Wealth in the US : HNW Investors
Wealth in the US : HNW Investors
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 .
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 the successful transfer of wealth to beneficiaries . The range of countries of origin among HNW expats in the US is diverse , with the majority from China and the UK . Over one third of client investment portfolios are allocated into equity investments , and with continued market uncertainty expected in the future , greater importance is placed on cash holdings .
Companies Mentioned
Lombard International Assurance Money Guide Pro RBC Wealth Management
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