Market Research Report
HNW Asset Allocation Trends 2019
|Published by||GlobalData||Product code||353981|
|Published||Content info||52 Pages
Delivery time: 1-2 business days
|HNW Asset Allocation Trends 2019|
|Published: April 30, 2019||Content info: 52 Pages||
Chasing capital appreciation opportunities, HNW investors have been eager to increase their equity holdings over the past few years. While we do not expect a fall in demand for risk assets, HNW investors are looking for new means to diversify their portfolios. Overall we expect a notable increase in alternatives at the expense of fixed-income products over the coming year. However, there will be significant regional differences. Over the next 12 months we expect to see a reallocation of HNW assets as investors increasingly seek to diversify their holdings. This means wealth managers will do well to discuss the various methods that will help HNW investors diversify their portfolios. Diversification across asset classes remains the go-to approach, with too little attention given to geographical and intra-asset class diversification.
Drawing on our 2018 Global Wealth Managers Survey, this report analyzes HNW asset allocation strategies in 19 key markets. In particular, it examines the drivers behind investment choices now and over the next 12 months.