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市場調査レポート

スイスの富裕層の資産分配

HNWI Asset Allocation in Switzerland 2015

発行 Wealthinsight 商品コード 243119
出版日 ページ情報 英文 67 Pages
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スイスの富裕層の資産分配 HNWI Asset Allocation in Switzerland 2015
出版日: 2015年11月07日 ページ情報: 英文 67 Pages
概要

当レポートでは、スイスの富裕層(HNWI: High Net Worth Indivisuals)向け資産管理市場における資産分配状況について分析し、富裕層市場の全体的状況や、資産クラス別・投資先地域別の詳細な投資動向などの情報を取りまとめて、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 ウェルス(資産)部門の基礎情報

  • 政治的背景
  • 経済的背景
  • 社会的背景
  • スイスの資産状況に関するベンチマーク
    • 富の分配状況
  • 富裕層(HNWI)のボリュームと資産動向

第4章 スイスの富裕層(HNWI)による投資の分析

  • 資産クラス別分析
    • 代替的資産の動向
    • 「芸術、ワイン、車」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
    • 北米への投資動向
    • アジア太平洋地地域への投資動向
    • 中南米への投資動向
    • 中東への投資動向
    • アフリカへの投資動向
  • 代替的資産の内訳:流動資産 vs 投資可能資産
  • スイスの超富裕層(UHNWI)による投資の分析

第5章 付録

  • スイスにおける富裕層の追加要素
    • フィランソロピー
    • 世代間資産譲渡の需要
    • 資産管理産業への人材可用性
  • 税規制
  • 移民・投資・雇用に関する規制
  • 主な促進要因
    • 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
    • 商品価格指数
    • 外国直接投資
    • インフレ率
    • 市場金利
    • 国際収支
    • 政府債務
    • 株式市場実績

第6章 WealthInsightについて

図表一覧

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目次
Product Code: WI0324MR

Summary

  • This report is the result of WealthInsight's 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 2010 and the end of 2014. This enables us to determine how well the country's HNWIs have performed through the crisis.

Scope

  • Independent market sizing of Switzerland HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2010 to 2014
  • HNWI volume and wealth forecasts to 2019
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Insights into the drivers of HNWI wealth

Reasons To Buy

  • The HNWI Asset Allocation in Switzerland 2015 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.
  • With the wealth report 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 2019.

Key Highlights

  • In 2014, equities was the largest asset class for HNWIs in Switzerland and accounted for 34.7% of the total HNWI assets, followed by real estate with 22.5%, business interests with 17.9%, fixed-income with 14.2%, alternatives with 6.1%, and cash with 4.6%.
  • Equities, real estate and business interests recorded growth during the review period at 58.6%, 33.8% and 27.8% respectively.
  • Alternative assets held by Swiss HNWIs decreased during the review period from 6.6% of the total HNWI assets in 2010 to 6.1% in 2014; HNWI allocations to commodities decreased from 1.7% of total assets in 2010 to 1.5% in 2014.
  • Over the forecast period, WealthInsight expects allocations in commodities to decline to 1.1% of total HNWI assets by 2019, 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.
  • As of 2014, Swiss HNWI liquid assets amounted to US$747.9 billion, representing 53.5% of wealth holdings

Table of Contents

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. Benchmarking Switzerland's Wealth in Context
    • 3.3.1. Distribution of wealth in Switzerland
  • 3.4. HNWI Volume and Wealth Trends

4. Analysis of Swiss HNWI Investments

  • 4.1. Analysis by Asset Class
    • 4.1.1. Trends in alternative assets
    • 4.1.2. Trends in 'art, wine and wheels'
    • 4.1.3. Trends of investments in real estate
    • 4.1.4. Trends of investments in cash and deposits
    • 4.1.5. Trends of investments in fixed-income
    • 4.1.6. Trends of investments in equity
    • 4.1.7. Trends of Investments in business interests
  • 4.2. Analysis of Foreign Investments
    • 4.2.1. Investments in Europe
    • 4.2.2. Investments in North America (Including the US, Mexico and the Caribbean)
    • 4.2.3. Investments in Asia-Pacific
    • 4.2.4. Investments in Central and South America
    • 4.2.5. Investments in the Middle East
    • 4.2.6. Investments in Africa
  • 4.3. Alternative Breakdown: Liquid vs Investable Assets
  • 4.4. Analysis of Swiss UHNWI Investments

