cash and Deposits
5.1.2 Trends in Alternative Assets
5.1.3 Trends in Art, Wine and Wheels
5.1.4 Trends of Investments in Real Estate
5.1.5 Trends of Investments in Cash and Deposits
5.1.6 Trends of Investments in Fixed Income
5.1.7 Trends of Investments in Equity
5.1.8 Trends of Investments in Business Interest
5.2 Analysis of Foreign Investments
5.2.1 Trend of Investments in Rest of Europe
5.2.2 Trend of Investments in Asia-Pacific
5.2.3 Trend of Investments in North America
5.2.4 Trend of Investments in Latin America, the Middle East and Africa
5.3 Analysis of Swiss Ultra HNWI Investments

6 Competitive Landscape of the Wealth Sector in Switzerland
6.1.1 Local Private Banks
6.1.2 Foreign Private Banks
6.1.3 Wealth Managers
6.1.4 Wealth Management in each City
6.1.5 Family Offices
6.1.6 Financial Advisors
6.2 Developments in the Swiss Private Banking Industry
6.3 Swiss Wealth Management Industry Clientele Model and Maturity
6.4 Behavioral Mapping of Wealth Management and Private Banking Industry in Switzerland
6.5 Porters Five Force Analysis Wealth management industry in Switzerland
6.6 Case Study: Global Top 10 Private Banks
6.7 Financial Services Review
6.7.1 Retail Banks
6.7.2 Fund Managers and Hedge Funds

7 Appendix
7.1 Additional components to the Wealth Sector in Switzerland
7.1.1 Philanthropy
7.1.2 Intergenerational Wealth Transfer
7.2 Regulatory Environment in Switzerland
7.2.1 Banking Regulations
7.2.2 Regulations on Taxes
7.2.3 Investment, Employment and Immigration
7.3 Key Economic Trends and Drivers
7.3.1 Local Currency to US Dollar Moving Annual Average Exchange Rate
7.3.2 Real GDP Growth
7.3.3 Per Capita GDP
7.3.4 Domestic Market Capitalization
7.3.5 Housing Price Index
7.3.6 Commodity Index
7.3.7 Foreign Direct Investment 1
7.3.8 Investments of FIIs in Equity Products
7.3.9 Inflation Rate
7.3.10 Interest Rate
7.3.11 Balance of Payments
7.3.12 Government Debt
7.3.13 Stock Market Performance
7.3.14 HNWI Wealth vs. GDP Ratio

8 About WealthInsight

List of Tables


Table 1: HNWI Wealth Band and Group Definitions
Table 2: Regions (Cantons) in Switzerland
Table 3: Largest 10 Cities in Switzerland
Table 4: HNWIs Volume Distribution Wealth Pyramid, 2011
Table 5: HNWIs Wealth Distribution Wealth Pyramid, 2011
Table 6: UHNWIs Top 10 Swiss Cities for UHNWIs, 2011
Table 7: UHNWIs City Performance, 2007-2011
Table 8: UHNWI population density in Major Cities, 2011
Table 9: UHNWIs The Billionaires Market Overview, 2007-16
Table 10: Billionaires List, 2011
Table 11: UHNWIs Centimillionaires Market Overview, 2007-15
Table 12: UHNWIs The Affluent Millionaires Market Overview, 2007-16
Table 13: Core HNWIs Mid Tier Millionaires Market Overview, 2007-16
Table 14: Core HNWIs Lower Tier Millionaires Market Overview, 2007-16
Table 15: HNWIs HNWI Holdings Growth (%), 2007-16
Table 16: HNWIs Liquid Asset Composition (%), 2007-16
Table 17: HNWIs Trends of Investments in Alternative Assets (%), 2007-16
Table 18: HNWIs Alternative Asset Composition (%), 2007-16
Table 19: HNWIs Trends in Art, Wine and Wheels, 2006-11
Table 20: HNWIs Residential real estate index per city, 2011
Table 21: HNWIs Real Estate investment in Paris, 2007-2016
Table 22: HNWIs Prime International Cities, 2007- 2011
Table 23: HNWIs % Foreign Allocation, 2007-16 X Axis
Table 24: UHNWIs Allocations and Share of HNWI Assets, 2011
Table 25: Top 20 Swiss Private Banks by AuM, 2011
Table 26: Swiss Private Banks by number of branches and head office, 2011
Table 27: Private bank branches by city, 2011
Table 28: Top Foreign Private Banks by Swiss AuM, 2011
Table 29: Wealth Management companies by City, 2011
Table 30: Wealth Management companies by City, 2011
Table 31: Asset Allocation of Typical European Single Family Office, 2011
Table 32: Family Offices in Switzerland
Table 33: Wealth Management Industry in Switzerland Recent Deal Activity
Table 34: Top 10 Private Banks by global AuM and new money, 2011
Table 35: Other Companies in the Wealth Management Industry in Switzerland
Table 36: LC to USD Moving Annual Average Exchange Rate, 200616
Table 37: Real GDP Growth Rate, 200616
Table 38: GDP Per Capita, 200616
Table 39: Domestic Market Capitalization, 200611
Table 40: Housing Price Index, 200611
Table 41: Commodity Indices, 200616
Table 42: Foreign Direct Investments, 20062016
Table 43: Investments of FIIs in Equity Products, 200610
Table 44: Inflation Rate, 200616
Table 45: Money Market Rate, 200616
Table 46: Balance of Payments, 2006-11
Table 47: Government Debt to GDP, 200616
Table 48: Stock Market Performance, 200611
Table 49: HNWI Wealth vs. GDP Ratio, 200616
Table 58: Appendix 1
Table 59: Appendix 2

