This report analyzes the investment preferences and portfolio allocation of Turkiye'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.
Turkiye’s high-net-worth (HNW) demographic is predominantly male, although female representation is gradually increasing. HNW investors channel most of their onshore wealth into discretionary and advisory mandates, with the average HNW portfolio heavily weighted toward equities and bonds.
Turkiye’s high-net-worth (HNW) demographic is predominantly male, although female representation is gradually increasing. HNW investors channel most of their onshore wealth into discretionary and advisory mandates, with the average HNW portfolio heavily weighted toward equities and bonds.
Scope
- Expats make up only a small portion of the local HNW population but are an attractive target market owing to their more complex service needs.
- Automated investment services have a strong position among Turkish HNWs.
- Offshore investments remain crucial for HNW investors.
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 Turkiye's 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:
- Halkbank
- Garanti BBVA Private
- QNB First & Private
- PwC Turkiye
