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HNWI Asset Allocation in Switzerland 2015

HNWI Asset Allocation in Switzerland 2015

Synopsis

This report provides the latest asset allocations of Switzerland HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Switzerland HNWIs to 2019 and a comprehensive and robust background of the local economy.

Summary

  • This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Switzerland.
  • The report focuses on HNWI performance between the end of 2010 and the end of 2014. This enables us to determine how well the country's HNWIs have performed through the crisis.
Scope
  • Independent market sizing of Switzerland HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2010 to 2014
  • HNWI volume and wealth forecasts to 2019
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Insights into the drivers of HNWI wealth
Reasons To Buy
  • The HNWI Asset Allocation in Switzerland 2015 is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the database comprises dossiers on over 60,000 HNWIs from around the world.
  • With the wealth report as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.
  • Report includes comprehensive forecasts to 2019.
Key Highlights
  • In 2014, equities was the largest asset class for HNWIs in Switzerland and accounted for 34.7% of the total HNWI assets, followed by real estate with 22.5%, business interests with 17.9%, fixed-income with 14.2%, alternatives with 6.1%, and cash with 4.6%.
  • Equities, real estate and business interests recorded growth during the review period at 58.6%, 33.8% and 27.8% respectively.
  • Alternative assets held by Swiss HNWIs decreased during the review period from 6.6% of the total HNWI assets in 2010 to 6.1% in 2014; HNWI allocations to commodities decreased from 1.7% of total assets in 2010 to 1.5% in 2014.
  • Over the forecast period, WealthInsight expects allocations in commodities to decline to 1.1% of total HNWI assets by 2019, as global liquidity tightens due to a forecast near-term drop in demand from China for raw materials that will cause global commodity prices to flatten out.
  • As of 2014, Swiss HNWI liquid assets amounted to US$747.9 billion, representing 53.5% of wealth holdings


  • Introduction
    • Details of this Report
    • Definitions
      • Table HNWI Wealth Band and Group Definitions
  • Executive Summary
  • Wealth Sector Fundamentals
    • Political Background
      • Table Regions in Switzerland, (Thousand), 2014
    • Economic Background
    • Benchmarking Switzerland's Wealth in Context
      • Distribution of wealth in Switzerland
    • HNWI Volume and Wealth Trends
  • Analysis of Swiss HNWI Investments
    • Analysis by Asset Class
      • Table Swiss Allocations of HNWI Assets (%), 2010-2019
      • Table Swiss HNWIs - Holdings Growth (%), 2010-2019
      • Trends in alternative assets
        • Table Swiss HNWIs - Alternative Asset Composition (%), 2010-2019
        • Table Swiss HNWIs - Trends of Investments in Alternative Assets (%), 2010-2019
      • Trends in `art, wine and wheels'
        • Table Swiss Trends in `Art, Wine and Wheels', 2010-2014
      • Trends of investments in real estate
        • Table Global Prime Real Estate Prices per m² (US$), 2014
      • Trends of investments in cash and deposits
      • Trends of investments in fixed-income
      • Trends of investments in equity
      • Trends of Investments in business interests
    • Analysis of Foreign Investments
      • Table Swiss HNWIs - Percentage of Foreign Investment Allocations, 2010-2019
      • Investments in Europe
      • Investments in North America (Including the US, Mexico and the Caribbean)
      • Investments in Asia-Pacific
      • Investments in Central and South America
      • Investments in the Middle East
      • Investments in Africa
    • Alternative Breakdown: Liquid vs Investable Assets
      • Table Swiss HNWIs - Liquidity Breakdown (US$ Billion), 2010-2019
      • Table Swiss HNWIs - Liquidity Breakdown (%), 2010-2019
    • Analysis of Swiss UHNWI Investments
      • Table Swiss UHNWIs - Allocations and Share of HNWI Assets, 2014
  • Appendix
    • Additional Components of the Wealth Sector in Switzerland
      • Philanthropy
      • Demand for intergenerational wealth transfer
      • Human resource availability for the wealth management industry
    • Tax Regulations
      • Table Swiss Income Tax Bands (CHF), 2014-2014
    • Regulations Related to Immigration, Investment and Employment
    • Key Drivers
      • CHF to US$ exchange rate
        • Table CHF per US$ Exchange Rate (%), 2010-2019
      • Real GDP growth
        • Table Swiss Real GDP Growth (%), 2010-2019
      • Per capita GDP
        • Table Swiss GDP Per Capita (US$), 2010-2019
      • Domestic market capitalization
        • Table Swiss Domestic Market Capitalization (US$ Billion) 2010-2014
      • Commodity index
        • Table Swiss Commodity Indices, 2010-2019
      • Foreign direct investments - inflow and outflow
        • Table Swiss Foreign Direct Investments (US$ Billion), 2010-2019
      • Inflation rate
        • Table Swiss Inflation Rate (%), 2010-2019
      • Interest rate
        • Table Swiss Money Market Rate (%), 2010-2019
      • Balance of payments
        • Table Swiss Balance of Payments (US$ Billion) 2010-2014
      • Government debt
        • Table Swiss Government Debt as a Percentage of GDP (%), 2010-2019
      • Stock market performance
        • Table Swiss Stock Market Performance, 2010-2014
    • Wealth Breakdowns
      • Table Swiss HNWI Wealth vs GDP Ratio (%), 2010-2019
      • Table Switzerland- Appendix One
      • Table Switzerland - Appendix Two
  • About WealthInsight

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