• How High Net Worth Families Invest

    Listen in as William Ellis discusses the current investing strategies of high net worth families. Topics of discussion include: · Traditional asset allocation · High Net Worth investing strategies · What strategies are right for your family? www.WilliamEllis.ca

    published: 02 Jan 2014
  • Becoming a Multimillionaire part 2 - Ultra-High-Net-Worth-Individuals

    Website! http://generationjack.com/ On Instagram! https://instagram.com/jack_chapple_real/ On Vine! https://vine.co/u/1176331971736293376 On Twitter! https://twitter.com/JackGeneration On Faceook! https://www.facebook.com/GenerationJackChapple

    published: 13 Feb 2016
  • High Net Worth Individuals - Spending Habits

    We conducted research into the lifestyles of twenty High Net Worth Individuals in central London, asking a variety of questions regarding their lifestyle, ranging from hobbies and interests to spending and investment habits. Browse the other related videos to find out more about what this demographic are thinking. Transcripts and further research details are available at: http://www.voxpops.com/vpiresearch/high-net-worth-individuals/

    published: 29 May 2012
  • Top 5 Places High Net Worth Individuals Can Be Found

    http://luxurybusinessplan.jackcotton.com http://www.jackcotton.com/ Do you know the Top 5 Places High Net Worth Individuals Can Be Found? In this week's video I share some of best places to find new prospects in the Luxury Real Estate market, PLUS the types of people to become affiliated with to grow your sphere. Enjoy and make it a great week

    published: 10 Jun 2014
  • Die Superreichen - High-Net-Worth Individuals - Teil 1/3

    http://www.Whisky.de/shop/ Link zu Teil 2: http://youtu.be/XQyMXar8oM0 Hier geht es um den Streit ums Geld zwischen den verschiedenen Bevölkerungsgruppen.

    published: 03 Mar 2014
  • Tips for connecting with high net-worth individuals

    Attracting and interacting with high net-worth individuals requires a different approach compared to connecting with "regular" users and customers. In this interview, Andreea Nastase, Strategist at Poke, Winston Chesterfield, Associate Director at Wealth-X Custom Research and Madelaine Ollivier, Senior Luxury Analyst at Wealth-X Custom Research, share the highlights from the session at Social Media Week London 2015. This interview is part of a series presented by Social Talent and recorded at Social Media Week London 2015 with influencers and thought leaders.

    published: 29 Sep 2015
  • How to Deal with Ultra High Net Worth Clients

    One neat thing about my job is that I've had the pleasure of working with 10 or so members of the Forbes "rich" list, some of the wealthiest people in the world. I've also met about 90 other members of the list and many others who could be on the list, as well as many professionals who serve them. Here are a few things I've learned: - Don't take their wealth for granted. Don't overcharge for services. Just because someone is wealthy doesn't mean they owe you anything at all any more than any other person does. They don't owe you a technology device, ride in their private plane, event tickets or a job. These people are asked for things all the time and it is rude and annoying to be asked or, worse, taken for granted. Sounds petty -- the easy attitude is "Well, they have it, that's no...

    published: 26 Jul 2013
  • Identifying High Net Worth (HNW) and Ultra HNW Individuals using Archetypes

    Winston Chesterfield, Director of Custom Research at Wealth-X, provides a contrast between traditional prospecting approaches and archetyping in order to identify, understand, and target High Net Worth and Ultra HNW Individuals. In defining the process of archetyping, he identifies how the process is conducted and the benefits of understanding the "typical" wealthy client, customer, or donor. For more details: https://www.wealthx.com or https://www.linkedin.com/company/1411085 and https://www.twitter.com/wealthx

    published: 21 Aug 2017
  • Exotic Car Strategy for Appealing to Ultra-High Net Worth Individuals

    Dr. Bez Ulrich, former CEO of Aston Martin and race car driver talks to Professor Jay Bourgeois about how to tap into the ultra-high net worth market.

