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Wealth in the UK: HNW Investors 2018

Wealth in the UK: HNW Investors 2018

  • September 2018
  • 57 pages
  • ID: 4895284
  • Format: PDF
  • By GlobalData


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Wealth in the UK: HNW Investors 2018

The UK’s wealth market is established and already home to a large number of international and local providers that offer a wide array of private banking products, providing HNW investors with relatively little incentive to offshore their fortunes and, indeed, attracting a great deal of foreign wealth. While the well-developed nature of the UK’s wealth market has resulted in few new entrants targeting HNW investors over the past few years, its unique characteristics provide significant opportunities for wealth managers willing to seize them.

Intergenerational wealth transfer will be a big source of new business over the coming years, as will tax planning - with both requiring professional advice and planning.One of the main challenges is an increase in demand for both advisory and automated solutions, indicating a shift away from an industry with a traditionally strong preference for discretionary mandates.

Brexit and related volatility are likely to shift HNW asset allocations in the UK, but will have limited impact on the country’s cross-border attractiveness as a destination for HNW wealth.

"Wealth in the UK: HNW Investors 2018", report analyzes the investing preferences and portfolio allocation of British HNW investors.

Key Findings
- At 14.6%, the UK has a higher proportion of female HNW investors than Europe.
- Inheritance planning will continue to be big business, but wealth managers can differentiate themselves by adding tax planning to the mix.
- Demand is increasing for both advisory mandates and automated solutions like robo-advisors.
- Over the next 12 months, UK HNW investors are expected to move away from equities and bonds in favor of property and commodities.

- Profiles of average British HNW investor in terms of their demographics and looks at the expat opportunity in the UK.
- Explores which wealth management mandates are preferred among UK HNW investors and how demand will develop going forward.
- Examines the allocation of British HNW investors’ portfolios into different asset classes and how this is expected to develop in the future.
- Analyzes HNW investors’ propensity to invest offshore, their preferred booking centers and asset classes, as well as the UK’s standing as an offshore center.
- Identifies wealth and investment management product and service demand among HNW investors in the UK.

Reasons to buy
- Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.
- Give your marketing strategies the edge required and capture new clients using insights from our data on HNW investors’ preferences for the various styles of asset management.
- Tailor your investment product portfolio and service proposition to match current and future demand for different asset classes among HNW individuals.

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