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Wealth in Switzerland: Sizing the Market Opportunity

Wealth in Switzerland: Sizing the Market Opportunity

  • October 2018
  • 42 pages
  • ID: 3375696
In this report:
According to the State Secretariat for Economic Affairs, GDP growth of ##.##% is expected in 2018 and ##% for 2019.
According to a UBS study, dividend yield for Swiss stocks (relative to ##-year average) is higher than for any other major European economy.
Zurich Insurance Group, Credit Suisse, and UBS all had dividend yields above ##.##%, with some companies even above ##%.

Summary

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Wealth in Switzerland: Sizing the Market Opportunity

Brief

"Wealth in Switzerland: Sizing the Market Opportunity", report examines Switzerland's wealth and retail savings and investments markets, with a focus on the HNW segment. The market research is based on our proprietary datasets.

Increase continued in the Swiss wealth market, and the country remains a popular destination for offshore investments.However, growing tax transparency pressures, continued negative interest rates, and overall macroeconomic risks will decelerate both resident and non-resident market increase in future years.

Wealth managers will need to collaborate closely with clients to maintain revenues in this challenging additional reality.

Specifically the report -

- Sizes the affluent market (both by number of individuals and the value of their assets) using GlobalData's proprietary datasets.

- Examines HNW clients' attitudes towards non-liquid asset classes including property, commodities, and offshore investments.

- Analyzes which asset classes are favored by Swiss investors and how their preferences impact the growth of the global savings and investments market.

- Evaluates the size of the retail non-resident market in Switzerland and foreign investors' preferences.

Overview

- At the end of 2017, affluent individuals held 94.0 percent of Switzerland's global liquid assets - one of the biggest proportions in the globe.

- The value of liquid assets held by affluent individuals increased by 5.60 percent during the year, driven mostly by positive stock market performance boosting mutual funds and equity investments.

- Going forward, lethargic stock market performance and economic growth risks will lead to a decrease in the affluent individual population by 2022.

- With automatic exchange of information now in place Swiss secrecy benefits are reducing, affecting the profitability of the country's private banks.

Great reasons to purchase

- Benchmark your share of the Swiss wealth market against the market's current size.

- Forecast your future growth prospects using our projections for the sector to 2022.

- Identify your most favorable client segment by analyzing penetration of affluent individuals in Switzerland.

- Evaluate your HNW proposition by understanding how the ever-changing tax system affects your HNW clients.

- Review your offshore strategy and offering for non-resident investors by learning the dynamics in these markets.

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