'

United States Wealth Report 2015

Понравилась презентация – покажи это...





Слайд 0

U.S. Wealth Report 2015 U.S. HNWI Wealth Grows to $15.2 Trillion up more than 9% in 2014 1 SEATTLE 98k 348bn 12.1% CHICAGO 282k 1,163bn 6.7% 13.3% BOSTON 162k 618bn 9.7% 7.8% SAN FRANCISCO 222k 794bn 11.2% DETROIT 116k 468bn SAN JOSE 136k 505bn NEW YORK 963k 3,528bn 7.4% 12.3% 11.4% 10.8% 7.7% 8.5% 8.8% PHILADELPHIA 146k 600bn + $1 trillion 12.5% 7.9% LOS ANGELES 364k 1,335bn DALLAS 126k 513bn HOUSTON 150k 572bn 10.4% 11.2% 14.0% 11.5% 12.4% 14% 9.0% WASHINGTON D.C. 236k 957bn 15.2% 7.0% 8.1% With the 19k new HNWIS, Houston moves up to 7th place Texas and West Coast home to greatest number of new HNWIs thanks to real estate growth and other factors U.S. HNWI Behaviors are becoming more segmented by age and gender Under-30 HNWIs have lower levels of trust, loyalty and satisfaction, and are more likely to have relationships with many wealth management firms Under 30 Over 60 47% Trust and Confidence in Wealth Management Firm 82% 75% Satisfaction with Wealth Manager 87% Multiple Relationships 67% 3% (Relationships with Five or More Firms) Wealth Manager Understanding of Needs 70% 86% Female HNWIs are more concerned about... the environment identity theft their income keeping up with inflation 10% 12% 10% and they allocate investments differently than male HNWIs Female Male 10.3% 11.2% Cash and Cash Equivalents 39.8% 18.4% Fixed Income 21.3% 13.1% Real Estateb 17.5% 13.7% Alternative Investmentsa Equities 25.5% 29.3% a. Includes structured products, hedge funds, derivatives, foreign currency, commodities, private equity b. Excludes primary residence The Rise of Automated Advisors HNWIs are willing to allocate $1.5 trillion in assets to automated advisors by 2017 Willingness to Use Automated Advisory Services Respondents 86.7% 68.9% 43.1% 28.3% Under 30 30–39 1 40–49 50–59 17.6% 60 and Above U.S. HNWIs are showing increasing interest in automated advisors, and the younger HNWIs demonstrated significantly high interest in automated advisors as compared to older HNWIs High Net Worth Individuals (HNWIs) are defined as those having investable assets of US$1 million or more, excluding primary residence, collectibles, consumables, and consumer durables www.us-wealthreport.com Copyright ©2015 Capgemini. All rights reserved.


Слайд 1


×

HTML:





Ссылка: