Wealth in the US: HNW Investors; Understanding HNW investors and wealth management strategies

Published: May 2016
No. of Pages: 43
    ReportsandReports

Summary

The US is the largest wealth market in the world, and home to a diverse and sizable HNW segment. As the population continues to age, building ties with younger generations will ensure successful transfers of wealth to beneficiaries. Less than 25% of client investment portfolios are allocated into bond investments, and with less demand expected in the future more pressure is placed on better returns from alternative investments.

Key Findings

  • Almost half of US HNW individuals have gained wealth either as a family business owner or as a first-generation entrepreneur. Greater demand for personalized wealth management services and reaching international markets is expected.
  • Gaining access to sophisticated investment products is the number one reason US HNW clients opt to have their wealth professionally managed, while 23.1% believe their portfolio is too complex to manage themselves.
  • While more than twice as many HNW clients prefer discretionary mandates over advisory asset management, the latter will display the greatest increase in demand.
  • Equities are the main constituent of a US HNW investment portfolio. As expected, alternative investments are gaining importance and make up 26% of an average HNW portfolio.
  • Among planning services, financial planning shows the strongest demand. But wealth managers will do well to provide a complete suite of tax planning services.

Synopsis

Verdict Financial's "Wealth in the US: HNW Investors" report analyzes the investing preferences and portfolio allocation of US HNW investors. The report is based on our proprietary Global Wealth Managers Survey.

Specifically the report:

  • Profiles the average US HNW investor in terms of their demographics and analyzes the expat opportunity in the US.
  • Analyzes which wealth management mandates are preferred among US HNW investors and how demand will develop looking forward.
  • Examines the allocation of US HNW investors' portfolios into different asset classes and how the allocation is expected to develop in the future.
  • Analyzes product and service demand among US HNW investors.

Reasons To Buy

  • Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.
  • Give your marketing strategies the edge required and capture new clients using insights from our data on HNW investors' drivers for seeking investment advice vs self-directing.
  • Tailor your investment product portfolio to match the current and future demand for different asset classes among HNW individuals.
  • Develop your service proposition to match the service and product demand expressed by US HNW investors and react proactively to the forecasted change in demand.

Published By: GlobalData
Product Code: Verdict160


Did you find what you are/were looking for ? If not, read below and browse through other relevant pages for similar market research reports OR get in touch with us through the form/contact info in your right navigation panel and well share relevant market report titles for you to explore.

Related Reports:

  • The Emergence of Alternative Capital in Reinsurance

    Synopsis Timetric's 'Insight Report: The Emergence of Alternative Capital in Reinsurance' analyzes the development of alternative capital in the reinsurance industry, and also discusses the major types of alternative instrument. The emergence of alt...

  • Global Foreign Exchange Margin Trading Market Size, Status and Forecast 2022

    Notes: Production, means the output of Foreign Exchange Margin Trading Revenue, means the sales value of Foreign Exchange Margin Trading This report studies the global Foreign Exchange Margin Trading market, analyzes and researches the Foreign E...

  • Global IoT Insurance Market Size, Status and Forecast 2022

    Notes: Production, means the output of IoT Insurance Revenue, means the sales value of IoT Insurance This report studies the global IoT Insurance market, analyzes and researches the IoT Insurance development status and forecast in United States,...

  • Fuel Cards in Europe, Western Markets 2016

    Fuel Cards in Western European Markets 2016 is invaluable for issuers of fleet cards, fuel retailers, fleet leasing companies and other suppliers to the sector. Based on research with issuers and fuel retailers it provides commercial (B2B) fuel card ...

  • Fuel Cards in Luxembourg 2016

    Fuel Cards in Luxembourg 2016 is invaluable for issuers of fleet cards, fuel retailers, fleet leasing companies and other suppliers to the sector. Based on research with issuers and fuel retailers it provides commercial (B2B) fuel card volume (split ...

  • FMCG Industry Business Confidence Report - H1 2017

    The existing economic environment is stable for the FMCG industry, and customer confidence levels will remain positive during H1 2017. Survey results reveal that executives who operate in the Asia-Pacific and North America project a more favorable op...

  • Fuel Cards in Switzerland 2016

    Fuel Cards in Switzerland 2016 is invaluable for issuers of fleet cards, fuel retailers, fleet leasing companies and other suppliers to the sector. Based on research with issuers and fuel retailers it provides commercial (B2B) fuel card volume (split...

  • Fuel Cards in Ireland 2016

    Fuel Cards in Ireland 2016 is invaluable for issuers of fleet cards, fuel retailers, fleet leasing companies and other suppliers to the sector. Based on research with issuers and fuel retailers it provides commercial (B2B) fuel card volume (split by ...

  • United States Contactless Payment Market Report 2017

    Notes: Sales, means the sales volume of Contactless Payment Revenue, means the sales value of Contactless Payment This report studies sales (consumption) of Contactless Payment in United States market, focuses on the top players, with sales, pri...

  • Global Peer-to-peer Lending Market Size, Status and Forecast 2022

    Notes: Production, means the output of Peer-to-peer Lending Revenue, means the sales value of Peer-to-peer Lending This report studies the global Peer-to-peer Lending market, analyzes and researches the Peer-to-peer Lending development status an...


Why ReportsnReports.com?

  • 500,000 market research reports and growing.
  • Top Fortune 500 Organizations trust us for research data.
  • 24/7 support on call as well as emails.
  • Your Details are safe with us.
  • Free support for your research requirements.
  • Report Delivery: Email
  • Delivery Time:
    • Upto 24 hrs - working days
    • Upto 48 hrs max - weekends and public holidays

Research Support / Custom Research

If this business study does not have the data and information analysis you need, contact us with your research requirements. We explore available market research reports to map your needs and share report titles with you. Alternatively, we can also offer custom research that suits your budget and timelines. Share your information requirements here.
Connect With Us
Email: sales@reportsandreports.com Call : + 1 888 391 5441

Subscription Option

Using our subscription option, you get access to market research reports and industry data of Consumer Goods market as per your needs. Get the best of Consumer Goods research reports by utilizing your research budgets in an optimum way.

More about our Subscription option
Report Alerts

Get Email alerts about market research reports from industries and publishers of your interest: