This report evaluates the opportunity within the UK's wealth market and analyzes the investing preferences, service requirements, and portfolio allocations of its HNW investors. The report is based on the publisher's proprietary Global Wealth Managers Survey.
The UK's HNW population is dominated by professional males. 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 burgeoning appetite for robo-advice coupled with increasing demand for all planning services provide arguably the most significant growth opportunities for wealth managers in the foreseeable future.
Scope
- Expats constitute 23.7% of the local HNW population. They represent an attractive target market thanks to their more complex service requirements
- Robo-advice accounts for 11.9% of the UK HNW portfolio. The demand for robo-advisory services is expected to grow at the strongest rate compared to other investment mandates over the next 12 months
- Cash and near-cash investments and equities dominate the UK 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 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:
- St. James's Place
- Citibank
- Moneyfarm
- M&G Wealth
