"The Report Wealth in
the US: HNW Investors provides information on pricing, market
analysis, shares, forecast, and company profiles for key industry
participants. - MarketResearchReports.biz"
GlobalDatas
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.
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 the successful transfer of
wealth to beneficiaries. The range of countries of origin among HNW
expats in the US is diverse, with the majority from China and the UK.
Over one third of client investment portfolios are allocated into
equity investments, and with continued market uncertainty expected in
the future, greater importance is placed on cash holdings.
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Report @ http://www.marketresearchreports.biz/analysis/1009097
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 the 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 the product and service demand among US HNW investors.
Scope
-
38.2% of US HNW individuals have gained wealth either as family
business owners or as first-generation entrepreneurs. As these
sources of wealth continue to increase in importance, greater demand
is expected for personalized wealth management services.
-
The majority of HNW investments are held in discretionary mandates.
However, wealth managers expect growing demand for execution-only
asset management and automated investment services in the next two
years. This is reflective of some clients preferring a higher level
of involvement in their investment choices.
-
Equities are the main constituent of a US HNW investment portfolio,
representing nearly half of an average US HNW portfolio. Though cash
investments make up just 5.1% of an average HNW portfolio, they are
gaining importance.
-
Among planning services, financial planning shows the strongest
demand. But wealth managers will do well to provide a complete suite
of tax planning services, as 68.9% expect demand for these services
to increase in the near future.
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Sample Copy Of This Report @
Reasons
to buy
-
Develop and enhance your client targeting strategies using our data
on HNW profiles and source 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.
Table
Of contents :
Executive
Summary
1.1.
US HNW clients prefer custom and discretionary approaches to wealth
management
1.2.
Key findings
1.3.
Critical success factors
2
Profiling the US HNW Investor
2.1.
Earned income accounts for the largest proportion of US HNW wealth
2.1.1.
The majority of US HNW individuals are males over the age of 50
2.1.2.
US HNW clients accumulate wealth in different ways
2.1.3.
HNW wealth is sourced from property, professional services, and IT
2.2.
Expats in the US are a small but important segment
2.2.1.
Expats account for 5.4% of the US HNW population
2.2.2.
The increase of US HNW expats from China is notable
2.2.3.
Foreign exchange is the main reason HNW expats move investments to
the US
3
US HNW Investment Style Preferences
3.1.
US HNW investors prefer their wealth professionally managed
3.1.1.
Discretionary mandates are the most favored among US HNW investors
3.1.2.
Lack of time is driving uptake of advice
3.1.3.
US HNW investors prefer to use fewer wealth management firms than the
global average
3.2.
US HNW individuals prefer their portfolios to be managed by a
professional
3.2.1.
Discretionary and advisory asset management are greatly in-demand by
HNW clients
3.2.2.
Greater demand for discretionary mandates is widely forecast
3.2.3.
HNW investors perceive advisory asset management as a high-return
time saver
3.2.4.
HNW individuals who choose to invest themselves do so for exclusive
control
4
Understanding Asset Allocation Trends among US HNW Investors
4.1.
Current asset allocation is heavily weighted towards equities
4.1.1.
Equity and alternative investments dominate HNW portfolios
4.1.2.
Equity investments make up nearly half of US HNW portfolios
4.1.3.
US HNW investor portfolios display noticeable demand for bond
investments
4.1.4.
HNW individuals shift assets away from cash investments
4.1.5.
HNW client portfolios allocate a minimal proportion of wealth to
property investments
4.1.6.
Commodity investments are of little interest to US HNW clients
4.1.7.
Alternatives constitute 7% of the typical HNW portfolio
5
US HNW Product and Service Demand
5.1.
Planning services are in high demand in the US
5.1.1.
Inheritance planning presents an opportunity for wealth managers to
resonate with recipients
5.1.2.
A holistic approach to providing wealth management services is key
for resonating with the US HNW market
6
Appendix
6.1.
Abbreviations and acronyms
6.2.
Definitions
6.2.1.
HNW
6.2.2.
Liquid assets
6.3.
Methodology
6.3.1.
GlobalDatas 2016 Global Wealth Managers Survey
6.3.2.
GlobalDatas 2015 Global Wealth Managers Survey
6.3.3.
GlobalDatas GlobalData
6.4.
Bibliography
6.5.
Further reading
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