5. Appendix

  • 5.1. Additional Components of the Wealth Sector in Switzerland
    • 5.1.1. Philanthropy
    • 5.1.2. Demand for intergenerational wealth transfer
    • 5.1.3. Human resource availability for the wealth management industry
  • 5.2. Tax Regulations
  • 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
    • 5.4.5. Commodity index
    • 5.4.6. Foreign direct investments - inflow and outflow
    • 5.4.7. Inflation rate
    • 5.4.8. Interest rate
    • 5.4.9. Balance of payments
    • 5.4.10. Government debt
    • 5.4.11. Stock market performance
  • 5.5. Wealth Breakdowns

6. About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: Regions in Switzerland, (Thousand), 2014
  • Table 3: Swiss Allocations of HNWI Assets (%), 2010-2019
  • Table 4: Swiss HNWIs - Holdings Growth (%), 2010-2019
  • Table 5: Swiss HNWIs - Alternative Asset Composition (%), 2010-2019
  • Table 6: Swiss HNWIs - Trends of Investments in Alternative Assets (%), 2010-2019
  • Table 7: Swiss Trends in 'Art, Wine and Wheels', 2010-2014
  • Table 8: Global Prime Real Estate Prices per m² (US$), 2014
  • Table 9: Swiss HNWIs - Percentage of Foreign Investment Allocations, 2010-2019
  • Table 10: Swiss HNWIs - Liquidity Breakdown (US$ Billion), 2010-2019
  • Table 11: Swiss HNWIs - Liquidity Breakdown (%), 2010-2019
  • Table 12: Swiss UHNWIs - Allocations and Share of HNWI Assets, 2014
  • Table 13: Swiss Income Tax Bands (CHF), 2014-2014
  • Table 14: CHF per US$ Exchange Rate (%), 2010-2019
  • Table 15: Swiss Real GDP Growth (%), 2010-2019
  • Table 16: Swiss GDP Per Capita (US$), 2010-2019
  • Table 17: Swiss Domestic Market Capitalization (US$ Billion) 2010-2014
  • Table 18: Swiss Commodity Indices, 2010-2019
  • Table 19: Swiss Foreign Direct Investments (US$ Billion), 2010-2019
  • Table 20: Swiss Inflation Rate (%), 2010-2019
  • Table 21: Swiss Money Market Rate (%), 2010-2019
  • Table 22: Swiss Balance of Payments (US$ Billion) 2010-2014
  • Table 23: Swiss Government Debt as a Percentage of GDP (%), 2010-2019
  • Table 24: Swiss Stock Market Performance, 2010-2014
  • Table 25: Swiss HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Table 26: Switzerland- Appendix One
  • Table 27: Switzerland - Appendix Two

List of Figures

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: Map of Switzerland
  • Figure 3: Switzerland's Asset Price Performance, (US$), 2010-2014
  • Figure 4: Swiss HNWI Performance, (US$), 2010-2019
  • Figure 5: Swiss vs. Global HNWIs, (US$), 2010-2014
  • Figure 6: Swiss HNWIs - Asset Class Composition (%), 2010-2019
  • Figure 7: Swiss HNWIs - Trends in Alternative Assets (US$ Billion), 2010-2019
  • Figure 8: Swiss Trends in 'Art, Wine and Wheels', 2010-2014
  • Figure 9: Swiss HNWIs - Foreign Investment Allocation and Growth (%), 2014
  • Figure 10: Swiss HNWIs - Global Distribution of Foreign Investments (%), 2010-2019
  • Figure 11: Swiss HNWIs - Liquidity Breakdown (%), 2010-2019
  • Figure 12: Swiss UHNWIs - Asset Class Composition, 2010-2019
  • Figure 13: CHF to US$ Exchange Rate (%), 2010-2019
  • Figure 14: Swiss Real GDP Growth (%), 2010-2019
  • Figure 15: Swiss GDP Per Capita (US$), 2010-2019
  • Figure 16: Swiss Domestic Market Capitalization (US$ Billion), 2010-2014
  • Figure 17:Swiss Commodity Indices, 2010-2019
  • Figure 18: Swiss Foreign Direct Investments (US$ Billion), 2010-2019
  • Figure 19: Swiss Inflation Rate (%), 2010-2019
  • Figure 20: Swiss Money Market Rate (%), 2010-2019
  • Figure 21: Swiss Balance of Payments (US$ Billion) 2010-2014
  • Figure 22: Swiss Government Debt as a Percentage of GDP (%), 2010-2019
  • Figure 23: Swiss Stock Market Performance, 2010-2014
  • Figure 24: Swiss HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Figure 25: Swiss HNWIs - Volume by Wealth Band, 2010-2019
  • Figure 26: Swiss HNWIs - Wealth by Wealth Band (in US$ Billions), 2010-2019
  • Figure 27: Swiss HNWIs - Wealth Per Capita (in US$ Millions), 2010-2019
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