Insight on Financial Services in Switzerland

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Type Product title / description Pub Price
Brief
Brief

Offshore Financial Services in Switzerland

Presents first-of-its-kind data on the portfolios, nature and attitudes of offshore clients, and strategies for banking success among this segment based on a survey of offshore bankers in the location

Published By Datamonitor
21 Jun 2010 $2795
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Report
Report

Offshore Excellence: Building the proposition your customers most want

This report explores the ideal offshore proposition, giving clients a blueprint against which they can judge their own business and ensure they are most competitive in this changing market.

Published By Datamonitor
23 Jul 2010 $4495
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Report
Report

Wealth Management in Switzerland 2011

Detailed country report covering wealth management in Switzerland. Draws on Datamonitor's 2011 Global Wealth Managers Survey to profile local HNW needs and decision triggers. Market overview and competitive landscape are also provided.

Published By Datamonitor
05 Oct 2011 $3450
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Report
Report

The Global Wealth Market in 2013

The Global Wealth Market in 2013 examines the global affluent population and its future growth prospects through to 2017. The report covers over 64 countries across seven regions.

Published By Datamonitor
16 May 2013 $5250
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Brief
Brief

Mobile Wealth Management: Key Lessons and Case Studies

The final report in a three-part series detailing the private wealth management market's embrace of the mobile channel in servicing affluent investors, through apps for both advisors and clients.

Published By Datamonitor
24 Jun 2013 $4495
Buy
Report
Report

Self-Directed Investments: Implications for Wealth Managers

This report draws on Datamonitor's 2013 Global Wealth Managers Survey to analyze the self-directed market across the globe.

Published By Datamonitor
08 Nov 2013 $5250
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Report
Report

Wealth in Switzerland: Sizing the Market Opportunity

Part of a two-part series, Wealth in Switzerland: Sizing the Market Opportunity analyzes Switzerland's wealth and retail investments markets, with a particular focus on the HNW segment. The report is based on proprietary Datamonitor datasets.

Published By Datamonitor
28 Jan 2014 $3450
Buy
Report
Report

The Global HNW Expat Market

This report draws on Datamonitor's 2013 Global Wealth Managers Survey to analyze the global HNW expat market.

Published By Datamonitor
17 Mar 2014 $5250
Buy
Brief
Brief

Super League In-Depth Analysis: Crédit Agricole

An in-depth analysis of one of the world's leading private wealth managers, Crédit Agricole. The study focuses on Crédit Agricole's activity and customer targeting, as well as its AUM growth and financial performance.

Published By Datamonitor
01 Apr 2014 $1295
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