Switzerland & Austria:
Offshore Markets

Recently Released!!!
Date Published: January 13, 2017
Summary Power Point Deck: 30 Slides
Reference Power Point Deck: 470 Slides

The purpose of this research is to provide readers with an initial understanding of the future of the retail banking, insurance, brokerage, & investment management industries in the Switzerland & Austria markets, many of which present substantial wealth but also challenges for US financial services firms, including multiple languages, currencies, & laws. In short, this research defines the future of advice in these markets and compares these findings to those of the United States in order to provide readers with some perspective. Many of the Switzerland & Austria markets have trends parallel to those in the US, but also many have fundamental market differences.

This research addresses the three historical phases of the Switzerland & Austria markets, including:

  • Early Phase
  • Maturation Phase
  • Stumbles Phase

This research defines distinct markets segments, including:

  • Switzerland
  • Austria

And this research makes the following predictions for the Switzerland & Austria markets including: 

  • Continued Dominance of Banks
  • Growth of Full-Services & Discount Brokerage Firms
  • Emergence of Independent Advisors
  • Increased Mergers & Acquisitions Opportunities
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