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
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.