Wealth in australia hnw investors

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Report Overview Summary Australia is known for its multicultural landscape, which is also reflected in the country's HNW market. HNW investors in Australia stem from a range of different backgrounds and portray distinctive demand patterns. However, a strong affinity for equity investments and high expectations when it comes to financial advice and other support services (such as pension and tax advice) are common characteristics.

Synopsis “Wealth in Australia: HNW Investors� report analyses the investing preferences and portfolio allocation of Australian HNW investors. The report is based on our proprietary Global Wealth Managers Survey.

Specifically the report: - Profiles the average Australian HNW investor in terms of their demographics and analyses the expat opportunity in the country. - Analyses which wealth management mandates are preferred among Australian HNW investors and how demand will develop going forward. - Examines the allocation of Australian HNW investors' portfolios into different asset classes and how the allocation is expected to develop in the future

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Report Overview Reasons To Buy - Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth. - Give your marketing strategies the edge required and capture new clients using insights from our data on HNW investors' drivers for seeking investment advice vs self-directing.

- Tailor your investment product portfolio to match current and future demand for different asset classes among HNW individuals.

Key Findings - The majority of HNW individuals in Australia have accumulated their wealth through earned income, but first-generation entrepreneurs and family businesses represent the largest sources of wealth. - While representing a slightly lower proportion than in the wider region, HNW expats constitute an attractive target segment in Australia, accounting for 8.3% of Australian HNW individuals (or approximately 11,800 individuals).

Read More At: http://www.researchbeam.com/wealth-in-australia-hnw-investors-market


Table of Content EXECUTIVE SUMMARY Australian HNW individuals come from a range of different backgrounds Key findings PROFILING THE AUSTRALIAN HNW INVESTOR Many HNW investors have built their fortunes through financial services Expats are an important target group in Australia Expats constitute 8.3% of the local HNW population Fear of having insufficient control and steep forex fees are motivating HNW expats to invest in Australia HNW INVESTMENT STYLE PREFERENCES Australian HNW individuals feel well equipped to manage part of their wealth themselves HNW investors feel confident enough to invest a small proportion of their wealth independently UNDERSTANDING ASSET ALLOCATION TRENDS AMONG AUSTRALIAN HNW INDIVIDUALS Equities dominate the typical HNW portfolio, but alternatives are forecast to experience the greatest HNW PRODUCT AND SERVICE DEMAND Planning services are in high demand in Australia Australian HNW individuals show strong demand for tax advice Enquire At : http://www.researchbeam.com/wealth-in-australia-hnw-investors-market/enquire-aboutreport


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