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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EXECUTIVE SUMMARY
US HNW clients prefer custom and discretionary approaches to wealth management
Key findings
Critical success factors
PROFILING THE US HNW INVESTOR
Earned income accounts for the largest proportion of US HNW wealth
Inheritors are the second-largest segment
HNW wealth is sourced from financial and technological industries
Expats account for 5.6% of the US HNW population
Strict visa requirements limit the expat opportunity in the US
The increase of US HNW expats from China is notable
Foreign exchange is the main reason HNW expats move investments to the US
US HNW INVESTMENT STYLE PREFERENCES
Greater demand for discretionary mandates is widely forecast
HNW investors invest a portion of their wealth independently to avoid fees
UNDERSTANDING ASSET ALLOCATION TRENDS AMONG US HNW INVESTORS
Current asset allocation is heavily weighted towards equities
Equity and alternative investments dominate HNW portfolios
Equity investments make up nearly half of US HNW portfolios
Bonds represent less than 25% of US HNW portfolios
HNW individuals shift assets away from cash investments
HNW client portfolios allocate the least to property investments