List of Figures


Figure 1: HNWI Wealth Band Definitions 
Figure 2: Map of Switzerland 
Figure 3: Asset Price Performance, 2007-11 
Figure 4: Swiss HNWI Performance, 2007-15
Figure 5: HNWI Switzerland vs. the World
Figure 6: HNWIs Growth Factor Correlation, 2007-11
Figure 7: HNWIs Volume by Wealth Band, 2007-16
Figure 8: HNWIs Wealth by Wealth Band (in US$ Billion), 2007-16
Figure 9: HNWIs Per Capita Net Worth (in US$ Million), 2007-16
Figure 10: HNWIs Volume Distribution Wealth Pyramid, 2011
Figure 11: HNWIs Wealth Distribution Wealth Pyramid, 2011
Figure 12: HNWIs Age Distribution, 2011
Figure 13: UHNWIs Wealth Share vs. Volume Growth
Figure 14: UHNWIs Volume by Wealth Band, 2007-16
Figure 15: UHNWIs Wealth by Wealth Band (in US$ Billion), 2007-16
Figure 16: UHNWIs Age Distribution, 2011
Figure 17: UHNWIs Job Titles, 2007- 2011
Figure 18: UHNWIs Distribution by Industry, 2011
Figure 19: UHNWIs Sector Performance, 20072011
Figure 20: UHNWIs Sector Forecasts, 20112016
Figure 21: UHNWIs City Performance, 2007-2011
Figure 22: UHNWIs Regional Forecasts, 2011-2016
Figure 23: UHNWIs The Billionaires Market Overview, 2007-16
Figure 24: UHNWIs Centimillionaires Market Overview, 2007-16
Figure 25: UHNWIs The Affluent Millionaires Market Overview, 2007-16
Figure 26: Core HNWIs Mid Tier Millionaires Market Overview, 2007-16
Figure 27: Core HNWIs Lower Tier Millionaires Market Overview, 2007-16
Figure 28: HNWIs Asset Class Composition, 2007-16
Figure 29: HNWIs Changing Trends in Total Liquid Assets (as % of Total Assets), 2007-16
Figure 30: HNWIs Liquid Assets Composition (US$ Billions), 2007-16
Figure 31: HNWIs Trends of Investments in Alternative Assets (in US$ Billion), 2007-16
Figure 32: HNWIs Trends in Art, Wine and Wheels, 2006-11
Figure 33: HNWIs Foreign Asset Allocation vs. Growth, 2011-2016
Figure 34: HNWIs Global Distribution of Foreign Investments, 2007-16
Figure 35: UHNWIs Asset Class Composition, 2007-16
Figure 36: Wealth Management Industry in Switzerland Clientele Model
Figure 37: Swiss Wealth Management Industry Behavioral Mapping, 2011
Figure 38: UK Wealth Management Industry Porters Five Forces
Figure 39: Wealth Management Industry in Switzerland Maturity level of players
Figure 40: LC to USD Moving Annual Average Exchange Rate, 200616
Figure 41: Real GDP Growth (%), 200616
Figure 42: GDP Per Capita, 200616
Figure 43: Domestic Market Capitalization, 200611
Figure 44: Housing Price Index, 200611
Figure 45: Commodity Indices, 200616
Figure 46: Foreign Direct Investments, 20062016
Figure 47: Investments of FIIs in Equity Products, 200610
Figure 48: Inflation Rate, 200616
Figure 49: Money Market Rate, 2006-16
Figure 50: Balance of Payments, 2006-11
Figure 51: Government Debt to GDP, 200616
Figure 52: Stock Market Performance, 200611
Figure 53: HNWI Wealth vs. GDP Ratio, 200616

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