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

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

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# Pages
Market
Country
Single User
Site License
Enterprisewide
43
Financial Services
United States

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. 

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