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Switzerland Wealth Report 2016

Switzerland Wealth Report 2016

Synopsis

This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Switzerland.

Summary

This report reviews the performance and asset allocations of HNWIs and ultra-HNWIs in Switzerland. It also includes an evaluation of the local wealth management market.

Scope

  • Independent market sizing of the Swiss HNWIs for five wealth bands
  • HNWI volume wealth and allocation trends from 2011 to 2015
  • HNWI volume wealth and allocation forecasts to 2020
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Geographical breakdown of all foreign assets
  • Alternative breakdown of liquid vs. investable assets
  • Details of the development challenges and opportunities related to the wealth management and private banking sector in Switzerland
  • The size of Swiss wealth management industry
  • Information on private banks
  • Detailed wealth management and family office information
  • Insights into the drivers of HNWI wealth
Reasons To Buy
  • Switzerland Wealth Report 2016 is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists the report comprises a wide variety of data created based on over 125,000 HNWIs from around the world in WealthInsight's database.
  • With the wealth reports as the foundation for its research and analysis WealthInsight is able to obtain an unsurpassed level of granularity insight and authority on the HNWI and wealth management universe in each of the countries and regions it covers.
  • The report reviews the performance and asset allocations of HNWIs and ultra-HNWIs. The report also includes projections of the volume wealth and asset allocations of HNWIs to 2020 and a comprehensive background of the local economy.
  • The report provides a thorough analysis of the private banking and wealth management sector.
Key Highlights
  • There were 303,401 HNWIs in Switzerland in 2015 who collectively held US$1.4 trillion in wealth.
  • The Swiss HNWI population decreased by 2% in 2015 following a 2.2% increase in 2014.
  • The Swiss HNWI population is forecast to grow by 12% to reach 342,706 in 2020, while HNWI wealth is projected to grow by 18.6% to reach US$1.7 trillion.


