Home » Wealth in the US: HNW Investors; Understanding HNW investors and wealth management strategies

Wealth in the US: HNW Investors; Understanding HNW investors and wealth management strategies

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.

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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.

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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.

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