Cover Image
市場調查報告書

瑞士的富裕階級的資產分配

HNWI Asset Allocation in Switzerland 2015

出版商 Wealthinsight 商品編碼 243119
出版日期 內容資訊 英文 67 Pages
訂單完成後即時交付
價格
Back to Top
瑞士的富裕階級的資產分配 HNWI Asset Allocation in Switzerland 2015
出版日期: 2015年11月07日 內容資訊: 英文 67 Pages
簡介

本報告提供瑞士的富裕階級(HNWI: High Net Worth Indivisuals)資產管理市場上的資產分配情形相關分析,富裕階級市場整體情形,及各資產階級、各投資地區的詳細的投資趨勢等資訊彙整,為您概述為以下內容。

第1章 簡介

第2章 摘要整理

第3章 財富(資產)部門的基礎資訊

  • 政治背景
  • 經濟背景
  • 社會背景
  • 瑞士的資產情形相關基準
    • 財富的分配情形
  • 富裕階級(HNWI)的量和資產趨勢

第4章 瑞士的富裕階級(HNWI)的投資分析

  • 各資產階級分析
    • 替代的資產趨勢
    • 「藝術、葡萄酒、車」趨勢
    • 不動產投資趨勢
    • 現金、存款投資趨勢
    • 固定收入投資趨勢
    • 股票投資趨勢
    • 產業投資趨勢
  • 國外投資分析
    • 其他歐洲各國的投資趨勢
    • 北美的投資趨勢
    • 亞太地區地地區的投資趨勢
    • 中南美的投資趨勢
    • 中東的投資趨勢
    • 非洲的投資趨勢
  • 替代的資產的明細:流動資產 vs 投資可能資產
  • 瑞士超級富豪階級(UHNWI)的投資分析

第5章 附錄

  • 瑞士的富裕階級的追加因素
    • 慈善事業
    • 跨代資產轉移的需求
    • 對資產管理產業的人力資源可用性
  • 稅法規
  • 移民、投資、僱用相關法規
  • 主要的推動因素
    • 匯率(瑞士法郎/美美元)
    • 實質GDP成長率
    • 每人GDP
    • 國內股市的市值
    • 商品價格指數
    • 來自外國的直接投資
    • 通貨膨脹率
    • 市場利率
    • 國際收支
    • 政府債務
    • 股市實際成果

第6章 關於 WealthInsight

圖表一覽

本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

目錄
Product Code: WI0324MR

Summary

  • This report is the result of WealthInsight's 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.

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

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 Switzerland's 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: Switzerland's 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
Back to Top