Wealth in the US: HNW Investors;
Understanding HNW investors and wealth
management strategies
No of Pages – 43
Publishing Date - May 28, 2016
Browse detailed TOC, Tables, Figures, Charts in Wealth in the US: HNW Investors;
Understanding HNW investors and wealth management strategies athttp://www.absolutereports.com/10185408
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.