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

Payments in Denmark 2017: What Consumers Want

Payments in Denmark 2017: What Consumers Want Summary "Payments in Denmark 2017: What Consumers Want", report examines the consumer payments market in Denmark, considering payment cards, online payments, P2P payments, and newer payment technologies such as mobile wallets and contactless. The report also examines the main regulatory players overseeing the market. The Danish cards and payments industry is well-developed, and its consumers are prolific users of payment cards. The country has the highest frequency of use in the world, with 210 transactions per card in 2017. As cash use continues to decline, Denmark is increasing its efforts to become a cashless society, backed by government support promoting electronic payments. Danish consumers are very comfortable with payment cards......
$3450

Payments Landscape in Denmark: Opportunities and Risks to 2021

Payments Landscape in Denmark: Opportunities and Risks to 2021 Summary GlobalData's "Payments Landscape in Denmark: Opportunities and Risks to 2021", report provides detailed analysis of market trends in the Danish cards and payments industry. It provides values and volumes for a number of key performance indicators in the industry, including credit transfers, cash, direct debit, payment cards, and cheques during the review-period (2013-17e). 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 (2017-21f). It also offers information on the country's competitive landscape, including the market share......
$2750

Global Wealth Management: Competitive Dynamics

Global Wealth Management: Competitive Dynamics Summary "Global Wealth Management: Competitive Dynamics", report benchmarks the world's leading wealth managers by managed client assets and financial performance. It covers the 34 most prominent institutions, including standalone private banks and wealth managers, as well as competitors that are part of larger universal financial groups. All international wealth managers with over $100bn in private client AUM are featured in the report. At the end of 2016, client assets managed by the world's top private wealth managers had grown by 6.1% to a record $10.2tn. While a welcome return to growth after 2015's lackluster performance, the growth was fueled more by higher asset prices and the general appreciation of HNW assets rather than str......
$3450

UK Pet Insurance: Distribution & Marketing 2017

UK Pet Insurance: Distribution & Marketing 2017 Summary "UK Pet Insurance: Distribution & Marketing 2017", explores consumer purchasing behavior and how consumer preferences are changing over time. The report discovers what is most influential to customers when purchasing a policy and also reveals the most popular providers in the market. New trends and innovations are highlighted, as well as the key factors that will influence the market over the next few years. The purchasing preferences of pet insurance customers have shifted even further towards the direct channel in 2017. Within our UK Insurance Consumer Survey, direct to insurer has increased in popularity by over 20 percentage points for both cats and dogs. While perhaps a less obvious fit, a presence on price comparison si......
$1295

Payments in the Netherlands 2017: What Consumers Want

Payments in the Netherlands 2017: What Consumers Want Summary "Payments in the Netherlands 2017: What Consumers Want", report examines the consumer payments market in the Netherlands, considering payment cards, online payments, P2P payments, and newer payment technologies such as mobile wallets and contactless. The report also examines the main regulatory players overseeing the market. The Dutch payment cards market is mature, with a high penetration rate of 1.9 payment cards per inhabitant. The market is dominated by debit cards, as consumers perceive them to be more secure, cost-effective, and consumer-friendly. Pay-later card payments are not popular due to a cultural aversion towards debt. Dutch consumers are very comfortable using debit cards - accounting for 90% of the overall tra......
$3450

Payments Landscape in the Netherlands: Opportunities and Risks to 2021

Payments Landscape in the Netherlands: Opportunities and Risks to 2021 Summary GlobalData's "Payments Landscape in the Netherlands: Opportunities and Risks to 2021", report provides detailed analysis of market trends in the Dutch cards and payments industry. It provides values and volumes for a number of key performance indicators in the industry, including credit transfers, cash, direct debit, payment cards, and cheques during the review-period (2013-17e). 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 (2017-21f). It also offers information on the country's competitive landscape, including the mar......
$2750

Payments in Sweden 2017: What Consumers Want

Payments in Sweden 2017: What Consumers Want Summary "Payments in Sweden 2017: What Consumers Want", report examines the consumer payments market in Sweden, considering payment cards, online payments, P2P payments, and newer payment technologies such as mobile wallets and contactless. The report also examines the main regulatory players overseeing the market. Swedish consumers are prolific payment card users. Average monthly card transaction volume is higher in Sweden than in other mature European markets such as the UK and Germany, although it lags behind its neighbors Denmark and Estonia. Payment card use in Sweden has been driven by concerted efforts by the government and banks, and consumer willingness to adopt them. As a result, payment cards are gradually replacing cash, and are n......
$3450

Payments Landscape in Sweden: Opportunities and Risks to 2021

Payments Landscape in Sweden: Opportunities and Risks to 2021 Summary GlobalData's "Payments Landscape in Sweden: Opportunities and Risks to 2021", report provides detailed analysis of market trends in the Swedish cards and payments industry. It provides values and volumes for a number of key performance indicators in the industry, including credit transfers, cash, direct debit, payment cards, and cheques during the review-period (2013-17e). 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 (2017-21f). It also offers information on the country's competitive landscape, including the market shares of is......
$2750

Payments in China 2017: What Consumers Want

Payments in China 2017: What Consumers Want Summary China is the world's largest payment card market in terms of transaction value, accounting for US$13.3tn in 2017. This is followed by the US, the UK (US$1.1tn), Germany, and France. Cash, however, remains a popular payment instrument among Chinese consumers, especially in rural areas, accounting for 63% of the total payment transaction volume in 2017. One of the primary reasons for the dominance of cash is a consumer preference to keep track of their day-to-day spending. High penetration of smartphones and the long history of contactless payments have created a unique opportunity for mobile proximity payments in China. Chinese consumers are accustomed to using mobile phones for payments. In an environment in which e-commerce giants and......
$3450

Payments Landscape in China: Opportunities and Risks to 2021

Payments Landscape in China: Opportunities and Risks to 2021 Summary China is the world's largest payment card market in terms of transaction value followed by the US, the UK ($1.1tn), Germany, and France. Cash, however, remains a popular payment instrument among Chinese consumers, especially in rural areas, accounting for 63% of the total payment transaction volume in 2017. One of the primary reasons for the dominance of cash is a consumer preference to keep track of their day-to-day spending. Government and banks have begun to provide basic financial access to the unbanked population by expanding banking infrastructure, launching new branches, and making efforts to change consumer payment habits. As a result, payment cards are gradually becoming more accepted, with their use consequen......
$2750