In the research, 95% of the HNW investors, those with US$5 million to US$25 million in investable assets, cited the level of risk associated with investments as the key investment criteria, influencing their wealth management strategies.
Around 55% of the HNW investors said that it is more important to protect their principal that grow their wealth, while 42% said that they would take significant investment risk with a portion of their investments in order to earn a high return.
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Additionally, more than 90% of HNW investors identified diversity of investments as an important investment criterion, ranking it second among wealth management strategies.
Close to 90% of HNW investors revealed that they are worried about the tax implications of investments, and 40% said that they plan to change some of their investment strategies in response to potential tax increases.
The HNW investors were found more likely than less affluent individuals to take advantage of tax-sheltered investment products, including retirement accounts such as IRAs and 401(k) plans, 529 college savings plans and annuities.
While 60% of the investors indicated that they enjoy investing and do not want to give it up, 58% said that they like to be actively involved in the day-to-day management of their investments. And around three-fourths of the HNW were found to be working with an advisor to plan or implement one or more of their wealth management strategies.
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By GlobalData
