Albany, NY -- (SBWire) -- 04/27/2016 --The UK wealth management industry has a long history, and this is reflected in the profile of the countrys 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.
Key Findings
- Entrepreneurs account for 50% of the UKs 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 governments 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 Englands monetary policy.
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Verdict Financials 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.
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 investors
ReasonsToBuy
- 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.
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Sample of TOC:
EXECUTIVE SUMMARY
- The UK's HNW clients believe in traditional wealth management
- Key findings
- Critical success factors
PROFILING THE UK HNW INVESTOR
- The source of UK HNW wealth is dominated by entrepreneurs
- A diversified market still requires a focus on entrepreneurs and business owners
- Many HNW individuals have built their fortunes through financial services
- UK wealth managers should be targeting expats
- Expats account for 6.8% of the UK HNW population
- The vast majority of HNW expats originate from France, Germany, and the US
- HNW expats invest in the UK as they do not plan to return to their home countries
- Increased capital requirements for investor visas have impacted the flow of HNW individuals from outside the EEA
- The tax regime changes should be considered by wealth managers targeting expats
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Wealth Management in the UK - Understanding HNW Investors and Wealth Management Strategies
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