Switzerland Wealth Report 2016
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Switzerland is the world's largest wealth management center, with assets under management (AuM) of US$2 trillion.
In 2014, the implementation of the Swiss Foreign Account Tax Compliance enabled US tax authorities to gain financial information on funds held by US citizens in Switzerland. The European Union also signed a major accord with Switzerland in May 2015 in an attempt to end banking secrecy.
The demands of regulatory compliance are increasing costs for private banks and wealth managers, and competition from Singapore and Hong Kong – financial centers where most HNWI growth is taking place – is rising.
Scope
• An evaluation of the local wealth management market
• Analysis of HNWI volume, wealth and allocation trends between 2011 and 2015
• HNWI volume, wealth and allocation forecasts to 2020
• An examination of HNWI and UHNWI asset allocations in 13 asset classes
• A geographical breakdown of all foreign assets
• An alternative breakdown of liquid versus investable assets
• Data on the number of HNWIs in major Swiss cities with forecasts to 2020
• Insights into the key drivers of HNWI wealth in Switzerland
• An independent market sizing of Switzerland’s HNWIs across five wealth bands
• Information on private banks in Switzerland
• A detailed overview of the local economy
• Wealth management and family office information
• Insight on the development, challenges and opportunities for participants in the wealth management and private banking sector in Switzerland
Key Highlights
How many HNWIs are there in Switzerland? What is their collective wealth?
By what percentage did the Swiss HNWI population decrease in 2015? What are the key factors behind this? How does this compare to the total for the preceding year?
How substantial is the forecast increase in the Swiss HNWI population by 2020? What will be the anticipated total of Swiss HNWIs as a result? What is the projected increase in HNWI wealth in the same period? How is this expected to impact the collective wealth total?
Reasons to Buy
• Analyze five Swiss wealth bands, and assess preferences for wealth management services in each.
• Drive revenue growth while minimizing exposure to risk.
• Access a comprehensive analysis of the private banking and wealth management sector in Switzerland, and ensure value propositions are based on the most current market information.
• Analyze HNWI volumes in each major Swiss city.
• Identify and target prospective clients more effectively.
• Assess the proliferation of wealth management service providers in Switzerland, and determine how to increase market share.
Credit Suisse Private Banking
EFG
International
Pictet Group
Julius Baer
BNP Paribas (Suisse) SA
Societe Generale Private Banking
Barclays
Albin Kistler
Swiss Private
Wm Partners
Marcuard Family Office AG
Sandoz Family Office and 1875 Finance SA.
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Frequently asked questions
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