This report is based on Verdict Financial's 2014 Global Wealth Managers Survey. The results of the survey are accompanied by best-practice case studies on how to target Australian HNW individuals where applicable.
Understand the major sources of HNW wealth in Australia and the industries from which it has been amassed.
Interpret the investment portfolios of Australian HNW individuals through detailed asset allocation analysis.
Evaluate product and service demand among Australian HNW individuals, from discretionary asset management to art advisory and philanthropy.
Analyze the best methods to capture new Australian HNW clients and how best to maintain communication throughout the client relationship.
Reasons To Buy
How do Australian HNW individuals amass their wealth?
What investments make up an average Australian HNW investment portfolio?
Which wealth management products and services are in demand in Australia?
How often do Australian wealth managers contact their clients through email, social media, and face-to-face meetings?
How do Australian HNW individuals compare to their global peers?
Australian HNW individuals have made their fortunes through a combination of earned income and entrepreneurship. The most prominent industries from which HNW individuals have accumulated their fortunes are financial services and mining, oil, and gas.
The average Australian HNW individual invests heavily into direct equities, which constitute one third of the typical HNW portfolio. Over the next two years allocation into alternative investments and, to a lesser extent, equities and property, is expected to increase at the expense of bonds, cash, and near-cash investments across the market.
External as well as internal referrals are the most common means of attracting new clients to Australian wealth managers. HNW individuals do not place high importance on personal relationships when dealing with their wealth manager. However, the use of remote channels has increased significantly over the last year.
Single User License:
Corporate User License:
select a license
NEWSLETTER BY CATEGORY
Well structured, the insights they shared with us were very helpful and reliable. Their timely assistance make their services invaluable to us. I would highly recommend them and would definitely use them again in the future if needed... "President, VPP E-Data Services, VPP E-Data Services"
The report sent to us was on the point, and its information was quite extensive, well structured, and well researched. More importantly what we valued was your response time and professionalism. As a leading global consulting firm, our clients expect high quality deliverables in short periods of time, so a reliable research partner is essential. For the price that you have charged the quality of your services were exceptional. We look forward to continue our relationship with your team on future engagements.... "Senior Associate, Booz Allen Hamilton"
This is with regards to your report on India PVC pipes and fitting market outlook industry outlook to 2019. This is a very well written report and accept my compliments on the same.... ... "Mohit Mittal, Consultant, KPMG Advisory Services"
I am pleased to see the very useful and productive information in the report..Very well structured great presentation reflect professionalism in your research studies.... "Mustafa Masood, Financial Analyst , Coldwell Banker Riyadh"
While we still are studying and analysing your reports about Vietnam & Thailand, we would like to convey to your research team that they have done a very good job in compiling so much of information together. We hope to see more of such well researched reports. All the best & keep it up. ... "Prashant Bhagwat,General Manager, Mahindra"