    published: 03 Oct 2017
  • The World's Top 10 Cities High Net Worth Individuals

    Subscribe For More VIdeos: http://goo.gl/CnuhTj

    published: 30 Aug 2012
  • High Net Worth Individuals - Social Media

    We conducted research into the lifestyles of twenty High Net Worth Individuals in central London, asking a variety of questions regarding their lifestyle, ranging from hobbies and interests to spending and investment habits. Browse the other related videos to find out more about what this demographic are thinking. Transcripts and further research details are available at: http://www.voxpops.com/vpiresearch/high-net-worth-individuals/

    published: 29 May 2012
  • KPMG in Romania: Asset management for high net worth individuals

    Our Asset Management services are part of the global KPMG Private Client network, and are aimed at high net worth individuals, their families and their businesses. Our services can cover a wide range of issues relating to international portfolio management including wealth structuring, worldwide relocation and its implications, real estate acquisitions, compliance with various regulatory environments, as well as succession and retirement planning.

    published: 07 Nov 2014
  • High Net Worth Individuals - Hobbies and Interests

    We conducted research into the lifestyles of twenty High Net Worth Individuals in central London, asking a variety of questions regarding their lifestyle, ranging from hobbies and interests to spending and investment habits. Browse the other related videos to find out more about what this demographic are thinking. Transcripts and further research details are available at: http://www.voxpops.com/vpiresearch/high-net-worth-individuals/

    published: 29 May 2012
  • How to attract (and retain) high-net-worth clients

    Wealthy individuals remain the most highly sought after clients for financial advisers. Check out four simple steps to take to attract these clients.

    published: 12 Oct 2015
  • Financial advice for high net worth investors with Cynthia Kett

    When should I find an adviser that can handle more complicated investment portfolios? How can I find a good financial adviser? What kind of designation should I look for in a financial adviser? What questions should I ask the adviser when I meet them? http://www.getsmarteraboutmoney.ca/managing-your-money/planning/getting-advice/Pages/default.aspx

    published: 19 Aug 2010
  • The Wealth Report - What is a high net worth individual?

    Gráinne Gilmore offers a region-by-region analysIs of wealth creation based on data and forecasts prepared exclusively for the Wealth Report. As its population shifts from the countryside into the cities, fast- growing urban centres are driving HNWIs to the top of the global financial rankings. http://www.knightfrank.com/wealthreport

    published: 06 Mar 2013
  • High-net worth individuals

    Most of us would prefer not to pay tax. The rich spend money trying to avoid doing so, sometimes legally other times not. Tonight, Bruce Whitfield finds out from his guests Adrian Lackay, spokesperson for the South African Revenue Service and Zweli Mabhoza, an independent tax expert, what is permissible and how SARS is combating tax evasion among high-net worth individuals.

    published: 21 Nov 2014
  • Webcast: Influencing High Net Worth Individuals on Social Media

    Listen to this LinkedIn Marketing Solutions on-demand webcast which covers influencing high net worth individuals on social media featuring an excellent panel of industry practitioners from Kasina, Capgemini and the Financial Women's Association.

    published: 10 Feb 2015
  • High Net Worth Individuals - Investments

    We conducted research into the lifestyles of twenty High Net Worth Individuals in central London, asking a variety of questions regarding their lifestyle, ranging from hobbies and interests to spending and investment habits. Browse the other related videos to find out more about what this demographic are thinking. Transcripts and further research details are available at: http://www.voxpops.com/vpiresearch/high-net-worth-individuals/

    published: 29 May 2012
  • Tim Richardson - How are high net worth individuals targeted?

    published: 13 Mar 2014
  • High-net-worth individual

    A high-net-worth individual (HNWI) is a person with a high net worth. In the western, and primarily American, private banking business, these individuals typically are defined as having investable finance (financial assets, excluding primary residence) in excess of US$1 million. However, there are distinct classifications of HNWI and the exact dividing lines depend on how a bank wishes to segment its market. For example, an investor with less than US$1 million but more than US$100,000 is considered to be "affluent", or perhaps even "Sub-HNWI". "Very-HNWI" (VHNWI) can refer to someone with a net worth of at least US$5 million. This video is targeted to blind users. Attribution: Article text available under CC-BY-SA Creative Commons image source in video

    published: 07 Oct 2014
  • High Net Worth Individuals - What do you spend your money on?

