Alternative Investment Holdings Diverting Interest of Global HNW Investors : Ken Research - PowerPoint PPT Presentation

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Alternative Investment Holdings Diverting Interest of Global HNW Investors : Ken Research

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High Net Worth individuals across the globe are showing a change in attitude with a greater interest in alternative investment options that offer better profits at lower risks. – PowerPoint PPT presentation

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Title: Alternative Investment Holdings Diverting Interest of Global HNW Investors : Ken Research


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Alternative Investment Holdings Diverting
Interest of Global HNW Investors
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  • High Net Worth Individuals across the globe are
    showing greater interest in alternative
    investment holding options driven by the desire
    to diversify.
  • Real estate investments are driven by HNW
    investors' desire to be able to rely on rental
    income
  • Ken Research has announced latest publication on,
    HNW Asset Allocation Trends, which offers a
    detailed insight into the trends prevailing in
    the global wealth management landscape.
    Specifically, the publication examines drivers
    behind the investment choices expected to be made
    by the HNWs over the next 12 months. The report
    also interprets macroeconomic, demographic and
    attitudinal trends that are shaping HNW
    investment behavior. One of the distinct features
    of this report is an interactive online dashboard
    to enable users to select and view the data of
    their choice. The report findings are based upon
    2015 Global Wealth Managers Survey by Verdict
    Financials conducted across 20 key HNW markets
    including the UK, the US and Australia.

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  • The worldwide HNW investment preferences are
    undergoing a shift in 2016. It is difficult to
    point out any single factor which is driving this
    shift. Instead, the investment choices of HNWs
    are driven by an interplay of factors such as
    macro/micro economic forces, investor attitudes
    and risk preferences. As of 2016, the trend has
    shifted towards relocation of assets towards
    investment holdings worldwide. In addition, there
    is also a trend of cheap buying opportunities in
    the equity space.

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  • Alternative investment holding options have
    gained popularity because they offer increased
    diversification, thereby enhancing profitability
    and lowering the risks. The popularity of
    alternative investments has come at the expense
    of bonds. HNW investors are typically interested
    in either investing in direct equity, local
    currency products, equity funds or direct
    properties. Even though direct holdings form a
    major part of equities, the ETPs are also
    gaining immense popularity. For instance,
    commodity ETPs have now taken over mutual funds
    in both value and volume of overall output.

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  • The investment patterns are also driven by
    regional factors such as the economy of the
    country the HNWs belong to. For example, in terms
    of asset allocation preferences, HNWs in Africa
    and the Middle East are heavily skewed towards
    equities. On the contrary, the typical HNW
    portfolio in the Asia-Pacific region are skewed
    towards real estate investment. However, in
    resource-rich countries of the West, the drop in
    commodity prices forced the HNWs to look for
    alternative investment holding options.
    Particularly in North America, the demand for
    alternatives is very high.

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  • With the increasing number capital appreciation
    opportunities available, investors are forecasted
    to channelize a larger part of their wealth into
    equities. The trend is particularly prominent in
    Europe, where the investors are hopeful that
    loose monetary conditions might finally result in
    stimulation of equity markets. Additionally, in
    the fixed income arena, HNW investors are moving
    beyond high-yield bonds as the concerns regarding
    their volatility are rising. In fact, even wealth
    managers are promoting bond funds over other bond
    holdings in general because of the
    diversification benefits they offer.

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  • High Net Worth individuals across the globe are
    showing a change in attitude with a greater
    interest in alternative investment options that
    offer better profits at lower risks. Following
    are some upcoming trends that will show up over
    the forecast period- Real estate will remain the
    core of all HNW investment. While data has showed
    that there is some decline in HNWs interest in
    real estate, overall the real estate market has
    reported steady output in terms of both value and
    volume.

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  • Equity will gain preference over bonds. Research
    has revealed that HNW investors have moved beyond
    traditional hedges such as gold and other fixed
    income investment solutions towards equities.
  • Key Topics Covered in the Report
  • The global landscape of HNW investments
  • Global drivers for HNW investment
  • Competitive landscape of the HNW investment
    industry
  • Detailed product environment in the HNW market

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  • To know more on coverage, click on the link
    below
  • https//www.kenresearch.com/banking-financial-serv
    ices-and-insurance/financial-services/hnw-asset-al
    location-trends/8401-93.html
  • Related Reports
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    Managers Understanding how self-directed
    investment affects the wealth management industry
  •  
  • Emergent FinTech Defining the Potential and
    Opportunities
  •  
  • Contact
  • Ken Research
  • Ankur Gupta, Head Marketing Communications
  • query_at_kenresearch.com
  • 91-124-4230204

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