Insight on Financial Services in Switzerland

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Type Product title / description Pub Price
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
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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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Report
Report

Wealth in Switzerland: HNW Customers

Part of a two-part series, Wealth in Switzerland: HNW Customers analyzes the profile of Swiss HNW residents, from their investments to product demand to sources of wealth.

Published By Datamonitor
22 Jul 2014 $3450
Buy
Brief
Brief

HNW Offshore Investments: Booking Center Preferences

An analysis of the performance of key booking centers over time, this report has a particular focus on HNW individuals. In particular it examines the propensity to invest offshore and booking center preferences for more than 20 markets.

Published By Datamonitor
24 Nov 2014 $2795
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Brief
Brief

HNW Offshore Investments: Drivers and Motivations

An analysis of the key drivers behind HNW offshore investment, with detailed analysis of how this varies by region and country. Also includes case studies of how wealth managers are responding to these drivers.

Published By Datamonitor
08 Dec 2014 $2795
Buy

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