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ÇöÀçÀ§Ä¡ : HOME > ¸®Æ÷Æ® > ±ÝÀ¶
Switzerland Wealth Report 2015
¹ßÇà»ç WealthInsight

¹ßÇàÀÏ 2015-02
ºÐ·® 122 pages
¼­ºñ½ºÇüÅ Report
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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 Social Background

3.4 Benchmarking Switzerland¡¯s Wealth in Context
3.4.1 Distribution of wealth in Switzerland

3.5 HNWI Volume and Wealth Trends

4 Findings from the WealthInsight HNWI Database

4.1 Trends in HNWI Wealth to 2019
4.1.1 HNWI trend analysis
4.1.2 Trends of the wealth bands
4.1.3 Demographic breakdown of HNWIs
4.1.4 HNWIs – job titles
4.1.5 HNWIs – industry breakdown
4.1.6 HNWIs – industry performance
4.1.7 HNWIs – breakdown by city
4.1.8 HNWIs – city performance
4.1.9 HNWIs – city population densities
4.1.10 HNWIs – city forecasts
4.1.11 HNWIs – breakdown by state
4.1.12 HNWIs – state performance
4.1.13 HNWIs – state population densities

4.2 UHNWIs
4.2.1 UHNWI volume trend analysis
4.2.2 UHNWI wealth trend analysis
4.2.3 Demographic breakdown of UHNWIs
4.2.4 UHNWIs – industry breakdown
4.2.5 UHNWIs – city breakdown and performance

4.3 UHNWIs – Billionaires
4.3.1 Billionaire volume trend analysis
4.3.2 Billionaire wealth trend analysis
4.3.3 Billionaire per capita net worth trend analysis
4.3.4 List of billionaires

4.4 UHNWIs – Centimillionaires
4.4.1 Centimillionaire volume trend analysis
4.4.2 Centimillionaire wealth trend analysis
4.4.3 Centimillionaire per capita net worth trend analysis

4.5 UHNWIs – Affluent Millionaires
4.5.1 Affluent millionaire volume trend analysis
4.5.2 Affluent millionaire wealth trend analysis
4.5.3 Affluent millionaire per capita net worth trend analysis

4.6 Core HNWIs
4.6.1 Core HNWI volume trend analysis

4.7 Core HNWIs – Mid-Tier Millionaires
4.7.1 Mid-tier millionaire volume trend analysis
4.7.2 Mid-tier millionaire wealth trend analysis
4.7.3 Mid-tier millionaire per capita net worth trend analysis

4.8 Core HNWIs – Lower-Tier Millionaires
4.8.1 Lower-tier millionaire volume trend analysis
4.8.2 Lower-tier millionaire wealth trend analysis
4.8.3 Lower-tier millionaire per capita net worth trend analysis

5 Analysis of Swiss HNWI Investments

5.1 Analysis by Asset Class
5.1.1 Trends in alternative assets
5.1.2 Trends in ¡®art, wine and wheels¡¯
5.1.3 Trends of investments in real estate
5.1.4 Trends of investments in cash and deposits
5.1.5 Trends of investments in fixed-income
5.1.6 Trends of investments in equity
5.1.7 Trends of Investments in business interests

5.2 Analysis of Foreign Investments
5.2.1 Investments in Europe
5.2.2 Investments in North America (Including the US, Mexico and the Caribbean)
5.2.3 Investments in Asia-Pacific
5.2.4 Investments in Central and South America
5.2.5 Investments in the Middle East
5.2.6 Investments in Africa

5.3 Alternative Breakdown: Liquid vs Investable Assets

5.4 Analysis of Swiss UHNWI Investments

6 Competitive Landscape of the Wealth Sector

6.1 Competitive Landscape
6.1.1 Domestic private banks
6.1.2 Wealth managers
6.1.3 Family offices
6.1.4 Financial advisors

6.2 Developments in the Swiss Private Banking Industry

6.3 Wealth Management and the Private Banking Industry

6.4 Swiss Wealth Management Industry – Clientele Model and Maturity

6.5 Behavioral Mapping of Wealth Management and Private Banking in Switzerland

6.6 Porter¡¯s Five Force Analysis – The Wealth Management Industry

7 Appendix

7.1 Additional Components of the Wealth Sector in Switzerland
7.1.1 Philanthropy
7.1.2 Demand for intergenerational wealth transfer
7.1.3 Human resource availability for the wealth management industry