    We conducted research into the lifestyles of twenty High Net Worth Individuals in central London, asking a variety of questions regarding their lifestyle, ranging from hobbies and interests to spending and investment habits. Browse the other related videos to find out more about what this demographic are thinking. Transcripts and further research details are available at: http://www.voxpops.com/vpiresearch/high-net-worth-individuals/

    published: 29 May 2012
  • Asia-Pacific Has More High Net Worth Individuals Than the United States

    Just over one-third of the portfolio of a high net worth individual in North America is invested in stocks, even though the S&P 500 is up almost 210 percent since its March 2009 low, a new study said. Defined as one with at least $1 million in investable assets, not including a primary residence, RBC (RY) Wealth Management and Capgemini’s 2015 World Wealth Report found these wealthy individuals directed 24 percent of their portfolios towards cash. Some 18 percent of their portfolio was invested in fixed income, while 12 percent was allocated towards alternative investments. ‘One of the findings we’ve seen during the last few years when we’ve done this study is that we see high levels of cash for high net worth individuals,’ said Bill Sullivan, head of market intelligence at Capgemini Finan...

    published: 17 Jun 2015
  • HIGH NET WORTH INVESTING | HIGH NET WORTH INVESTOR

    http://www.AnnuityGuy.net The Annuity Guy explains one of many strategies for high net worth investors. 866-612-6848 "High Net Worth Investing", "High Net Worth Investor"

    published: 14 Sep 2012
developed with YouTube
How High Net Worth Families Invest

How High Net Worth Families Invest

  • Order:
  • Duration: 14:29
  • Updated: 02 Jan 2014
  • views: 3165
videos
Listen in as William Ellis discusses the current investing strategies of high net worth families. Topics of discussion include: · Traditional asset allocation · High Net Worth investing strategies · What strategies are right for your family? www.WilliamEllis.ca
https://wn.com/How_High_Net_Worth_Families_Invest
Becoming a Multimillionaire part 2 - Ultra-High-Net-Worth-Individuals

Becoming a Multimillionaire part 2 - Ultra-High-Net-Worth-Individuals

  • Order:
  • Duration: 10:38
  • Updated: 13 Feb 2016
  • views: 2940
videos
Website! http://generationjack.com/ On Instagram! https://instagram.com/jack_chapple_real/ On Vine! https://vine.co/u/1176331971736293376 On Twitter! https://twitter.com/JackGeneration On Faceook! https://www.facebook.com/GenerationJackChapple
https://wn.com/Becoming_A_Multimillionaire_Part_2_Ultra_High_Net_Worth_Individuals
High Net Worth Individuals - Spending Habits

High Net Worth Individuals - Spending Habits

  • Order:
  • Duration: 3:43
  • Updated: 29 May 2012
  • views: 1298
videos
We conducted research into the lifestyles of twenty High Net Worth Individuals in central London, asking a variety of questions regarding their lifestyle, ranging from hobbies and interests to spending and investment habits. Browse the other related videos to find out more about what this demographic are thinking. Transcripts and further research details are available at: http://www.voxpops.com/vpiresearch/high-net-worth-individuals/
https://wn.com/High_Net_Worth_Individuals_Spending_Habits
Top 5 Places High Net Worth Individuals Can Be Found

