HNWI Investments and Behaviors

Hyper-personalization is critical to safeguard customer base and future growth amid volatility

HNWIs report expectation-reality mismatch in fee structures

HNWIs prefer performance- and service-based fees instead of an asset-based fee structure. However, when compared with what they receive from their firms today, there emerges an expectation-reality mismatch. More than a third (35%) of HNWIs said they would prefer a fee structure based on investment performance compared with a quarter (26%) of HNWIs whose fees are structured around performance already. Only 13% of HNWIs said they desired an asset-based fee structure while a much higher percentage (24%) is currently bound to asset-based fees.

 

HNWIs want a performance/service-based fee structure vs asset-based fee structure

 

World Wealth Report 2020

The World Wealth Report is the industry’s leading benchmark for tracking high net worth individuals (HNWIs), their wealth, and the global and economic conditions that drive change in the Wealth Management industry. This edition of the report explores how hyper-personalized offerings and operating model optimization are crucial in today’s extraordinary uncertainty.

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