Find information on Industry Analysis Report

Posts tagged ‘Wealthy’

Ultra HNWIs in Switzerland to 2016

This report is the result of WealthInsight’s extensive research covering the UHNWI population and wealth management industry in Switzerland. It provides market sizing and forecasts of UHNWI populations. The report leverages WealthInsight’s HNWI Database, to provide key demographic breakdowns such as region and city specific data.

Summary
Switzerland has the sixth highest number of UHNWIs in the world after the US, Japan, Germany, the UK and China. This report provides historical trends and projections of the volume and wealth of Swiss UHNWIs by city and sector. The report then reviews these findings in an analysis of the Swiss Wealth Management and Private Banking sector, and the opportunities therein.

Scope
The report features:
– Independent market sizing of Swiss UHNWIs
– UHNWI volume, wealth and allocation trends from 2007 to 2011
– UHNWI volume, wealth and allocation forecasts to 2016
– UHNWI asset allocations across 13 asset classes
– Number of UHNWIs in each city
– City and sector wise breakdowns of UHNWI volumes and volume growth from 2007 to 2011, as well as 2016 forecasts
– City wise ratings of wealth management saturation and potential
– Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in Switzerland
– Detailed wealth management and family office information
– Insights into the drivers of HNWI wealth

Reasons To Buy
– The WealthInsight Intelligence Center Database is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the Database comprises up to one hundred data-points on over 100,000 HNWIs from around the world. It also includes profiles on major private banks, wealth managers and family offices in each country. With the Database as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.
– Comprehensive forecasts to 2016.
– Detailed information on UHNWIs in each major city.

Key Highlights
– There are over 4,000 UHNWIs in Switzerland, with an average wealth of over US$100 million per person and a combined wealth of US$429 billion.
– Zurich is home to the largest portion of Switzerland’s UHNWIs. There are also sizable Swiss UHNWI populations in Geneva, Lugano, Lausanne, Basel, Zug and Bern.
– The global private banking industry is estimated to have assets under management of just over US$16.5 trillion. The Swiss wealth management sector accounts for 17%, making it the second largest country by AuM after the United States. Offshore makes up the bulk of AuM with the other funds being sourced from local HNWIs.

Table of Contents
1 Introduction
1.1 What is this Report About?
2 Executive Summary
3 Wealth Management Fundamentals
3.1 Political Background to Switzerland
3.2 Economic Background to Switzerland
3.3 Benchmarking Swiss Wealth in Context
3.3.1 Distribution of wealth
4 Findings from the WealthInsight HNWI Database
4.1 UHNWIs
4.1.1 UHNWI volume trend analysis
4.1.2 UHNWI wealth trend analysis
4.1.3 Demographic breakdown of UHNWIs
4.1.4 UHNWIs – job titles
4.1.5 UHNWIs – industry breakdown
4.1.6 UHNWIs – industry performance
4.1.7 UHNWIs – industry forecasts
4.1.8 UHNWI breakdown by city
4.1.9 UHNWIs – city performance
4.1.10 UHNWIs – city forecasts
4.1.11 UHNWIs – smaller city review

For more information kindly visit :
Ultra HNWIs in Switzerland to 2016

Or

Bharat Book Bureau
Tel: +91 22 27810772 / 27810773
Fax: + 91 22 27812290
Email: info@bharatbook.com
Website: www.bharatbook.com
Follow us on twitter: http://twitter.com/#!/Sandhya3B
Our Blogs: http://twitter.com/#!/bharatbook
http://financemarketreports.blogspot.com/

South Africa – The Future of HNWIs to 2016: The Rise of African Wealth

This report is the result of WealthInsight’s extensive research covering the HNWI population and wealth management industry in South Africa. It provides market sizing and forecasts of local HNWI and UHNWI populations. The report also leverages WealthInsight’s HNWI Database, to provide key demographic breakdowns such as sector and city specific data.

Summary
South Africa has the highest number of HNWIs in Africa. In addition to providing a comprehensive and robust background of the local economy, including, uniquely, detailed analysis of economic and political risks to HNWI wealth creation, this report provides robust projections of the volume, wealth and asset allocation of local HNWIs and UHNWIs. The report then couches these findings in an analysis of the local Wealth Management and Private Banking sector, and the opportunities therein.

