Market Research Report
Canada Wealth Management - High Net Worth (HNW) Investors 2022
|Canada Wealth Management - High Net Worth (HNW) Investors 2022|
Published: April 21, 2022
Content info: 34 Pages
Delivery time: 1-2 business days
HNW individuals in Canada are predominantly older males. HNW investors mainly source their wealth through earned income and entrepreneurship, but inheritance is forecast to rise given the older age of the HNW cohort. In a competitive market such as this, while the largest chunk of HNW wealth is held via discretionary mandates, offering a multi-service proposition focused on financial planning and tax planning is a must. A burgeoning appetite for digitized and automated solutions such as robo-advice, a buoyant property market, and growing demand for ESG and alternative investments provide arguably the most significant growth opportunities for global wealth managers in the foreseeable future.
This report sizes the opportunity within Canada's 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.