This report analyzes the investment preferences and portfolio allocation of the US's HNW individuals. It profiles HNW investors in terms of their demographics, examines the allocation of HNW investors’ portfolios, analyzes their propensity to invest offshore, and explores product and service demand among the country's HNW investors.
The US’s high-net-worth (HNW) demographic remains predominantly male, although female representation is steadily increasing. These investors allocate the largest share of onshore wealth to discretionary mandates. Meanwhile, offshore investments are essential for US HNW investors.
The US’s high-net-worth (HNW) demographic remains predominantly male, although female representation is steadily increasing. These investors allocate the largest share of onshore wealth to discretionary mandates. Meanwhile, offshore investments are essential for US HNW investors.
Scope
- Expats constitute a minor share of the local HNW population. However, they represent an attractive target market thanks to their more complex service requirements.
- Discretionary mandates hold the highest allocation in the average US HNW portfolio, while advisory mandates are expected to see strong demand going forward.
- Equities, real estate, and bonds dominate the HNW asset portfolio.
Reasons to Buy
- Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.
- Enhance your marketing strategies and capture new clients using insights from our data on HNW investors’ asset management style preferences.
- 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 demand expressed by US HNW investors and react proactively to forecast changes in demand.
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Morgan Stanley Private Wealth Management
- Merrill
- Bank of America Private Bank
- J.P. Morgan Private Bank
- UBS
- Morgan Stanley
- Citi
- JPMorgan Chase
- Goldman Sachs
- Vanguard
- Frec
- Marcus Invest
- Betterment
- U.S. Bank
- Schwab
