Synopsis
This report provides the latest asset allocations of Switzerland HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Switzerland HNWIs to 2019 and a comprehensive and robust background of the local economy.
Scope
• Independent market sizing of Switzerland HNWIs across five wealth bands
• HNWI volume and wealth trends from 2010 to 2014
• HNWI volume and wealth forecasts to 2019
• HNWI and UHNWI asset allocations across 13 asset classes
• Insights into the drivers of HNWI wealth
Summary
• This report is the result of WealthInsights extensive research covering the high net worth individual (HNWI) population and wealth management market in Switzerland.
• The report focuses on HNWI performance between the end of 2010 and the end of 2014. This enables us to determine how well the country's HNWIs have performed through the crisis.
Reasons To Buy
• The HNWI Asset Allocation in Switzerland 2015 is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the database comprises dossiers on over 60,000 HNWIs from around the world.
• With the wealth report 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.
• Report includes comprehensive forecasts to 2019.
Key highlights
• In 2014, equities was the largest asset class for HNWIs in Switzerland and accounted for 34.7% of the total HNWI assets, followed by real estate with 22.5%, business interests with 17.9%, fixed-income with 14.2%, alternatives with 6.1%, and cash with 4.6%.
• Equities, real estate and business interests recorded growth during the review period at 58.6%, 33.8% and 27.8% respectively.
• Alternative assets held by Swiss HNWIs decreased during the review period from 6.6% of the total HNWI assets in 2010 to 6.1% in 2014; HNWI allocations to commodities decreased from 1.7% of total assets in 2010 to 1.5% in 2014.
• Over the forecast period, WealthInsight expects allocations in commodities to decline to 1.1% of total HNWI assets by 2019, as global liquidity tightens due to a forecast near-term drop in demand from China for raw materials that will cause global commodity prices to flatten out.
• As of 2014, Swiss HNWI liquid assets amounted to US$747.9 billion, representing 53.5% of wealth holdings
Table Of Contents
1 Introduction
1.1 Details of this Report
1.2 Definitions
2 Executive Summary
3 Wealth Sector Fundamentals
3.1 Political Background
3.2 Economic Background
3.3 Benchmarking Switzerlands Wealth in Context
3.3.1 Distribution of wealth in Switzerland
3.4 HNWI Volume and Wealth Trends
4 Analysis of Swiss HNWI Investments
4.1 Analysis by Asset Class
4.1.1 Trends in alternative assets
4.1.2 Trends in art, wine and wheels
4.1.3 Trends of investments in real estate
4.1.4 Trends of investments in cash and deposits
4.1.5 Trends of investments in fixed-income
4.1.6 Trends of investments in equity
4.1.7 Trends of Investments in business interests
4.2 Analysis of Foreign Investments
4.2.1 Investments in Europe
4.2.2 Investments in North America (Including the US, Mexico and the Caribbean)
4.2.3 Investments in Asia-Pacific
4.2.4 Investments in Central and South America
4.2.5 Investments in the Middle East
4.2.6 Investments in Africa
4.3 Alternative Breakdown: Liquid vs Investable Assets
4.4 Analysis of Swiss UHNWI Investments
5 Appendix
5.1 Additional Components of the Wealth Sector in Switzerland
5.1.1 Philanthropy
5.1.2 Demand for intergenerational wealth transfer
5.1.3 Human resource availability for the wealth management industry
5.2 Tax Regulations
5.3 Regulations Related to Immigration, Investment and Employment
