Switzerland Wealth Management: HNW Investors 2025

Switzerland Wealth Management: HNW Investors 2025

Summary

This report provides comprehensive analysis of the investment preferences of Swiss HNW individuals. It profiles HNW investors in terms of their demographics; examines the allocation of HNW investors’ portfolios; analyzes their propensity to invest offshore; and explores their product and service demand. The report is based on GlobalData’s proprietary Global Wealth Managers Survey.

The Swiss HNW market is dominated by professional and high-earning males, but female HNWs and entrepreneurs are also a lucrative target market for wealth managers. In a highly competitive market such as this, discretionary mandates have the highest demand, yet offering a multi-service proposition underpinned by a proven ability to demonstrate returns will be key to tapping into demand. A burgeoning appetite for robo-advice coupled with increasing demand for equities, financial planning and philanthropy services provide arguably the most significant growth opportunities for wealth managers in the foreseeable future.

Scope

• Expats constitute 18.4% of the local HNW population. They represent an attractive target market thanks to their more complex service requirements.
• Robo-advice accounts for 12.8% of the Swiss HNW portfolio and has strong current demand.
• The average Swiss HNW investor offshores 44.6% of their wealth abroad; this proportion is expected to increase over the next 12 months.

• Understand Switzerland’s HNW wealth market, including the investment preferences of HNW individuals.
• Develop and enhance your client targeting strategies using our data on HNW demographics and sources of wealth.
• Tailor your investment product portfolio to match current and future demand for different asset classes among HNW individuals.