Wealth in the US Market is expected to grow high during the forecast period 2015-2019 - PowerPoint PPT Presentation

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Wealth in the US Market is expected to grow high during the forecast period 2015-2019

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The US is home to the largest affluent population in the world and hosts a very advanced financial services sector, including the most sophisticated mutual fund and equity markets globally. The large affluent population is financially literate with high retail participation in both equities and mutual funds. US wealth managers thus have a lucrative target market onshore. In the future, growth in the affluent population’s liquid assets will be pronounced compared to other developed economies. At the end of 2015, nearly two thirds of the US adult population was considered affluent, making the US home to the largest affluent population in the world. This compares very favorably to Western Europe, the second-largest wealth market in the world, where only 20.1% of the population is considered affluent. – PowerPoint PPT presentation

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Title: Wealth in the US Market is expected to grow high during the forecast period 2015-2019


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Wealth in the US Sizing the Market Opportunity
Published on - 23 April, 2016 Number of pages
39 Single User Price 3450
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Summary The US is home to the largest affluent
population in the world and hosts a very advanced
financial services sector, including the most
sophisticated mutual fund and equity markets
globally. The large affluent population is
financially literate with high retail
participation in both equities and mutual funds.
US wealth managers thus have a lucrative target
market onshore. In the future, growth in the
affluent populations liquid assets will be
pronounced compared to other developed economies.
At the end of 2015, nearly two thirds of the US
adult population was considered affluent, making
the US home to the largest affluent population in
the world. This compares very favorably to
Western Europe, the second-largest wealth market
in the world, where only 20.1 of the population
is considered affluent.
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  • Key Findings
  • High net worth (HNW) individuals account for 1.8
    of the US population, and their numbers are
    expected to swell by nearly 7 year-on-year to
    2019. Ultra-high net worth individuals (those
    with over 10m in assets) are expected to
    increase by over 10.
  • The US retail investments market remains buoyant,
    but growth slowed significantly throughout 2014
    and 2015, largely due to outflows of equities
    following a bumper year for the stock market in
    2013. Against an uncertain economic backdrop,
    bonds are already bouncing back and are predicted
    to record 4 year-on-year growth to 2019.
  • HNW individuals are now allocating 28.1 of their
    investible assets outside of traditional
    investments, with hedge funds the most popular
    alternative option in 2015 and private equity a
    relatively close second.

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  • Offshore investment continues to decrease (now at
    6.1) following the onset of the Foreign Account
    Tax Compliance Act (FATCA), with client anonymity
    and tax efficiency the key drivers.
  • Synopsis
  • MarketIntelReports Wealth in the US Sizing the
    Market Opportunity analyzes the American wealth
    and retail savings and investments markets, with
    a focus on the HNW segment. The report is based
    on our proprietary datasets.
  • Specifically the report
  • Sizes the affluent market (both by the number of
    individuals and value of their liquid assets)
    using our proprietary datasets.
  • Analyzes which asset classes are favored by
    American retail investors and how their
    preferences impact the growth of the total
    savings and investments market.

Click Here To Check Complete Report
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  • Examines HNW clients attitudes towards
    non-liquid investments such as hedge funds,
    property, and commodities.
  • Identifies key drivers and booking centers for
    offshore investments by HNW clients.

Download Sample Brochure
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  • Reasons To Buy
  • Benchmark your share of the US wealth market
    against the current size of the market.
  • Forecast your future growth prospects using our
    projections for the market to 2019.
  • Identify your most promising client segment by
    analyzing penetration of affluent individuals in
    the US.
  • Evaluate your HNW proposition by understanding
    how FATCA is affecting your HNW clients.
  • Review your offshore strategy by learning HNW
    motivations for offshore investments and their
    preferred booking centers.

Make An Inquiry Before Buying
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Wealth in the US Sizing the Market Opportunity
A detailed qualitative analysis of the factors
responsible for driving and restraining growth of
the Wealth in the US Sizing the Market
Opportunity are provided in the report.
Contact 1-302-684-6088 sales_at_marketintelreports.c
om www.marketintelreports.com
Click here to order a copy of Wealth in the US
Sizing the Market Report
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