DUBLIN--(BUSINESS WIRE)--Research and Markets has announced the addition of the "Wealth in the US: Sizing the Market Opportunity 2017" report to their offering.
"Wealth in the US: Sizing the Market Opportunity 2017" 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.
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 2016, over two thirds of the US adult population was considered affluent, making the US home to the largest affluent population in the world.
Specifically the report
- Sizes the affluent market (both by number of individuals and the value of their liquid assets) using our proprietary datasets.
- Analyzes which asset classes are favored by American investors and how their preferences impact the growth of the total savings and investments market.
- Examines HNW clients' attitudes towards non-traditional investments such as property and commodities.
- Identifies key drivers and booking centers for offshore investments.
- Examines the tax landscape in the US and future implications for investors.
Key Topics Covered:
1. EXECUTIVE SUMMARY
1.1. Key findings
1.2. Critical success factors
2. SIZING AND FORECASTING THE US WEALTH MARKET
2.1. Affluent individuals in the US account for more than two thirds of the adult population
2.2. Overall growth of total liquid assets has been highly variable in recent years
3. DRIVERS OF GROWTH IN THE US WEALTH MARKET
3.1. 2016 saw moderate growth, and the four-year outlook is one of cautious optimism
3.2. Deposits will see slightly slower but steadier growth, supported by benign inflation and higher interest rates
3.3. Bonds, equities, and mutual funds are more closely aligned with the fortunes of the stock market
4. HNW INVESTMENT PREFERENCES
4.1. HNW individuals allocate 14% of their investible assets outside of traditional investments
4.2. HNW individuals hold 12.8% of their assets offshore
- Bank of America
- Merrill Lynch
For more information about this report visit http://www.researchandmarkets.com/research/s4q8rn/wealth_in_the_us