Switzerland Wealth Report 2015

Switzerland Wealth Report 2015

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 Switzerland's HNWIs across five wealth bands
  • HNWI volume, wealth and allocation trends from 2009 to 2013
  • HNWI volume, wealth and allocation forecasts to 2018
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Geographical breakdown of all foreign assets
  • Alternative breakdown of liquid vs. investable assets
  • Number of UHNWIs in major cities
  • Number of wealth managers in each city
  • City ratings of wealth management saturation and potential
  • Details of the development, challenges and opportunities of the wealth management and private banking sector in Switzerland
  • Size of Switzerland's wealth management industry
  • Largest private banks by AuM
  • Detailed wealth management and family office information
  • Insights into the drivers of HNWI wealth
Reasons To Buy
  • The Switzerland Wealth Report 2014 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 that is 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 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 2018, and a comprehensive background of the local economy.
  • The report provides a thorough analysis of the private banking and wealth management sector, latest merger and acquisition activity, and the opportunities and challenges that it faces.
  • It also provides detailed information on HNWI volumes in each major city.
Key Highlights
  • There were approximately 309,474 HNWIs in Switzerland in 2014. These HNWIs held US$1.4 trillion in wealth. In 2014, the wealth per HNWI in the country was US$4.5 million.
  • In 2014, Swiss HNWI numbers rose by 4.2%, following the 2013 increase of 4.8%.
  • Growth in HNWI wealth and volumes are expected to improve over the forecast period. The total number of Swiss HNWIs is forecast to grow by 25.3% to reach 407,221 in 2019. HNWI wealth is anticipated to record a significant percentage increase, growing by 39.5% to reach US$2.0 trillion by 2019.
  • At the end of 2014, Swiss HNWIs held 54.0% (US$754.5 billion) of their wealth outside their home country, significantly higher than the worldwide average of 20–30%.


  • 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
    • Social Background
    • Benchmarking Switzerland's Wealth in Context
      • Distribution of wealth in Switzerland
    • HNWI Volume and Wealth Trends
  • Findings from the WealthInsight HNWI Database
    • Trends in HNWI Wealth to 2019
      • HNWI trend analysis
      • Trends of the wealth bands
        • Table Swiss HNWIs - Volume Distribution, 2014
        • Table Swiss HNWIs - Wealth Distribution Wealth Pyramid (%), 2014
      • Demographic breakdown of HNWIs
      • HNWIs - job titles
      • HNWIs - industry breakdown
      • HNWIs - industry performance
        • Table Swiss HNWIs - Industry Performance, 2010-2014
      • HNWIs - breakdown by city
        • Table Swiss HNWIs - Population of Cities, (Thousand) 2014
      • HNWIs - city performance
        • Table Swiss HNWIs - Growth in Top Cities (Thousand), 2010-2014
      • HNWIs - city population densities
        • Table Swiss HNWIs - Population Density in Major Cities, (Thousand) 2014
      • HNWIs - city forecasts
        • Table Swiss HNWIs Population in Top Cities (Thousand), 2010-2019
        • Table Swiss HNWIs - Growth Rates for Top Cities (%), 2010-2019
      • HNWIs - breakdown by state
        • Table Swiss HNWIs - by Population by State (Thousand), 2014
      • HNWIs - state performance
        • Table Swiss HNWIs - Population and State Growth Data, (%) 2010-2014
      • HNWIs - state population densities
        • Table Swiss HNWIs - Population Density by State (%), 2014
    • UHNWIs
      • UHNWI volume trend analysis
      • UHNWI wealth trend analysis
      • Demographic breakdown of UHNWIs
        • Table Swiss UHNWIs - Gender Performance, 2010-2014
        • Table Swiss UHNWIs - Source of Wealth (%), 2014
      • UHNWIs - industry breakdown
      • UHNWIs - city breakdown and performance
        • Table Swiss UHNWIs in Top Cities (Thousand), 2010-2019
        • Table Swiss UHNWIs Growth Rates for Top Cities (Thousand), 2010-2019
    • UHNWIs - Billionaires
      • Table Swiss Billionaires - Market Overview (US$ Billions) 2010-2019
      • Billionaire volume trend analysis
      • Billionaire wealth trend analysis
      • Billionaire per capita net worth trend analysis
      • List of billionaires
        • Table Swiss Top 10 Billionaires (US$ Billions), 2014
        • Table Swiss Billionaire Wealth Growth (US$), 2010-2014
    • UHNWIs - Centimillionaires
      • Table Swiss Centimillionaires - Market Overview (US$), 2010-2019
      • Centimillionaire volume trend analysis
      • Centimillionaire wealth trend analysis
      • Centimillionaire per capita net worth trend analysis
    • UHNWIs - Affluent Millionaires
      • Table Swiss Affluent Millionaires - Market Overview (US$), 2010-2019
      • Affluent millionaire volume trend analysis
      • Affluent millionaire wealth trend analysis
      • Affluent millionaire per capita net worth trend analysis
    • Core HNWIs
      • Core HNWI volume trend analysis
    • Core HNWIs - Mid-Tier Millionaires
      • Table Swiss Mid-Tier Millionaires - Market Overview (US$), 2010-2019
      • 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 (US$), 2010-2019
      • Lower-tier millionaire volume trend analysis
      • Lower-tier millionaire wealth trend analysis
      • Lower-tier millionaire per capita net worth trend analysis
  • Analysis of Swiss HNWI Investments
    • Analysis by Asset Class
      • Table Swiss Allocations of HNWI Assets (%), 2010-2019
      • Table Swiss HNWIs - Holdings Growth (%), 2010-2019
      • Trends in alternative assets
        • Table Swiss HNWIs - Alternative Asset Composition (%), 2010-2019
        • Table Swiss HNWIs - Trends of Investments in Alternative Assets (%), 2010-2019
      • Trends in `art, wine and wheels'
        • Table Swiss Trends in `Art, Wine and Wheels', 2010-2014
      • Trends of investments in real estate
        • Table Global Prime Real Estate Prices per m² (US$), 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 SwissHNWIs - 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
  • Competitive Landscape of the Wealth Sector
    • Competitive Landscape
      • Private banks
        • Table Leading Domestic Private Banks in Switzerland by AuM (US$), 2014
        • Table Leading Foreign Private Banks in Switzerland by AuM (US$), 2014
      • Wealth managers
        • Table Swiss Wealth Managers, 2014
      • Family offices
        • Table Swiss Family Offices, 2014
      • Financial advisors
    • Developments in the Swiss Private Banking Industry
      • Table Wealth Management Industry - Recent Deal Activity in Switzerland, 2014
    • Wealth Management and the Private Banking Industry
    • Swiss Wealth Management Industry - Clientele Model and Maturity
    • Behavioral Mapping of Wealth Management and Private Banking in Switzerland
    • Porter's Five Force Analysis - The Wealth Management Industry
  • 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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