Global High-Net-Worth Preference Report: Direct vs Fund Investment 1 | Page 2

Synopsis
This report draws on our 2015 Global Wealth Managers Survey to analyze HNW investment
preferences across the globe. It breaks down HNW investors' fund portfolio by asset class and type of
investment and contrasts fund holdings to direct holdings. It furthermore provides insight into why
investors opt for funds as opposed to direct holdings.

Specifically the report:

- Examines what proportion of HNW wealth is kept in funds as opposed to direct holdings, and how
preferences differ across the globe.

- Provides an understanding of when and why HNW investors prefer fund investments and when they
prefer direct holdings.

- Identifies the different drivers that determine HNW investment preferences in the fund space.

- Analyzes how fund holding preferences differ across asset classes.

- Examines data in more detail through an online interactive dashboard that enables you to select and
view the data of your choosing.

Reasons To Buy
- Understand how to best promote funds to your HNW clients.

- Review your service offering, and adjust it based on a detailed understanding of HNW investors'
investment preferences.