HNWI Asset Allocation in Switzerland to 2016

WealthInsight Ltd, May 2012, Pages: 65

This report is the result of WealthInsight’s extensive research covering the HNWI population and wealth management industry in Switzerland. It provides detailed figures on the current and expected HNWI asset allocations of Swiss HNWIs to 2016.

Summary

This report provides the latest asset allocations of Swiss HNWIs. The report also includes projections of the volume, wealth and asset allocation of Swiss HNWIs to 2016 and a comprehensive and robust background of the local economy, including, uniquely, detailed analysis of economic and political risks to HNWI wealth creation.

Scope

The report features:

- Independent market sizing of Swiss HNWIs across five wealth bands

- HNWI volume, wealth and allocation trends from 2007 to 2011

- HNWI volume, wealth and allocation forecasts to 2016

- HNWI and UHNWI asset allocations across 13 asset classes

- Insights into the drivers of HNWI wealth

Reasons To Buy

- The WealthInsight Intelligence Center Database is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the Database comprises up to one hundred data-points on over 100,000 HNWIs from around the world. It also includes profiles on major private banks, wealth managers and family offices in each country. With the Database 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.

- Comprehensive forecasts to 2016.

Key Highlights

- As of 2011, there are over 290,000 HNWIs in Switzerland, with a combined wealth of around US$1.3 trillion, accounting for roughly 60% of Switzerland’s total wealth.

- Swiss HNWI equity allocations of 31.5% are significantly higher than the worldwide average of 20% to 25%."

Table of Contents
1 Introduction
1.1 What is this Report About?
2 Executive Summary
3 Wealth Management Fundamentals
3.1 Political Background to Switzerland
3.2 Economic Background to Switzerland
3.3 Benchmarking Swiss Wealth in Context
3.3.1 Distribution of wealth
4 Analysis of Swiss HNWI Investments
4.1 Analysis by Asset Class
4.1.1 Changing trends in liquid assets (equity, fixed income and cash and deposits)
4.1.2 Trends in alternative assets
4.1.3 Trends in collectables
4.1.4 Trends of investments in real estate
4.1.5 Trends of investments in cash and deposits
4.1.6 Trends of investments in fixed income
4.1.7 Trends of investments in equity
4.1.8 Trends of investments in business interest
4.2 Analysis of Foreign Investments
4.2.1 Trend of investments in rest of Europe
4.2.2 Trend of investments in the Asia-Pacific region
4.2.3 Trend of investments in North America
4.2.4 Trend of investments in Latin America, the Middle East and Africa
4.3 Analysis of Swiss Ultra HNWI Investments
5 Appendix
5.1 Additional Components to Swiss Wealth Management
5.1.1 Philanthropy
5.1.2 Intergenerational wealth transfer
5.2 Regulatory Environment in Switzerland
5.2.1 Regulations on taxes
5.2.2 Banking regulations
5.2.3 Investment, employment and immigration
5.3 Key Economic Trends and Drivers
5.3.1 Annual average exchange rate (CHF–US$)
5.3.2 Real GDP growth
5.3.3 GDP per capita
5.3.4 Domestic market capitalization
5.3.5 Housing price indices
5.3.6 Commodity Index
5.3.7 Foreign direct investment
5.3.8 Investments of FIIs in equity products
5.3.9 Inflation rate
5.3.10 Money market rate
5.3.11 Balance of payments
5.3.12 Government debt
5.3.13 Stock market performance
5.3.14 HNWI wealth to GDP ratio
6 About WealthInsight

