Abstract
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 of this research
- 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)
Research and analysis 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.
Key reasons to purchase this research
- 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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