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市場調査レポート

スイスの富裕層市場の課題と機会

Challenges and Opportunities for the Wealth Sector in Switzerland 2015

発行 Wealthinsight 商品コード 243120
出版日 ページ情報 英文 58 Pages
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スイスの富裕層市場の課題と機会 Challenges and Opportunities for the Wealth Sector in Switzerland 2015
出版日: 2015年11月08日 ページ情報: 英文 58 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関する課題と今後の市場機会について分析し、同国の富裕層の全体的状況や、富裕層関連産業(資産管理産業・プライベートバンク等)の構造・動向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 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
  • 富裕層(HNWI)の人口と資産動向

第4章 富裕層の競争環境

  • 競争環境
    • プライベートバンク
    • 資産管理会社
    • ファミリーオフィス
    • 財務アドバイザー
  • スイスの資産管理産業:顧客モデルと成熟度
  • スイスにおける資産管理とプライベートバンクの行動マッピング

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: WI0325MR

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
  • Number of UHNWIs in each state and all major cities
  • Fastest growing cities and states for UHNWIs (2010-2014)
  • Insights into the drivers of HNWI wealth

Reasons To Buy

  • The Challenges and Opportunities for the Wealth Sector 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 reports 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

  • At the end of 2014, Swiss HNWIs held 54.0% (US$754.5 billion) of their wealth outside their home country, significantly higher than the worldwide average of 20-30%.
  • WealthInsight expects foreign asset holdings will increase to US$1.2 trillion by 2019, accounting for 56.9% of total HNWI assets.
  • In 2014, North America accounted for 32.2% of the foreign assets of Swiss HNWIs.
  • It was followed by the Asia-Pacific with 30.3%, Europe with 18.0%, Central and Southern America with 8.9%, the Middle East with 8.1% and Africa with 2.5%.
  • Swiss HNWI allocations to Europe decreased sharply compared with other regions during the review period, from 33.3% in 2010 to 18.0% in 2014. North America and Asia-Pacific were the emerging regions in terms of global investments.
  • Over the forecast period, WealthInsight expects HNWIs to decrease their levels of investment in Europe to 10.2% of foreign HNWI assets by 2019.

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. 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
  • 4.4. Swiss Wealth Management Industry - Clientele Model and Maturity
  • 4.5. Behavioral Mapping of Wealth Management and Private Banking in Switzerland

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: Leading Domestic Private Banks in Switzerland by AuM (US$), 2014
  • Table 4: Leading Foreign Private Banks in Switzerland by AuM (US$), 2014
  • Table 5: Swiss Wealth Managers, 2014
  • Table 6: Swiss Family Offices, 2014
  • Table 7: Swiss Income Tax Bands (CHF), 2014-2014
  • Table 8: CHF per US$ Exchange Rate (%), 2010-2019
  • Table 9: Swiss Real GDP Growth (%), 2010-2019
  • Table 10: Swiss GDP Per Capita (US$), 2010-2019
  • Table 11: Swiss Domestic Market Capitalization (US$ Billion) 2010-2014
  • Table 12: Swiss Commodity Indices, 2010-2019
  • Table 13: Swiss Foreign Direct Investments (US$ Billion), 2010-2019
  • Table 14: Swiss Inflation Rate (%), 2010-2019
  • Table 15: Swiss Money Market Rate (%), 2010-2019
  • Table 16: Swiss Balance of Payments (US$ Billion) 2010-2014
  • Table 17: Swiss Government Debt as a Percentage of GDP (%), 2010-2019
  • Table 18: Swiss Stock Market Performance, 2010-2014
  • Table 19: Swiss HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Table 20: Switzerland- Appendix One
  • Table 21: 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$), 2010-2014
  • Figure 6: Swiss Wealth Management Industry - Maturity Level of Operators
  • Figure 7: Swiss Wealth Management Industry - Behavioral Mapping, 2014
  • Figure 8: CHF to US$ Exchange Rate (%), 2010-2019
  • Figure 9: Swiss Real GDP Growth (%), 2010-2019
  • Figure 10: Swiss GDP Per Capita (US$), 2010-2019
  • Figure 11: Swiss Domestic Market Capitalization (US$ Billion), 2010-2014
  • Figure 12:Swiss Commodity Indices, 2010-2019
  • Figure 13: Swiss Foreign Direct Investments (US$ Billion), 2010-2019
  • Figure 14: Swiss Inflation Rate (%), 2010-2019
  • Figure 15: Swiss Money Market Rate (%), 2010-2019
  • Figure 16: Swiss Balance of Payments (US$ Billion) 2010-2014
  • Figure 17: Swiss Government Debt as a Percentage of GDP (%), 2010-2019
  • Figure 18: Swiss Stock Market Performance, 2010-2014
  • Figure 19: Swiss HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Figure 20: Swiss HNWIs - Volume by Wealth Band, 2010-2019
  • Figure 21: Swiss HNWIs - Wealth by Wealth Band (in US$ Billions), 2010-2019
  • Figure 22: Swiss HNWIs - Wealth Per Capita (in US$ Millions), 2010-2019
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