Introduction
This databook examines the deposits, mutual funds and insurance sectors held in Switzerland from 2000 to mid-2008, segmenting these assets by onshore/offshore and retail/institutional customers.
Scope
*Segments assets by client base: retail vs. institutional, and onshore clients vs. offshore clients
*Includes 8 years of historic data
*Includes deposits and mutual funds
Highlights
Deposits in Switzerland increased at a compound annual growth rate (CAGR) of 12.5% over the 2002-2007 period. Deposits from onshore customers accounted for 50.7% of the total deposits in 2007.
In 2007, deposits from institutional customers accounted for 78.1% of the total deposits and 62.6% of the total offshore deposits in Switzerland.
Investments via mutual funds in Switzerland increased at a CAGR of 23.9% over the 2002-2007 period. Mutual fund investments from offshore customers accounted for 57.9% of the total mutual funds investment in Switzerland in 2007.
Reasons to Purchase
*Identify growth in offshore business in this centre
*Know how the credit crisis is affecting offshore deposits and funds in this centre
*Compare onshore versus offshore deposits and mutual funds to identify which customer base is being most affected.
