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Wealth Management in Switzerland 2009
Datamonitor, July 2009, Pages: 66
This report focuses on the onshore liquid wealth of affluent individuals and the liquid assets they hold, sizing, segmenting and forecasting the affluent population across 10 liquid asset bands. It also presents detailed HNW demographic and decision trigger analysis, and strategies to drive revenue growth based on large scale survey of the main players.
Scope
- HNW demographic and attitudinal attributes based on our Wealth Management Market Leaders Survey 2009.
- Sizes, segments and forecasts the number of affluent individuals across 10 liquid asset bands from EUR50k.
- Extensive primary research from 20 wealth management companies, highlighting their strategies for revenue growth, acquiring and keeping customers.
- In depth assessment of how UBSs wealth management operations are currently perceived, following the spate of bad news from the UBS AG.
Highlights of this title
Switzerland is now officially in recession. With asset prices in freefall, affluent individuals have had to fight to protect what they have got. Swiss HNWs now have one-quarter of their investments in cash; they are uncertain about the impact of current market conditions on their portfolios and are leaning on wealth managers for guidance.
In this time of market uncertainty, wealth managers need to understand the underlying attitudes of clients more than ever, for they drive the type of services that is appropriate. Ideally, wealth managers should be helping clients see opportunities in the downturn as well as educating their clients at this time, following the lead of UBS.
HNWs are focusing more on the brand, image and reputation of providers, followed by personal service. A greatly enhanced personal service on the part of Swiss wealth managers is vital to overcome any damage done to reputation by market developments.
Key reasons to purchase this title
- Understand the HNW populations investments by sector and geography, appetite for risk, and reasons for choosing/leaving their wealth service.
- Assess market attractiveness by reviewing size and growth forecasts for the potential wealthy client base five years ahead.
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