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Fund Investments Accounts for 44% of Total Investments by High Net Worth Investors Globally

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Published on : Jun 03, 2016

ALBANY, New York, June 03, 2016: The report offers a comparative analysis between direct investments and fund investments to determine the preference of high net worth individuals. The research study is titled “Direct vs Fund Investments: HNW Preferences.” The report analyzes the investment preferences of high net world individuals by segmenting the fund portfolios of investors on the basis of asset class and the type of investment. According to the study, about 44% of the overall wealth invested by high net worth individuals globally is into funds as compared to direct holdings. However, the regional difference in the preferences is evident.

For example, the high net worth investors in the U.S. prefer to invest in funds while their European counterparts are more interested in direct holdings. Furthermore, the prevalence of equity funds is more in the West compared to the Rest of the World.

The benefits of asset diversification that fund investments offer is the key driving force behind the increasing preference of them among high net worth investors. Apart from this, the expectation of getting better returns on investment (ROI) is also limiting the market for direct holdings worldwide, states the research study.

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Nowadays, the exchange-traded funds (ETFs) do not create a large part of the portfolios of high net worth investors. Instead, offering a wide array of such funds along with more sophisticated products is becoming more important for wealth managers across the world.

This market study examines the proportion of the total wealth of high net worth individuals invested in funds in comparison with direct holdings. It highlights the patterns of investment preferences across the world. It further discusses the reasons encouraging high net worth investors prefer direct holdings more and what leads them to select fund investments. It also provides a study of factors that determine the investment preferences of high net worth individuals in the funds as well as in the direct holdings.

The research report is intended to help wealth managers understand the investment preference of their high net worth clients. It also reviews the service offerings of the leading wealth managers across the world and presents data on investments in the funds or the direct holdings.

In conclusion, the market report analyzes the recent as well as upcoming trends in the worldwide market for wealth management at length. It assists wealth managers in analyzing the market from a better perspective. Key strategies and recent activities of the leading enterprises operating in the global wealth management market have also been discussed in this research study in detail.

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