HNWI Asset Allocation in Switzerland to 2014

1
HNWI Asset Allocation in Switzerland to 2014
One-Stop Shop for Business Information
2
Summary

• This report provides the latest asset allocations
  of Switzerland HNWIs across 13 asset classes. The
  report also includes projections of the volume,
  wealth and asset allocations of Switzerland HNWIs
  to 2017 and a comprehensive and robust background
  of the local economy.
• Synopsis
• This report is the result of Wealth Insights
  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.

3
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 - Insights
into the drivers of HNWI wealth Reasons 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.
4

• 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- Cash, alternatives and
  real estate recorded growth during the review
  period at 266.0, 119.0 and 48.0 respectively.

5

• In 2013, real estate was the largest asset class
  for HNWIs in Switzerland, with 24.3 of total
  HNWI assets, followed by equities with 17.5,
  business interests with 17.5, cash and deposits
  with 15.5, fixed-income with 15.5, and
  alternatives with 9.7.
• Alternative assets held by Swiss HNWIs increased
  during the review period from 5.8 of total HNWI
  assets in 2009 to 9.7 in 2013 HNWI allocations
  to commodities increased from 1 of total assets
  in 2009 to 2.6 in 2013.
• Over the forecast period, WealthInsight expects
  allocations in commodities to decline to 2.1 of
  total HNWI assets by 2018, as global liquidity
  tightens due to a forecast near-term drop in
  demand from China for raw materials that will
  cause global commodity prices to flatten out.

6
Table Of Content

1. TABLE OF CONTENTS
2. INTRODUCTION
3. EXECUTIVE SUMMARY
4. WEALTH SECTOR FUNDAMENTALS
5. HNWI Volume AND WEALTH TRENDS
6. ANALYSIS OF SWISS HNWI INVESTMENTS
7. APPENDIX
8. ABOUT WEALTHINSIGHT

7
Custom Research

• Incase the reports dont match your
  requirement then we can do a Custom Research for
  you. Our multifarious capabilities, cross-sector
  expertise and detailed knowledge of various
  markets, put us at a unique position to take up
  Custom Research demands of yours. We provide the
  specifications of the custom research job to a
  dedicated team comprising of researchers,
  analysts and industry experts, who have close
  experience and understanding of global markets,
  competitive landscapes, various business models,
  market shares, drivers, restraints and benchmarks.

8

• To know more
• HNWI Asset Allocation in Switzerland to 2014

Contact Us-Call India 91-22-27810772/73 Call
USA/Canada (Toll Free) 1-866-279-8368 Email id
info_at_bharatbook.com