HNW Asset Allocation Trends

Date: 2015-11

There is no single driver influencing HNW investment preferences. On the contrary, investment choices are determined by an interplay of factors, such as risk preference, economic forces, and investor attitudes. As we go into 2016 we expect a reallocation of assets, benefiting equities and alternatives as investors seek to diversify their portfolios and capitalize on rising asset prices.

– Draws on our proprietary 2014 Global Wealth Managers Survey to present consistent data across more than 20 markets.
– Analyze HNW asset allocation strategies in 20 key HNW markets, including Australia, the UK, and the US.
– Understand the drivers that determine HNW investment preferences.
– Interpret macroeconomic, demographic, and attitudinal trends, such as risk preferences that are shaping HNW investment behavior.
– Accompanied by an online interactive dashboard to enable users to select and view the data of their choosing.

– What are HNW individuals’ preferred investment choices now and going into 2016, and how does this vary by country?
– What is driving HNW asset allocation strategies in more than 20 key markets, including Australia, the UK, and the US?
– What are the key drivers prompting HNW investors to review their investment strategies going forward?

Key Highlights
The most striking trend in 2014 was a global retreat from bonds, which have been negatively affected by the US Federal Reserve’s taper tantrum and the mainstreaming of alternative investments. These constitute an increasingly large share of the typical HNW portfolio, as investors are seeking diversification away from traditional investments.

HNW investors in the US and Europe are significantly exposed to equity risk, while property investments feature strongly in the Middle East and Asia Pacific. Investors in these regions also allocate an above-average proportion of their wealth to cash and near-cash products, in order to balance out the illiquid nature of property.

Interest rate movements will have a significant effect on bond holdings, which will continue to decrease in Europe. The picture looks more varied in developing markets, which will be affected by declining growth in China on the one hand, and the strong appreciation of the US dollar on the other.”

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