This report draws on our 2015 Global Wealth Managers Survey to analyze the independent HNW investors' landscape across the globe. It sizes the market for self-directed investments and examines the key drivers behind wealthy individuals' decision to build their portfolios without professional advice. The competitive landscape and product environment are also analyzed.
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Specifically, the report:
Estimates the value of HNW and mass affluent assets invested outside discretionary and advisory mandates.Analyzes the demographics of DIY investors. Compares drivers for self-directed investments between developed and emerged economies. Examines client targeting strategies of brokerages and robo-advisors. Identifies what investment products are preferred by self-directed HNW clients and how wealth managers can use them to expand their offerings.
Although advisory and discretionary asset management services are more profitable to wealth managers, they cannot afford to ignore the needs of clients who self-direct. Globally over a quarter of HNW wealth is invested independently of wealth managers' mandates. Furthermore, a large chunk of assets already brought to wealth managers sits within execution-only platforms. Technological and regulatory changes in the financial services industry have affected the drivers for investors to self-direct in recent years. Understanding these factors is crucial to ensure the long-term profitability of wealth managers' business.
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Globally execution-only mandates constitute 19.1% of total HNW assets held with wealth managers. Although clients in developing economies tend to prefer unadvised services, the US represents the biggest market opportunity in terms of self-invested assets.
HNW clients under 35 years old and first-generation entrepreneurs are most likely to self-direct their investments.
Price-sensitivity encourages HNW investors to look for alternatives to the services of wealth managers in mature economies, but in developing markets a pure preference to run simple portfolios independently is the key driver.
Advances in digital technology are contributing to the growing interest in DIY investments, particularly in Asia Pacific.
Traditional brokerage business models are being challenged by the growing number of platforms offering automated investment solutions (robo-advisors).
The increasing popularity of exchange-traded funds (ETFs) and peer-to-peer (P2P) lending platforms has started to affect the business of wealth managers.
Reasons To Buy
§ Discover how much HNW wealth is invested independently from wealth managers
§ Learn why HNW investors choose to self-direct, and how their motivations differ from those of mass affluent individuals
§ Gain an insight into best practice examples from competitors operating within the self-directed landscape
§ Understand how the rise of robo-advisors and the growing popularity of ETFs and P2P lending affects the wider wealth management industry
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Barclays, Charles Stanley, Fidelity, Hargreaves Lansdown, Interactive Investor, TD Ameritrade, Merrill Edge, Charles Schwab, Scottrade, Fidelity, Bank of America Merrill Lynch, Betterment, Wealth front, Wells Fargo, UBS, National Australia Bank, SCM Direct, Street Shares
Table of Contents
Table 1: Minimum investment thresholds of selected UK
Table 2: Minimum investment thresholds of selected US brokerages ($)
Table 3: Basic fees and charges of selected US brokerages ($), for transactions made online
Table 4: Pound sterling-US dollar exchange rate, December 31, 2014 and December 31, 2015
Figure 1: HNW clients in Central and Eastern Europe are most
likely to use execution-only platforms
Figure 2: Execution-only services are not popular among UK HNW investors
Figure 3: Globally over a quarter of HNW investment portfolios are not allocated within wealth managers' services
Figure 4: The US is the biggest self-directed market in terms of HNW liquid assets
Figure 5: Demand for advised mandates will grow faster than for execution-only services
Figure 6: The greatest growth in demand for execution-only platforms is expected in the Americas
Figure 7: Mass affluent investors are more likely to arrange their portfolios without advice than HNW clients
Figure 8: The US represents the biggest opportunity for competitors targeting self-directed mass affluent investors
Figure 9: Execution-only services are in demand among first-generation entrepreneurs
Figure 10: The HNW population in Central and Eastern Europe self-direct despite comprising only a small proportion of young individuals
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