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American Wealth Analysis Report 2016: HNW Investors; Understanding HNW Investors and Wealth Management Strategies

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 pr
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 at
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.
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
- 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 –
US HNW clients prefer custom and discretionary approaches to wealth management
Key findings
Critical success factors
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
Greater demand for discretionary mandates is widely forecast
HNW investors invest a portion of their wealth independently to avoid fees
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
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
Abbreviations and acronyms
Liquid assets
Verdict Financial's 2015 Global Wealth Managers Survey
Verdict Financial's 2014 Global Wealth Managers Survey
Further reading
About Verdict Financial
Report Details –
Date of Publishing - May 28, 2016
No of Pages – 43
Single User PDF License – $3450
Corporate License – $10350
Buy Now -
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Absolute Reports
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