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Home > Business/Finance > Financial Services > Financial Management
Wealth Management In Switzerland 2006
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| Published Date:
August 2006
Published By:
Datamonitor
Page Count:
91
Order Code:
R313-16864
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Introduction
This report focuses on the onshore liquid wealth of mass affluent and high net worth customers. It sizes, segments and forecasts the number of affluent individuals and the liquid assets they hold. It investigates the competitive landscape in terms of players and products and services and presents the results of Datamonitor's large scale survey of the main players.
Scope- Sizing and forecasting of mass affluent and high net worth individuals from 2001-2010, generated from Datamonitor's proprietary Global Wealth Model
- Data presented for 10 liquid asset bands, from EUR50K-75K to EUR3M+
- 16 Swiss wealth managers were surveyed during Datamonitor's Wealth Management Market Leaders Survey 2006
- Survey questions covered business and product/service development, client trends and attitudes, and general market issues
Highlights
There were almost 1,600,000 wealthy individuals in Switzerland in 2005, holding more than EUR300bn in onshore liquid assets. Onshore liquid assets will grow to EUR465bn by 2010
Wealth management in Switzerland is dominated by domestic providers. UBS, Credit Suisse and Julius Bär are perceived by their peers to be the largest wealth managers in Switzerland
Inheritance planning, alternative investments, financial planning, and tax planning and advice have the most business potential in Switzerland in the next few years
Reasons to Purchase- Assess market attractiveness by reviewing size and growth forecasts up to 2010
- Improve client service through a greater awareness of their attitudes and concerns
- Assess the threats and opportunities for wealth managers in the market
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