Wealth in Switzerland: HNW Investors 2017

Market: Financial Services

Switzerland, 48 pages report, published by GlobalData

Report ThumbnailApril-2017
Wealth in Switzerland: HNW Investors 2017

Summary

GlobalData’s “Wealth in Switzerland: HNW Investors 2017”, report analyzes the investing preferences and portfolio allocation of Swiss HNW investors. The report is based on our proprietary Global Wealth Managers Survey.

Inheritors form the largest segment among Swiss HNW individuals, who have generated their wealth mainly through property and real estate, in addition to professional services. Expats in Switzerland account for 8.4% of the HNW po

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  • List of Figures
  • Figure 1: 74.8% of Swiss HNW investors are over the age of 50 8
  • Figure 2: 50% of Swiss HNW investors accumulate their wealth as a family business owner or first-generation entrepreneur 9
  • Figure 3: Almost half of Swiss HNW individuals have generated wealth from property and real estate 10
  • Figure 4: Swiss HNW investors are likely to hold leadership positions 11
  • Figure 5: Expats constitute a small but important proportion of the Swiss HNW population 12
  • Figure 6: The majority of HNW
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  • Table of Contents
  • EXECUTIVE SUMMARY 2
  • 1.1. HNW clients prefer a heavily managed portfolio with notable exposure to equities and bonds 2
  • 1.2. Key findings 2
  • 1.3. Critical success factors 2
  • 2. PROFILING THE SWISS HNW INVESTOR 7
  • 2.1. Inheritance accounts for the largest proportion of Swiss HNW wealth 7
  • 2.1.1. The majority of Swiss HNW individuals are males over the age of 50 7
  • 2.1.2. One third of Swiss HNW clients inherited their wealth 8
  • 2.1.3. Swiss HNW wealth is sourced from property and profess
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