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Research and Markets: HNWI Asset Allocation in Switzerland to 2014 Research Report

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DUBLIN--(BUSINESS WIRE)--Research and Markets (http://www.researchandmarkets.com/research/mm4nlr/hnwi_asset) has announced the addition of the "HNWI Asset Allocation in Switzerland to 2014" report to their offering.

This report is the result of extensive research covering the high net worth individual (HNWI) population and wealth management market in Switzerland.

The report focuses on HNWI performance between the end of 2007 (the peak before the global financial crisis) and the end of 2012. This enables us to determine how well the country's HNWIs have performed through the crisis.

This report provides the latest asset allocations of Switzerland HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Switzerland HNWIs to 2017 and a comprehensive and robust background of the local economy.

Scope

- Independent market sizing of Switzerland HNWIs across five wealth bands

- HNWI volume and wealth trends from 2008 to 2012

- HNWI volume and wealth forecasts to 2017

- HNWI and UHNWI asset allocations across 13 asset classes

- Insights into the drivers of HNWI wealth

Key Highlights

- In 2013, real estate was the largest asset class for HNWIs in Switzerland, with 24.3% of total HNWI assets, followed by equities with 17.5%, business interests with 17.5%, cash and deposits with 15.5%, fixed-income with 15.5%, and alternatives with 9.7%.

- Cash, alternatives and real estate recorded growth during the review period at 266.0%, 119.0% and 48.0% respectively.

- Alternative assets held by Swiss HNWIs increased during the review period from 5.8% of total HNWI assets in 2009 to 9.7% in 2013; HNWI allocations to commodities increased from 1% of total assets in 2009 to 2.6% in 2013.

- Over the forecast period, it is expected allocations in commodities to decline to 2.1% of total HNWI assets by 2018, as global liquidity tightens due to a forecast near-term drop in demand from China for raw materials that will cause global commodity prices to flatten out.

- As of 2013, Swiss HNWI liquid assets amounted to US$795.2 billion, representing 48.5% of wealth holdings.

Key Topics Covered:

Introduction

Executive Summary

Wealth Sector Fundamentals

Analysis of Swiss HNWI Investments

Appendix

About Wealthinsight

List of Tables

List of Figures

Companies Mentioned

- AGPictet & CieLombard Odier

- Credit Suisse Private Banking

- HSBC Private Bank

- Julius Baer Gruppe

- UBS Wealth Management

For more information visit http://www.researchandmarkets.com/research/mm4nlr/hnwi_asset

About Research and Markets

Research and Markets is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends.

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