In its ninth iteration, this annual report provides a comprehensive analysis of the high-net-worth (HNW) (investable assets greater than $5 million) and ultra-high-net-worth (UHNW) (investable assets greater than $20 million) marketplaces in the United States. The report examines vehicle use, fees, and services provided at wirehouses, multi-family offices, trust companies, private banks, registered investment advisors, direct providers, and selective broker/dealers and investment councils. It also provides an overview of the UHNW market and developments within the segment.
Data in this report comes from Cerulli’s continuous decade-long research and analysis of the HNW marketplace, including proprietary and partnership surveys of over 450 elite wealth management executives, individual HNW-focused advisory practices, and asset managers.
Reasons To Purchase:
- Assessment of the unique characteristics of advising HNW and UHNW families, including their attitudes and behaviors relative to their relationships with wealth managers and their current and anticipated changes in product use
- Analysis of the current and 5-year projected HNW marketshare leaders
- Detailed coverage on the current use of investment products (active vs. passive), services, associated fees, and anticipated changes in the industry
- Understand the main centers of influence and the primary portfolio constructors within each channel, and how to best engage with them