High Net Worth trends in Switzerland to 2014

Published: Mar, 2014 | Pages: 87 | Publisher: WealthInsight
Industry: Wealth Management | Report Format: Electronic (PDF)


Synopsis
 This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Switzerland.
 The report focuses on HNWI performance between the end of 2007 (the peak before the global financial crisis) and the end of 2012. This enables us to determine how well the country's HNWIs have performed through the crisis.
Summary
This report provides projections of the volume and wealth of Switzerland HNWIs. This includes demographic trends (2008-2012) and findings of the proprietary Wealth Insight HNWI Database.
Scope
 Independent market sizing of Switzerland HNWIs across five wealth bands
 HNWI volume and wealth trends from 2008 to 2012
 HNWI volume and wealth forecasts to 2017
 HNWI and UHNWI asset allocations across 13 asset classes 
 Number of UHNWIs in each state and all major cities
 Fastest growing cities and states for UHNWIs (2008-2012)
 Insights into the drivers of HNWI wealth
Reason 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 dossiers on over 60,000 HNWIs from around the world.
 The Intelligence Center also includes tracking of wealth and liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market.
 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.
 Report includes comprehensive forecasts to 2017.
Key Highlights
 There were approximately 360,917 HNWIs in Switzerland in 2013. These HNWIs held US$1.6 trillion in wealth. In 2013, the wealth per adult in the country was approximately US$512,600.
 In 2013, Swiss HNWI numbers rose by 10.6%, following the 2012 increase of 9.5%.
 Growth in HNWI wealth and volumes are expected to improve over the forecast period. The total number of Swiss HNWIs is forecast to grow by 24% to reach 494,485 in 2018. HNWI wealth will see a significant percentage increase, growing by 18% to reach US$2.2 trillion by 2018.

 1 INTRODUCTION
1.1 Details of this Report
1.2 Definitions
2 EXECUTIVE SUMMARY
3 WEALTH SECTOR FUNDAMENTALS
3.1 Political Background
3.2 Economic Background
3.3 Social Background
3.4 Benchmarking Switzerland's Wealth in Context
3.4.1 Distribution of wealth in Switzerland
3.5 HNWI Volume and Wealth Trends
4 FINDINGS FROM THE WEALTHINSIGHT HNWI DATABASE
4.1 Trends in HNWI Wealth to 2018
4.1.1 HNWI trend analysis
4.1.2 Trends of the wealth bands
4.1.3 Demographic breakdown of HNWIs
4.1.4 HNWIs - job titles
4.1.5 HNWIs - industry breakdown
4.1.6 HNWIs - industry performance
4.1.7 HNWIs - breakdown by city
4.1.8 HNWIs - city performance
4.1.9 HNWIs - city population densities
4.1.10 HNWIs - city forecasts
4.1.11 HNWIs - breakdown by state
4.1.12 HNWIs - state performance
4.1.13 HNWIs - state population densities
4.2 UHNWIs
4.2.1 UHNWI volume trend analysis
4.2.2 UHNWI wealth trend analysis
4.2.3 Demographic breakdown of UHNWIs
4.2.4 UHNWIs - industry breakdown
4.2.5 UHNWIs - city breakdown and performance
4.3 UHNWIs - Billionaires
4.3.1 Billionaire volume trend analysis
4.3.2 Billionaire wealth trend analysis
4.3.3 Billionaire per capita net worth trend analysis
4.3.4 List of billionaires
4.4 UHNWIs - Centimillionaires
4.4.1 Centimillionaire volume trend analysis
4.4.2 Centimillionaire wealth trend analysis
4.4.3 Centimillionaire per capita net worth trend analysis
4.5 UHNWIs - Affluent Millionaires
4.5.1 Affluent millionaire volume trend analysis
4.5.2 Affluent millionaire wealth trend analysis
4.5.3 Affluent millionaire per capita net worth trend analysis
4.6 Core HNWIs
4.6.1 Core HNWI volume trend analysis
4.7 Core HNWIs - Mid-Tier Millionaires
4.7.1 Mid-tier millionnaire volume trend analysis
4.7.2 Mid-tier millionaire wealth trend analysis
4.7.3 Mid-tier millionaire per capita net worth trend analysis
4.8 Core HNWIs - Lower-Tier Millionaires
4.8.1 Lower-tier millionaire volume trend analysis
4.8.2 Lower-tier millionaire wealth trend analysis
4.8.3 Lower-tier millionaire per capita net worth trend analysis
5 APPENDIX
5.1 Regulations on Taxes
5.2 Key Drivers
5.2.1 CHF to US$ exchange rate
5.2.2 Real GDP growth
5.2.3 Per capita GDP
5.2.4 Domestic market capitalization
5.2.5 Commodity index
5.2.6 Foreign direct investments - inflow and outflow
5.2.7 Inflation rate
5.2.8 Interest rate
5.2.9 Balance of payments
5.2.10 Government debt
5.2.11 Stock market performance
5.3 Wealth Breakdowns
6 ABOUT WEALTHINSIGHT

