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スイスの富裕層の将来(2016年まで):資産管理専門職にとっての機会

Switzerland - The Future of HNWIs to 2016: Opportunities for Wealth Sector Professionals

発行 Wealthinsight 商品コード 243117
出版日 ページ情報 英文 122 Pages
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スイスの富裕層の将来(2016年まで):資産管理専門職にとっての機会 Switzerland - The Future of HNWIs to 2016: Opportunities for Wealth Sector Professionals
出版日: 2012年05月23日 ページ情報: 英文 122 Pages
概要

当レポートでは、スイスの富裕層(HNWI: High Net Worth Indivisuals)向け資産管理市場の現状と将来展望について分析し、同国の富裕層の全体的状況や今後の資産動向(2016年まで)、資産階層ごと(超富裕層・中核富裕層)の詳細動向、富裕層による投資動向の詳細、関連産業の概況(資産管理産業・プライベートバンクなど)といった情報を取りまとめ、概略以下の構成でお届けします。

第1章 イントロダクション

第2章 エグゼクティブ・サマリー

第3章 富裕層市場の基礎情報

  • 富裕層市場の政治的背景
  • 富裕層市場の経済的背景
  • 世界全体の状況との比較
    • 富の分配状況

第4章 WealthInsightの富裕層データベースの調査結果

  • 富裕層の財産の動向(〜2016年)
    • 富裕層の動向の分析
    • 人数動向分析
    • 資産動向分析
    • 1人当たり純資産の動向分析
    • 資産別人口構成
    • 年齢別人口構成
  • 超富裕層(UHNWI)
    • 人数動向分析
    • 資産動向分析
    • 人口構成
    • 職種
    • 業種
    • 産業業績
    • 産業予測
    • 各都市の超富裕層
    • 都市別実績
    • 各都別予測
    • 小都市の分析
  • 超富裕層:億万長者(10億米ドル以上)
    • 人数動向分析
    • 資産動向分析
    • 1人当たり純資産の動向分析
  • 超富裕層:センチミニオネア(資産1億〜10億米ドル)
    • 人数動向分析
    • 資産動向分析
    • 1人当たり純資産の動向分析
  • 超富裕層:裕福な百万長者(資産3000万〜1億米ドル)
    • 人数動向分析
    • 資産動向分析
    • 1人当たり純資産の動向分析
  • 中核富裕層
    • 人数動向分析
    • 資産動向分析
  • 中核富裕層:中間層百万長者(資産500万〜3000万米ドル)
    • 人数動向分析
    • 資産動向分析
    • 1人当たり純資産の動向分析
  • 中核富裕層:下層百万長者(資産100万〜500万米ドル)
    • 人数動向分析
    • 資産動向分析
    • 1人当たり純資産の動向分析

第5章 スイスの富裕層による投資の分析

  • 資産クラス別分析
    • 流動資産の動向の変化(株式、固定収入、現金・預金)
    • 代替的資産の動向
    • 収集品の動向
    • 不動産投資動向
    • 現金・預金投資動向
    • 固定収入投資動向
    • 株式投資動向
    • 事業投資動向
  • 海外投資の分析
    • 他の欧州諸国への投資動向
    • アジア太平洋地地域への投資動向
    • 北米への投資動向
    • ラテンアメリカ・中東・アフリカへの投資動向
  • スイスの超富裕層による投資の分析

第6章 富裕層市場の競争環境

  • 競争環境
    • 国内系プライベートバンク
    • 外資系プライベートバンク
    • 資産管理会社
    • 各都市の資産管理会社
    • ファミリーオフィス
    • 財務アドバイザー
  • スイスのプライベートバンクの発展
  • スイスの資産管理市場:顧客モデル
  • スイスの富裕層の投資行動の選好
  • ポーターのファイブフォース分析:スイスの資産管理産業
  • ケーススタディ:世界的なプライベートバンク10行
  • 金融サービスの分析
    • リテールバンク
    • ファンドマネージャーおよびヘッジファンド

第7章 付録

  • スイスの資産管理産業の補助的部分
    • フィランソロピー
    • 世代間資産譲渡
  • スイスでの規制環境
    • 税に対する規制
    • 銀行業務規制
    • 投資・雇用・移民
  • 主な経済動向と促進要因
    • 年間平均為替レート(スイスフラン/米ドル)
    • 実質GDP成長率
    • 1人当たりGDP
    • 国内株式市場の時価総額
    • 住宅価格指数
    • 商品価格指数
    • 対外直接投資
    • エクイティ商品に対するFII(海外投資家)の投資
    • インフレ率
    • 市場金利
    • 国際収支
    • 政府債務
    • 株式市場実績
    • 富裕層資産総額の対GDP比

第8章 WealthInsightについて

図表一覧

目次
Product Code: WI0039MR

Synopsis

This report is the result of WealthInsight's extensive research covering the HNWI population and wealth management industry in Switzerland. It provides market sizing and forecasts of Swiss HNWI and UHNWI populations. The report leverages WealthInsight's HNWI Database, to provide key demographic breakdowns such as region and city specific data.

