The Industry's Leading Benchmark for High Net Worth Market Information
Capgemini is pleased to present the 2nd annual United States Wealth Report 2015 which highlights U.S. and top 12 MSA (Metropolitan Statistical Areas) growths and explores investment preferences, geographic allocations, and credit preferences of U.S. HNWIs as well as the emergence of automated advisors in today’s shifting U.S. wealth management landscape and the potential role for these players. Read our press release for key information on the 2015 Report. Download your copy from our interactive website at www.us-wealthreport.com.
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Explore the latest wealth management trends and insights in the United States at www.us-wealthreport.com. Here you can use dynamic graphs to explore HNWI data and trends across three dimensions: market sizing of the HNWI population and wealth; HNWI asset and geographic allocations; and HNWI behavior across 12 Metropolitan Statistical Areas (MSAs).
- U.S. HNWI wealth and population reached record levels in 2014, with the 12 largest U.S. metro areas, led by Texas and the West Coast, adding over US$1 trillion of new HNWI wealth
- In 2014, overall US HNWI wealth grew at a rate of 9.4% to reach US$15.2 trillion and HNWI populations grew at a rate of 8.6% to reach 4.4 million.
- Younger and wealthier HNWIs are exhibiting preferences and behaviors that threaten the classic ties between HNWIs and their WM firms. Under 30 HNWIs are demonstrating even stronger behaviors and preferences indicating the WM industry needs to be prepared to support future HNWI needs.
- Automated advisory services offer great potential to WM firms to meet HNWIs’ growing demand for low-cost, digital services while also providing a means to expand their reach to mass affluent clients. Firms need to offer automated advisory services quickly in anticipation of industry disruption to not only respond to client demands and match competing offers, but to begin to instill a culture of innovation