What are you looking for?
Need help finding what you are looking for? Contact Us

PUBLISHER: GlobalData | PRODUCT CODE: 1078309

Cover Image

PUBLISHER: GlobalData | PRODUCT CODE: 1078309

United States of America (USA) Wealth Management - High Net Worth (HNW) Investors 2022

PAGES: 32 Pages
DELIVERY TIME: 1-2 business days
PDF (Single User License)
USD 1295
PDF (Site License)
USD 1942
PDF (Global License)
USD 2590

Add to Cart

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.


  • Expats constitute 21.4% of the local HNW population. They represent an attractive target market thanks to their more complex service requirements.
  • Robo-advice accounts for 14.7% of the US HNW portfolio. The market for robo-advisory services is growing rapidly in the country's HNW space.
  • Equities, cash and near-cash investments, and property dominate the US 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 forecasted changes in demand.
Product Code: GDFS0589CI

Table of Contents

Table of Contents

  • Demographics
  • Expats
  • Investment Style Preferences
  • Asset Allocation Preferences
  • Offshore Investment Preferences
  • Products and Services


Have a question?

Jeroen Van Heghe

Manager - EMEA



Christine Sirois

Manager - Americas


Questions? Please give us a call or visit the contact form.
Hi, how can we help?
Contact us!