Summary

Switzerland is the largest private banking center in the world and home to over 290,000 HNWIs. In addition to providing a comprehensive and robust background of the Swiss economy, including, uniquely, detailed analysis of economic and political risks to HNWI wealth creation, this report provides robust projections of the volume, wealth and asset allocation of Swiss HNWIs and UHNWIs. The report then couches these findings in an analysis of the Switzerland's Wealth Management and Private Banking sector, and the opportunities therein.

Scope

The report features:

  • Independent market sizing of Swiss HNWIs across five wealth bands
  • Most up to date and thorough analysis of the demographic breakdown of Switzerland's HNWIs
  • HNWI volume, wealth and allocation trends from 2007 to 2011
  • HNWI volume, wealth and allocation forecasts to 2016
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Number of UHNWIs in each city
  • City and sector wise breakdowns of UHNWI volumes and volume growth from 2007 to 2011, as well as 2016 forecasts
  • 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 Switzerland
  • Detailed wealth management and family office information
  • 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 up to one hundred data-points on over 100,000 HNWIs from around the world. It also includes profiles on major private banks, wealth managers and family offices in each country. 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.
  • Comprehensive forecasts to 2016.
  • Detailed information on UHNWIs in each major city.

Table of Contents

1 Introduction

  • 1.1 What is this Report About?

2 Executive Summary

3 Wealth Sector Fundamentals

  • 3.1 Political Background to the Wealth Sector
  • 3.2 Economic Background to the Wealth Sector
  • 3.3 Benchmarking Swiss Wealth in Context
    • 3.3.1 Distribution of Wealth

4 Findings from the WealthInsight HNWI Database

  • 4.1 Trends in HNWI Wealth to 2016
    • 4.1.1 HNWI Trend Analysis
    • 4.1.2 HNWI Volume Trend Analysis
    • 4.1.3 HNWI Wealth Trend Analysis
    • 4.1.4 Per Capita HNWI Net Worth Trend Analysis
    • 4.1.5 Trends of the Wealth Bands
    • 4.1.6 Demographic Breakdown of HNWI
  • 4.2 UHNWIs
    • 4.2.1 UHNWI Volume Trend Analysis
    • 4.2.2 UHNWI Wealth Trend Analysis
    • 4.2.3 UHNWIs: Demographic Breakdown
    • 4.2.4 UHNWIs - Job Titles
    • 4.2.5 UHNWIs - Industry Breakdown
    • 4.2.6 UHNWIs - Industry Performance
    • 4.2.7 UHNWIs - Industry Forecasts
    • 4.2.8 UHNWI breakdown by City
    • 4.2.9 UHNWIs - City Performance
    • 4.2.10 UHNWIs - City Forecasts
  • 4.3 UHNWIs - The 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
  • 4.4 UHNWIs - The 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 - The 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
    • 4.6.2 Core HNWI Wealth Trend Analysis
  • 4.7 Core HNWIs - The Mid Tier Millionaires
    • 4.7.1 Mid Tier Millionaire 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 Swiss HNWI Investments

  • 5.1 Analysis by Asset Classes
    • 5.1.1 Changing Trends in Liquid Assets - Equity, Fixed Income and Cash and Deposits
    • 5.1.2 Trends in Alternative Assets
    • 5.1.3 Trends in "Art, Wine and Wheels"
    • 5.1.4 Trends of Investments in Real Estate
    • 5.1.5 Trends of Investments in Cash and Deposits
    • 5.1.6 Trends of Investments in Fixed Income
    • 5.1.7 Trends of Investments in Equity
    • 5.1.8 Trends of Investments in Business Interest
  • 5.2 Analysis of Foreign Investments
    • 5.2.1 Trend of Investments in Rest of Europe
    • 5.2.2 Trend of Investments in Asia-Pacific
    • 5.2.3 Trend of Investments in North America
    • 5.2.4 Trend of Investments in Latin America, the Middle East and Africa
  • 5.3 Analysis of Swiss Ultra HNWI Investments

