New Cerulli Report
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.

  • Understand the size of the HNW and UHNW markets
  • Build actionable business plans to address these markets 
  • Determine emerging investor behaviors and trends 
  • Evaluate changes in risk tolerance and spending among wealthy clients 
  • Review characteristics of the bank trust market 
  • Explore asset manager strategies for addressing specific HNW markets 
  • Examine wealth preservation strategies and engage the next generation

Look Inside
Contact me about this report


For more information or 

to purchase, contact us:


+1 617-437-0084


Follow us on Twitter View our profile on LinkedIn View our videos on YouTube 


Cerulli Associates Locations:
            BOSTON                               SINGAPORE                                            LONDON 
            699 Boylston Street            28 Maxwell Road, #02-04                   31 Southampton Row
                Boston, MA 02116                 Singapore, 069120                  London, WC1B 5HJ U.K.
            +1 617-437-0084                       +65 6327 4045                              +44 20 3585 1280