Sweden 2014 Wealth Book

Published: Feb, 2014 | Pages: 120 | 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 Sweden.
Summary
This report reviews the performance and asset allocations of HNWIs and Ultra HNWIs in Sweden. It also includes an evaluation of the local wealth management market.
Scope
 Independent market sizing of Sweden HNWIs across five wealth bands
 HNWI volume, wealth and allocation trends from 2009 to 2013
 HNWI volume, wealth and allocation forecasts to 2018
 HNWI and UHNWI asset allocations across 13 asset classes
 Geographical breakdown of all foreign assets
 Alternative breakdown of liquid vs investable assets
 Number of UHNWIs in major cities
 Number of wealth managers 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 Sweden
 Size of the Sweden wealth management industry
 Largest domestic private banks by AuM
 Detailed wealth management and family office information
 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 75,000 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 2018.
 Also provides detailed information on UHNWIs in each major city.
Key Highlights
 There were approximately 176,940 HNWIs in Sweden in 2013. These HNWIs held US$771 billion in wealth. The wealth per capita in the country in 2013 was approximately US$299,411.
 In 2013, Swedish HNWI numbers rose by 3.5%, following a marginal decrease of 3.2% in 2011. At the end of 2013, Swedish HNWIs held 39.5% (US$305 billion) of their wealth outside their home country, significantly higher than the worldwide average of 20-30%.  Equities, business interests and alternative products recorded the strongest growth during the review period.

 Table of Contents 
LIST OF TABLES 
LIST OF FIGURES 
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 Swedens Wealth in Context 
3.4.1 Distribution of wealth in Sweden 
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 Centimillionaires 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 Millionnaires 
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 Analysis of Swedish HNWI Investments 
5.1 Analysis by Asset Classes 
5.1.1 Trends in alternative assets 
5.1.2 Trends in 'art, wine and wheels' 
5.1.3 Trends of investments in real estate 
5.1.4 Trends of investments in cash and deposits 
5.1.5 Trends of investments in fixed-income 
5.1.6 Trends of investments in equity 
5.1.7 Trends of Investments in business interests 
5.2 Analysis of Foreign Investments 
5.2.1 Investments in Europe 
5.2.2 Investments in North America (Including the US, Mexico and the Caribbean) 
5.2.3 Investments in Asia Pacific 
5.2.4 Investments in Central and South America 
5.2.5 Investments in the Middle East 
5.2.6 Investments in Africa
5.3 Alternative Breakdown: Liquid vs. Investable Assets 
5.4 Analysis of Swedish UHNWI Investments 
6 Competitive Landscape of the Wealth Sector 
6.1 Competitive Landscape 
6.1.1 Private banks 
6.1.2 Wealth managers 
6.1.3 Family offices 
6.1.4 Financial advisors 
6.2 Developments in the Swedish Private Banking Industry 
6.3 Wealth Management and the Private Banking Industry 
6.4 Swedish Wealth Management Industry - Clientele Model and Maturity 
6.5 Behavioral Mapping of Wealth Management and Private Banking in Sweden 
6.6 Porter's Five Force Analysis - the Wealth Management Industry 
7 Appendix 
7.1 Additional Components of the Wealth Sector in Sweden 
7.1.1 Philanthropy 
7.1.2 Demand for intergenerational wealth transfer 
7.1.3 Human resource availability for the wealth management industry 
7.2 Regulations on Taxes 
7.3 Regulations Related to Immigration, Investment and Employment 
7.4 Key Drivers 
7.4.1 SEK to US$ exchange rate 
7.4.2 Real GDP growth 
7.4.3 Per capita GDP 
7.4.4 Domestic market capitalization 
7.4.5 Commodity index 
7.4.6 Foreign direct investments - inflow and outflow 
7.4.7 Inflation rate 
7.4.8 Interest rate 
7.4.9 Balance of payments 
7.4.10 Government debt 
7.4.11 Stock market performance 
7.5 Wealth Breakdowns 
8 About WealthInsight