6 Competitive Landscape of the Wealth Sector in Switzerland

    • 6.1.1 Local Private Banks
    • 6.1.2 Foreign Private Banks
    • 6.1.3 Wealth Managers
    • 6.1.4 Wealth Management in each City
    • 6.1.5 Family Offices
    • 6.1.6 Financial Advisors
  • 6.2 Developments in the Swiss Private Banking Industry
  • 6.3 Swiss Wealth Management Industry - Clientele Model and Maturity
  • 6.4 Behavioral Mapping of Wealth Management and Private Banking Industry in Switzerland
  • 6.5 Porter's Five Force Analysis - Wealth management industry in Switzerland
  • 6.6 Case Study: Global Top 10 Private Banks
  • 6.7 Financial Services Review
    • 6.7.1 Retail Banks
    • 6.7.2 Fund Managers and Hedge Funds

7 Appendix

  • 7.1 Additional components to the Wealth Sector in Switzerland
    • 7.1.1 Philanthropy
    • 7.1.2 Intergenerational Wealth Transfer
  • 7.2 Regulatory Environment in Switzerland
    • 7.2.1 Banking Regulations
    • 7.2.2 Regulations on Taxes
    • 7.2.3 Investment, Employment and Immigration
  • 7.3 Key Economic Trends and Drivers
    • 7.3.1 Local Currency to US Dollar Moving Annual Average Exchange Rate
    • 7.3.2 Real GDP Growth
    • 7.3.3 Per Capita GDP
    • 7.3.4 Domestic Market Capitalization
    • 7.3.5 Housing Price Index
    • 7.3.6 Commodity Index
    • 7.3.7 Foreign Direct Investment 1
    • 7.3.8 Investments of FIIs in Equity Products
    • 7.3.9 Inflation Rate
    • 7.3.10 Interest Rate
    • 7.3.11 Balance of Payments
    • 7.3.12 Government Debt
    • 7.3.13 Stock Market Performance
    • 7.3.14 HNWI Wealth vs. GDP Ratio

8 About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: Regions (Cantons) in Switzerland
  • Table 3: Largest 10 Cities in Switzerland
  • Table 4: HNWIs - Volume Distribution Wealth Pyramid, 2011
  • Table 5: HNWIs - Wealth Distribution Wealth Pyramid, 2011
  • Table 6: UHNWIs - Top 10 Swiss Cities for UHNWIs, 2011
  • Table 7: UHNWIs - City Performance, 2007-2011
  • Table 8: UHNWI population density in Major Cities, 2011
  • Table 9: UHNWIs - The Billionaires - Market Overview, 2007-16
  • Table 10: Billionaire's List, 2011
  • Table 11: UHNWIs - Centimillionaires - Market Overview, 2007-15
  • Table 12: UHNWIs - The Affluent Millionaires - Market Overview, 2007-16
  • Table 13: Core HNWIs - Mid Tier Millionaires - Market Overview, 2007-16
  • Table 14: Core HNWIs - Lower Tier Millionaires - Market Overview, 2007-16
  • Table 15: HNWIs - HNWI Holdings Growth (%), 2007-16
  • Table 16: HNWIs - Liquid Asset Composition (%), 2007-16
  • Table 17: HNWIs - Trends of Investments in Alternative Assets (%), 2007-16
  • Table 18: HNWIs - Alternative Asset Composition (%), 2007-16
  • Table 19: HNWIs - Trends in "Art, Wine and Wheels", 2006-11
  • Table 20: HNWIs - Residential real estate index per city, 2011
  • Table 21: HNWIs - Real Estate investment in Paris, 2007-2016
  • Table 22: HNWIs - Prime International Cities, 2007- 2011
  • Table 23: HNWIs - % Foreign Allocation, 2007-16 - X Axis
  • Table 24: UHNWIs - Allocations and Share of HNWI Assets, 2011
  • Table 25: Top 20 Swiss Private Banks by AuM, 2011
  • Table 26: Swiss Private Banks by number of branches and head office, 2011
  • Table 27: Private bank branches by city, 2011
  • Table 28: Top Foreign Private Banks by Swiss AuM, 2011
  • Table 29: Wealth Management companies by City, 2011
  • Table 30: Wealth Management companies by City, 2011
  • Table 31: Asset Allocation of Typical European Single Family Office, 2011
  • Table 32: Family Offices in Switzerland
  • Table 33: Wealth Management Industry in Switzerland - Recent Deal Activity
  • Table 34: Top 10 Private Banks by global AuM and new money, 2011
  • Table 35: Other Companies in the Wealth Management Industry in Switzerland
  • Table 36: LC to USD Moving Annual Average Exchange Rate, 2006-16
  • Table 37: Real GDP Growth Rate, 2006-16
  • Table 38: GDP Per Capita, 2006-16
  • Table 39: Domestic Market Capitalization, 2006-11
  • Table 40: Housing Price Index, 2006-11
  • Table 41: Commodity Indices, 2006-16
  • Table 42: Foreign Direct Investments, 2006-2016
  • Table 43: Investments of FIIs in Equity Products, 2006-10
  • Table 44: Inflation Rate, 2006-16
  • Table 45: Money Market Rate, 2006-16
  • Table 46: Balance of Payments, 2006-11
  • Table 47: Government Debt to GDP, 2006-16
  • Table 48: Stock Market Performance, 2006-11
  • Table 49: HNWI Wealth vs. GDP Ratio, 2006-16
  • Table 58: Appendix 1
  • Table 59: Appendix 2

