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市場調査レポート

スイスの富裕層の動向

High Net Worth trends in Switzerland 2015

発行 Wealthinsight 商品コード 243121
出版日 ページ情報 英文 88 Pages
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スイスの富裕層の動向 High Net Worth trends in Switzerland 2015
出版日: 2015年11月09日 ページ情報: 英文 88 Pages
概要

当レポートでは、スイスにおける富裕層の動向と資産管理(ウェルスマネジメント)業界について調査分析し、富裕層人口の市場規模と予測を提供するほか、富裕層データベースを活用して、主要な人口統計の内訳も合わせてお届けいたします。

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
  • スイスの資産市場に関するベンチマーク
    • 富の分布状況
  • 富裕層の人口と資産動向

第4章 WealthInsightの富裕層データベースの調査結果

  • 富裕層(HNWI)の資産動向
    • HNWIの動向分析
    • 資産層の動向
    • 富裕層の人口統計内訳
    • 富裕層の役職
    • 富裕層の産業内訳
    • 富裕層の産業業績
    • 富裕層の都市別内訳
    • 富裕層の都市の実績
    • 富裕層の都市の人口密度
    • 富裕層の都市の予測
    • 富裕層の地域別内訳
    • 富裕層の地域の実績
    • 富裕層の地域の人口密度
  • 超富裕層(UHNWI)
    • UHNWIの人口動向分析
    • UHNWIの資産動向分析
    • UHNWIの人口統計内訳
    • UHNWIの部門内訳
    • UHNWIの都市別内訳
  • UHNWI:ビリオネア(資産10億米ドル以上)
    • ビリオネアの人口動向分析
    • ビリオネアの資産動向分析
    • ビリオネアの一人当たりの純資産動向分析
    • ビリオネアのリスト
  • UHNWI:センチミリオネア(資産1億〜10億米ドル)
    • センチミリオネアの人口動向分析
    • センチミリオネアの資産動向分析
    • センチミリオネアの一人当たりの純資産動向分析
  • UHNWI:裕福なミリオネア(資産3,000万〜1億米ドル)
    • 裕福なミリオネアの人口動向分析
    • 裕福なミリオネアの資産動向分析
    • 裕福なミリオネアの一人当たりの純資産動向分析
  • 中核HNWI
    • 中核HNWIの人口動向分析
  • 中核HNWI:中間層ミリオネア
    • 中間層ミリオネアの人口動向分析
    • 中間層ミリオネアの資産動向分析
    • 中間層ミリオネアの一人当たりの純資産動向分析
  • 中核HNWI:下層ミリオネア
    • 下層ミリオネアの人口動向分析
    • 下層ミリオネアの資産動向分析
    • 下層ミリオネアの一人当たりの純資産動向分析

第5章 付録

  • 租税関連規制
  • 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
  • 資産の内容

第6章 WealthInsightについて

図表

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目次
Product Code: WI0326MR

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 High Net Worth trends in Switzerland 2015 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.
  • 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

  • There were approximately 309,474 HNWIs in Switzerland in 2014. These HNWIs held US$1.4 trillion in wealth. In 2014, the wealth per HNWI in the country was US$4.5 million.
  • In 2014, Swiss HNWI numbers rose by 4.2%, following the increase of 4.8% in 2013.
  • Growth in HNWI wealth and volumes are expected to improve over the forecast period. The total number of Swiss HNWIs is forecast to grow by 11.6% to reach 353,569 in 2019. HNWI wealth is anticipated to record a significant percentage increase, growing by 38.9% to reach US$2.0 trillion 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. Findings from the WealthInsight HNWI Database

