PUBLISHER: GlobalData | PRODUCT CODE: 1078309
PUBLISHER: GlobalData | PRODUCT CODE: 1078309
This report sizes the opportunity within the US wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of the country's HNW investors. The report is based on our proprietary Global Wealth Managers Survey.
The US HNW ecosystem is dominated by high-earning professional males. Meanwhile, given the sizable proportion of expats in the country, wealth managers cannot afford to ignore this lucrative segment. In a highly competitive market such as this, offering a multi-service proposition is a must as demand is expected to increase across all mandates and planning services. A burgeoning appetite for digitized and automated solutions such as robo-advice, buoyant equity and property markets, and growing demand for ESG and alternative investments provide arguably the most significant growth opportunities for wealth managers.