Wealth in Australia: HNW Investors - PowerPoint PPT Presentation

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Wealth in Australia: HNW Investors

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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. – PowerPoint PPT presentation

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Title: Wealth in Australia: HNW Investors


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Wealth in Australia HNW Investors
Published on - 19 May, 2016 Number of pages
43 Single User Price 3450
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Summary Australia is known for its multicultural
landscape, which is also reflected in the
countrys 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.
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  • 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).
  • Australian HNW investors allocate almost three
    times as much wealth into equities compared to
    their peers in Asia Pacific.
  • HNW individuals show a strong and rising interest
    in advisory asset management, while demand for
    execution-only services is limited.

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  • Australian HNW investors show strong and rising
    demand for tax, pension, and financial planning
    as well as property advice, making a
    multi-service strategy critical in Australia.
  • Synopsis
  • MarketIntelReports Wealth in Australia HNW
    Investors report analyzes 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 analyzes the
    expat opportunity in the country.

Click Here To Check Complete Report
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  • Analyzes 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
  • Analyzes product and service demand among
    Australian HNW investors

Download Sample Brochure
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  • 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.
  • Develop your service proposition to match the
    product and service demand expressed by
    Australian HNW investors and react proactively to
    the forecasted change in demand.

Make An Inquiry Before Buying
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Wealth in Australia HNW Investors
A detailed qualitative analysis of the factors
responsible for driving and restraining growth of
Wealth in Australia HNW Investors are provided
in the report.
Contact 1-302-684-6088 sales_at_marketintelreports.c
om www.marketintelreports.com
Click here to order a copy of Wealth in
Australia HNW Investors the Market Report
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