Scope
The report features:
– Independent market sizing of South African HNWIs across five wealth bands
– HNWI volume, wealth and allocation trends from 2007 to 2011
– HNWI volume, wealth and allocation forecasts to 2016
– HNWI and UHNWI asset allocations across 13 asset classes
– Number of UHNWIs in each city
– City wise breakdowns of UHNWI volumes and volume growth from 2007 to 2011, as well as 2016 forecasts
– Number of wealth managers in each city
– City wise ratings of wealth management saturation and potential
– Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in South Africa
– Size of local wealth management industry
– Largest private banks in South Africa by AuM
– Detailed wealth management and family office information
– Insights into the drivers of HNWI wealth

Reasons To Buy
– The WealthInsight Intelligence Center Database is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the Database comprises up to one hundred data-points on over 100,000 HNWIs from around the world. It also includes profiles on major private banks, wealth managers and family offices in each country. With the Database as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.
– Comprehensive forecasts to 2016.
– Detailed information on UHNWIs in each major city.

Key Highlights
– South Africa has the highest number of HNWIs in Africa. As of 2011, there were over 44,700 HNWIs in South Africa, with a combined wealth of US$188 billion, accounting for roughly 27% of South Africa’s total individual wealth (US$740 billion).
– The total number of HNWIs in South Africa increased by 17.9% during the review period (2007–2011), while HNWI wealth rose by 15.2%.
– The wealth of HNWIs in South Africa was positively influenced by a strong local property market, high savings rates and a significant appreciation of the South African rand against the US dollar over the review period.
– WealthInsight’s research shows that over 20% of South African HNWI wealth is held offshore. Most of this wealth is held in the UK, Switzerland and the Channel Islands.

Table of Contents
1 Introduction
2 Executive Summary
3 Wealth Sector Fundamentals
3.1 Political Background to South Africa
3.2 Economic Background to South Africa
3.3 Benchmarking South Africa’s Wealth in Context
3.3.1 Distribution of wealth
3.3.2 HNWI volume and wealth trends
4 Findings from the WealthInsight HNWI Database
4.1 Trends in HNWI Wealth to 2016
4.1.1 HNWI trend analysis
4.1.2 Trends of the wealth bands
4.1.3 Demographic Breakdown of HNWI

For more information kindly visit :
South Africa – The Future of HNWIs to 2016: The Rise of African Wealth

Or

Bharat Book Bureau
Tel: +91 22 27810772 / 27810773
Fax: + 91 22 27812290
Email: info@bharatbook.com
Website: www.bharatbook.com
Follow us on twitter: http://twitter.com/#!/Sandhya3B
Our Blogs: http://twitter.com/#!/bharatbook
http://financemarketreports.blogspot.com/

HNWI Asset Allocation in Switzerland to 2016

This report is the result of WealthInsight’s extensive research covering the HNWI population and wealth management industry in Switzerland. It provides detailed figures on the current and expected HNWI asset allocations of Swiss HNWIs to 2016.

Summary
This report provides the latest asset allocations of Swiss HNWIs. The report also includes projections of the volume, wealth and asset allocation of Swiss HNWIs to 2016 and a comprehensive and robust background of the local economy, including, uniquely, detailed analysis of economic and political risks to HNWI wealth creation.

Scope
The report features:
– Independent market sizing of Swiss HNWIs across five wealth bands
– HNWI volume, wealth and allocation trends from 2007 to 2011
– HNWI volume, wealth and allocation forecasts to 2016
– HNWI and UHNWI asset allocations across 13 asset classes
– Insights into the drivers of HNWI wealth

Reasons To Buy
– The WealthInsight Intelligence Center Database is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the Database comprises up to one hundred data-points on over 100,000 HNWIs from around the world. It also includes profiles on major private banks, wealth managers and family offices in each country. With the Database as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.
– Comprehensive forecasts to 2016.

Key Highlights
– As of 2011, there are over 290,000 HNWIs in Switzerland, with a combined wealth of around US$1.3 trillion, accounting for roughly 60% of Switzerland’s total wealth.
– Swiss HNWI equity allocations of 31.5% are significantly higher than the worldwide average of 20% to 25%.

