1. Market Research
  2. > Financial Services
  3. > Banking
  4. > Private Banking Market Trends
  5. > Wealth in Switzerland: Sizing the Market Opportunity

Wealth in Switzerland: Sizing the Market Opportunity

  • August 2015
  • -
  • GlobalData
  • -
  • 49 pages

Summary
Wealth in Switzerland: Sizing the Market Opportunity analyzes Switzerland's wealth and retail savings and investments markets, with a particular focus on the HNW segment. Analysis is based upon our 2013 and 2014 Global Wealth Managers Surveys, our Global Wealth Markets Analytics, and our Global Retail Investments Analytics.


Synopsis
- Size your potential client base using our proprietary data, presenting the number of affluent individuals by liquid asset band to 2018.
- Understand the drivers behind the growth of the affluent market, such as the wider macroeconomic environment and investment preferences.
- Quantify HNW asset allocations into non-liquid assets such as property. Find out how much of their investible assets are held offshore.
- Export the graphics from the dashboard, or if you are more at ease using Excel, export the data into your own worksheets.

Reasons To Buy
- How large is the HNW market in Switzerland?
- What is the penetration of affluent individuals in Switzerland?
- What is the current and future mix of asset class balances in Switzerland?
- How much of their wealth do Swiss HNW individuals invest offshore?
- Which booking centers are used by HNW individuals to invest offshore?

Key Highlights
Switzerland remains one of the largest offshore centers globally, but recent developments in tax co-operation have eroded its reputation as a safe haven and decreased its share of the non-resident market.

Similar to many other mature financial markets, Switzerland has a balanced allocation outside of deposits. In recent years the strong performance of the Swiss Market Index has supported growth in mutual funds and equities.

At the end of 2014, of the 6.5 million adult individuals living in Switzerland an estimated 76.2% could be considered affluent. The country has by far the highest levels of affluent and HNW individuals among “sizable” economies.

Table Of Contents

Wealth in Switzerland: Sizing the Market Opportunity

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 Ahmad

+1 718 618 4302

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 Global Data

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 Global Data

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 ...

Malaysia Wealth Report 2016

Malaysia Wealth Report 2016

  • $ 4995
  • Industry report
  • October 2016
  • by Global Data

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

Russia Wealth Report 2016

November 2016 $ 4995

China Wealth Report 2016

November 2016 $ 4995

Singapore Wealth Report 2016

December 2016 $ 4995

Hnwi Asset Allocation 2020

October 2016 $ 3800

ref:plp2015

Reportlinker.com © Copyright 2017. All rights reserved.

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