US Affluent and High Net Worth Investing Market Report
Everything you need to make the right decisions
Providing the most comprehensive and up-to-date information and analysis of the Affluent and High Net Worth Investing market, and the behaviours, preferences and habits of the consumer.
Mintel has the answers you’re looking for
What are the key challenges facing the industry? Who is the consumer and what do they want? Where are the opportunities, where are the risks and what lies ahead?
Covered in this report
For the purposes of this report, Mintel has used the following definitions:
- “Affluent” consumers are defined with household investable assets between $500K and $1 million
- “High net worth” are consumers who have investable assets of over $1 million
Key points included
- As branch closures continue, banks need to consider the negative impact on suburban and rural investors
- Despite conceding on cost, robo-advisors are not popular among the investing elite
- Affluent and high net worth investors are not looking for new accounts
What you need to know
Most affluent and HNW (high net worth) individuals have sophisticated financial needs and concerns, and they prefer to use a human advisor, or else manage their finances themselves. While robo-advice is an attractive option du jour for the young affluent demographic, most investors are comfortable with their holdings and are not looking to open new accounts in the near future, thus putting a finer point on the importance of account management and relationship building.
Expert analysis from a specialist in the field
Written by Chris Shadle, a leading analyst in the Financial Services sector, his extensive knowledge delivers in-depth commentary and analysis to highlight current trends and add expert context to the numbers.
In the US, more and more consumers are joining the ranks of the affluent and high net worth investors. These individuals are not intimidated by investing, are committed to securing a comfortable retirement, and they prefer a responsive and available human touch when needed.
Financial Services Analyst
What you get
This market report provides in-depth analysis and insight supported by a range of data. At the same time, introductory and top-level content is provided to give you an overview of the issues covered.
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Mintel's proprietary consumer research provides our analysts with the attitudinal and behavioral data used to provide valuable insight to topical issues.
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* This is a sample representation of the report layout and does not reflect the research included in this report.
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