Table of Contents
1 Introduction
1.1 What is this Report About?
2 Executive Summary
3 Wealth Management Fundamentals
3.1 Political Background to Switzerland
3.2 Economic Background to Switzerland
3.3 Benchmarking Swiss Wealth in Context
3.3.1 Distribution of wealth
4 Analysis of Swiss HNWI Investments
4.1 Analysis by Asset Class
4.1.1 Changing trends in liquid assets (equity, fixed income and cash and deposits)
4.1.2 Trends in alternative assets
4.1.3 Trends in collectables
4.1.4 Trends of investments in real estate
4.1.5 Trends of investments in cash and deposits
4.1.6 Trends of investments in fixed income
4.1.7 Trends of investments in equity
4.1.8 Trends of investments in business interest
4.2 Analysis of Foreign Investments
4.2.1 Trend of investments in rest of Europe
4.2.2 Trend of investments in the Asia-Pacific region
4.2.3 Trend of investments in North America
4.2.4 Trend of investments in Latin America, the Middle East and Africa

For more information kindly visit :
HNWI Asset Allocation in Switzerland to 2016

Or

Bharat Book Bureau
Tel: +91 22 27810772 / 27810773
Fax: + 91 22 27812290
Email: info@bharatbook.com
Website: www.bharatbook.com
Follow us on twitter: http://twitter.com/#!/Sandhya3B
Our Blogs: http://twitter.com/#!/bharatbook
http://financemarketreports.blogspot.com/

High Net Worth Trends in Switzerland to 2016

This report is the result of WealthInsight’s extensive research covering the HNWI population and wealth management industry in Switzerland.

Summary
This report provides projections of the volume and wealth of Swiss HNWIs and a comprehensive background of the local economy. This includes demographic trends (2007-2011) and findings of the proprietary WealthInsight HNWI Database.

Scope
The report features:
– Independent market sizing of Swiss HNWIs across five wealth bands
– Most up to date and thorough analysis of the demographic breakdown of Switzerland’s HNWIs
– HNWI volume and wealth trends from 2007 to 2011
– HNWI volume and wealth forecasts to 2016
– Insights into the drivers of HNWI wealth

Reasons To Buy
– The WealthInsight Intelligence Center Database is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the Database comprises up to one hundred data-points on over 100,000 HNWIs from around the world. It also includes profiles on major private banks, wealth managers and family offices in each country. With the Database as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.
– Comprehensive forecasts to 2016.

Key Highlights
– As of 2011, there are over 290,000 HNWIs in Switzerland, with a combined wealth of around US$1.3 trillion, accounting for roughly 60% of Switzerland’s total wealth.
– The total wealth of Switzerland’s HNWIs is projected to grow by 19.4% over the forecast period, to reach around US$1.6 trillion in 2016. Meanwhile, HNWI volumes are anticipated to increase by 16.8%, to reach nearly 350,000 individuals in 2016. This is significantly above the level of 321,000 HNWIs recorded at the end of 2007.

Table of Contents
1 Introduction
1.1 What is this Report About?
2 Executive Summary
3 Wealth Management Fundamentals
3.1 Political Background to Switzerland
3.2 Economic Background to Switzerland
3.3 Benchmarking Swiss Wealth in Context
3.3.1 Distribution of wealth
4 Findings from the WealthInsight HNWI Database
4.1 Trends in HNWI Wealth to 2016
4.1.1 HNWI trend analysis
4.1.2 HNWI volume trend analysis
4.1.3 HNWI wealth trend analysis
4.1.4 Per capita HNWI net worth trend analysis
4.1.5 Trends of the wealth bands
4.1.6 Demographic breakdown of HNWI
4.2 UHNWIs – Billionaires
4.2.1 Billionaire volume trend analysis
4.2.2 Billionaire wealth trend analysis
4.2.3 Billionaire per capita net worth trend analysis

For more information kindly visit :
High Net Worth Trends in Switzerland to 2016

Or

Bharat Book Bureau
Tel: +91 22 27810772 / 27810773
Fax: + 91 22 27812290
Email: info@bharatbook.com
Website: www.bharatbook.com
Follow us on twitter: http://twitter.com/#!/Sandhya3B
Our Blogs: http://twitter.com/#!/bharatbook
http://financemarketreports.blogspot.com/

Coutts & Co. Ltd. : Company Profile and SWOT Analysis

‘Coutts & Co. Ltd. : Company Profile and SWOT Analysis’ contains in depth information and data about the company and its operations. The profile contains a company overview, business description, SWOT analysis, key competitors, key facts, key employees, location and subsidiaries as well as information on products and services.

