1 / 5

Wealth in the UK Market Share & Size Forecast and Trends

Download Sample Brochure @ http://tinyurl.com/jjt2mdl<br><br>The UK wealth management industry has a long history, and this is reflected in the profile of the country’s high net worth (HNW) clients. The majority originate from the financial services industry and are sophisticated enough to deal with their financial affairs. However, to save time they opt for discretionary asset management services, as UK wealth managers maintain their reputation as trusted professionals. Investment portfolios are built around traditional asset classes such as equities and bonds, but alternatives are gaining importance. On the other hand, recent legal changes may cause a shift in demand for certain services, creating opportunities not only for existing competitors but for potential new entrants.

daniel2a
Download Presentation

Wealth in the UK Market Share & Size Forecast and Trends

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Wealth in the UK: HNW Investors; Understanding HNW investors and wealth management strategies Published on - 28 April, 2016  | Number of pages : 40 Single User Price: $3450 “Wealth in the UK Market” • Examines the allocation of UK HNW investors’ portfolios into different asset classes and how this allocation is expected to develop in the future. • Analyzes product and service demand among UK HNW investors

  2. Summary • The UK wealth management industry has a long history, and this is reflected in the profile of the country’s high net worth (HNW) clients. • The majority originate from the financial services industry and are sophisticated enough to deal with their financial affairs. However, to save time they opt for discretionary asset management services, as UK wealth managers maintain their reputation as trusted professionals. • Investment portfolios are built around traditional asset classes such as equities and bonds, but alternatives are gaining importance. • On the other hand, recent legal changes may cause a shift in demand for certain services, creating opportunities not only for existing competitors but for potential new entrants. Click Here To Check Complete Report

  3. Key Findings• Entrepreneurs account for 50% of the UK’s HNW population, but earned income and inheritance are also importance sources of wealth.• The majority of HNW expats residing in the UK come from France, Germany, and the US. The expat population is likely to be affected by the government’s changes to taxation of the non-domiciled.• Discretionary management is strongly preferred by UK HNW clients, who hire professional wealth managers in order to save time. Demand for execution-only platforms is very limited.• Equities and bonds are major components of UK HNW investors’ well-diversified portfolios. No significant changes to asset management strategies are forecast, although wealth managers should prepare their clients’ portfolios for shifts in the Bank of England’s monetary policy.Synopsis“Wealth in the UK: HNW Investors” report analyzes the investing preferences and portfolio allocation of UK HNW investors. The report is based on our proprietary Global Wealth Managers Survey. Download Sample Brochure

  4. Specifically the report:• Profiles the average UK HNW investor in terms of the source of their wealth and age, as well as analyzing the expat opportunity in the UK.• Analyzes which wealth management mandates are preferred among UK HNW investors and how demand will develop looking forward. • Examines the allocation of UK HNW investors’ portfolios into different asset classes and how this allocation is expected to develop in the future. • Analyzes product and service demand among UK HNW investorsReasons To Buy• Develop and enhance your client targeting strategies using our data on HNW profiles and source of wealth.• Give  your marketing strategies the edge required and capture new clients using insights from our data on HNW investors’ drivers for seeking investment advice vs self-directing.• 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 service and product demand expressed by UK HNW investors and react proactively to the forecasted change in demand. Make an Inquiry Before Buying

  5. Wealth in the UK: HNW Investors; Understanding HNW investors and wealth management strategies A detailed qualitative analysis of the factors responsible for driving and restraining growth of the Wealth in the UK Market and future opportunities are provided in the report. Contact: 1-302-684-6088 sales@marketintelreports.com www.marketintelreports.com Click here to order a copy of Wealth in the UK Market Report

More Related