Abstract
Overview
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
Report 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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