Research and Markets: Switzerland 2014 Wealth Book

Research and Markets (
has announced the addition of the “Switzerland
2014 Wealth Book”
report to their offering.

This report is the result of extensive research covering the high net
worth individual (HNWI) population and wealth management market in
Switzerland. It reviews the performance and asset allocations of HNWIs
and Ultra HNWIs in Switzerland. It also includes an evaluation of the
local wealth management market.


– Independent market sizing of Swiss HNWIs across five wealth bands

– HNWI volume, wealth and allocation trends from 2009 to 2013

– HNWI volume, wealth and allocation forecasts to 2018

– HNWI and UHNWI asset allocations across 13 asset classes

– Geographical breakdown of all foreign assets

– Alternative breakdown of liquid vs investable assets

– Numbers of UHNWIs in major cities

– The number of wealth managers in each city

– Ratings of wealth management saturation and potential by city

– The size of the Switzerland wealth management industry

– Largest domestic private banks by AuM

– Detailed wealth management and family office information

– Insights into the drivers of HNWI wealth

– Details of developments, challenges and opportunities in the wealth
management and private banking sector in Switzerland

Key Highlights

– There were approximately 360,917 HNWIs in Switzerland in 2013. These
HNWIs held US$1.6 trillion in wealth. In 2013, the wealth per adult in
the country was approximately US$512,600.

– In 2013, Swiss HNWI numbers rose by 10.6%, following the 2012 increase
of 9.5%.

– 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
24% to reach 494,485 in 2018. HNWI wealth will see a significant
percentage increase, growing by 18% to reach US$2.2 trillion by 2018.

– At the end of 2013, Swiss HNWIs held 40.8% (US$668 billion) of their
wealth outside their home country, significantly higher than the
worldwide average of 20-30%.

Key Topics Covered

1 Introduction

2 Executive Summary

3 Wealth Sector Fundamentals

4 Findings from the WealthInsight HNWI Database

5 Analysis of Swiss HNWI Investments

6 Competitive Landscape of the Wealth Sector

7 Appendix

8 About Us

Companies Mentioned

– Credit Suisse Private Banking

– HSBC Private Bank

– Julius Baer Gruppe

– Lombard Odier

– Pictet Cie

– UBS Wealth Management

For more information visit

About Research and Markets

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Friday, February 28th, 2014 EN

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