Wealth in the US: HNW Investors; Understanding HNW investors and wealth management strategies No of Pages – 43 Publishing Date - May 28, 2016 Browse detailed TOC, Tables, Figures, Charts in Wealth in the US: HNW Investors; Understanding HNW investors and wealth management strategies athttp://www.absolutereports.com/10185408 Summary 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 successful transfers of wealth to beneficiaries. Less than 25% of client investment portfolios are allocated into bond investments, and with less demand expected in the future more pressure is placed on better returns from alternative investments. Key Findings - Almost half of US HNW individuals have gained wealth either as a family business owner or as a first-generation entrepreneur. Greater demand for personalized wealth management services and reaching international markets is expected. - Gaining access to sophisticated investment products is the number one reason US HNW clients opt to have their wealth professionally managed, while 23.1% believe their portfolio is too complex to manage themselves. - While more than twice as many HNW clients prefer discretionary mandates over advisory asset management, the latter will display the greatest increase in demand. - Equities are the main constituent of a US HNW investment portfolio. As expected, alternative investments are gaining importance and make up 26% of an average HNW portfolio. - Among planning services, financial planning shows the strongest demand. But wealth managers will do well to provide a complete suite of tax planning services. Synopsis Verdict Financial's “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. 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 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 product and service demand among US HNW investors. Reasons To Buy - Develop and enhance your client targeting strategies using our data on HNW profiles and sources 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. Ask for Discount at – http://www.absolutereports.com/enquiry/request-discount/10185408 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 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 Report Details – Date of Publishing - May 28, 2016 No of Pages – 43 Single User PDF License – $3450 Corporate License – $10350 Buy Now - http://www.absolutereports.com/purchase/10185408 About Absolute Report: Absolute Reports is an upscale platform to help key personnel in the business world in strategizing and taking visionary decisions based on facts and figures derived from in depth market research. We are one of the top report resellers in the market, dedicated towards bringing you an ingenious concoction of data parameters. Contact– Mr. Ameya Pingaley Absolute Reports +1-408 520 9750 Email – [email protected] www.absolutereports.com Powered by TCPDF (www.tcpdf.org) Powered by TCPDF (www.tcpdf.org)

PDF document links to an analysis report which studies the investing preferences and portfolio allocation of US High-Net-Worth (HNW) investors. Key findings of the report, critical success factors, US HNW investor profile, US HNW investment style preferences, asset allocations trends among such high net worth individuals, their product and service demand have been discussed in detail in the report.