L'Assocation suisse des banquiers a publié son analyse annuelle relative à la gestion de fortune en Suisse. Ce rapport rappelle l'importance de ce métier pour la Suisse, mais relève également les défis découlant de notre environnement économique tempétueux actuel :
"Wealth Management in Switzerland" was first published in January 2007. This updated edition is primarily based on statistics available at year-end 2007 and therefore particularly considers the situation before 2008.
At the time of writing, the ongoing financial crisis and its fallout on world financial markets make it difficult to forecast future developments in wealth management. Business models as well as margins could be subject to change in the near future. Given the current environment, investors are understandably extremely cautious and are above all demanding unsophisticated and low-risk financial products, behaviour which will put wealth management margins under pressure both in the short- and medium-term.
However, we do not assume that there will be significant changes in market share. In the short- to medium-term we expect the value of assets under management to decline, primarily because of negative developments in equity prices.
Lire l'analyse Wealth Management in Switzerland - January 2009.