Wealth in Switzerland: HNW Investors; Understanding HNW investors and wealth management strategies.

Published: July 2016
No. of Pages: 43
    ReportsandReports

Summary

Inheritors form the largest segment among Swiss HNW individuals, followed by family business owners. The two leading industries from which Swiss HNW individuals have generated their wealth are property and real estate, and professional services. Expats in Switzerland account for 13.5% of the local HNW population and are mostly from Europe, with France, Germany, and the UK being the largest feeder nations. Better returns and access to sophisticated investment products motivate Swiss HNW individuals to seek financial advice. The largest allocations in the average HNW portfolio are in equities and bonds. Over the next year, we expect an even greater focus on equities, and to a lesser extent alternatives, while bond holdings are forecast to decrease.

Key Findings

  • Expectations of better returns and the availability of more sophisticated investment products are the leading reasons why investors seek professional advice.
  • Self-directed investors are largely motivated by the opportunity to avoid asset management fees and their confidence in managing simple investments themselves.
  • Discretionary mandates are the preferred mandate among Swiss investors and will experience the highest growth in demand.
  • Equities are well represented in the Swiss HNW investor portfolio, accounting for the largest share at 38% followed by bonds at 25%.
  • Going forward, allocation into equities and alternatives will increase while allocation into bonds and cash is forecast to decrease over the next year.  
  • Demand for planning services is strong among Swiss HNW individuals, with the demand for inheritance and pension planning reflecting the fact that on average Swiss HNW individuals are either in retirement or approaching retirement age.

Synopsis

Wealth in Switzerland: HNW Investors analyzes the investing preferences and portfolio allocation of Swiss HNW investors. The report is based on our proprietary Global Wealth Managers Survey.

Specifically the report:

  • Profiles the average Swiss HNW investor in terms of source of wealth and age, as well as analyzing 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 edge required 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.

Published By: GlobalData
Product Code: Verdict232


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