List of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Switzerland – Cantons by Population Size, 2010
Table 3: Switzerland – 10 Largest Swiss Cities by Population Size, 2010
Table 4: HNWIs – Holdings by Asset Class Growth (%), 2007–2016
Table 5: HNWIs – Liquid Asset Composition by Asset Class (%), 2007–2016
Table 6: HNWIs – Investment Growth in Alternative Assets (%), 2007–2016
Table 7: HNWIs – Investments in Alternative Assets (% Share), 2007–2016
Table 8: HNWIs – Trends in Collectables, 2007–2011
Table 9: HNWIs – Residential Real Estate Price Per Square Meter by Swiss City (US$), 2011
Table 10: HNWIs – Origin of Prime Real Estate Investors in Switzerland (% Share), 2007–2016
Table 11: HNWIs – Growth of Real Estate in Leading International Cities (%), 2007–2011
Table 12: HNWIs – Foreign Investment Allocation by Asset Class (%), 2007–2016
Table 13: UHNWIs – Allocations and Share of HNWI Assets, 2011
Table 14: Swiss Annual Average Exchange Rate (CHF–US$), 2006–2016
Table 15: Swiss Real GDP Growth Rate, 2006–2016
Table 16: Swiss GDP Per Capita (US$), 2006–2016
Table 17: Swiss Domestic Market Capitalization (US$ Billion), 2006–2011
Table 18: Housing Price Indices, 2006–2011
Table 19: Commodity Indices, 2006–2016
Table 20: Swiss Foreign Direct Investments (US$ Billion), 2006–2016
Table 21: Swiss Investments of FIIs in Equity Products, 2006–2010
Table 22: Swiss Inflation Rate, 2006–2016
Table 23: Swiss Money Market Rate (%), 2006–2016
Table 24: Swiss Balance of Payments (US$ Billion), 2006–2011
Table 25: Swiss Government Debt as a Percentage of GDP (%), 2006–2016
Table 26: Stock Market Performance, 2006–2011
Table 27: Swiss HNWI Wealth to GDP Ratio (%), 2007–2016
Table 28: Appendix 1
Table 29: Appendix 2

List of Figures
Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Switzerland
Figure 3: Swiss Asset Growth in US Dollar Terms (%), 2007–2011
Figure 4: Swiss HNWI Growth by Wealth and Value, 2007–2016
Figure 5: HNWI Volume and Nominal GDP Growth – Switzerland vs the World
Figure 6: HNWIs – Holdings by Asset Class (% Share), 2007–2016
Figure 7: HNWIs – Changing Trends in Liquid Assets (% of Total Assets), 2007–2016
Figure 8: HNWIs – Liquid Assets Composition by Asset Class (US$ Billion), 2007–2016
Figure 9: HNWIs – Investments in Alternative Assets (US$ Billion), 2007–2016
Figure 10: HNWIs – Trends in Collectables, 2007–2011
Figure 11: HNWIs – Foreign Investment Allocation and Growth by Asset Class (%), 2011–2016
Figure 12: HNWIs – Global Distribution of Foreign Investments (% Share), 2007–2016
Figure 13: UHNWIs – Holdings in Asset Class (% Share), 2007–2016
Figure 14: Swiss Annual Average Exchange Rate (CHF–US$), 2006–2016
Figure 15: Swiss Real GDP Growth (%), 2006–2016
Figure 16: Swiss GDP Per Capita (US$), 2006–2016
Figure 17: Swiss Domestic Market Capitalization (US$ Billion), 2006–2011
Figure 18: Housing Price Indices, 2006–2011
Figure 19: Commodity Indices, 2006–2016
Figure 20: Swiss Foreign Direct Investments (US$ Billion), 2006–2016
Figure 21: Swiss Investments of FIIs in Equity Products, 2006–2010
Figure 22: Swiss Inflation Rate, 2006–2016
Figure 23: Swiss Money Market Rate (%), 2006–2016
Figure 24: Swiss Balance of Payments (US$ Billion), 2006–2011
Figure 25: Swiss Government Debt as a Percentage of GDP (%), 2006–2016
Figure 26: Stock Market Performance, 2006–2011
Figure 27: Swiss HNWI Wealth to GDP Ratio (%), 2007–2016

- UBS

- Credit Suisse

- Pictet & Cie.

- Julius Baer

- Lombard Odier

- Clariden Leu

- EFG International

- Banca Della

- Union Bancaire

- Sarasin

- Zurcher

- Vontobel

- St Galler

- Wegelin & Co.

- Dreyfus Sohne & Cie.

- Scobag

- Mirabaud & Cie

- Jacob Safra

- Falcon

- Syz & Co.

- HSBC

- Credit Agricole

- Coutts

- BNP

- Deutsche

- JP Morgan

- SG

- LGT

- Citibank

- ABN Amro

- Santander

- Rothschild

- Bank of America Merrill Lynch

- Barclays Wealth

- Goldman Sachs

- Morgan Stanley

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