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市場調查報告書

瑞士的富裕階級市場課題與機會

Challenges and Opportunities for the Wealth Sector in Switzerland 2015

出版商 Wealthinsight 商品編碼 243120
出版日期 內容資訊 英文 58 Pages
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瑞士的富裕階級市場課題與機會 Challenges and Opportunities for the Wealth Sector in Switzerland 2015
出版日期: 2015年11月08日 內容資訊: 英文 58 Pages
簡介

本報告提供瑞士的富裕階級(HNWI: High Net Worth Indivisuals)資產管理市場相關課題與今後的市場機會相關分析、國內富裕階級的整體情形,及富裕階級相關產業(資產管理產業、私人銀行等)結構與趨勢等資訊彙整,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
  • 富裕階級(HNWI)的人口和資產趨勢

第4章 富裕階級的競爭環境

  • 競爭環境
    • 私人銀行
    • 資產管理公司
    • 理財公司
    • 財務顧問
  • 瑞士的資產管理產業:客戶模式與成熟度
  • 瑞士的資產管理和私人銀行的行為製圖

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

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目錄
Product Code: WI0325MR

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
  • Number of UHNWIs in each state and all major cities
  • Fastest growing cities and states for UHNWIs (2010-2014)
  • Insights into the drivers of HNWI wealth

Reasons To Buy

  • The Challenges and Opportunities for the Wealth Sector 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 reports 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

  • At the end of 2014, Swiss HNWIs held 54.0% (US$754.5 billion) of their wealth outside their home country, significantly higher than the worldwide average of 20-30%.
  • WealthInsight expects foreign asset holdings will increase to US$1.2 trillion by 2019, accounting for 56.9% of total HNWI assets.
  • In 2014, North America accounted for 32.2% of the foreign assets of Swiss HNWIs.
  • It was followed by the Asia-Pacific with 30.3%, Europe with 18.0%, Central and Southern America with 8.9%, the Middle East with 8.1% and Africa with 2.5%.
  • Swiss HNWI allocations to Europe decreased sharply compared with other regions during the review period, from 33.3% in 2010 to 18.0% in 2014. North America and Asia-Pacific were the emerging regions in terms of global investments.
  • Over the forecast period, WealthInsight expects HNWIs to decrease their levels of investment in Europe to 10.2% of foreign HNWI assets by 2019.

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. Competitive Landscape of the Wealth Sector

  • 4.1. Competitive Landscape
    • 4.1.1. Private banks
    • 4.1.2. Wealth managers
    • 4.1.3. Family offices
    • 4.1.4. Financial advisors
  • 4.4. Swiss Wealth Management Industry - Clientele Model and Maturity
  • 4.5. Behavioral Mapping of Wealth Management and Private Banking in Switzerland

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: Leading Domestic Private Banks in Switzerland by AuM (US$), 2014
  • Table 4: Leading Foreign Private Banks in Switzerland by AuM (US$), 2014
  • Table 5: Swiss Wealth Managers, 2014
  • Table 6: Swiss Family Offices, 2014
  • Table 7: Swiss Income Tax Bands (CHF), 2014-2014
  • Table 8: CHF per US$ Exchange Rate (%), 2010-2019
  • Table 9: Swiss Real GDP Growth (%), 2010-2019
  • Table 10: Swiss GDP Per Capita (US$), 2010-2019
  • Table 11: Swiss Domestic Market Capitalization (US$ Billion) 2010-2014
  • Table 12: Swiss Commodity Indices, 2010-2019
  • Table 13: Swiss Foreign Direct Investments (US$ Billion), 2010-2019
  • Table 14: Swiss Inflation Rate (%), 2010-2019
  • Table 15: Swiss Money Market Rate (%), 2010-2019
  • Table 16: Swiss Balance of Payments (US$ Billion) 2010-2014
  • Table 17: Swiss Government Debt as a Percentage of GDP (%), 2010-2019
  • Table 18: Swiss Stock Market Performance, 2010-2014
  • Table 19: Swiss HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Table 20: Switzerland- Appendix One
  • Table 21: 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$), 2010-2014
  • Figure 6: Swiss Wealth Management Industry - Maturity Level of Operators
  • Figure 7: Swiss Wealth Management Industry - Behavioral Mapping, 2014
  • Figure 8: CHF to US$ Exchange Rate (%), 2010-2019
  • Figure 9: Swiss Real GDP Growth (%), 2010-2019
  • Figure 10: Swiss GDP Per Capita (US$), 2010-2019
  • Figure 11: Swiss Domestic Market Capitalization (US$ Billion), 2010-2014
  • Figure 12:Swiss Commodity Indices, 2010-2019
  • Figure 13: Swiss Foreign Direct Investments (US$ Billion), 2010-2019
  • Figure 14: Swiss Inflation Rate (%), 2010-2019
  • Figure 15: Swiss Money Market Rate (%), 2010-2019
  • Figure 16: Swiss Balance of Payments (US$ Billion) 2010-2014
  • Figure 17: Swiss Government Debt as a Percentage of GDP (%), 2010-2019
  • Figure 18: Swiss Stock Market Performance, 2010-2014
  • Figure 19: Swiss HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Figure 20: Swiss HNWIs - Volume by Wealth Band, 2010-2019
  • Figure 21: Swiss HNWIs - Wealth by Wealth Band (in US$ Billions), 2010-2019
  • Figure 22: Swiss HNWIs - Wealth Per Capita (in US$ Millions), 2010-2019
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