MarketResearchReports.Biz
announces addition of new report "Wealth in the US: Sizing the Market
Opportunity 2017" to its database.
GlobalDatas 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.
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 the 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 the product and service demand among US HNW investors.
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Scope
-
38.2% of US HNW individuals have gained wealth either as family
business owners or as first-generation 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.
Reasons to buy
- Develop and enhance your client targeting strategies using our data on HNW profiles and source 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 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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Contact
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State Tower
90 Sate Street, Suite 700
Albany, NY 12207
Tel: +1-518-621-2074
