In its 12th iteration, this annual report provides a comprehensive analysis of the high-net-worth (HNW) (investable assets greater than $5 million) and ultra-high-net-worth (UHNW) (investable assets greater than $20 million) marketplaces in the United States. Specific attention is given to HNW market sizing and marketshare projections, portfolio construction, product demand, and wealth managers’ initiatives to attract wealthy families and retain next-generation clients.
In recent years, a growing number of HNW investors have increased their focus toward businesses that satisfy certain environmental, social, and governance (ESG) and socially responsible investing (SRI) criteria. With an increased global awareness of environmental and social concerns, and a rising generation of investors who are looking to make a greater impact with their wealth, HNW investors are increasingly looking to align their investment portfolios with their personal values. This year’s report highlights the evolving demand for ESG/SRI among HNW investors, including current and expected use, common barriers to adoption, and the implications for asset managers.
Reasons To Purchase:
- Examine an overview of HNW asset and marketshare projections across intermediary channels—multi-family offices (MFOs), registered investment advisors (RIA), private bank/bank trusts, direct providers, etc.
- Evaluate HNW investor demand for ESG/SRI strategies across channels, wealth tiers, and age cohorts
- Understand portfolio construction and product use trends (e.g., ETFs, private equity, direct/co-investments) among HNW-focused advisory practices
- Gain insight into asset managers’ most-effective distribution strategies when working with MFOs and developing relationships with key centers of influence