Switzerland Wealth Management – High Net Worth (HNW) Investors 2025
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This report provides comprehensive analysis of the investment preferences of Swiss HNW individuals. It profiles HNW investors in terms of their demographics; examines the allocation of HNW investors’ portfolios; analyzes their propensity to invest offshore; and explores their product and service demand. The report is based on GlobalData’s proprietary Global Wealth Managers Survey.
The Swiss HNW market is dominated by professional and high-earning males, but female HNWs and entrepreneurs are also a lucrative target market for wealth managers. In a highly competitive market such as this, discretionary mandates have the highest demand, yet offering a multi-service proposition underpinned by a proven ability to demonstrate returns will be key to tapping into demand. A burgeoning appetite for robo-advice coupled with increasing demand for equities, financial planning and philanthropy services provide arguably the most significant growth opportunities for wealth managers in the foreseeable future.
Scope
• Expats constitute 18.4% of the local HNW population. They represent an attractive target market thanks to their more complex service requirements.
• Robo-advice accounts for 12.8% of the Swiss HNW portfolio and has strong current demand.
• The average Swiss HNW investor offshores 44.6% of their wealth abroad; this proportion is expected to increase over the next 12 months.
Key Highlights
- Expats constitute more than 23% of the local HNW population. They represent an attractive target market thanks to their more complex service requirements.
- Robo-advice accounts for a little more than 7% of the Swiss HNW portfolio. Robo-advisory services are at a very nascent stage of development in the HNW space in Switzerland, but they are slowly gaining traction.
- The average Swiss HNW investor offshores 34.8% of their wealth abroad. This proportion is expected to increase over the next 12 months, indicating that many HNW investors are uncertain about the country’s economic recovery.
Reasons to Buy
• Understand Switzerland’s HNW wealth market, including the investment preferences of HNW individuals.
• Develop and enhance your client targeting strategies using our data on HNW demographics and sources of wealth.
• Tailor your investment product portfolio to match current and future demand for different asset classes among HNW individuals.
MBaer Merchant Bank
Novartis
Roche
BNP Paribas Wealth Management
Partners Group
Julius Baer
True Wealth
Raiffeisen Rio
LGT
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