Ultra HNWIs in Switzerland to 2016

Date: May 25, 2012
Pages: 84
Price:
US$ 3,495.00
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Publisher: WealthInsight
Report type: Strategic Report
Delivery: E-mail Delivery (PDF)
ID: U84E1C4C564EN
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Ultra HNWIs in Switzerland to 2016
Synopsis

This report is the result of WealthInsight’s extensive research covering the UHNWI population and wealth management industry in Switzerland. It provides market sizing and forecasts of UHNWI populations. The report leverages WealthInsight’s HNWI Database, to provide key demographic breakdowns such as region and city specific data.

Summary

Switzerland has the sixth highest number of UHNWIs in the world after the US, Japan, Germany, the UK and China. This report provides historical trends and projections of the volume and wealth of Swiss UHNWIs by city and sector. The report then reviews these findings in an analysis of the Swiss Wealth Management and Private Banking sector, and the opportunities therein.

Scope

The report features:
  • Independent market sizing of Swiss UHNWIs
  • UHNWI volume, wealth and allocation trends from 2007 to 2011
  • UHNWI volume, wealth and allocation forecasts to 2016
  • UHNWI asset allocations across 13 asset classes
  • Number of UHNWIs in each city
  • City and sector wise breakdowns of UHNWI volumes and volume growth from 2007 to 2011, as well as 2016 forecasts
  • City wise ratings of wealth management saturation and potential
  • Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in Switzerland
  • Detailed wealth management and family office information
  • Insights into the drivers of HNWI wealth

Reasons To Buy
  • The WealthInsight Intelligence Center Database is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the Database comprises up to one hundred data-points on over 100,000 HNWIs from around the world. It also includes profiles on major private banks, wealth managers and family offices in each country. With the Database 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.
  • Comprehensive forecasts to 2016.
  • Detailed information on UHNWIs in each major city.

Key Highlights
  • There are over 4,000 UHNWIs in Switzerland, with an average wealth of over US$100 million per person and a combined wealth of US$429 billion.
  • Zurich is home to the largest portion of Switzerland’s UHNWIs. There are also sizable Swiss UHNWI populations in Geneva, Lugano, Lausanne, Basel, Zug and Bern.
  • The global private banking industry is estimated to have assets under management of just over US$16.5 trillion. The Swiss wealth management sector accounts for 17%, making it the second largest country by AuM after the United States. Offshore makes up the bulk of AuM with the other funds being sourced from local HNWIs.
1 INTRODUCTION

1.1 What is this Report About?

2 EXECUTIVE SUMMARY

3 WEALTH MANAGEMENT FUNDAMENTALS

3.1 Political Background to Switzerland
3.2 Economic Background to Switzerland
3.3 Benchmarking Swiss Wealth in Context
  3.3.1 Distribution of wealth

4 FINDINGS FROM THE WEALTHINSIGHT HNWI DATABASE

4.1 UHNWIs
  4.1.1 UHNWI volume trend analysis
  4.1.2 UHNWI wealth trend analysis
  4.1.3 Demographic breakdown of UHNWIs
  4.1.4 UHNWIs – job titles
  4.1.5 UHNWIs – industry breakdown
  4.1.6 UHNWIs – industry performance
  4.1.7 UHNWIs – industry forecasts
  4.1.8 UHNWI breakdown by city
  4.1.9 UHNWIs – city performance
  4.1.10 UHNWIs – city forecasts
  4.1.11 UHNWIs – smaller city review
4.2 UHNWIs – Billionaires
  4.2.1 Billionaire volume trend analysis
  4.2.2 Billionaire wealth trend analysis
  4.2.3 Billionaire per capita net worth trend analysis
4.3 UHNWIs – Centimillionaires
  4.3.1 Centimillionaire volume trend analysis
  4.3.2 Centimillionaire wealth trend analysis
  4.3.3 Centimillionaire per capita net worth trend analysis
4.4 UHNWIs – Affluent Millionaires
  4.4.1 Affluent millionaire volume trend analysis
  4.4.2 Affluent millionaire wealth trend analysis
  4.4.3 Affluent millionaire per capita net worth trend analysis