List of Figures

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: Map of Switzerland
  • Figure 3: Asset Price Performance, 2007-11
  • Figure 4: Swiss HNWI Performance, 2007-15
  • Figure 5: HNWI - Switzerland vs. the World
  • Figure 6: HNWIs - Growth Factor Correlation, 2007-11
  • Figure 7: HNWIs - Volume by Wealth Band, 2007-16
  • Figure 8: HNWIs - Wealth by Wealth Band (in US$ Billion), 2007-16
  • Figure 9: HNWIs - Per Capita Net Worth (in US$ Million), 2007-16
  • Figure 10: HNWIs - Volume Distribution Wealth Pyramid, 2011
  • Figure 11: HNWIs - Wealth Distribution Wealth Pyramid, 2011
  • Figure 12: HNWIs - Age Distribution, 2011
  • Figure 13: UHNWIs - Wealth Share vs. Volume Growth
  • Figure 14: UHNWIs - Volume by Wealth Band, 2007-16
  • Figure 15: UHNWIs - Wealth by Wealth Band (in US$ Billion), 2007-16
  • Figure 16: UHNWIs - Age Distribution, 2011
  • Figure 17: UHNWIs - Job Titles, 2007- 2011
  • Figure 18: UHNWIs - Distribution by Industry, 2011
  • Figure 19: UHNWIs - Sector Performance, 2007-2011
  • Figure 20: UHNWIs - Sector Forecasts, 2011-2016
  • Figure 21: UHNWIs - City Performance, 2007-2011
  • Figure 22: UHNWIs - Regional Forecasts, 2011-2016
  • Figure 23: UHNWIs - The Billionaires - Market Overview, 2007-16
  • Figure 24: UHNWIs - Centimillionaires - Market Overview, 2007-16
  • Figure 25: UHNWIs - The Affluent Millionaires - Market Overview, 2007-16
  • Figure 26: Core HNWIs - Mid Tier Millionaires - Market Overview, 2007-16
  • Figure 27: Core HNWIs - Lower Tier Millionaires - Market Overview, 2007-16
  • Figure 28: HNWIs - Asset Class Composition, 2007-16
  • Figure 29: HNWIs - Changing Trends in Total Liquid Assets (as % of Total Assets), 2007-16
  • Figure 30: HNWIs - Liquid Assets Composition (US$ Billions), 2007-16
  • Figure 31: HNWIs - Trends of Investments in Alternative Assets (in US$ Billion), 2007-16
  • Figure 32: HNWIs - Trends in "Art, Wine and Wheels", 2006-11
  • Figure 33: HNWIs -Foreign Asset Allocation vs. Growth, 2011-2016
  • Figure 34: HNWIs - Global Distribution of Foreign Investments, 2007-16
  • Figure 35: UHNWIs - Asset Class Composition, 2007-16
  • Figure 36: Wealth Management Industry in Switzerland- Clientele Model
  • Figure 37: Swiss Wealth Management Industry - Behavioral Mapping, 2011
  • Figure 38: UK Wealth Management Industry - Porters Five Forces
  • Figure 39: Wealth Management Industry in Switzerland - Maturity level of players
  • Figure 40: LC to USD Moving Annual Average Exchange Rate, 2006-16
  • Figure 41: Real GDP Growth (%), 2006-16
  • Figure 42: GDP Per Capita, 2006-16
  • Figure 43: Domestic Market Capitalization, 2006-11
  • Figure 44: Housing Price Index, 2006-11
  • Figure 45: Commodity Indices, 2006-16
  • Figure 46: Foreign Direct Investments, 2006-2016
  • Figure 47: Investments of FIIs in Equity Products, 2006-10
  • Figure 48: Inflation Rate, 2006-16
  • Figure 49: Money Market Rate, 2006-16
  • Figure 50: Balance of Payments, 2006-11
  • Figure 51: Government Debt to GDP, 2006-16
  • Figure 52: Stock Market Performance, 2006-11
  • Figure 53: HNWI Wealth vs. GDP Ratio, 2006-16
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