Summary
This SWOT analysis and company profile is a crucial resource for industry executives and anyone looking to gain a better understanding of the company’s business.
Coutts & Co. Ltd. : Company Profile and SWOT Analysis’ report utilizes a wide range of primary and secondary sources, which are analyzed and presented in a consistent and easily accessible format.
WealthInsight strictly follows a standardized research methodology to ensure high levels of data quality and these characteristics guarantee a unique report.

Scope
– Examines and identifies key information and issues about ‘Coutts & Co. Ltd.’ for business intelligence requirements
– Studies and presents the company’s strengths, weaknesses, opportunities (growth potential) and threats (competition). Strategic and operational business information is objectively reported
– The profile also contains information on business operations, company history, major products and services, key employees

Reasons To Buy
– Quickly enhance your understanding of the company
– Gain insight into the marketplace and a better understanding of internal and external factors which could impact the industry
– Recognize potential partnerships and suppliers

Key Highlights
Coutts & Co. (Coutts), along with Adam & Co,, is the wealth management arm of The Royal Bank of Scotland Group (RBS). Coutts offers a wide range of products and services in private banking, investments and commercial banking. It offers banking services, wealth protection solutions and charity services to entrepreneurs, executives, landowners and professionals. It offers a range of investment solutions, such as discretionary investment management service, advisory portfolio management service, dealing and custody service, treasury services and foreign exchange services. The company also provides a broad array of traditional banking solutions to media and family businesses, and entrepreneurs. The company caters to more than 70,000 high-net-worth individuals (HNWIs have a net worth of US$1 million or more, excluding their primary residence) British and international clients through a network of about 40 offices located across the UK, Switzerland, Middle East, Isle of Man, Hong Kong, Monaco and Singapore, among others. As of December 31, 2011, asserts under management for the company stood at GBP 30.9 billion. The company is headquartered in London, the UK.

Table of Contents
1 Business Analysis
1.1 Company Overview
1.2 Business Description
1.3 Major Products and Services
2 Mergers & Acquisitions and Partnerships
2.1 M&A and Partnerships Strategy
3 SWOT Analysis
3.1 SWOT Analysis – Overview
3.2 Strengths
3.3 Weaknesses
3.4 Opportunities
3.5 Threats
4 Company Statement
5 History
6 Key Employees
7 Key Employee Biographies
8 Locations and Subsidiaries
8.1 Head Office
8.2 Other Locations and Subsidiaries
9 Appendix
9.1 Methodology
9.2 Disclaimer

For more information kindly visit :
Coutts & Co. Ltd. : Company Profile and SWOT Analysis

Or

Bharat Book Bureau
Tel: +91 22 27810772 / 27810773
Fax: + 91 22 27812290
Email: info@bharatbook.com
Website: www.bharatbook.com
Follow us on twitter: http://twitter.com/#!/Sandhya3B
Our Blogs: http://twitter.com/#!/bharatbook
http://financemarketreports.blogspot.com/

Challenges and Opportunities for the Wealth Sector in Switzerland

This report is the result of WealthInsight’s extensive research covering the HNWI population and wealth management industry in Switzerland.

Summary
This report is a thorough analysis of the Swiss Wealth Management and Private Banking sector, and the opportunities and challenges that it faces.

Scope
The report features:
– Independent market sizing of Swiss HNWIs across five wealth bands
– Number of UHNWIs in each city
– City wise ratings of wealth management saturation and potential
– Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in Switzerland
– Detailed wealth management and family office information
– Insights into the drivers of HNWI wealth

Reasons To Buy
– The WealthInsight Intelligence Center Database is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the Database comprises up to one hundred data-points on over 100,000 HNWIs from around the world. It also includes profiles on major private banks, wealth managers and family offices in each country. With the Database as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.
– Comprehensive forecasts to 2016.

Key Highlights
– As of 2011, there are over 290,000 HNWIs in Switzerland, with a combined wealth of around US$1.3 trillion, accounting for roughly 60% of Switzerland’s total wealth.
– The global private banking industry is estimated to have assets under management of just over US$16.5 trillion. The Swiss wealth management sector accounts for a high 17% of this, making it the second largest country by AuM after the United States. Offshore makes up the bulk of AuM with the other funds being sourced from local HNWIs.