5 ANALYSIS OF SWISS UHNWI INVESTMENTS

6 WEALTH MANAGEMENT IN SWITZERLAND

6.1 Competitive Landscape
  6.1.1 Local private banks
  6.1.2 Foreign private banks
  6.1.3 Wealth managers
  6.1.4 Wealth management in each city
  6.1.5 Family offices
  6.1.6 Financial advisors
6.2 Developments in Private Banking in Switzerland
6.3 Swiss Wealth Management Market – Clientele Model
6.4 Behavioral Investment Preferences of HNWIs in Switzerland
6.5 Porter’s Five Force Analysis – Wealth Management Market in Switzerland
6.6 Case Study: 10 Leading Global Private Banks
6.7 Financial Services Review
  6.7.1 Retail banks
  6.7.2 Fund managers and hedge funds

7 APPENDIX

7.1 Additional Components to Swiss Wealth Management
  7.1.1 Philanthropy
  7.1.2 Intergenerational wealth transfer
7.2 Regulatory Environment in Switzerland
  7.2.1 Regulations on taxes
  7.2.2 Banking regulations
  7.2.3 Investment, employment and immigration
7.3 Key Economic Trends and Drivers
  7.3.1 Annual average exchange rate (CHF–US$)
  7.3.2 Real GDP growth
  7.3.3 GDP per capita
  7.3.4 Domestic market capitalization
  7.3.5 Housing price indices
  7.3.6 Commodity Index
  7.3.7 Foreign direct investment
  7.3.8 Investments of FIIs in equity products
  7.3.9 Inflation rate
  7.3.10 Money market rate
  7.3.11 Balance of payments
  7.3.12 Government debt
  7.3.13 Stock market performance
  7.3.14 HNWI wealth to GDP ratio

8 ABOUT WEALTHINSIGHT


LIST OF TABLES

Table 1: HNWI Wealth Band and Group Definitions
Table 2: Switzerland – Cantons by Population Size, 2010
Table 3: Switzerland – 10 Largest Swiss Cities by Population Size, 2010
Table 4: UHNWIs – Top 10 Swiss Cities for UHNWIs, 2011
Table 5: UHNWIs – Volume Growth by City (%), 2007–2011
Table 6: UHNWI – Population Density in Leading Swiss Cities (%), 2011
Table 7: UHNWIs – Volume Growth for Leading Swiss Cities, 2011–2016
Table 8: UHNWIs – Population Density in Smaller Swiss Cities, 2011
Table 9: UHNWIs – Billionaires Market Overview, 2007–2016
Table 10: Swiss Billionaire List, 2011
Table 11: UHNWIs – Centimillionaires Market Overview, 2007-15
Table 12: UHNWIs – Affluent Millionaires Market Overview, 2007–2016
Table 13: UHNWIs – Allocations and Share of HNWI Assets, 2011
Table 14: Top 20 Swiss Private Banks by AuM, 2011
Table 15: Swiss Private Banks by Number Of Branches and Head Office Location, 2011
Table 16: Top 10 Private Bank Branches by City, 2011
Table 17: Top 16 Foreign Private Banks in Switzerland by AuM (US$ Billion), 2011
Table 18: Wealth Management Companies by City, 2011
Table 19: Wealth Management companies by City, 2011
Table 20: Asset Allocation of a Typical European Single-Family Office, 2011
Table 21: Leading Family Offices in Switzerland
Table 22: Swiss Wealth Management Market – Recent M&A Deal Activity
Table 23: Top 10 Private Banks by Global AuM and New Money (US$ Billion), 2011
Table 24: Other Companies in the Swiss Wealth Management Market
Table 25: Swiss Annual Average Exchange Rate (CHF–US$), 2006–2016
Table 26: Swiss Real GDP Growth Rate, 2006–2016
Table 27: Swiss GDP Per Capita (US$), 2006–2016
Table 28: Swiss Domestic Market Capitalization (US$ Billion), 2006–2011
Table 29: Housing Price Indices, 2006–2011
Table 30: Commodity Indices, 2006–2016
Table 31: Swiss Foreign Direct Investments (US$ Billion), 2006–2016
Table 32: Swiss Investments of FIIs in Equity Products, 2006–2010
Table 33: Swiss Inflation Rate, 2006–2016
Table 34: Swiss Money Market Rate (%), 2006–2016
Table 35: Swiss Balance of Payments (US$ Billion), 2006–2011
Table 36: Swiss Government Debt as a Percentage of GDP (%), 2006–2016
Table 37: Stock Market Performance, 2006–2011
Table 38: Swiss HNWI Wealth to GDP Ratio (%), 2007–2016
Table 39: Appendix 1
Table 40: Appendix 2



