This report is a thorough analysis of Switzerland’s Wealth Management and Private Banking sector, and the opportunities and challenges that it faces.
Table of contents :
• 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.”
1.1 Details of this Report
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 COMPETITIVE LANDSCAPE OF THE WEALTH SECTOR
4.1 Competitive Landscape
4.1.1 Private banks
4.1.2 Wealth managers
4.1.3 Family offices
4.1.4 Financial advisors
4.2 Swiss Wealth Management Industry – Clientele Model and Maturity
4.3 Behavioral Mapping of Wealth Management and Private Banking in Switzerland
5.1 Additional Components of the Wealth Sector in Switzerland
5.1.2 Demand for intergenerational wealth transfer
5.1.3 Human resource availability for the wealth management industry
5.2 Regulations on Taxes
5.3 Regulations Related to Immigration, Investment and Employment
5.4 Key Drivers
5.4.1 CHF to US$ exchange rate
5.4.2 Real GDP growth
5.4.3 Per capita GDP
5.4.4 Domestic market capitalization