Top 5 Places High Net Worth Individuals Can Be Found

  • Order:
  • Duration: 3:15
  • Updated: 10 Jun 2014
  • views: 3470
videos
http://luxurybusinessplan.jackcotton.com http://www.jackcotton.com/ Do you know the Top 5 Places High Net Worth Individuals Can Be Found? In this week's video I share some of best places to find new prospects in the Luxury Real Estate market, PLUS the types of people to become affiliated with to grow your sphere. Enjoy and make it a great week
https://wn.com/Top_5_Places_High_Net_Worth_Individuals_Can_Be_Found
Die Superreichen - High-Net-Worth Individuals - Teil 1/3

Die Superreichen - High-Net-Worth Individuals - Teil 1/3

  • Order:
  • Duration: 19:42
  • Updated: 03 Mar 2014
  • views: 8462
videos
http://www.Whisky.de/shop/ Link zu Teil 2: http://youtu.be/XQyMXar8oM0 Hier geht es um den Streit ums Geld zwischen den verschiedenen Bevölkerungsgruppen.
https://wn.com/Die_Superreichen_High_Net_Worth_Individuals_Teil_1_3
Tips for connecting with high net-worth individuals

Tips for connecting with high net-worth individuals

  • Order:
  • Duration: 7:56
  • Updated: 29 Sep 2015
  • views: 1547
videos
Attracting and interacting with high net-worth individuals requires a different approach compared to connecting with "regular" users and customers. In this interview, Andreea Nastase, Strategist at Poke, Winston Chesterfield, Associate Director at Wealth-X Custom Research and Madelaine Ollivier, Senior Luxury Analyst at Wealth-X Custom Research, share the highlights from the session at Social Media Week London 2015. This interview is part of a series presented by Social Talent and recorded at Social Media Week London 2015 with influencers and thought leaders.
https://wn.com/Tips_For_Connecting_With_High_Net_Worth_Individuals
How to Deal with Ultra High Net Worth Clients

How to Deal with Ultra High Net Worth Clients

  • Order:
  • Duration: 2:37
  • Updated: 26 Jul 2013
  • views: 4844
videos
One neat thing about my job is that I've had the pleasure of working with 10 or so members of the Forbes "rich" list, some of the wealthiest people in the world. I've also met about 90 other members of the list and many others who could be on the list, as well as many professionals who serve them. Here are a few things I've learned: - Don't take their wealth for granted. Don't overcharge for services. Just because someone is wealthy doesn't mean they owe you anything at all any more than any other person does. They don't owe you a technology device, ride in their private plane, event tickets or a job. These people are asked for things all the time and it is rude and annoying to be asked or, worse, taken for granted. Sounds petty -- the easy attitude is "Well, they have it, that's nothing to them" people tend to overcharge the wealthy. It's hard for some to relate to but, assuming you are a normal middle class American: you can certainly afford to give someone a dollar or buy them a coffee but, even though you can afford it, you'd be annoyed if someone waited outside your door and said "Where's my coffee?" every morning. You'd also be annoyed if , on payday, the local pizza parlor charged an extra $40 for your pizza because "you could afford it". Never, ever charge a wealthy person more just because they can afford it. It's not that the rich are being greedy, they are in general very generous, they just don't like being seen and treated as walking ATM machines. - Keep the big picture in mind The ultra wealthy have complex lives. What is important to you, might not be as important to them in the grand scheme of things. If you are an interior designer, architect, entreprenuer looking for funding or lawyer or economic and financial advisor (like me!) your business or contract with the UHNW (ultra-high net worth) might indeed be the biggest, most important piece of business in your life. But not in theirs. In addition to the legal deal they may have a totally different business or family issue they are obsessing about. Aside from the design plans for the new plane you are working on, they may have had a company they invested in just go public. I once had a deal with a large investor fall through because an entirely different company that had nothing to do with our deal was caught committing fraud and he instantly put all his focus into that investment. They also have family, close business partners and multiple and complex stakeholders. Most cannot march to their own drumbeat as much as we might think. -Add value Keeping the above in mind, if you want to provide services to the UHNW crowd, you need to provide something that they don't have already. Since they can buy virtually anything that either means being the best in the world at something (no matter how narrow focused) or it means saving them time, or both. If you can provide a good or service that recognizes the complexity of their lives, takes into account their needs and helps accomplish something in a better way, that's a start. Get paid fair but don't gouge. The ultra-wealthy don't mind paying top dollar for top value but they expect perfection, professionalism, confidentiality and to be treated as a priority. Business-wise, the glamor and "cool factor" of dealing with UHNW is great but revenue wise it does not have the best odds. Value car companies are far more profitable than luxury car companies for example and many people spend a lot of effort focusing on a tiny, elite market when a more broad market might be more profitable. I know one financial advisor who earns 50 times more than average and a good amount more than most elite advisors but he focuses on volume and average sized clients. A realtor who sells 50+ regular houses a year earns more than one who sells 3-4 super-mansions. If you are thinking of pursuing the UHNW market, think carefully about your reasons and if it is the best financial and business decision. Good luck!
https://wn.com/How_To_Deal_With_Ultra_High_Net_Worth_Clients
Identifying High Net Worth (HNW) and Ultra HNW Individuals using Archetypes

