Abstract
Introduction
This report focuses on the onshore liquid wealth of affluent individuals and
the liquid assets they hold, sizing, segmenting and forecasting the affluent
population across 10 liquid asset bands. It also presents detailed HNW
demographic and decision trigger analysis, and strategies to drive revenue
growth based on large scale survey of the main players.
Scope of this research
- HNW demographic and attitudinal attributes based on our Wealth Management
Market Leaders Survey 2009.
- Sizes, segments and forecasts the number of affluent individuals across 10
liquid asset bands from EUR50k.
- Extensive primary research from 20 wealth management companies,
highlighting their strategies for revenue growth, acquiring and keeping
customers.
- In depth assessment of how UBS' s wealth management operations are
currently perceived, following the spate of bad news from the UBS AG.
Research and analysis highlights
Switzerland is now officially in recession. With asset prices in freefall,
affluent individuals have had to fight to protect what they have got. Swiss
HNWs now have one-quarter of their investments in cash; they are uncertain
about the impact of current market conditions on their portfolios and are
leaning on wealth managers for guidance.
In this time of market uncertainty, wealth managers need to understand the
underlying attitudes of clients more than ever, for they drive the type of
services that is appropriate. Ideally, wealth managers should be helping
clients see opportunities in the downturn as well as educating their clients
at this time, following the lead of UBS.
HNWs are focusing more on the brand, image and reputation of providers,
followed by personal service. A greatly enhanced personal service on the part
of Swiss wealth managers is vital to overcome any damage done to reputation by
market developments.
Key reasons to purchase this research
- Understand the HNW population' s investments by sector and geography,
appetite for risk, and reasons for choosing/leaving their wealth service.
- Assess market attractiveness by reviewing size and growth forecasts for
the potential wealthy client base five years ahead.
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