Table 1: HNWI Wealth Band and Group Definitions 
Table 2: Regions in Sweden, 2013 
Table 3: Swedish HNWIs - Volume Distribution Wealth Pyramid, 2013 
Table 4: Swedish HNWIs - Wealth Distribution Wealth Pyramid (%), 2013 
Table 5: Swedish HNWIs - Industry Performance, 2009-2013 
Table 6: Swedish HNWIs - Cities, 2013 
Table 7: Swedish HNWIs - Growth in Top Cities, 2009-2013 
Table 8: Swedish HNWIs - Population Density in Major Cities, 2013 
Table 9: Swedish HNWIs in Top Cities, 2009-2018 
Table 10: Swedish HNWIs - Growth Rates for Top Cities, 2009-2018 
Table 11: Swedish HNWIs - by States, 2013 
Table 12: Swedish HNWIs - State Performance, 2009-2013 
Table 13: Swedish HNWIs - Population Density in States, 2013 
Table 14: Swedish UHNWIs - Gender Performance, 2009-2013 
Table 15: Swedish UHNWIs - Source of Wealth (%), 2013 
Table 16: Swedish UHNWIs in Top Cities, 2009-2018 
Table 17: Swedish UHNWIs Growth Rates for Top Cities, 2009-2018 
Table 18: Swedish Billionaires - Market Overview (US$ Billions) 2009-2018 
Table 19: Swedish Top 10 Billionaires (US$ Billions), 2013 
Table 20: Swedish Billionaire Wealth Growth, 2009?2013 
Table 21: Swedish Centimillionaires - Market Overview, 2009-2018 
Table 22: Swedish Affluent Millionaires - Market Overview, 2009-2018 
Table 23: Swedish Mid-Tier Millionaires - Market Overview, 2009-2018 
Table 24: Swedish Lower-Tier Millionaires - Market Overview, 2009-2018 
Table 25: Swedish Allocations of HNWI Assets, 2009-2018 
Table 26: Swedish HNWIs ? Holdings Growth (%), 2009-2018 
Table 28: Swedish HNWIs - Alternative Asset Composition (%), 2009-2018 
Table 27: Swedish HNWIs - Trends of Investments in Alternative Assets(%), 2009-2018 
Table 29: Swedish Trends in 'Art, Wine and Wheels', 2009-2013 
Table 30: Global Prime Real Estate Prices per Square Meter (US$), 2012 
Table 31: Swedish HNWIs - Percentage of Foreign Investment Allocations, 2009-2018 
Table 32: Swedish HNWIs - Liquidity Breakdown (US$ Billion), 2009-2018 
Table 33: Swedish HNWIs - Liquidity Breakdown (%), 2009-2018 
Table 34: Swedish UHNWIs - Allocations and Share of HNWI Assets, 2013 
Table 35: Leading Domestic Private Banks in Sweden by AuM, 2013 
Table 36: Swedish Wealth Managers, 2013 
Table 37: Swedish Family Offices, 2013 
Table 38: Swedish Income Tax Bands (SEK), 2013-2013 
Table 39: SEK per US$ Exchange Rate, 2009-2018 
Table 40: Sweden Real GDP Growth (%), 2009-2018 
Table 41: Swedish GDP Per Capita (US$), 2009-2018 
Table 42: Swedish Domestic Market Capitalization (US$ Billion) 2009-2013 
Table 43: Swedish Commodity Indices, 2009-2018 
Table 44: Swedish Foreign Direct Investments (US$ Billion), 2007-2011 
Table 45: Swedish Inflation Rate (%), 2009-2018 
Table 46: Swedish Money Market Rate (%), 2009-2018 
Table 47: Swedish Balance of Payments (US$ Billion) 2009-2013 
Table 48: Swedish Government Debt as a Percentage of GDP, 2009-2018 
Table 49: Swedish Stock Market Performance, 2009-2013 
Table 50: Swedish HNWI Wealth vs GDP Ratio, 2009-2018 
Table 51: Sweden Appendix One 
Table 52: Sweden Appendix Two