Switzerland Wealth Management: HNW Investors 2019

Switzerland Wealth Management: HNW Investors 2019

  • April 2020 •
  • 44 pages •
  • Report ID: 5885592 •
  • Format: PDF
Switzerland Wealth Management: HNW Investors 2019

Summary
Swiss HNW investors - who skew heavily towards professional and high-earning males - show strong demand for most forms of wealth advice and planning.A multi-service proposition underpinned by a proven ability to demonstrate returns will be key to tapping into demand.

A burgeoning appetite for digitized and automated solutions such as robo-advice, the upcoming transfer of wealth between generations, and the growing female segment provide arguably the most significant growth opportunities for global wealth managers in the foreseeable future.

This report analyzes the investing preferences and portfolio allocation of Switzerland’s HNW individuals. It profiles HNW investors in terms of their demographics, examines the allocation of HNW investors’ portfolios, analyzes their propensity to invest offshore, and explores their product and service demand.

Scope
- 90% of Swiss HNWs are male, and almost half of those are older than 60, suggesting that spousal inheritance will increase the role of women in the market dramatically over the coming years.
- An above-average proportion of HNW individuals in Switzerland are expats. Providers that understand the distinct needs of this lucrative segment will be able to achieve higher margins.
- Advisory mandates are still popular, but will be challenged by automated services and discretionary mandates over the next 12 months.

Reasons to Buy
- Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.
- Give your marketing strategies the edge required and capture new clients using insights from our data on HNW investors’ preferences for the various styles of asset management.
- Tailor your investment product portfolio and service proposition to match current and future demand among HNW individuals.
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