US Wealth Analysis Report 2016: HNW Investors; Understanding HNW Inve 1 | Page 4

Commodity investments are of little interest to US HNW clients Alternatives constitute 26 % of the typical HNW portfolio US HNW PRODUCT AND SERVICE DEMAND Planning services are in high demand in the US US HNW individuals show strong demand for pension planning Inheritance planning presents an opportunity for wealth managers to resonate with recipients A holistic approach to wealth management is key for resonating with the US HNW market Tax planning advice is in high demand in the US HNW managers should aim to capture market share for investment property services APPENDIX Abbreviations and acronyms Definitions HNW Liquid assets Methodology Verdict Financial ' s 2015 Global Wealth Managers Survey Verdict Financial ' s 2014 Global Wealth Managers Survey Bibliography Further reading About Verdict Financial Disclaimer
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