5.4 Key Drivers
5.4.1 CHF to US$ exchange rate
5.4.2 Real GDP growth
5.4.3 Per capita GDP
5.4.4 Domestic market capitalization
5.4.5 Commodity index
5.4.6 Foreign direct investments - inflow and outflow
5.4.7 Inflation rate
5.4.8 Interest rate
5.4.9 Balance of payments
5.4.10 Government debt
5.4.11 Stock market performance
5.5 Wealth Breakdowns
6 About WealthInsight
List Of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Regions in Switzerland, (Thousand), 2014
Table 3: Swiss Allocations of HNWI Assets (%), 2010-2019
Table 4: Swiss HNWIs ? Holdings Growth (%), 2010-2019
Table 5: Swiss HNWIs - Alternative Asset Composition (%), 2010-2019
Table 6: Swiss HNWIs - Trends of Investments in Alternative Assets (%), 2010-2019
Table 7: Swiss Trends in Art, Wine and Wheels, 2010-2014
Table 8: Global Prime Real Estate Prices per m² (US$), 2014
Table 9: Swiss HNWIs - Percentage of Foreign Investment Allocations, 2010-2019
Table 10: Swiss HNWIs - Liquidity Breakdown (US$ Billion), 2010-2019
Table 11: Swiss HNWIs - Liquidity Breakdown (%), 2010-2019
Table 12: Swiss UHNWIs - Allocations and Share of HNWI Assets, 2014
Table 13: Swiss Income Tax Bands (CHF), 2014-2014
Table 14: CHF per US$ Exchange Rate (%), 2010-2019
Table 15: Swiss Real GDP Growth (%), 2010-2019
Table 16: Swiss GDP Per Capita (US$), 2010-2019
Table 17: Swiss Domestic Market Capitalization (US$ Billion) 2010-2014
Table 18: Swiss Commodity Indices, 2010-2019
Table 19: Swiss Foreign Direct Investments (US$ Billion), 2010-2019
Table 20: Swiss Inflation Rate (%), 2010-2019
Table 21: Swiss Money Market Rate (%), 2010-2019
Table 22: Swiss Balance of Payments (US$ Billion) 2010-2014
Table 23: Swiss Government Debt as a Percentage of GDP (%), 2010-2019
Table 24: Swiss Stock Market Performance, 2010-2014
Table 25: Swiss HNWI Wealth vs GDP Ratio (%), 2010-2019
Table 26: Switzerland- Appendix One
Table 27: Switzerland - Appendix Two
List Of Figures
Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Switzerland
Figure 3: Switzerlands Asset Price Performance, (US$), 2010-2014
Figure 4: Swiss HNWI Performance, (US$), 2010-2019
Figure 5: Swiss vs. Global HNWIs, (US$), 2010?2014
Figure 6: Swiss HNWIs - Asset Class Composition (%), 2010-2019
Figure 7: Swiss HNWIs - Trends in Alternative Assets (US$ Billion), 2010-2019
Figure 8: Swiss Trends in Art, Wine and Wheels, 2010-2014
Figure 9: Swiss HNWIs - Foreign Investment Allocation and Growth (%), 2014
Figure 10: Swiss HNWIs - Global Distribution of Foreign Investments (%), 2010-2019
Figure 11: Swiss HNWIs - Liquidity Breakdown (%), 2010-2019
Figure 12: Swiss UHNWIs - Asset Class Composition, 2010-2019
Figure 13: CHF to US$ Exchange Rate (%), 2010-2019
Figure 14: Swiss Real GDP Growth (%), 2010-2019
Figure 15: Swiss GDP Per Capita (US$), 2010-2019
Figure 16: Swiss Domestic Market Capitalization (US$ Billion), 2010-2014
Figure 17:Swiss Commodity Indices, 2010-2019
Figure 18: Swiss Foreign Direct Investments (US$ Billion), 2010-2019
Figure 19: Swiss Inflation Rate (%), 2010-2019
Figure 20: Swiss Money Market Rate (%), 2010-2019
Figure 21: Swiss Balance of Payments (US$ Billion) 2010-2014
Figure 22: Swiss Government Debt as a Percentage of GDP (%), 2010-2019
Figure 23: Swiss Stock Market Performance, 2010-2014
Figure 24: Swiss HNWI Wealth vs GDP Ratio (%), 2010-2019
Figure 25: Swiss HNWIs - Volume by Wealth Band, 2010-2019
Figure 26: Swiss HNWIs - Wealth by Wealth Band (in US$ Billions), 2010-2019
Figure 27: Swiss HNWIs - Wealth Per Capita (in US$ Millions), 2010-2019
