Wealth in the UK: HNW Customers

Date: 2015-11

Part of a three-part series, Wealth in the UK: HNW Customers analyzes the profile of UK HNW individuals, from their investments to product demand to sources of wealth. This report is based on our 2014 Global Wealth Managers Survey. The results of the survey are accompanied by best-practice case studies on how to target UK HNW individuals where applicable.

– Evaluate product and service demand among UK HNW individuals, from discretionary asset management to pension, inheritance, and tax advice services.
– Analyze the best methods to capture new UK HNW clients, including expats, and how best to maintain communication throughout the client relationship.
– Interpret the investment portfolios of UK HNW individuals through detailed asset allocation analysis.
– Understand the major sources of HNW wealth in the UK.

– How do UK HNW individuals amass their wealth?
– What investments make up a typical UK HNW investment portfolio?
– Which wealth management products and services are in demand in the UK?
– How often do UK wealth managers contact their clients via email, social media, and face-to-face meetings?
– How will UK HNW clients’ profile change in the coming years?

Key Highlights
UK HNW individuals have typically amassed their wealth through business and entrepreneurship. However, with significant wealth also drawn from earned income and inheritance, wealth managers must be prepared to service a wide range of clients.

UK HNW individuals have a longstanding love affair with equity investments, with 64.1% of their portfolios dedicated to this asset class, mainly via investment funds. On the other hand, cash is held directly by the vast majority of investors.

Providing planning advice is a must for wealth managers, especially as demand for inheritance, pensions, and retirement planning will increase.”

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