Wealth in Switzerland: HNW Customers
Wealth in Switzerland: HNW Customers

Wealth in Switzerland: HNW Customers


  • Products Id :- 231025
  • |
  • Pages: 45
  • |
  • |
  • |
  Request for Sample Report
  Request A Quote

Executive Summary

Summary

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.

Synopsis

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?

Key Highlights

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.



Read More



Contact Us:
Ken Research
Ankur Gupta, Head Marketing & Communications

+91-9015378249

Single User License:
Report can be used by individual purchaser only

Site License:
Report can be shared by unlimited users within one corporate location, e.g. a regional office

Corporate User License:
Report can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company

To know more information on Purchase by Section, please send a mail to sales [@] kenresearch.com
 

select a license

Single User License
USD 3450 INR 232703
Site License
USD 6900 INR 465405
Corporate User License
USD 10350 INR 698108

NEWSLETTER BY CATEGORY




Testimonials

An excellent provider. Thorough, precise and outstanding insight. They drill down to what we need and their reports are effective at integrating text with supporting graphics and charts. Their reports are a great resource to go back too. ...

Coherent, high-quality, thoroughly-researched reports. We received a very quick response to all our queries which eventually expedited the entire process....

Well structured, the insights they shared with us were very helpful and reliable. Their timely assistance make their services invaluable to us. I would highly recommend them and would definitely use them again in the future if needed...

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....

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.... ...



Ken Research, Unit 14, Tower B3, Spaze I Tech Business Park, Sohna Road, sector 49
     Gurgaon, Haryana - 122001, India

download

Company Brochure

Engage with Us

sales [@] kenresearch.com