Wealth in the US: HNW Investors
Wealth in the US: HNW Investors
Scope
- 38.2 % of US HNW individuals have gained wealth either as family business owners or as firstgeneration entrepreneurs. As these sources of wealth continue to increase in importance, greater demand is expected for personalized wealth management services.- The majority of HNW investments are held in discretionary mandates. However, wealth managers expect growing demand for execution-only asset management and automated investment services in the next two years. This is reflective of some clients preferring a higher level of involvement in their investment choices.- Equities are the main constituent of a US HNW investment portfolio, representing nearly half of an average US HNW portfolio. Though cash investments make up just 5.1 % of an average HNW portfolio, they are gaining importance.- Among planning services, financial planning shows the strongest demand. But wealth managers will do well to provide a complete suite of tax planning services, as 68.9 % expect demand for these services to increase in the near future.
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