  • 4.1. Trends in HNWI Wealth to 2019
    • 4.1.1. HNWI trend analysis
    • 4.1.2. Trends of the wealth bands
    • 4.1.3. Demographic breakdown of HNWIs
    • 4.1.4. HNWIs - job titles
    • 4.1.5. HNWIs - industry breakdown
    • 4.1.6. HNWIs - industry performance
    • 4.1.7. HNWIs - breakdown by city
    • 4.1.8. HNWIs - city performance
    • 4.1.9. HNWIs - city population densities
    • 4.1.10. HNWIs - city forecasts
    • 4.1.11. HNWIs - breakdown by state
    • 4.1.12. HNWIs - state performance
    • 4.1.13. HNWIs - state population densities
  • 4.2. UHNWIs
    • 4.2.1. UHNWI volume trend analysis
    • 4.2.2. UHNWI wealth trend analysis
    • 4.2.3. Demographic breakdown of UHNWIs
    • 4.2.4. UHNWIs - industry breakdown
    • 4.2.5. UHNWIs - city breakdown and performance
  • 4.3. UHNWIs - 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
    • 4.3.4. List of billionaires
  • 4.4. UHNWIs - 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 - 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
  • 4.7. Core HNWIs - 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. 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 HNWIs - Volume Distribution, 2014
  • Table 4: Swiss HNWIs - Wealth Distribution Wealth Pyramid (%), 2014
  • Table 5: Swiss HNWIs - Industry Performance, 2010-2014
  • Table 6: Swiss HNWIs - Population of Cities, (Thousand) 2014
  • Table 7: Swiss HNWIs - Growth in Top Cities (Thousand), 2010-2014
  • Table 8: Swiss HNWIs - Population Density in Major Cities, (Thousand) 2014
  • Table 9: Swiss HNWIs Population in Top Cities (Thousand), 2010-2019
  • Table 10: Swiss HNWIs - Growth Rates for Top Cities (%), 2010-2019
  • Table 11: Swiss HNWIs - by Population by State (Thousand), 2014
  • Table 12: Swiss HNWIs - Population and State Growth Data, (%) 2010-2014
  • Table 13: Swiss HNWIs - Population Density by State (%), 2014
  • Table 14: Swiss HNWIs - Source of Wealth (%), 2014
  • Table 15: Swiss UHNWIs - Gender Performance, 2010-2014
  • Table 16: Swiss UHNWIs in Top Cities (Thousand), 2010-2019
  • Table 17: Swiss UHNWIs Growth Rates for Top Cities (Thousand), 2010-2019
  • Table 18: Swiss Billionaires - Market Overview (US$ Billions) 2010-2019
  • Table 19: Swiss Top 10 Billionaires (US$ Billions), 2014
  • Table 20: Swiss Billionaire Wealth Growth (US$), 2010-2014
  • Table 21: Swiss Centimillionaires - Market Overview (US$), 2010-2019
  • Table 22: Swiss Affluent Millionaires - Market Overview (US$), 2010-2019
  • Table 23: Swiss Mid-Tier Millionaires - Market Overview (US$), 2010-2019
  • Table 24: Swiss Lower-Tier Millionaires - Market Overview (US$), 2010-2019
  • Table 25: Swiss Income Tax Bands (CHF), 2014-2014
  • Table 26: CHF per US$ Exchange Rate (%), 2010-2019
  • Table 27: Swiss Real GDP Growth (%), 2010-2019
  • Table 28: Swiss GDP Per Capita (US$), 2010-2019
  • Table 29: Swiss Domestic Market Capitalization (US$ Billion) 2010-2014
  • Table 30: Swiss Commodity Indices, 2010-2019
  • Table 31: Swiss Foreign Direct Investments (US$ Billion), 2010-2019
  • Table 32: Swiss Inflation Rate (%), 2010-2019
  • Table 33: Swiss Money Market Rate (%), 2010-2019
  • Table 34: Swiss Balance of Payments (US$ Billion) 2010-2014
  • Table 35: Swiss Government Debt as a Percentage of GDP (%), 2010-2019
  • Table 36: Swiss Stock Market Performance, 2010-2014
  • Table 37: Swiss HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Table 38: Switzerland- Appendix One
  • Table 39: 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$), 2010-2014
  • Figure 6: Swiss HNWIs - Growth Factor Correlation, 2010-2014
  • Figure 7: Swiss HNWIs - Volume Distribution Wealth Pyramid, 2014
  • Figure 8: Swiss HNWIs - Wealth Distribution Wealth Pyramid (%), 2014
  • Figure 9: Swiss HNWIs - Age Distribution, 2014
  • Figure 10: Swiss HNWIs - Job Titles, 2010-2014
  • Figure 11: Swiss HNWIs - Distribution by Industry (%), 2014
  • Figure 12: Swiss HNWIs - City Performance (Thousand), 2010-2014
  • Figure 13: Swiss HNWIs - City Population Volumes (Thousand), 2010-2014
  • Figure 14: Swiss HNWIs - City Forecasts (Thousand), 2015-2019
  • Figure 15: Swiss HNWIs - City Population Volumes (Thousand), 2015-2019
  • Figure 16: Swiss UHNWIs - Wealth Share vs Volume Growth (%), 2010-2014
  • Figure 17: Swiss UHNWIs - Volume by Wealth Band (Thousand), 2010-2019
  • Figure 18: Swiss UHNWIs - Wealth by Wealth Band (US$ Billion), 2010-2019
  • Figure 19: Swiss UHNWIs - Age Distribution (Percentage Share), 2014
  • Figure 20: Swiss UHNWIs - Distribution by Industry, 2014
  • Figure 21: Swiss Billionaires - Market Overview (US$), 2010-2019
  • Figure 22: Swiss Centimillionaires - Market Overview (US$), 2010-2019
  • Figure 23: Swiss Affluent Millionaires - Market Overview (US$), 2010-2019
  • Figure 24: Swiss Mid-Tier Millionaires - Market Overview (US$), 2010-2019
  • Figure 25: Swiss Lower-Tier Millionaires - Market Overview (US$), 2010-2019
  • Figure 26: CHF to US$ Exchange Rate (%), 2010-2019
  • Figure 27: Swiss Real GDP Growth (%), 2010-2019
  • Figure 28: Swiss GDP Per Capita (US$), 2010-2019
  • Figure 29: Swiss Domestic Market Capitalization (US$ Billion), 2010-2014
  • Figure 30:Swiss Commodity Indices, 2010-2019
  • Figure 31: Swiss Foreign Direct Investments (US$ Billion), 2010-2019
  • Figure 32: Swiss Inflation Rate (%), 2010-2019
  • Figure 33: Swiss Money Market Rate (%), 2010-2019
  • Figure 34: Swiss Balance of Payments (US$ Billion) 2010-2014
  • Figure 35: Swiss Government Debt as a Percentage of GDP (%), 2010-2019
  • Figure 36: Swiss Stock Market Performance, 2010-2014
  • Figure 37: Swiss HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Figure 38: Swiss HNWIs - Volume by Wealth Band, 2010-2019
  • Figure 39: Swiss HNWIs - Wealth by Wealth Band (in US$ Billions), 2010-2019
  • Figure 40: Swiss HNWIs - Wealth Per Capita (in US$ Millions), 2010-2019
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