Challenges and Opportunities for the Wealth Sector in Switzerland

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Challenges and Opportunities for the Wealth Sector in Switzerland
Published on May 2012

Report Summary

Synopsis
This report is the result of WealthInsight's extensive research covering the HNWI population and wealth management industry in
Switzerland.

Summary
This report is a thorough analysis of the Swiss Wealth Management and Private Banking sector, and the opportunities and challenges
that it faces.

Scope
The report features:
' Independent market sizing of Swiss HNWIs across five wealth bands
' Number of UHNWIs in each city
' City wise ratings of wealth management saturation and potential
' Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in Switzerland
' Detailed wealth management and family office information
' 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.
' The global private banking industry is estimated to have assets under management of just over US$16.5 trillion. The Swiss wealth
management sector accounts for a high 17% of this, making it the second largest country by AuM after the United States. Offshore
makes up the bulk of AuM with the other funds being sourced from local HNWIs.

Table of Content

Table of Contents
1 Introduction
1.1 What is this Report About'
2 Executive Summary

Challenges and Opportunities for the Wealth Sector in Switzerland (From Slideshare) Page 1/6


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 Wealth Management in Switzerland
4.1 Competitive Landscape
4.1.1 Local private banks
4.1.2 Foreign private banks
4.1.3 Wealth managers
4.1.4 Wealth management in each city
4.1.5 Family offices
4.1.6 Financial advisors
4.2 Developments in Private Banking in Switzerland
4.3 Swiss Wealth Management Market ' Clientele Model
4.4 Behavioral Investment Preferences of HNWIs in Switzerland
4.5 Porter's Five Force Analysis ' Wealth Management Market in Switzerland
4.6 Case Study: 10 Leading Global Private Banks
4.7 Financial Services Review
4.7.1 Retail banks
4.7.2 Fund managers and hedge funds
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: Top 20 Swiss Private Banks by AuM, 2011
Table 5: Swiss Private Banks by Number Of Branches and Head Office Location, 2011
Table 6: Top 10 Private Bank Branches by City, 2011
Table 7: Top 16 Foreign Private Banks in Switzerland by AuM (US$ Billion), 2011
Table 8: Wealth Management Companies by City, 2011
Table 9: Wealth Management companies by City, 2011
Table 10: Asset Allocation of a Typical European Single-Family Office, 2011
Table 11: Leading Family Offices in Switzerland
Table 12: Swiss Wealth Management Market ' Recent M&A Deal Activity
Table 13: Top 10 Private Banks by Global AuM and New Money (US$ Billion), 2011
Table 14: Other Companies in the Swiss Wealth Management Market
Table 15: Swiss Annual Average Exchange Rate (CHF'US$), 2006'2016
Table 16: Swiss Real GDP Growth Rate, 2006'2016
Table 17: Swiss GDP Per Capita (US$), 2006'2016
Table 18: Swiss Domestic Market Capitalization (US$ Billion), 2006'2011
Table 19: Housing Price Indices, 2006'2011
Table 20: Commodity Indices, 2006'2016
Table 21: Swiss Foreign Direct Investments (US$ Billion), 2006'2016
Table 22: Swiss Investments of FIIs in Equity Products, 2006'2010
Table 23: Swiss Inflation Rate, 2006'2016
Table 24: Swiss Money Market Rate (%), 2006'2016
Table 25: Swiss Balance of Payments (US$ Billion), 2006'2011
Table 26: Swiss Government Debt as a Percentage of GDP (%), 2006'2016
Table 27: Stock Market Performance, 2006'2011
Table 28: Swiss HNWI Wealth to GDP Ratio (%), 2007'2016
Table 29: Appendix 1
Table 30: 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: Swiss Wealth Management Market ' Clientele Model
Figure 7: Swiss Wealth Management Market ' Behavioral Investment Preferences, 2011
Figure 8: Swiss Wealth Management Market ' Porters Five Forces
Figure 9: Swiss Annual Average Exchange Rate (CHF'US$), 2006'2016
Figure 10: Swiss Real GDP Growth (%), 2006'2016
Figure 11: Swiss GDP Per Capita (US$), 2006'2016
Figure 12: Swiss Domestic Market Capitalization (US$ Billion), 2006'2011
Figure 13: Housing Price Indices, 2006'2011
Figure 14: Commodity Indices, 2006'2016



Figure 15: Swiss Foreign Direct Investments (US$ Billion), 2006'2016
Figure 16: Swiss Investments of FIIs in Equity Products, 2006'2010
Figure 17: Swiss Inflation Rate, 2006'2016
Figure 18: Swiss Money Market Rate (%), 2006'2016
Figure 19: Swiss Balance of Payments (US$ Billion), 2006'2011
Figure 20: Swiss Government Debt as a Percentage of GDP (%), 2006'2016
Figure 21: Stock Market Performance, 2006'2011
Figure 22: Swiss HNWI Wealth to GDP Ratio (%), 2007'2016


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Challenges and Opportunities for the Wealth Sector in Switzerland

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