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: Verdict
Product Code: Verdict160


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