7.2 Tax Regulations

7.3 Regulations Related to Immigration, Investment and Employment

7.4 Key Drivers
7.4.1 CHF to US$ exchange rate
7.4.2 Real GDP growth
7.4.3 Per capita GDP
7.4.4 Domestic market capitalization
7.4.5 Commodity index
7.4.6 Foreign direct investments – inflow and outflow
7.4.7 Inflation rate
7.4.8 Interest rate
7.4.9 Balance of payments
7.4.10 Government debt
7.4.11 Stock market performance

7.5 Wealth Breakdowns

8 About WealthInsight


List of Tables

Table 1: HNWI Wealth Band and Group Definitions
Table 2: Regions in Switzerland, (Thousand), 2014
Table 3: Swiss HNWIs – Volume Distribution, 2014
Table 4: Swiss HNWIs – Wealth Distribution Wealth Pyramid (%), 2014
Table 5: Swiss HNWIs – Industry Performance, 2010–2014
Table 6: Swiss HNWIs – Population of Cities, (Thousand) 2014
Table 7: Swiss HNWIs – Growth in Top Cities (Thousand), 2010–2014
Table 8: Swiss HNWIs – Population Density in Major Cities, (Thousand) 2014
Table 9: Swiss HNWIs Population in Top Cities (Thousand), 2010–2019
Table 10: Swiss HNWIs – Growth Rates for Top Cities (%), 2010–2019
Table 11: Swiss HNWIs – by Population by State (Thousand), 2014
Table 12: Swiss HNWIs – Population and State Growth Data, (%) 2010–2014
Table 13: Swiss HNWIs – Population Density by State (%), 2014
Table 14: Swiss UHNWIs – Gender Performance, 2010–2014
Table 15: Swiss UHNWIs – Source of Wealth (%), 2014
Table 16: Swiss UHNWIs in Top Cities (Thousand), 2010–2019
Table 17: Swiss UHNWIs Growth Rates for Top Cities (Thousand), 2010–2019
Table 18: Swiss Billionaires – Market Overview (US$ Billions) 2010–2019
Table 19: Swiss Top 10 Billionaires (US$ Billions), 2014
Table 20: Swiss Billionaire Wealth Growth (US$), 2010−2014
Table 21: Swiss Centimillionaires – Market Overview (US$), 2010–2019
Table 22: Swiss Affluent Millionaires – Market Overview (US$), 2010–2019
Table 23: Swiss Mid-Tier Millionaires – Market Overview (US$), 2010–2019
Table 24: Swiss Lower-Tier Millionaires – Market Overview (US$), 2010–2019
Table 25: Swiss Allocations of HNWI Assets (%), 2010–2019
Table 26: Swiss HNWIs − Holdings Growth (%), 2010–2019
Table 27: Swiss HNWIs – Alternative Asset Composition (%), 2010–2019
Table 28: Swiss HNWIs – Trends of Investments in Alternative Assets (%), 2010–2019
Table 29: Swiss Trends in ¡®Art, Wine and Wheels¡¯, 2010–2014
Table 30: Global Prime Real Estate Prices per m©÷ (US$), 2014
Table 31: Swiss HNWIs – Percentage of Foreign Investment Allocations, 2010–2019
Table 32: SwissHNWIs – Liquidity Breakdown (US$ Billion), 2010–2019
Table 33: Swiss HNWIs – Liquidity Breakdown (%), 2010–2019
Table 34: Swiss UHNWIs – Allocations and Share of HNWI Assets, 2014
Table 35: Leading Domestic Private Banks in Switzerland by AuM (US$), 2014
Table 36: Leading Foreign Private Banks in Switzerland by AuM (US$), 2014
Table 37: Swiss Wealth Managers, 2014
Table 38: Swiss Family Offices, 2014
Table 39: Wealth Management Industry – Recent Deal Activity in Switzerland, 2014
Table 40: Swiss Income Tax Bands (CHF), 2014–2014
Table 41: CHF per US$ Exchange Rate (%), 2010–2019
Table 42: Swiss Real GDP Growth (%), 2010–2019
Table 43: Swiss GDP Per Capita (US$), 2010–2019
Table 44: Swiss Domestic Market Capitalization (US$ Billion) 2010–2014
Table 45: Swiss Commodity Indices, 2010–2019
Table 46: Swiss Foreign Direct Investments (US$ Billion), 2010–2019
Table 47: Swiss Inflation Rate (%), 2010–2019
Table 48: Swiss Money Market Rate (%), 2010–2019
Table 49: Swiss Balance of Payments (US$ Billion) 2010–2014
Table 50: Swiss Government Debt as a Percentage of GDP (%), 2010–2019
Table 51: Swiss Stock Market Performance, 2010–2014
Table 52: Swiss HNWI Wealth vs GDP Ratio (%), 2010–2019
Table 53: Switzerland– Appendix One
Table 54: 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$), 2010−2014
Figure 6: Swiss HNWIs – Growth Factor Correlation, 2010–2014
Figure 7: Swiss HNWIs – Volume Distribution Wealth Pyramid, 2014
Figure 8: Swiss HNWIs – Wealth Distribution Wealth Pyramid (%), 2014
Figure 9: Swiss HNWIs – Age Distribution, 2014
Figure 10: Swiss HNWIs – Job Titles, 2010–2014
Figure 11: Swiss HNWIs – Distribution by Industry (%), 2014
Figure 12: Swiss HNWIs – City Performance (Thousand), 2010–2014
Figure 13: Swiss HNWIs – City Population Volumes (Thousand), 2010–2014
Figure 14: Swiss HNWIs – City Forecasts (Thousand), 2015–2019
Figure 15: Swiss HNWIs – City Population Volumes (Thousand), 2015–2019
Figure 16: Swiss UHNWIs – Wealth Share vs Volume Growth (%), 2010–2014
Figure 17: Swiss UHNWIs – Volume by Wealth Band (Thousand), 2010–2019
Figure 18: Swiss UHNWIs – Wealth by Wealth Band (US$ Billion), 2010–2019
Figure 19: Swiss UHNWIs – Age Distribution (Percentage Share), 2014
Figure 20: Swiss UHNWIs – Distribution by Industry, 2014
Figure 21: Swiss Billionaires – Market Overview (US$), 2010–2019
Figure 22: Swiss Centimillionaires – Market Overview (US$), 2010–2019
Figure 23: Swiss Affluent Millionaires – Market Overview (US$), 2010–2019
Figure 24: Swiss Mid-Tier Millionaires – Market Overview (US$), 2010–2019
Figure 25: Swiss Lower-Tier Millionaires – Market Overview (US$), 2010–2019
Figure 26: Swiss HNWIs – Asset Class Composition (%), 2010–2019
Figure 27: Swiss HNWIs – Trends in Alternative Assets (US$ Billion), 2010–2019
Figure 28: Swiss Trends in ¡®Art, Wine and Wheels¡¯, 2010–2014
Figure 29: Swiss HNWIs – Foreign Investment Allocation and Growth (%), 2014
Figure 30: Swiss HNWIs – Global Distribution of Foreign Investments (%), 2010–2019
Figure 31: Swiss HNWIs – Liquidity Breakdown (%), 2010–2019
Figure 32: Swiss UHNWIs – Asset Class Composition, 2010–2019
Figure 33: Swiss Wealth Management Industry – Maturity Level of Operators
Figure 34: Swiss Wealth Management Industry – Behavioral Mapping, 2014
Figure 35: Swiss Wealth Management Industry – Five Forces Analysis
Figure 36: CHF to US$ Exchange Rate (%), 2010–2019
Figure 37: Swiss Real GDP Growth (%), 2010–2019
Figure 38: Swiss GDP Per Capita (US$), 2010–2019
Figure 39: Swiss Domestic Market Capitalization (US$ Billion), 2010–2014
Figure 40:Swiss Commodity Indices, 2010–2019
Figure 41: Swiss Foreign Direct Investments (US$ Billion), 2010–2019
Figure 42: Swiss Inflation Rate (%), 2010–2019
Figure 43: Swiss Money Market Rate (%), 2010–2019
Figure 44: Swiss Balance of Payments (US$ Billion) 2010–2014
Figure 45: Swiss Government Debt as a Percentage of GDP (%), 2010–2019
Figure 46: Swiss Stock Market Performance, 2010–2014
Figure 47: Swiss HNWI Wealth vs GDP Ratio (%), 2010–2019
Figure 48: Swiss HNWIs – Volume by Wealth Band, 2010–2019
Figure 49: Swiss HNWIs – Wealth by Wealth Band (in US$ Billions), 2010–2019
Figure 50: Swiss HNWIs – Wealth Per Capita (in US$ Millions), 2010–2019

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