Wealth in Switzerland: HNW Investors 2017

2017-04-11
Price :
Published : Apr-2017
No. of Pages : 48

Wealth in Switzerland: HNW Investors 2017

Summary

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, W├╝est Partner

Scope

- 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.

Filed in: Banking & Finance, Wealth Management
Publisher : GlobalData
More Reports
Title Price Buy Now

Consumer Payments Country Snapshot: Denmark 2016

Consumer Payments Country Snapshot: Denmark 2016 Summary Denmark is increasing its efforts to become a cashless society, backed by government support in promoting electronic payments. Danish consumers are very comfortable with payment cards and mobile phones, with Dankort the most commonly used card scheme in the country and MobilePay leading the way in peer-to-peer (P2P) payments. In spite of mobile proximity and contactless payments remaining underdeveloped, there is opportunity for providers to emphasize relevant use cases and advantages over traditional payment tools in order to boost interest and gain significant adoption among mass consumers. While credit cards account for 19% of cards in issue, they are used more than seven times less frequently at the point of sale (POS) than de......
$3450

Wealth in Indonesia: HNW Investors 2017

Wealth in Indonesia: HNW Investors 2017 Summary HNW investors of Indonesia have predominately accumulated their wealth through business interests, with property and manufacturing key wealth generators. Investors show strong demand for advisory mandates, but a significant proportion of wealth remains unmanaged. Defensive investments dominate the average portfolio, and while this is not expected to change we do forecast a decrease in demand for cash, while demand for fixed income is expected to rise. Tax planning is most sought after, but demand for pension and financial planning is on the rise. Critical success factors in HNW Investors market - Capitalize on the untapped potential: A large pot of Indonesian HNW wealth remains unmanaged. An excellent track record, a wide range of financia......
$3450

UK Pensions Market 2017

UK Pensions Market 2017 Summary Pre- and post-retirement markets have seen some big changes over the last few years. The state pension has been changed from a two-tier to a flat-rate model to relieve pressure on the government, as the UK population is aging and individuals are living longer. Auto-enrolment will continue to be a big driver of growth in work- and trust-based pensions, as will buyouts as employers look to de-risk. By February 2018, all businesses will have to provide a pension to eligible employees, and by April 2019 the total minimum contribution will be 8%. New pension freedoms have given customers more flexibility in how they take money from their pensions. Critical success factors - Technology and robo-advice: Technology must be used to help clients with smaller pensio......
$3450

The Cards and Payments Industry in Mexico: Emerging trends and opportunities to 2020

The Cards and Payments Industry in Mexico: Emerging trends and opportunities to 2020 Summary Cash remains the preferred form of consumer payments in Mexico; especially among the rural population, primarily due to limited knowledge of payment cards or limited access to banking infrastructure. Cash is primarily used for making small-value payments at retailers, and for the payment of utility bills, taxes, and transport fares. A significant proportion of the population is engaged in informal activities, including farmers, street vendors, domestic servants, and self-employed workers. Debit cards have grown in prominence on account of the introduction of electronic payroll services, an increase in the banked population, and the government's distribution of social welfare funds through cards.......
$2750

Wealth in China: HNW Investors 2017

Wealth in China: HNW Investors 2017 Summary "Wealth in China: HNW Investors 2017", analyzes the investing preferences and portfolio allocation of Chinese HNW investors. The report is based on our proprietary Global Wealth Managers Survey. The Chinese private banking industry is difficult to penetrate, but wealth managers that are aware of the local makeup of the HNW market will find it to be highly profitable. Chinese HNW investors have mainly sourced their wealth through a mixture of first-generation entrepreneurship and business ownership. While the largest chunk of HNW wealth is held via discretionary mandates, a noteworthy proportion remains up for grabs. The average portfolio is heavily invested into cash and near-cash products and property, and this is not expected to change in th......
$3450

The Cards and Payments Industry in Argentina: Emerging trends and opportunities to 2020

The Cards and Payments Industry in Argentina: Emerging trends and opportunities to 2020 Summary GlobalData's "The Cards and Payments Industry in Argentina: Emerging trends and opportunities to 2020", report provides detailed analysis of market trends in the Argentine cards and payments industry. It provides values and volumes for a number of key performance indicators in the industry, including credit transfers, cheques, cash, payment cards and direct debit during the review period (2012-2016). The report also analyzes various payment card markets operating in the industry, and provides detailed information on the number of cards in circulation, transaction values and volumes during the review period and over the forecast period (2016-2020). It also offers information on the country's c......
$2750

Alternative Payment Solution: Samsung Pay

Alternative Payment Solution: Samsung Pay Summary Samsung Pay is a mobile payment solution with global aspirations, launched by Samsung in August 2015. At present the solution is available in 17 markets outside South Korea: the US, China, Spain, Singapore, Australia, Puerto Rico, Brazil, Russia, Canada, Thailand, Malaysia, India, Sweden, the UAE, Hong Kong, Switzerland, and the UK. Samsung Pay is available for the following Samsung products: Galaxy series S8, S8+, S7, S7 Edge, S7 Active, S6, S6 Edge, S6 Edge+, S6 Active, Note5, and watches Gear S2 sport, S2 Classic, S3 Frontier, and S3 Classic. The solution supports all major card schemes, including American Express, Visa, Mastercard, and China UnionPay. It is supported by more than 900 international and regional banks and credit unions......
$350

Wealth in India: HNW Investors 2017

Wealth in India: HNW Investors 2017 Summary Serving the Indian HNW investor market means understanding the pressures of family wealth. Whether this wealth is derived from family business or inheritance, given the high proportion of HNW investors who derive their wealth through one of the two there will be a family context to the assets and their control. A lack of expertise and access to sophisticated investment products are driving uptake of financial advice. Wealth managers need to understand that decisions regarding investments might not be signed off by the client alone but may require input from other family members. This can be an encumbrance if a quick decision is required, but it is also an opportunity as it should provide a ready pool of potential clients to expand into. As ma......
$3450

The Cards and Payments Industry in Turkey: Emerging Trends and Opportunities to 2020

The Cards and Payments Industry in Turkey: Emerging Trends and Opportunities to 2020 Summary Turkey's cards and payments market remains highly competitive and attractive. A wide range of factors, such as successful economic performance, a young population and a well-developed payment infrastructure, make Turkey an appealing market to banks and card issuers. Turkey's card penetration stands at 2.3 cards per inhabitant - the highest among peers including Poland, Russia, Romania, Ukraine, Kazakhstan and Azerbaijan. The average annual spend per card in the country is higher than for most of its peers. Cash remains a key part of the overall payment system in Turkey, though with time and increased financial literacy and awareness it is gradually being displaced by payment cards. With various ......
$2750

Broker Distribution Insight – Which Insurers Lead the Way?

Broker Distribution Insight - Which Insurers Lead the Way? Summary Brokers represent a critical channel for insurers to distribute products, particularly in the commercial lines space, where policies are complex. It is therefore essential for insurers to understand the needs and perceptions of brokers in order to adapt to and build strong relationships. Easy and convenient access to product offerings and services is a key, as is the provision of added support and guidance. Brokers are increasingly looking online to cater for smaller risks, and they also expect claims services and the speed of response to queries to be quicker and more efficient than ever. Keeping up with the way brokers look to trade is critical to maintaining and enhancing insurer-broker relationships, which will ultim......
$1995