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Wealth in Switzerland: HNW Investors 2017

Published: Apr-2017 | Format: PDF | GlobalData | Number of pages: 48 | Code: MRS - 125590

Wealth in Switzerland: HNW Investors 2017

Summary

GlobalData’s “Wealth in Switzerland: HNW Investors 2017”, report analyzes the investing preferences and portfolio allocation of Swiss HNW investors. The report is based on our proprietary Global Wealth Managers Survey.

Inheritors form the largest segment among Swiss HNW individuals, who have generated their wealth mainly through property and real estate, in addition to professional services. Expats in Switzerland account for 8.4% of the HNW population, who along with the rest of the country’s HNW population are keen to invest a proportion of their wealth locally. Looking ahead, greater demand for wealth management services such as inheritance and financial planning is expected.

Scope

- Profiles the average Swiss HNW investor in terms of their demographics and analyzes the expat opportunity in Switzerland.
- Analyzes which wealth management mandates are preferred among Swiss HNW investors and how the demand will develop looking forward.
- Examines the allocation of Swiss HNW investors’ portfolios into different asset classes and how the allocation is expected to develop in the future.
- Analyzes the product and service demand among Swiss HNW investors.

Reasons to buy

- Develop and enhance your client targeting strategies using our data on HNW profiles and source of wealth.
- Give your marketing strategies the necessary edge and capture new clients using insights from our data on HNW investors’ drivers for seeking investment advice vs self-directing.
- Tailor your investment product portfolio to match the current and future demand for different asset classes among HNW individuals.
- Develop your service proposition to match the service and product demand expressed by Swiss HNW investors and react proactively to the forecasted change in demand.
Table of Contents
EXECUTIVE SUMMARY 2
1.1. HNW clients prefer a heavily managed portfolio with notable exposure to equities and bonds 2
1.2. Key findings 2
1.3. Critical success factors 2
2. PROFILING THE SWISS HNW INVESTOR 7
2.1. Inheritance accounts for the largest proportion of Swiss HNW wealth 7
2.1.1. The majority of Swiss HNW individuals are males over the age of 50 7
2.1.2. One third of Swiss HNW clients inherited their wealth 8
2.1.3. Swiss HNW wealth is sourced from property and professional services 9
2.1.4. With the exception of director roles, Swiss HNW investors are more likely to fill leadership roles than the European average 10
2.2. Expats in Switzerland form 8.4% of the population 11
2.2.1. The proportion of expats in Switzerland is more prominent than across Europe 11
2.2.2. HNW expats can obtain residency and citizenship through a range of options 12
2.2.3. Western Europe is the leading feeder region for HNW expats in Switzerland 13
2.2.4. Cost considerations motivate expats to move investments to Switzerland 14
3. SWISS HNW INVESTMENT STYLE PREFERENCES 17
3.1. Swiss HNW investors have a propensity for their wealth to be professionally managed 17
3.1.1. Discretionary mandates are favored among Swiss HNW investors 17
3.1.2. Swiss HNW investors seek professional management for expertise and saving time 18
3.1.3. Swiss HNW investors use more wealth management firms than the regional average 19
3.2. Swiss HNW individuals prefer professional wealth management 20
3.2.1. Greater demand for traditional mandates is widely forecast 21
3.2.2. HNW investors favor advisory mandates for the guidance/control balance 22
3.2.3. HNW individuals prefer to have exclusive control 24
4. UNDERSTANDING ASSET ALLOCATION TRENDS AMONG SWISS HNW INVESTORS 25
4.1. Current asset allocation is heavily weighted towards equities 25
4.1.1. Equity and bond investments dominate Swiss HNW portfolios 25
4.1.2. Equity investments make up over one third of Swiss HNW portfolios 26
4.1.3. Bond investments are currently notable but forecast to decline 28
4.1.4. HNW individuals prefer to hold cash directly 30
4.1.5. HNW client portfolios allocate a minimal proportion to property investments 32
4.1.6. Alternatives constitute 11.3% of the typical Swiss HNW portfolio 34
4.1.7. Commodities constitute a minimal proportion of the typical HNW portfolio 36
5. SWISS HNW PRODUCT AND SERVICE DEMAND 39
5.1. Planning services are in high demand in Switzerland 39
5.1.1. Inheritance planning presents an opportunity for wealth managers to resonate with older HNW investors and business owners 39
6. APPENDIX 43
6.1. Abbreviations and acronyms 43
6.2. Definitions 43
6.2.1. HNW 43
6.2.2. Liquid assets 43
6.3. Methodology 43
6.3.1. GlobalData’s 2016 Global Wealth Managers Survey 43
6.3.2. GlobalData’s 2015 Global Wealth Managers Survey 44
6.3.3. GlobalData’s WealthInsight 44
6.4. Bibliography 44
6.5. Further reading 46

                        
            

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