- 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