1. Market Research
  2. > Financial Services
  3. > Banking
  4. > Private Banking Market Trends
  5. > Wealth in Switzerland: HNW Customers

Wealth in Switzerland: HNW Customers

  • June 2015
  • -
  • GlobalData
  • -
  • 45 pages

Summary
Wealth in Switzerland: HNW Customers is based on our 2013 and 2014 Global Wealth Managers Surveys. The results of the survey are accompanied by best-practice case studies on how to target Swiss HNW individuals where applicable.


Synopsis
- Understand the major sources of HNW wealth in Switzerland and the industries from which it has been amassed.
- Interpret the investment portfolios of Swiss HNW individuals through detailed asset allocation analysis.
- Evaluate product and service demand among Swiss HNW individuals, from discretionary asset management to art advisory and philanthropy services.
- Analyze the best methods to capture new Swiss HNW clients and how best to maintain communication during the client relationship.

Reasons To Buy
- How do Swiss HNW individuals amass their wealth?
- What investments make up an average Swiss HNW investment portfolio?
- Which wealth management products and services are in demand in Switzerland?
- How often do Swiss wealth managers contact their clients through email, social media, and face-to-face meetings?
- How do Swiss HNW individuals compare to their global peers?

Key Highlights
The majority of Swiss HNW clients have amassed wealth through first-generation entrepreneurism and business ownership. The leading industries from which they have amassed wealth are manufacturing and financial services. Expats represent a large proportion of the HNW population.

The Swiss HNW portfolio invests heavily into equities. With the exception of property, HNW individuals favor direct investments. Allocation into equities, property, and alternative investments is expected to increase, while demand for bonds and cash is expected to decrease over the next two years.

A relationship manager's own contacts are the most common means for attracting new clients. Telephone and email represent the most important means of remote communication. A social media presence is not a high priority, as relationship managers believe that the channel is too public.

Table Of Contents

Wealth in Switzerland: HNW Customers

View This Report »

Get Industry Insights. Simply.

  • Latest reports & slideshows with insights from top research analysts
  • 24 Million searchable statistics with tables, figures & datasets
  • More than 10,000 trusted sources
24/7 Customer Support

Talk to Veronica

+1 718 514 2762

Purchase Reports From Reputable Market Research Publishers
2017: Trends to Watch in Global Wealth Management

2017: Trends to Watch in Global Wealth Management

  • $ 5250
  • Industry report
  • December 2016
  • by GlobalData

Summary The wealth management industry has been undergoing transformation since the financial crisis, and 2017 will be another year marked with changes to business models and the way providers interact ...

Discretionary Asset Management: HNW Demand and Drivers

Discretionary Asset Management: HNW Demand and Drivers

  • $ 5250
  • Industry report
  • November 2016
  • by GlobalData

Summary Globally over half of HNW investment portfolios are placed in discretionary mandates. However, the uptake of these services differs by country. While wealth managers in developed economies such ...

Russia Wealth Report 2016

Russia Wealth Report 2016

  • $ 4995
  • Industry report
  • November 2016
  • by GlobalData

Synopsis This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Russia. Summary This report reviews the ...

Singapore Wealth Report 2016

December 2016 $ 4995

Wealth In The Us: Hnw Investors

February 2017 $ 3450

ref:plp2015

Reportlinker.com © Copyright 2017. All rights reserved.

ReportLinker simplifies how Analysts and Decision Makers get industry data for their business.