High-Net-Worth and Ultra-High-Net-Worth Markets 2013
Understanding the Contradictory Demands of Multigenerational Wealth Management
In its sixth iteration, this annual report provides a comprehensive analysis of the high-net-worth (HNW) (investable assets > $5 million) and ultra-high-net-worth (UHNW) (investable assets > $20 million) marketplaces in the United States. Focus is given to the UHNW segment, including market size, structure, and developments. The report also examines vehicle use, fees, and services provided at family offices, wirehouses, and private client groups.
Data used in this research comes from four proprietary surveys of bank trust executives, asset managers, HNW providers, and asset managers specifically selling into bank trusts. Advisor data is drawn from Cerulli's annual advisor survey of more than 10,000 advisors.