Identifying High Net Worth (HNW) and Ultra HNW Individuals using Archetypes

  • Order:
  • Duration: 2:21
  • Updated: 21 Aug 2017
  • views: 182
videos
Winston Chesterfield, Director of Custom Research at Wealth-X, provides a contrast between traditional prospecting approaches and archetyping in order to identify, understand, and target High Net Worth and Ultra HNW Individuals. In defining the process of archetyping, he identifies how the process is conducted and the benefits of understanding the "typical" wealthy client, customer, or donor. For more details: https://www.wealthx.com or https://www.linkedin.com/company/1411085 and https://www.twitter.com/wealthx
https://wn.com/Identifying_High_Net_Worth_(Hnw)_And_Ultra_Hnw_Individuals_Using_Archetypes
Exotic Car Strategy for Appealing to Ultra-High Net Worth Individuals

Exotic Car Strategy for Appealing to Ultra-High Net Worth Individuals

  • Order:
  • Duration: 1:43
  • Updated: 03 Oct 2017
  • views: 134
videos
Dr. Bez Ulrich, former CEO of Aston Martin and race car driver talks to Professor Jay Bourgeois about how to tap into the ultra-high net worth market.
https://wn.com/Exotic_Car_Strategy_For_Appealing_To_Ultra_High_Net_Worth_Individuals
The World's Top 10 Cities High Net Worth Individuals

The World's Top 10 Cities High Net Worth Individuals

  • Order:
  • Duration: 1:07
  • Updated: 30 Aug 2012
  • views: 548
videos
Subscribe For More VIdeos: http://goo.gl/CnuhTj
https://wn.com/The_World's_Top_10_Cities_High_Net_Worth_Individuals
High Net Worth Individuals - Social Media

High Net Worth Individuals - Social Media

  • Order:
  • Duration: 3:20
  • Updated: 29 May 2012
  • views: 319
videos
We conducted research into the lifestyles of twenty High Net Worth Individuals in central London, asking a variety of questions regarding their lifestyle, ranging from hobbies and interests to spending and investment habits. Browse the other related videos to find out more about what this demographic are thinking. Transcripts and further research details are available at: http://www.voxpops.com/vpiresearch/high-net-worth-individuals/
https://wn.com/High_Net_Worth_Individuals_Social_Media
KPMG in Romania: Asset management for high net worth individuals

KPMG in Romania: Asset management for high net worth individuals

  • Order:
  • Duration: 4:31
  • Updated: 07 Nov 2014
  • views: 158
videos
Our Asset Management services are part of the global KPMG Private Client network, and are aimed at high net worth individuals, their families and their businesses. Our services can cover a wide range of issues relating to international portfolio management including wealth structuring, worldwide relocation and its implications, real estate acquisitions, compliance with various regulatory environments, as well as succession and retirement planning.
https://wn.com/Kpmg_In_Romania_Asset_Management_For_High_Net_Worth_Individuals
High Net Worth Individuals - Hobbies and Interests