Table of Contents
1 Introduction
1.1 What is this Report About?
2 Executive Summary
3 Wealth Management Fundamentals
3.1 Political Background to Switzerland
3.2 Economic Background to Switzerland
3.3 Benchmarking Swiss Wealth in Context
3.3.1 Distribution of wealth
4 Wealth Management in Switzerland
4.1 Competitive Landscape
4.1.1 Local private banks
4.1.2 Foreign private banks
4.1.3 Wealth managers
4.1.4 Wealth management in each city
4.1.5 Family offices
4.1.6 Financial advisors
4.2 Developments in Private Banking in Switzerland
4.3 Swiss Wealth Management Market – Clientele Model
4.4 Behavioral Investment Preferences of HNWIs in Switzerland
4.5 Porter’s Five Force Analysis – Wealth Management Market in Switzerland

For more information kindly visit :
Challenges and Opportunities for the Wealth Sector in Switzerland

Or

Bharat Book Bureau
Tel: +91 22 27810772 / 27810773
Fax: + 91 22 27812290
Email: info@bharatbook.com
Website: www.bharatbook.com
Follow us on twitter: http://twitter.com/#!/Sandhya3B
Our Blogs: http://twitter.com/#!/bharatbook
http://financemarketreports.blogspot.com/

Banque Privee Espirito Santo (ESFA2) : Company Profile and SWOT Analysis

‘Banque Privee Espirito Santo (ESFA2) : Company Profile and SWOT Analysis’ contains in depth information and data about the company and its operations. The profile contains a company overview, business description, SWOT analysis, key competitors, key facts, key employees, location and subsidiaries as well as information on products and services.

Summary
This SWOT analysis and company profile is a crucial resource for industry executives and anyone looking to gain a better understanding of the company’s business.

‘Banque Privee Espirito Santo (ESFA2) : Company Profile and SWOT Analysis’ report utilizes a wide range of primary and secondary sources, which are analyzed and presented in a consistent and easily accessible format.

WealthInsight strictly follows a standardized research methodology to ensure high levels of data quality and these characteristics guarantee a unique report.

Scope
– Examines and identifies key information and issues about ‘Banque Privee Espirito Santo’ for business intelligence requirements
– Studies and presents the company’s strengths, weaknesses, opportunities (growth potential) and threats (competition). Strategic and operational business information is objectively reported
– The profile also contains information on business operations, company history, major products and services, key employees

Reasons To Buy
– Quickly enhance your understanding of the company
– Gain insight into the marketplace and a better understanding of internal and external factors which could impact the industry
– Recognize potential partnerships and suppliers

Key Highlights
Banque Privee Espirito Santo, S.A. (BPES) is the Swiss private banking and wealth management subsidiary of Espirito Santo Financial Group (ESFG), which is a Portugal-based bank holding company. Banque Privee offers investment management and mandated asset management services to high-net-worth individuals (HNWIs have a net worth of US$1 million or more, excluding their primary residence). The company provides three types of management mandates comprising conventional mandates, alternative mandates, and reinvestment and protector mandates. BPES’ advisory services include wealth analysis, and portfolio construction, monitoring and balancing. It also offers trading services comprising trading and execution of stock-market orders.

Table of Contents
1 Business Analysis
1.1 Company Overview
1.2 Business Description
1.3 Major Products and Services
2 SWOT Analysis
2.1 SWOT Analysis – Overview
2.2 Strengths
2.3 Weaknesses
2.4 Opportunities
2.5 Threats
3 Company Statement
4 History
5 Key Employee Biographies
6 Locations and Subsidiaries
6.1 Head Office
6.2 Other Locations and Subsidiaries
7 Appendix
7.1 Methodology
7.2 Disclaimer

List of Tables
Table 1: Major Products and Services
Table 2: History
Table 3: Key Employee Biographies
Table 4: Locations

List of Figures
NA

For more information kindly visit :
Banque Privee Espirito Santo (ESFA2) : Company Profile and SWOT Analysis

Or

Bharat Book Bureau
Tel: +91 22 27810772 / 27810773
Fax: + 91 22 27812290
Email: info@bharatbook.com
Website: www.bharatbook.com
Follow us on twitter: http://twitter.com/#!/Sandhya3B
Our Blogs: http://twitter.com/#!/bharatbook
http://financemarketreports.blogspot.com/

Tag Cloud