1. Market Research
  2. > Financial Services
  3. > Real Estate Market Trends
Wealth in Switzerland: HNW Investors 2017

Wealth in Switzerland: HNW Investors 2017

  • April 2017
  • 48 pages
  • ID: 4837481
  • Format: PDF
  • GlobalData

Summary

Table of Contents

Search Inside

Wealth in Switzerland: HNW Investors 2017

Summary
Inheritors form the largest segment among Swiss HNW individuals, who have generated their wealth mainly through property and real estate, in addition to professional services. Expats in Switzerland account for 8.4% of the HNW population, who along with the rest of the country’s HNW population are keen to invest a proportion of their wealth locally. Looking ahead, greater demand for wealth management services such as inheritance and financial planning is expected.

- 33.8% of Swiss HNW individuals have accumulated their wealth through inheritance. At the same time, half of HNW investors are family business owners or first-generation entrepreneurs.
- There is a notable expat population living in Switzerland, who invests a proportion of wealth in their country of residence mainly to avoid foreign exchange fees. 35.8% of wealth managers also believe HNW investors are unsure of whether they will return to their country of origin.
- Swiss HNW investors prefer their wealth to be managed professionally, as 92.4% of total HNW investments are placed with a professional. The greatest proportion is held in discretionary mandates.
- Asset allocation is heavily weighted towards equities and bonds, which together account for 69.6% of the typical Swiss HNW portfolio. Wealth managers anticipate strong growth for equity investments.
- Inheritance and pension planning services show the strongest demand, but wealth managers expect financial planning services to experience the greatest increase in demand in the next two years.

Critical Success factors:
- Focus on discretionary offerings - Discretionary mandates are forecast to remain the preferred choice among Swiss investors. Wealth managers should ensure their offering is comprehensive and appeals to HNW residents.
- Inheritance planning services are key - Swiss HNW investors show strong demand across wealth management services. As there is a notable segment of the HNW population that sources their wealth from inheritance, wealth managers will do well to offer services that resonate with this segment.
- Expand equity and bond allocations - We forecast a strong increase in demand for equities and bonds, so wealth managers should ensure these remain at the forefront of Swiss HNW portfolios.

The report “Wealth in Switzerland: HNW Investors 2017” analyzes the investing preferences and portfolio allocation of Swiss HNW investors. Moreover this report provides the analysis of average Swiss HNW investor in terms of their demographics and analyzes the expat opportunity in Switzerland, identifies which wealth management mandates are preferred among Swiss HNW investors and how the demand will develop looking forward and Examines the allocation of Swiss HNW investors’ portfolios into different asset classes and how the allocation is expected to develop in the future. Additionally, this report helps you to analyze the product and service demand among Swiss HNW investors.

Companies mentioned in this report: Family Office Selection Services, Guardian Wealth Management, UBS, Wüest Partner

Scope
- Profiles the average Swiss HNW investor in terms of their demographics and analyzes the expat opportunity in Switzerland.
- Analyzes which wealth management mandates are preferred among Swiss HNW investors and how the demand will develop looking forward.
- Examines the allocation of Swiss HNW investors’ portfolios into different asset classes and how the allocation is expected to develop in the future.
- Analyzes the product and service demand among Swiss HNW investors.

Reasons to buy
- Develop and enhance your client targeting strategies using our data on HNW profiles and source of wealth.
- Give your marketing strategies the necessary edge and capture new clients using insights from our data on HNW investors’ drivers for seeking investment advice vs self-directing.
- Tailor your investment product portfolio to match the current and future demand for different asset classes among HNW individuals.
- Develop your service proposition to match the service and product demand expressed by Swiss HNW investors and react proactively to the forecasted change in demand.

Get Industry Insights. Simply.

  • Latest reports & slideshows with insights from top research analysts
  • 150+ Million searchable statistics with tables, figures & datasets
  • More than 25,000 trusted sources
  • Single User License — provides access to the report by one individual.
  • Department License — allows you to share the report with up to 5 users
  • Site License — allows the report to be shared amongst all employees in a defined country
  • Corporate License — allows for complete access, globally.

ReportLinker may already be registered as a supplier with your company. If you want to Order by PO, check with us first and we'll let you know if we are a registered supplier and what the vendor number is. Otherwise, we'll provide you with the necessary information to register ReportLinker as a vendor.

