High Net Worth alternative investments

Datamonitor
July 17, 2009
47 Pages - SKU: DFMN2391531
License type:
Introduction

The recession has highlighted the advantages of capital protected funds, and the risks of hedge funds. HNW investors are changing their views of these products as a result, and their private banks need to know what this means for their product offerings.This report identifies demand for hedge funds, capital protected funds, private equity funds and real estate funds from high net worths.

Scope
  • Covers France, Germany, Italy, Spain, UK, Nordic region, Belgium/Netherlands, Switzerland, Australia, China, India, Hong Kong, Singapore and Taiwan
  • Includes hedge funds, capital protected funds, private equity funds and real estate funds (open ended and closed ended)
  • Includes results of Datamonitor's Wealth Management Market Leaders' survey of 280 wealth management companies worldwide
  • Focuses on high net worths (those with more than $1m in onshore liquid assets)
Highlights

HNW alternative investment asset allocations are expected to decline slightly in both Australia and France in the next two years, as high net worths reposition their portfolios. Real estate allocations and commodities allocations will decline among Australian HNWs while both hedge fund and derivative allocations will increase.

While British HNWs plan to increase their exposure to capital protected products and private equity funds, and their wealth managers will devote significant resources to the development of these product areas, they are failing to anticipate their clients' demand for closed-ended real estate funds.

At the same time German wealth managers are focusing strongly on capital protected products which, while certainly in demand by most HNWs, will not see a significant increase in terms of portfolio allocations.

Reasons to Purchase
  • Learn about HNW investor current and future alternative investment asset allocations;
  • Assess HNW investor needs, and wealth managers' resource focus, on a country by country basis;
  • Identify where the competition is missing opportunities to capitalize on HNW investors' alternative investment demands
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