US Wealth Management: HNW Investors 2026
Powered by ![]()
All the vital news, analysis, and commentary curated by our industry experts.
Explore the US wealth management market with insights into HNW investor demographics, portfolio allocation, offshore investments, asset preferences, and wealth management trends.
Report Value Proposition – Why This Matters for You
The US remains one of the world’s largest wealth management markets, with high-net-worth (HNW) individuals continuing to diversify portfolios across multiple asset classes while seeking increasingly personalized investment solutions. As investor expectations evolve, wealth managers must understand changing portfolio preferences, offshore investment behavior, and demand for advisory services to remain competitive.
This report provides a comprehensive analysis of US high-net-worth investors, examining demographics, portfolio allocation, investment preferences, offshore wealth management, and demand for financial products and services. It helps private banks, wealth managers, asset managers, and financial institutions identify growth opportunities and develop more effective client acquisition and retention strategies.
Built on GlobalData’s wealth management intelligence, the report delivers actionable insights into the evolving needs of the US HNW investor market.

Key Insights in the US Wealth Management Market
- Analysis of US high-net-worth investor demographics and wealth profiles.
- Evaluation of portfolio allocation across major asset classes.
- Assessment of discretionary, advisory, and other wealth management mandates.
- Insights into offshore investment behavior among US HNW individuals.
- Analysis of demand for wealth management products and advisory services.
- Investment preferences across equities, bonds, cash, real estate, commodities, and alternative assets.
- Examination of robo-advisory adoption within HNW portfolios.
- Outlook for evolving client service expectations and investment demand.
- Identification of opportunities within the expatriate HNW segment.
- Strategic intelligence supporting client targeting and portfolio development.
Scope
What You Will Learn
- US HNW investor demographics and profiles
- Wealth allocation across key asset classes
- Offshore investment trends
- Discretionary and advisory mandate preferences
- Demand for wealth management services
- Investment behavior across equities, bonds, and real estate
- Alternative investment trends
- Robo-advisory adoption among HNW investors
- Client acquisition opportunities
- Future outlook for the US wealth management market
Target Buyers for This Report
This report may support decision-making for:
- Private banks
- Wealth management firms
- Asset managers
- Financial advisors
- Family offices
- Investment management firms
- Retail and private banking executives
- Strategy and business development teams
- Market intelligence professionals
- Financial services consultants
How Companies Use This Report
Wealth management firms use this report to better understand HNW investor behavior, refine client segmentation strategies, and develop investment solutions aligned with changing portfolio preferences.
Private banks and financial institutions leverage the insights to enhance advisory services, improve client acquisition efforts, and identify opportunities across offshore wealth management and discretionary investment mandates.
Strategy and product development teams use the report to evaluate demand across asset classes, optimize wealth management offerings, and strengthen long-term growth strategies.
Key Highlights
- Expats constitute a significant percentage of the local HNW population. They represent an attractive target market thanks to their more complex service requirements.
- Robo-advice accounts for more than 18% of the US HNW portfolio.
- Equities and cash and near-cash investments lead the US HNW asset portfolio.
- The average US HNW investor offshores most of their wealth abroad.
US Wealth Management Market Asset Classes Outlook
- Equity
- Bonds
- Cash and Near Cash
- Real Estate
- Commodities
- Alternatives
Reasons to Buy
Benchmark Against US HNW Investment Trends
The report enables organizations to benchmark portfolio allocation, investment preferences, and service demand across the US high-net-worth investor market.
Comparative analysis helps firms identify emerging client needs, evolving investment patterns, and opportunities to strengthen competitive positioning within wealth management.
Built on Trusted GlobalData Wealth Management Intelligence
Built using GlobalData’s proprietary financial services research framework, this report combines investor profiling, asset allocation analysis, market forecasting, and wealth management intelligence to provide a comprehensive assessment of the US HNW market.
Supported by robust market research and ongoing monitoring of investor behavior, it delivers reliable insights for strategic planning and product development.
Act Now to Capture Growth in the US HNW Market
As high-net-worth investors continue to diversify portfolios and seek more sophisticated wealth management solutions, organizations that understand evolving investment preferences and service expectations will be better positioned to attract clients, strengthen relationships, and drive sustainable growth in the US wealth management market.
Merrill
Bank of America Private Bank
J.P. Morgan Private Bank
UBS
Morgan Stanley
Citi
JPMorgan Chase
Goldman Sachs
Vanguard
Frec
Marcus Invest
Betterment
U.S. Bank
Schwab
Table of Contents
Figures
Get in touch to find out about multi-purchase discounts
reportstore@globaldata.com
Tel +44 20 7947 2745
Related reports
View more Wealth Management reports