LIST OF FIGURES

Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Switzerland
Figure 3: Swiss Asset Growth in US Dollar Terms (%), 2007–2011
Figure 4: Swiss HNWI Growth by Wealth and Value, 2007–2016
Figure 5: HNWI Volume and Nominal GDP Growth – Switzerland vs the World
Figure 6: UHNWIs – Wealth Share and Volume Growth, 2007–2011
Figure 7: UHNWIs – Volume by Wealth Band, 2007–2016
Figure 8: UHNWIs – Wealth by Wealth Band (US$ Billion), 2007–2016
Figure 9: UHNWIs – Age Distribution (% Share), 2011
Figure 10: UHNWIs – Volume Growth by Job Titles, 2007–2011
Figure 11: UHNWIs – Distribution by Industry (% Share), 2011
Figure 12: UHNWIs – Volume Growth by Industry (%), 2007–2011
Figure 13: UHNWIs – Volume Growth by Industry Forecasts (%), 2011–2016
Figure 14: UHNWIs – Volume Growth by City (%), 2007–2011
Figure 15: UHNWIs – Volume Growth by Region Forecasts (%), 2011–2016
Figure 16: UHNWIs – Billionaires Market Overview, 2007–2016
Figure 17: UHNWIs – Centimillionaires Market Overview, 2007–2016
Figure 18: UHNWIs – Affluent Millionaires Market Overview, 2007–2016
Figure 19: UHNWIs – Holdings in Asset Class (% Share), 2007–2016
Figure 20: Swiss Wealth Management Market – Clientele Model
Figure 21: Swiss Wealth Management Market – Behavioral Investment Preferences, 2011
Figure 22: Swiss Wealth Management Market – Porters Five Forces
Figure 23: Swiss Annual Average Exchange Rate (CHF–US$), 2006–2016
Figure 24: Swiss Real GDP Growth (%), 2006–2016
Figure 25: Swiss GDP Per Capita (US$), 2006–2016
Figure 26: Swiss Domestic Market Capitalization (US$ Billion), 2006–2011
Figure 27: Housing Price Indices, 2006–2011
Figure 28: Commodity Indices, 2006–2016
Figure 29: Swiss Foreign Direct Investments (US$ Billion), 2006–2016
Figure 30: Swiss Investments of FIIs in Equity Products, 2006–2010
Figure 31: Swiss Inflation Rate, 2006–2016
Figure 32: Swiss Money Market Rate (%), 2006–2016
Figure 33: Swiss Balance of Payments (US$ Billion), 2006–2011
Figure 34: Swiss Government Debt as a Percentage of GDP (%), 2006–2016
Figure 35: Stock Market Performance, 2006–2011
Figure 36: Swiss HNWI Wealth to GDP Ratio (%), 2007–2016

COMPANIES MENTIONED

UBS
Credit Suisse
Pictet & Cie.
Julius Baer
Lombard Odier
Clariden Leu
EFG International
Banca Della
Union Bancaire
Sarasin
Zurcher
Vontobel
St Galler
Wegelin & Co.
Dreyfus Sohne & Cie.
Scobag
Mirabaud & Cie
Jacob Safra
Falcon
Syz & Co.
HSBC
Credit Agricole
Coutts
BNP
Deutsche
JP Morgan
SG
LGT
Citibank
ABN Amro
Santander
Rothschild
Bank of America Merrill Lynch
Barclays Wealth
Goldman Sachs
Morgan Stanley
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