Switzerland Wealth Management - High Net Worth (HNW) Investors

Switzerland Wealth Management - High Net Worth (HNW) Investors

Summary

This report sizes the opportunity within Switzerland's wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of its HNW investors. The report is based on GlobalData's proprietary Global Wealth Managers Survey.

HNW individuals in Switzerland are predominantly high-earning professional males, while entrepreneurs and female HNWs present a lucrative target segment for wealth managers. In a highly mature and sophisticated market such as this, discretionary mandates have the highest demand. Rising demand for philanthropy, retirement planning, and financial planning services provide the most significant growth opportunities for wealth managers in the foreseeable future.

Scope

• Expats constitute 23.2% of the local HNW population. They represent an attractive target market thanks to their more complex service requirements.
• Robo-advice accounts for just 7.4% of the Swiss HNW portfolio. Robo-advisory services are at a very nascent stage of development in the HNW space in Switzerland, but they are slowly gaining traction.
• The average Swiss HNW investor offshores 34.8% of their wealth abroad. This proportion is expected to increase over the next 12 months, indicating that many HNW investors are uncertain about the country’s economic recovery.

Reasons to Buy

• Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.
• Enhance your marketing strategies and capture new clients using insights from our data on HNW investors’ asset management style preferences.
• Tailor your investment product portfolio to match current and future demand for different asset classes among HNW individuals.