High Net Worth Individuals - Hobbies and Interests

  • Order:
  • Duration: 2:36
  • Updated: 29 May 2012
  • views: 1112
videos
We conducted research into the lifestyles of twenty High Net Worth Individuals in central London, asking a variety of questions regarding their lifestyle, ranging from hobbies and interests to spending and investment habits. Browse the other related videos to find out more about what this demographic are thinking. Transcripts and further research details are available at: http://www.voxpops.com/vpiresearch/high-net-worth-individuals/
https://wn.com/High_Net_Worth_Individuals_Hobbies_And_Interests
How to attract (and retain) high-net-worth clients

How to attract (and retain) high-net-worth clients

  • Order:
  • Duration: 3:55
  • Updated: 12 Oct 2015
  • views: 305
videos
Wealthy individuals remain the most highly sought after clients for financial advisers. Check out four simple steps to take to attract these clients.
https://wn.com/How_To_Attract_(And_Retain)_High_Net_Worth_Clients
Financial advice for high net worth investors with Cynthia Kett

Financial advice for high net worth investors with Cynthia Kett

  • Order:
  • Duration: 3:43
  • Updated: 19 Aug 2010
  • views: 780
videos
When should I find an adviser that can handle more complicated investment portfolios? How can I find a good financial adviser? What kind of designation should I look for in a financial adviser? What questions should I ask the adviser when I meet them? http://www.getsmarteraboutmoney.ca/managing-your-money/planning/getting-advice/Pages/default.aspx
https://wn.com/Financial_Advice_For_High_Net_Worth_Investors_With_Cynthia_Kett
The Wealth Report - What is a high net worth individual?

The Wealth Report - What is a high net worth individual?

  • Order:
  • Duration: 1:41
  • Updated: 06 Mar 2013
  • views: 695
videos
Gráinne Gilmore offers a region-by-region analysIs of wealth creation based on data and forecasts prepared exclusively for the Wealth Report. As its population shifts from the countryside into the cities, fast- growing urban centres are driving HNWIs to the top of the global financial rankings. http://www.knightfrank.com/wealthreport
https://wn.com/The_Wealth_Report_What_Is_A_High_Net_Worth_Individual
High-net worth individuals

High-net worth individuals

  • Order:
  • Duration: 13:10
  • Updated: 21 Nov 2014
  • views: 720
videos
Most of us would prefer not to pay tax. The rich spend money trying to avoid doing so, sometimes legally other times not. Tonight, Bruce Whitfield finds out from his guests Adrian Lackay, spokesperson for the South African Revenue Service and Zweli Mabhoza, an independent tax expert, what is permissible and how SARS is combating tax evasion among high-net worth individuals.
https://wn.com/High_Net_Worth_Individuals
Webcast: Influencing High Net Worth Individuals on Social Media

Webcast: Influencing High Net Worth Individuals on Social Media

  • Order:
  • Duration: 59:25
  • Updated: 10 Feb 2015
  • views: 795
videos
Listen to this LinkedIn Marketing Solutions on-demand webcast which covers influencing high net worth individuals on social media featuring an excellent panel of industry practitioners from Kasina, Capgemini and the Financial Women's Association.
https://wn.com/Webcast_Influencing_High_Net_Worth_Individuals_On_Social_Media
High Net Worth Individuals - Investments

High Net Worth Individuals - Investments

  • Order:
  • Duration: 2:32
  • Updated: 29 May 2012
  • views: 1793
videos
We conducted research into the lifestyles of twenty High Net Worth Individuals in central London, asking a variety of questions regarding their lifestyle, ranging from hobbies and interests to spending and investment habits. Browse the other related videos to find out more about what this demographic are thinking. Transcripts and further research details are available at: http://www.voxpops.com/vpiresearch/high-net-worth-individuals/
https://wn.com/High_Net_Worth_Individuals_Investments
Tim Richardson - How are high net worth individuals targeted?

