Discretionary Asset Management: HNW Demand and Drivers

Globally, 51.9% of HNW wealth is placed in discretionary mandates 

The majority of global HNW investors’ assets are booked in discretionary asset management services offered by wealth managers. Generally discretionary mandates appear to be more accessible to clients than advisory services, as many competitors (including UBS Wealth Management and JP Morgan Private Bank and their UK propositions) have set higher minimum investment thresholds for advised portfolios.

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The greater interaction between advisors and clients under advisory mandates can make them more costly and labor-intensive for wealth managers. However, the tendency to give up control over investment decisions is influenced by a number of other factors, and regional differences in the uptake of discretionary mandates can also be observed.

Verdict Financial’s Discretionary Asset Management: HNW Demand and Drivers report draws on our 2016 Global Wealth Managers Survey to analyze HNW investors’ preferences and attitudes towards discretionary asset management services across the globe. It sizes the market for discretionary mandates and examines key drivers behind wealthy individuals choosing such services. The competitive landscape is also analyzed.

Price: $5,250 (Single User License)
Published: Nov -16
Publisher: Verdict Financial
Report Format: electronic pdf

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