Ahmad helps you find the right report:
Testimonials

The research specialist advised us on the best content for our needs and provided a great report and follow-up, thanks very much we shall look at ReportLinker in the future.

Kate Merrick

Global Marketing Manager at
Eurotherm by Schneider Electric

We were impressed with the support that ReportLinker’s research specialists’ team provided. The report we purchased was useful and provided exactly what we want.

Category Manager at
Ikea

ReportLinker gave access to reliable and useful data while avoiding dispersing resources and spending too much time on unnecessary research.

Executive Director at
PwC Advisory

The customer service was fast, responsive, and 100% professional in all my dealings (...) If we have more research needs, I'll certainly prioritize working with ReportLinker!

Scott Griffith

Vice President Marketing at
Maurice Sporting Goods

The research specialist provided prompt, helpful instructions for accessing ReportLinker's product. He also followed up to make sure everything went smoothly and to ensure an easy transition to the next stage of my research

Jessica P Huffman

Research Associate at
American Transportation Research Institute

Excellent customer service. Very responsive and fast.

Director, Corporate Strategy at
Ingredion

I reached out to ReportLinker for a detailed market study on the Air Treatment industry. The quality of the report, the research specialist’s willingness to solve my queries exceeded my expectations. I would definitely recommend ReportLinker for in-depth industry information.

Mariana Mendoza

Global Platform Senior Manager at
Whirlpool Corporation

Thanks! I like what you've provided and will certainly come back if I need to do further research works.

Bee Hin Png

CEO at
LDR Pte Ltd

The research specialist advised us on the best content for our needs and provided a great report and follow-up, thanks very much we shall look at ReportLinker in the future.

Kate Merrick

Global Marketing Manager at
Eurotherm by Schneider Electric

FAQ
  • How we can help
    • I am not sure if the report I am interested in will fulfill my needs. Can you help me?
    • Yes, of course. You can call us at +33(0) 4 37 65 17 03 or drop us an email at researchadvisor@reportlinker.com to let us know more about your requirements.
    • We buy reports often - can ReportLinker get me any benefits?
    • Yes. Set up a call with a Senior Research Advisor to learn more - researchadvisor@reportlinker.com or +33(0) 4 37 65 17 03.
    • I have had negative experiences with market research reports before. How can you avoid this from happening again?
    • We advise all clients to read the TOC and Summary and list your questions so that we can get more insight for you before you make any purchase decision. A research advisor will accompany you so that you can compare samples and reports from different sources, and choose the study that is right for you.

  • Report Delivery
    • How and when I will receive my Report?
    • Most reports are delivered right away in a pdf format, while others are accessed via a secure link and access codes. Do note that sometimes reports are sent within a 12 hour period, depending on the time zones. However, you can contact us to escalate this. Should you need a hard copy, you can check if this option is offered for the particular report, and pay the related fees.
  • Payment conditions
    • What payment methods do you accept?
      1. Credit card : VISA, American Express, Mastercard, or
      2. You can download an invoice to pay by wire transfer, check, or via a Purchase Order from your company, or
      3. You can pay via a Check made out in US Dollars, Euros, or British Pounds for the full amount made payable to ReportLinker
    • What are ReportLinker’s Payment Terms?
    • All payments must normally be submitted within 30 days. However, you can let us know if you need extended time.
    • Are Taxes and duties included?
    • All companies based in France must pay a 20% tax per report. The same applies to all individuals based in the EU. All EU companies must supply their VAT number when purchasing to avoid this charge.
    • I’m not satisfied. Can I be refunded?
    • No. Once your order has been processed and the publisher has received a notification to send you the report, we cannot issue any refund or cancel any order. As these are not ‘traditional’ products that can be returned, reports that are dispatched are considered to be ‘consumed’.
  • User license
    • The license that you should acquire depends on the number of persons that need to access the report. This can range from Single User (only one person will have the right to read or access the report), or Department License (up to 5 persons), to Site License (a group of persons based in the same company location), or Corporate License (the entire company personnel based worldwide). However, as publishers have different terms and conditions, we can look into this for you.
Purchase Reports From Reputable Market Research Publishers

ref:plp2017

Reportlinker.com © Copyright 2021. All rights reserved.

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

Make sure you don’t miss any news and follow us on