Wealth in Switzerland: HNW Customers is based on our 2013 and 2014 Global Wealth Managers Surveys. The results of the survey are accompanied by best-practice case studies on how to target Swiss HNW individuals where applicable.
Understand the major sources of HNW wealth in Switzerland and the industries from which it has been amassed.
Interpret the investment portfolios of Swiss HNW individuals through detailed asset allocation analysis.
Evaluate product and service demand among Swiss HNW individuals, from discretionary asset management to art advisory and philanthropy services.
Analyze the best methods to capture new Swiss HNW clients and how best to maintain communication during the client relationship.
Reasons To Buy
How do Swiss HNW individuals amass their wealth?
What investments make up an average Swiss HNW investment portfolio?
Which wealth management products and services are in demand in Switzerland?
How often do Swiss wealth managers contact their clients through email, social media, and face-to-face meetings?
How do Swiss HNW individuals compare to their global peers?
The majority of Swiss HNW clients have amassed wealth through first-generation entrepreneurism and business ownership. The leading industries from which they have amassed wealth are manufacturing and financial services. Expats represent a large proportion of the HNW population.
The Swiss HNW portfolio invests heavily into equities. With the exception of property, HNW individuals favor direct investments. Allocation into equities, property, and alternative investments is expected to increase, while demand for bonds and cash is expected to decrease over the next two years.
A relationship manager's own contacts are the most common means for attracting new clients. Telephone and email represent the most important means of remote communication. A social media presence is not a high priority, as relationship managers believe that the channel is too public.
Single User License:
Corporate User License:
select a license
NEWSLETTER BY CATEGORY
The report sent to us was on the point, and its information was quite extensive, well structured, and well researched. More importantly what we valued was your response time and professionalism. As a leading global consulting firm, our clients expect high quality deliverables in short periods of time, so a reliable research partner is essential. For the price that you have charged the quality of your services were exceptional. We look forward to continue our relationship with your team on future engagements.... "Senior Associate, Booz Allen Hamilton"
This is with regards to your report on India PVC pipes and fitting market outlook industry outlook to 2019. This is a very well written report and accept my compliments on the same.... ... "Mohit Mittal, Consultant, KPMG Advisory Services"
I am pleased to see the very useful and productive information in the report..Very well structured great presentation reflect professionalism in your research studies.... "Mustafa Masood, Financial Analyst , Coldwell Banker Riyadh"
While we still are studying and analysing your reports about Vietnam & Thailand, we would like to convey to your research team that they have done a very good job in compiling so much of information together. We hope to see more of such well researched reports. All the best & keep it up. ... "Prashant Bhagwat,General Manager, Mahindra"
We would like to appreciate Ken Research for their great efforts and wonderful support in providing the Market Intelligence Report for ITPC. The information, statistics and research are well understandable and very clear to the point. We are happy with Ken research for their good client service, on-time delivery of the report and as said the report itself. Thank you Ken research for bringing the valuable output for us. We would be looking forward to have more research with you in the near future. Wish you a success in your business!... "Jestin Mathew, Indonesian Trade Promotion Center"