New Zealand Wealth Management: HNW Investors 2019

2019-10-08
Price :
Published : Oct-2019
No. of Pages : 37

New Zealand Wealth Management: HNW Investors 2019

Summary

This report, based on our proprietary Global Wealth Managers Survey, analyzes the investing preferences and portfolio allocation of New Zealand’s high net worth (HNW) individuals. It profiles the average HNW investor in the country and looks at which management mandates are favored. It examines the allocation of HNW investors’ portfolios in different asset classes and how this is expected to develop in the future. Additionally, it analyzes HNW investors’ propensity to invest offshore and their preferred booking centers and asset classes. Finally, it explores product and service demand among New Zealand HNW investors.

New Zealand HNW investors – who skew heavily towards professional and entrepreneurial males – show strong demand for most forms of wealth advice and planning. A multi-service proposition underpinned by a proven ability to demonstrate returns will be key to tapping into demand. A burgeoning appetite for novel options such as robo-advice, the upcoming transfer of wealth between generations, and the growing female segment provide arguably the most significant growth opportunities for global wealth managers in the foreseeable future.

Scope

– New Zealand HNW individuals use an average of 3.9 wealth managers and invest less than half of their managed wealth with their main wealth manager.
– A fifth of HNW wealth is placed in execution-only mandates, with a desire to maintain control and save on fees being key drivers.
– HNW individuals in New Zealand invest an average of 29.9% of their total managed wealth offshore.

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’ preferences for the various types of asset management.
– Tailor your investment product portfolio to match current and future demand for different asset classes among HNW individuals.
– Develop your service proposition to match the product and service demand expressed by New Zealand’s HNW investors, and react proactively to forecasted changes in demand.

Filed in: Banking & Finance
Publisher : GlobalData
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