Table 1: HNWI Wealth Band and Group Definitions
Table 2: Regions in Switzerland, (Thousand), 2013
Table 3: Swiss HNWIs - Volume Distribution, 2013
Table 4: Swiss HNWIs - Wealth Distribution Wealth Pyramid (%), 2013
Table 5: Swiss HNWIs - Industry Performance, 2009-2013
Table 6: Swiss HNWIs - Population of Cities, (Thousand) 2013
Table 7: Swiss HNWIs - Growth in Top Cities (Thousand), 2009-2013
Table 8:Swiss HNWIs - Population Density in Major Cities, (Thousand) 2013
Table 9: Swiss HNWIs Population in Top Cities (Thousand), 2009-2018
Table 10: Swiss HNWIs - Growth Rates for Top Cities (%), 2009-2018
Table 11: Swiss HNWIs - by Population by State (Thousand), 2013
Table 12: Swiss HNWIs - Population and State Growth Data, (%) 2009-2013
Table 13: Swiss HNWIs - Population Density by State (%), 2013
Table 14: Swiss UHNWIs - Gender Performance, 2009-2013
Table 15: Swiss UHNWIs - Source of Wealth (%), 2013
Table 16: Swiss UHNWIs in Top Cities (Thousand), 2009-2018
Table 17: Swiss UHNWIs Growth Rates for Top Cities (Thousand), 2009-2018
Table 18: Swiss Billionaires - Market Overview (US$ Billions) 2009-2018
Table 19: Swiss Top 10 Billionaires (US$ Billions), 2013
Table 20: Swiss Billionaire Wealth Growth (US$), 2009?2013
Table 21: Swiss Centimillionaires - Market Overview (US$), 2009-2018
Table 22: Swiss Affluent Millionaires - Market Overview (US$), 2009-2018
Table 23: Swiss Mid-Tier Millionaires - Market Overview (US$), 2009-2018
Table 24: Swiss Lower-Tier Millionaires - Market Overview (US$), 2009-2018
Table 25: Swiss Income Tax Bands (CHF), 2013-2013
Table 26: CHF per US$ Exchange Rate (%), 2009-2018
Table 27: Swiss Real GDP Growth (%), 2009-2018
Table 28: Swiss GDP Per Capita (US$), 2009-2018
Table 29: Swiss Domestic Market Capitalization (US$ Billion) 2009-2013
Table 30: Swiss Commodity Indices, 2009-2018
Table 31: Swiss Foreign Direct Investments (US$ Billion), 2007-2011
Table 32: Swiss Inflation Rate (%), 2009-2018
Table 33: Swiss Money Market Rate (%), 2009-2018
Table 34: Swiss Balance of Payments (US$ Billion) 2009-2013
Table 35: Swiss Government Debt as a Percentage of GDP (%), 2009-2018
Table 36: Swiss Stock Market Performance, 2009-2013
Table 37: Swiss HNWI Wealth vs GDP Ratio (%), 2009-2018
Table 38: Switzerland- Appendix One
Table 39: Switzerland - Appendix Two