Digital Investment - Switzerland

Switzerland

Highlights

Total transaction value in the Digital Investment market is projected to reach US$8.98bn in 2024.
Total transaction value is expected to show an annual growth rate (CAGR 2024-2029) of 2.98% resulting in a projected total amount of US$10.40bn by 2029.
Neobrokers dominates the market with a projected total transaction value of US$5.41bn in 2024.
The highest cumulated transaction value is reached United States (US$1.78tn in 2024).

Key regions:

Market definitionIn-Scope/Out-of-scopeMarket structureReportsMethodology

The Digital Investment market in Switzerland is experiencing significant growth and development, driven by various factors including customer preferences, market trends, local special circumstances, and underlying macroeconomic factors. Customer preferences in Switzerland are shifting towards digital investment solutions due to their convenience, accessibility, and cost-effectiveness.

Swiss investors are increasingly embracing online platforms and mobile applications that provide them with easy access to a wide range of investment products and services. This shift in customer preferences is fueled by the desire for greater control and flexibility over their investment portfolios, as well as the ability to monitor and manage investments in real-time. Trends in the market indicate a growing demand for robo-advisory services in Switzerland.

Robo-advisors, which are automated investment platforms that use algorithms to create and manage investment portfolios, have gained popularity among Swiss investors due to their low fees, personalized investment strategies, and ease of use. The rise of robo-advisory services is driven by advancements in technology, which have made it possible for investors to access sophisticated investment tools and strategies at a fraction of the cost of traditional financial advisors. Another trend in the Swiss Digital Investment market is the increasing popularity of sustainable and socially responsible investing.

Swiss investors are becoming more conscious of the environmental, social, and governance (ESG) impact of their investments and are seeking out investment opportunities that align with their values. This trend is driven by a growing awareness of the potential risks and opportunities associated with sustainable investing, as well as regulatory initiatives aimed at promoting responsible investment practices. Local special circumstances in Switzerland, such as the country's strong financial services industry and high level of wealth, contribute to the development of the Digital Investment market.

Switzerland is home to a large number of asset managers, banks, and other financial institutions that are well-positioned to offer digital investment solutions to their clients. Additionally, the country's high per capita income and strong culture of saving and investing provide a fertile ground for the growth of the Digital Investment market. Underlying macroeconomic factors also play a role in the development of the Digital Investment market in Switzerland.

The country's stable economy, low interest rates, and favorable regulatory environment create a conducive environment for the growth of digital investment platforms. Furthermore, the increasing digitization of financial services and the rise of fintech companies are driving innovation and competition in the market, leading to the development of new and improved digital investment solutions. In conclusion, the Digital Investment market in Switzerland is experiencing significant growth and development due to customer preferences, market trends, local special circumstances, and underlying macroeconomic factors.

The shift towards digital investment solutions, the rise of robo-advisory services, the increasing popularity of sustainable investing, and Switzerland's strong financial services industry and favorable macroeconomic environment all contribute to the growth and development of the market.

Data coverage:

The data encompasses B2C enterprises. Figures are based on transaction values / revenues / assets under management and user data of relevant services and products offered within the FinTech market.

Modeling approach / Market size:

Market sizes are determined through a combined top-down and bottom-up approach, building on a specific rationale for each market segment. As a basis for evaluating markets, we use annual financial reports of key players, industry reports, third-party reports, publicly available databases, and survey results from primary research (e.g., the Statista Global Consumer Survey). In addition, we use relevant key market indicators and data from country-specific associations, such as GDP, consumer spending, population, internet penetration, smartphone penetration, credit card penetration, and online banking penetration. This data helps us estimate the market size for each country individually.

Forecasts:

In our forecasts, we apply diverse forecasting techniques. The selection of forecasting techniques is based on the behavior of the relevant market. For example, the S-curve function and exponential trend smoothing are well suited for forecasting digital products and services due to the non-linear growth of technology adoption.

Additional notes:

The market is updated twice a year in case market dynamics change. The impact of the COVID-19 pandemic and the Russia-Ukraine war is considered at a country-specific level.