U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2023
Mapping Opportunities in Private Wealth
Gain Insight into the Private Wealth Industry
- Determine how asset managers are engaging with professional buyers in the HNW space
- Evaluate shifting product and portfolio construction trends among HNW investors as they demand more customized, sustainable, and tax-efficient portfolios
- Understand evolving service and technology preferences among the next generation of HNW investors, including winning business models and best practices to engage clients
Drew O'Hearn, CFP
Senior Director, Account Management
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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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