  • Introduction
    • Details of this Report
    • Definitions
      • Table HNWI Wealth Band and Group Definitions
  • Executive Summary
  • Switzerland Key Facts
  • Distribution of Wealth in Switzerland
    • HNWI Volume and Wealth Trends
  • Findings from the WealthInsight HNWI Database
    • Trends in HNWI Wealth to 2020
      • HNWI trend analysis
      • Wealth band trends
        • Table Swiss HNWIs - Volume Distribution (%), 2015
        • Table Swiss HNWIs - Wealth Distribution Wealth Pyramid (%), 2015
      • Demographic breakdown of HNWIs
      • HNWIs - job titles
      • HNWIs - industry breakdown
      • HNWIs - industry performance
        • Table Swiss HNWIs - Industry Performance (%), 2011-2015
      • HNWIs - breakdown by city
        • Table Swiss HNWIs - Cities, 2015
      • HNWIs - city performance
        • Table Swiss HNWIs - Growth in Top Cities (Thousand), 2011-2015
      • HNWIs - city population densities
        • Table Swiss HNWIs - Population Density in Major Cities 2015
      • HNWIs - city forecasts
        • Table Swiss HNWIs - Populations in Top Cities (Thousand), 2011-2020
        • Table Swiss HNWIs - Growth Rates for Top Cities (%), 2011-2020
        • Table Swiss HNWIs - Sources of Wealth (%), 2015
    • UHNWIs
      • UHNWI volume trend analysis
      • UHNWI wealth trend analysis
      • Demographic breakdown of UHNWIs
        • Table Swiss UHNWIs - Gender Performance (%), 2011-2015
      • UHNWIs - industry breakdown
      • UHNWIs - city breakdown and performance
        • Table Swiss UHNWIs - Populations in Top Cities, 2011-2020
        • Table Swiss UHNWIs - Growth Rates for Top Cities (%), 2011-2020
    • UHNWIs - Billionaires
      • Table Swiss Billionaires - Market Overview (Volume and US$ Billions) 2011-2020
      • Billionaire volume trend analysis
      • Billionaire wealth trend analysis
      • Billionaire per capita net worth trend analysis
      • List of billionaires
        • Table Swiss Top Billionaires (US$ Billion), 2015
        • Table Swiss Billionaires - Wealth Growth (US$ Billion), 2011-2015
    • UHNWIs - Centimillionaires
      • Table Swiss Centimillionaires - Market Overview (Volume and US$ Million/Billion), 2011-2020
      • Centimillionaire volume trend analysis
      • Centimillionaire wealth trend analysis
      • Centimillionaire per capita net worth trend analysis
    • UHNWIs - Affluent Millionaires
      • Table Swiss Affluent Millionaires - Market Overview (Volume and US$ Million/Billion), 2011-2020
      • Affluent millionaire volume trend analysis
      • Affluent millionaire wealth trend analysis
      • Affluent millionaire per capita net worth trend analysis
    • Core HNWIs
      • Core HNWI volume trend analysis
    • Core HNWIs - Mid-Tier Millionaires
      • Table Swiss Mid-Tier Millionaires - Market Overview (Volume and US$ Million/Billion), 2011-2020
      • Mid-tier millionaire volume trend analysis
      • Mid-tier millionaire wealth trend analysis
      • Mid-tier millionaire per capita net worth trend analysis
    • Core HNWIs - Lower-Tier Millionaires
      • Table Swiss Lower-Tier Millionaires - Market Overview (Volume and US$ Million/Billion), 2011-2020
      • Lower-tier millionaire volume trend analysis
      • Lower-tier millionaire wealth trend analysis
      • Lower-tier millionaire per capita net worth trend analysis
  • Analysis of Swiss HNWI Investments
    • Analysis by Asset Class
      • Table Swiss HNWIs - Assets Allocations (%), 2011-2020
      • Table Swiss HNWIs - Holdings Growth (%), 2011-2020
      • Trends in alternative assets
        • Table Swiss HNWIs - Alternative Asset Composition (%), 2011-2020
        • Table Swiss HNWIs - Trends of Investments in Alternative Assets (%), 2011-2020
      • Trends in `art, wine and wheels'
        • Table Swiss Trends in `Art, Wine and Wheels', 2011-2015
      • Trends of investment in real estate
        • Table Global Prime Real Estate Prices per m2 (US$), 2015
      • Trends of investment in cash and deposits
      • Trends of investment in fixed-income
      • Trends of investment in equities
      • Trends of investments in business interests
    • Analysis of Foreign Investments
      • Table Swiss HNWIs - Foreign Investment Allocations (%), 2011-2020
      • Investments in Europe
      • Investments in North America (including the US, Mexico and the Caribbean)
      • Investments in Asia-Pacific
      • Investments in South America
      • Investments in the Middle East
      • Investments in Africa
    • Alternative Breakdown: Liquid vs Investable Assets
      • Table Swiss HNWIs - Liquidity Breakdown (US$ Billion), 2011-2020
      • Table Swiss HNWIs - Liquidity Breakdown (%), 2011-2020
    • Analysis of Swiss UHNWI Investments
      • Table Swiss UHNWIs - Allocations and Share of HNWI Assets (%), 2015
  • Competitive Landscape
    • Domestic Private Banks
    • Foreign Private Banks
    • Wealth Managers
    • Family Offices
  • Key Drivers
    • CHF-US$ Exchange Rate
      • Table Swiss Exchange Rate - CHF-US$ Exchange Rate, 2011-2020
    • Real GDP Growth
      • Table Swiss Real GDP Growth (%), 2011-2020
    • Per Capita GDP
      • Table Swiss GDP per Capita (US$), 2011-2020
    • Domestic Market Capitalization
      • Table Swiss Domestic Market Capitalization (US$ Billion), 2011-2015
    • Commodity Index
      • Table Swiss Commodity Indices, 2011-2020
    • Foreign Direct Investment (FDI) - Inflows and Outflows
      • Table Swiss Foreign Direct Investment (US$ Billion), 2011-2020
    • Inflation Rate
      • Table Swiss Inflation Rate (%), 2011-2020
    • Interest Rates
      • Table Swiss Money Market Rates (%), 2011-2020
    • Balance of Payments
      • Table Swiss Balance of Payments (US$ Billion), 2011-2015
    • Government Debt
      • Table Swiss Government Debt as a Percentage of GDP (%), 2011-2020
    • Stock Market Performance
      • Table Swiss Stock Market Performance (Index), 2011-2015
    • Wealth Breakdowns
      • Table Swiss HNWI Wealth vs GDP Ratio (%), 2011-2020
      • Table Switzerland - Appendix One
      • Table Switzerland - Appendix Two
  • About WealthInsight

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