This report analyzes the investment preferences and portfolio allocations of US HNW investors. It profiles them in terms of their demographics, analyzes their propensity to invest offshore, and explores product and service demand.
The US HNW population is dominated by professional males, but female HNW individuals and entrepreneurs also represent lucrative target segments. HNW wealth is spread across multiple different investment mandates, with advisory mandates having a slight edge. However, offering a multi-service proposition underpinned by a proven ability to demonstrate returns will be key to tapping into demand. A growing appetite for robo-advice coupled with increasing demand for all planning services provide the most significant growth opportunities for global wealth managers in the foreseeable future.
The US HNW population is dominated by professional males, but female HNW individuals and entrepreneurs also represent lucrative target segments. HNW wealth is spread across multiple different investment mandates, with advisory mandates having a slight edge. However, offering a multi-service proposition underpinned by a proven ability to demonstrate returns will be key to tapping into demand. A growing appetite for robo-advice coupled with increasing demand for all planning services provide the most significant growth opportunities for global wealth managers in the foreseeable future.
Scope
- Expats constitute 20.5% of the local HNW population. They represent an attractive target market thanks to their more complex service requirements.
- Robo-advice accounts for 18.7% of the US HNW portfolio.
- Equities and cash and near-cash investments lead the US HNW asset portfolio.
- The average US HNW investor offshores 52.4% of their wealth abroad.
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.
Table of Contents
- Demographics
- Expats
- Investment Style Preferences
- Asset Allocation Preferences
- Offshore Investment Preferences
- Products and Services
- Appendix
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Silicon Valley Bank
- Signature Bank
- Silvergate Bank
- Wells Fargo
- Bank of America
- Citigroup
- Nvidia
- Microsoft
- Meta
- Amazon
- VentureWell
- Ally
