Our Swiss High Net Worth Investor Pulse survey shows that people hold much more cash than they actually think they need. The challenge is that the vast majority of investors do not have a clear goal in mind for all of the cash they hold.
The value of cash has barely gone up in the past five years, while Swiss clients face paying the banks to look after their money. At BlackRock, we believe it’s time for investors to put their cash to better use – whether that’s to protect their nest egg from the potential effects of inflation, increase their investment income, or grow their wealth.
Moving out of cash in search of higher returns will involve accepting a greater risk to both income and capital.
Source: All figures have been taken from the BlackRock Swiss High Net Worth Investor Pulse survey, which was conducted between the end of February and the beginning of March 2015 amongst a nationally representative sample of 502 high net worth private individuals aged 25+. 302 private individuals had investable wealth of between CHF 500,000 and CHF 999,000, and 197 had more than CHF 1,000,000.
The results of this survey are provided for information purposes only and should not be relied upon for any other purposes.