Hnw Investors and Wealth Management Strategic Approach

Wealth in Switzerland: HNW Investors; Understanding HNW investors and wealth management strategies new market research report provide Industry Overview and analysis on RnRMarketResearch.com. The report is about 43 pages and provides 30 Exhibit; the report is published in Jul -2016.

Inheritors form the largest segment among Swiss HNW individuals, followed by family business owners. The two leading industries from which Swiss HNW individuals have generated their wealth are property and real estate, and professional services. Expats in Switzerland account for 13.5% of the local HNW population and are mostly from Europe, with France, Germany, and the UK being the largest feeder nations. Better returns and access to sophisticated investment products motivate Swiss HNW individuals to seek financial advice. The largest allocations in the average HNW portfolio are in equities and bonds. Over the next year, we expect an even greater focus on equities, and to a lesser extent alternatives, while bond holdings are forecast to decrease.

Complete report available on http://www.rnrmarketresearch.com/wealth-in-switzerland-hnw-investors-understanding-hnw-investors-and-wealth-management-strategies-market-report.html .

Key Findings

• Expectations of better returns and the availability of more sophisticated investment products are the leading reasons why investors seek professional advice.

• Self-directed investors are largely motivated by the opportunity to avoid asset management fees and their confidence in managing simple investments themselves.

• Discretionary mandates are the preferred mandate among Swiss investors and will experience the highest growth in demand.

• Equities are well represented in the Swiss HNW investor portfolio, accounting for the largest share at 38% followed by bonds at 25%.

• Going forward, allocation into equities and alternatives will increase while allocation into bonds and cash is forecast to decrease over the next year.

• Demand for...