U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2021
Evolving Wealth Demographics
Gain Insight into the Private Wealth Industry
- Explore market sizing and growth trends, portfolio construction, and product and service demands
- Learn approaches for wealth and asset management providers looking to attract and retain wealthy investors
- Evaluate shifting wealth demographics and the implications of wealth transfer
- Understand how advisory firms are customizing their services and investment offerings
- Learn best practices for technology and advisor/client interaction
Buy Now
Drew O'Hearn, CFP
Senior Director, Account Management
- Boston HQ +1 617.437.0084
- Singapore +65 6994 1022
- London +44 20 7645 9040
Summary
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.
Included with Purchase
Methodology
Each report is lead authored by a senior Cerulli analyst with significant industry experience. The report incorporates qualitative and quantitative inputs, based on Cerulli’s proprietary research process. For more on our research process, click here.
Executive Summary
Get the most important report findings distilled in an easy-to-understand and highly visual format before you begin your journey through the report or use it as a tool for senior leadership.
Interactive Report Dashboard
Access consolidated data from multiple report exhibits in a single comparative view. Flexibly build your view of data with customizable filters and share the results in a format that meets your requirements.
Analyst Support
Got a question? Our analysts are available to help you interpret and analyze key findings as well as provide their perspective on industry trends.
Data Behind the Report
Data is the foundation of our reports. Each study contains nearly 100 exhibits, available to buyers in Excel format. Extract and explore Cerulli’s data and analysis your way.
Digital Access
Access your reports digitally anytime, anywhere, on any device through our client portal.
A Note from the Author
$84 Trillion in Wealth Will Change Hands by 2045
Asher Cheses
Associate Director
Bio →
Asher Cheses
Associate Director
Asher is a member of Cerulli’s Wealth Management practice, specializing in trends that impact high-end advisory firms and high-net-worth investors. In his role, Asher is responsible for leading various strategic consulting engagements within the wealth management practice, focusing on multi-family offices, RIAs, private banks, and trust companies.
Prior to joining Cerulli, 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.
Chayce Horton
Research Analyst
Bio →
Chayce Horton
Research Analyst
Chayce is a member of the Wealth Management team at Cerulli and contributes primarily to the U.S. Private Banks and Trust Companies and U.S. High-Net-Worth and Ultra-High-Net-Worth Markets annual reports. His analysis covers the wealth and asset management industries that serve high-net-worth (HNW) investors and families. Chayce also provides analyst support to strategic consulting projects in the wealth management space and contributes to The Cerulli Edge series.
Previously, Chayce has experience working in enterprise data governance, government affairs, and business banking at multiple global financial institutions.
Full biography here.
Multigenerational wealth transfer is one of the most significant factors affecting the high-net-worth and ultra-high-net-worth (HNW/UHNW) segment today—its impact in the coming decades is set to increase substantially. Cerulli projects that wealth transferred through 2045 will total $84.4 trillion. Of this, $72.6 trillion in assets will be transferred to heirs, while $11.9 trillion will be donated to charities.
With trillions of dollars set to be in motion on an annual basis, firms in all corners of the industry must formulate a strategic approach to provide value surrounding multigenerational shifts in wealth. Shifting wealth into next-gen’s hands will benefit firms that are able to sustainably establish advisory relationships with younger clients in the years to come. Additionally, those that can remain on the cutting edge of technology, estate planning, and wealth structuring tactics will prove to be invaluable to clients as wealth transfer becomes a more pressing concern.
Read more in our report, U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2021.
Contact Us
Want more information?
Learn more about this report and related Cerulli research.
Contact Us
You May Also be Interested in:
- Annual report
- The Cerulli Edge
Custom Research & Strategic Consulting
Cerulli Consulting
Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.