Steps to take when moving to Switzerland - Finance Valley Lake ...

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Swiss financial market place • Large amounts invested (country $4.5 trn, funds $684 bn) • Those involved in asset management – Banks - commercial & can<strong>to</strong>nal banks, private banks, foreign banks – Fund of funds (30% global market share) – Single manager hedge funds (5% global market share) – Asset or personal wealth advisors (largest single group) – Investment managers in other organisations (pensions, family office, etc. and their advisors) – Broker Dealers, Private Equity
Swiss Asset Manager Universe Other; 686 VSV/ASG; 892 FINMA; 1108 OAR-G; 400 ARIF; 404 VSV/ASG OAR-G ARIF OAR Suisse SFA FINMA Other OAR Suisse; 548 SFA; 86 Total = 4,124, excludes non regulated marketers, traders N.B. Includes 400 banks and security dealers in the FINMA numbers
Page 1 and 2: Steps to take when moving to Switze
Page 3: About Kinetic Partners • Global b
Page 7 and 8: Swiss Commercial Property Market Pr
Page 9 and 10: Competitive results Source: World E
Page 11 and 12: Attractiveness - 2010 Mercer survey
Page 13 and 14: Pay and productivity Source: World
Page 15 and 16: Purchasing power parity City Price
Page 17 and 18: International regulation • Swiss
Page 19 and 20: Swiss CISA Act partial revision •
Page 21 and 22: FATCA • From 30 June 2013, foreig
Page 23 and 24: Tax - UK drivers for migration •
Page 25 and 26: Understanding where to migrate •
Page 27 and 28: Practical considerations • Consid
Page 29 and 30: A practical way to choose location
Page 31 and 32: Project Planning

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