Offshore Financial Services in Switzerland, 2005-09 (Databook)

Introduction

Datamonitor’s Offshore Financial Services in Switzerland databook highlights key data on the offshore financial services market in Switzerland, including total deposits, total mutual fund investment and their market segmentation. All the data provided in this report are historical (2005-09).

Scope

*Total deposits - a comparison of offshore and onshore, and retail and institutional customers

*Total mutual funds - a comparison of offshore and onshore, and retail and institutional customers

Highlights

Over the 2005-09 period, deposit balances in Switzerland increased at a CAGR of 3.7%.

Over the 2005-09 period, mutual fund balances increased at a CAGR of 2.8%.

Reasons to Purchase

*Understand how the offshore financial services market in Switzerland has developed over 2005-09

*Understand the size of the deposits and mutual funds in Switzerland

*Make informed business decisions through an understanding of the overall trends within the market

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TABLE OF CONTENTS
Overview 1
Catalyst 1
Summary 1
INTRODUCTION 5
Reasons to purchase 5
TOTAL DEPOSITS – SWITZERLAND 6
Total deposits: offshore vs onshore deposits, 2005–09 6
Offshore deposits: retail vs institutional, 2005–09 8
Sources of offshore deposits, 2009 11
TOTAL MUTUAL FUNDS – SWITZERLAND 13
Total mutual funds: offshore vs onshore deposits, 2005–09 13
Offshore mutual funds: retail vs institutional, 2005–09 15
Sources of offshore individual assets under management, 2009 17
APPENDIX 19
Methodology 19
Further reading 20
Further reading 20
How to contact experts in your industry 20
Disclaimer 20

LIST OF FIGURES
Figure 1: Total deposits, Switzerland, offshore vs onshore market share (%), 2008 and 2009 6
Figure 2: Total deposits, Switzerland, offshore vs onshore ($m), 2005–09 7
Figure 3: Offshore deposits, Switzerland, retail vs institutional market share (%), 2008 and 2009 8
Figure 4: Offshore deposits, Switzerland, retail vs institutional ($m), 2005–09 9
Figure 5: Offshore deposits, Switzerland, by geographical source (%), 2009 11
Figure 6: Total mutual funds, Switzerland, offshore vs onshore market share (%), 2008 and 2009 13
Figure 7: Total mutual funds, Switzerland, offshore vs onshore ($m), 2005–09 14
Figure 8: Offshore mutual funds, Switzerland, retail vs institutional market share (%), 2008 and 2009 15
Figure 9: Offshore mutual funds, Switzerland, retail vs institutional ($m), 2005–09 16
Figure 10: Offshore individual assets under management, Switzerland, by geographical source (%), 2009 17

LIST OF TABLES
Table 1: Total deposits, Switzerland, offshore vs onshore ($m), 2008 and 2009 6
Table 2: Total deposits, Switzerland, offshore vs onshore ($m), 2005–09 7
Table 3: Offshore deposits, Switzerland, retail vs institutional ($m), 2008 and 2009 8
Table 4: Offshore deposits, Switzerland, retail vs institutional ($m), 2005–09 10
Table 5: Offshore deposits, Switzerland, by geographical source (%), 2009 12
Table 6: Total mutual funds, Switzerland, offshore vs onshore ($m), 2008 and 2009 13
Table 7: Total mutual funds, Switzerland, offshore vs onshore ($m), 2005–09 14
Table 8: Offshore mutual funds, Switzerland, retail vs institutional ($m), 2008 and 2009 15
Table 9: Offshore mutual funds, Switzerland, retail vs institutional ($m), 2005–09 16
Table 10: Offshore individual assets under management, Switzerland, by geographical source (%), 2009 18


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