Tim Richardson - How are high net worth individuals targeted?

  • Order:
  • Duration: 0:53
  • Updated: 13 Mar 2014
  • views: 53
videos
https://wn.com/Tim_Richardson_How_Are_High_Net_Worth_Individuals_Targeted
High-net-worth individual

High-net-worth individual

  • Order:
  • Duration: 9:58
  • Updated: 07 Oct 2014
  • views: 326
videos
A high-net-worth individual (HNWI) is a person with a high net worth. In the western, and primarily American, private banking business, these individuals typically are defined as having investable finance (financial assets, excluding primary residence) in excess of US$1 million. However, there are distinct classifications of HNWI and the exact dividing lines depend on how a bank wishes to segment its market. For example, an investor with less than US$1 million but more than US$100,000 is considered to be "affluent", or perhaps even "Sub-HNWI". "Very-HNWI" (VHNWI) can refer to someone with a net worth of at least US$5 million. This video is targeted to blind users. Attribution: Article text available under CC-BY-SA Creative Commons image source in video
https://wn.com/High_Net_Worth_Individual
High Net Worth Individuals - What do you spend your money on?

High Net Worth Individuals - What do you spend your money on?

  • Order:
  • Duration: 3:12
  • Updated: 29 May 2012
  • views: 1408
videos
We conducted research into the lifestyles of twenty High Net Worth Individuals in central London, asking a variety of questions regarding their lifestyle, ranging from hobbies and interests to spending and investment habits. Browse the other related videos to find out more about what this demographic are thinking. Transcripts and further research details are available at: http://www.voxpops.com/vpiresearch/high-net-worth-individuals/
https://wn.com/High_Net_Worth_Individuals_What_Do_You_Spend_Your_Money_On
Asia-Pacific Has More High Net Worth Individuals Than the United States

Asia-Pacific Has More High Net Worth Individuals Than the United States

  • Order:
  • Duration: 3:10
  • Updated: 17 Jun 2015
  • views: 384
videos
Just over one-third of the portfolio of a high net worth individual in North America is invested in stocks, even though the S&P 500 is up almost 210 percent since its March 2009 low, a new study said. Defined as one with at least $1 million in investable assets, not including a primary residence, RBC (RY) Wealth Management and Capgemini’s 2015 World Wealth Report found these wealthy individuals directed 24 percent of their portfolios towards cash. Some 18 percent of their portfolio was invested in fixed income, while 12 percent was allocated towards alternative investments. ‘One of the findings we’ve seen during the last few years when we’ve done this study is that we see high levels of cash for high net worth individuals,’ said Bill Sullivan, head of market intelligence at Capgemini Financial Services. ‘They’re using that cash for lifestyle needs and to protect against markets volatility.’ Subscribe to TheStreetTV on YouTube: http://t.st/TheStreetTV For more content from TheStreet visit: http://thestreet.com Check out all our videos: http://youtube.com/user/TheStreetTV Follow TheStreet on Twitter: http://twitter.com/thestreet Like TheStreet on Facebook: http://facebook.com/TheStreet Follow TheStreet on LinkedIn: http://linkedin.com/company/theStreet Follow TheStreet on Google+: http://plus.google.com/+TheStreet
https://wn.com/Asia_Pacific_Has_More_High_Net_Worth_Individuals_Than_The_United_States
HIGH NET WORTH INVESTING | HIGH NET WORTH INVESTOR

HIGH NET WORTH INVESTING | HIGH NET WORTH INVESTOR

  • Order:
  • Duration: 5:27
  • Updated: 14 Sep 2012
  • views: 12784
videos
http://www.AnnuityGuy.net The Annuity Guy explains one of many strategies for high net worth investors. 866-612-6848 "High Net Worth Investing", "High Net Worth Investor"
https://wn.com/High_Net_Worth_Investing_|_High_Net_Worth_Investor
×