HNW Asset Allocation Trends and Insight 2018

Specifically the report – 
– Discusses the drivers that determine HNW investment preferences.
– Interprets the macroeconomic, demographic, and attitudinal trends that are shaping HNW investment behavior.
– Provides a detailed overview of what the average HNW portfolio looks like across the globe and on a country level.
– Analyzes how HNW investment preferences are expected to change over the coming 12 months.
– Points out the various challenges increased levels of market volatility will pose over the next 12 months and how best to address them.
– Examines how wealth managers should design their investment service proposition based on changing demand trends.

Scope

– HNW investors in Asia Pacific are significantly more risk averse than their global peers, with an average equity allocation of 27% compared to 39% globally.
– 47% of market participants expect demand for alternatives to rise, compared to 22% who expect a drop in demand. The asset class is becoming more popular as a diversifier, and as the allure of bonds fades.
– 70% of wealth managers agree that HNW investors are increasingly open to new investment ideas. But increased levels of uncertainty are holding investors back.
– With risk aversion on the rise, the predictability of returns is becoming a more important determinant of investment choices. Wealth managers should place greater emphasis on dividend stocks and funds.

– Understand investment trends and adjust your service proposition based on a detailed understanding of HNW investors investment preferences.
– Understand how to best promote investment products by learning what drives investment choices.
– Learn how and why investment preferences will change over the next 12 months.
– Understand the effects increased volatility has on customer churn rates and how to minimize the risk of customers changing providers.
– Understand how increased levels of risk aversion are affecting the global investor psyche as a result of increasingly uncertain investment conditions, and how best to address any worries investors may have.
– Give your marketing strategies the edge required and capture new clients using insights from our data on HNW investment drivers.