Wealth in the UK: HNW Investors 2018

Market: Financial Services

United Kingdom, 57 pages report, published by GlobalData

Report ThumbnailSeptember-2018
Wealth in the UK: HNW Investors 2018

Summary

"Wealth in the UK: HNW Investors 2018", report analyzes the investing preferences and portfolio allocation of British HNW investors. It is based on our proprietary Global Wealth Managers Survey.

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 so

Read More
  • List of Figures
  • Figure 1: Female HNW investors tend to be younger than their male counterparts 11
  • Figure 2: Expats represent just 5.6% of the UK HNW population, down from previous highs 12
  • Figure 3: UK HNW individuals are seeking expertise in the face of an uncertain economic future 13
  • Figure 4: Investors’ significant allocation to equities requires hedging and risk mitigation 14
  • Figure 5: Tax efficiency is the number one offshore driver, highlighting the need for efficient local tax strategies
Read More
  • List of Tables
  • Table 1: Cash and near-cash products: importance of asset allocation drivers 51
  • Table 2: Equities: importance of asset allocation drivers 52
  • Table 3: Bonds: importance of asset allocation drivers 52
  • Table 4: Property: importance of asset allocation drivers 53
  • Table 5: Commodities: importance of asset allocation drivers 53
  • Table 6: Alternatives: importance of asset allocation drivers 54
Read More
  • Table of Contents
  • 1. EXECUTIVE SUMMARY 2
  • 1.1. Already a mature wealth market, the UK still offers room for growth 2
  • 1.2. Key findings 2
  • 1.3. Critical success factors 2
  • 2. OVERVIEW 10
  • 2.1. Succeeding in the UK’s HNW market requires an understanding of evolving HNW demand patterns 10
  • 2.2. Demographics: Professionals employed in financial services and technology represent a lucrative target market 11
  • 2.3. Expats: Providers will have to work hard to make the expat opportunity work 12
  • 2.4. Lack of ex
Read More

Please select a license type

Share

Related Products

GlobalDataWealth in the UK: HNW Investors 2018Product ThumbnailWealth in the UK: HNW Investors 2018, Industry ReportProduct #: 1189534
GlobalData
TeleResearch
Global Markets Direct
GBI Research
MarketsandMarkets
MicroMarketMonitor
PayPal Acceptance Mark
SSL Certificate
Copyright © 2020 Global Market Analyst. All Rights Reserved