U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2020
Implications of Wealth Concentration
Reach and Retain the Next Generation of Wealth
- Learn about the growth of the HNW and UHNW landscape over the past decade, while also exploring several defining trends that will help shape future growth in the years to come
- Review HNW asset and marketshare projections, as well as estimated HNW-focused advisor headcounts, across intermediary channels
- Explore environmental, social, and governance (ESG)/socially responsible investing (SRI) trends across HNW channels, as well as wealth and age tiers, including product demand, primary ESG drivers, and barriers to adoption
- Understand portfolio construction and product use trends among HNW-focused advisory practices
- Evaluate asset managers’ most effective distribution strategies when working with multi-family offices and best practices when developing relationships with key centers of influencers
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This report provides insights and comprehensive analysis into the private wealth industry, focusing on high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals. Attention is given to the unique characteristics of investors with greater than $5 million in investable assets, including market sizing and growth trends, portfolio construction, product and service demands, and best approaches for both wealth management and asset management providers looking to attract and retain wealthy investors and their families.
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A Note from the Author
Rapid Growth in the HNW Market Offers Substantial Opportunity
Asher is a member of Cerulli’s Wealth Management practice, specializing in high-net-worth trends across advisory channels. In his role, Asher is responsible for leading the research and development of two annual reports, focusing on trends that impact high-end advisory practices and high-net-worth investors. Asher also leads and supports various strategic consulting engagements, focusing on private banks and multi-family offices.
Prior to joining Cerulli Associates, Asher worked as an Investment Analyst at a Boston-based multi-family office, where he conducted fund due diligence and portfolio analysis for high-net-worth investors.
Full biography here.
During the past decade, the HNW market has grown at a record pace, due to a combination of wealth creation and strong market performance. The number of HNW households alone reached record levels in 2019, with more than 1.6 million households, while UHNW households—those with $20 million or more in assets—have grown at a faster rate than any other wealth tier.
While accelerated growth among HNW investors has given firms even more reason to move upmarket, increased service demands and portfolio complexity will force wealth and asset management providers to adapt. Firms will need to adequately assess whether they have the necessary capabilities, products, and resources before attempting to move upmarket.
Learn more in The Cerulli Report—U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2020: Implications of Wealth Concentration.
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