Latest news with #HNWIndividuals
Forbes
24-06-2025
- Health
- Forbes
5 Key Findings: How The Affluent View Longevity & Financial Security
By Erin Chan Ding In a recent survey of 250 high-net-worth (HNW) individuals conducted by Forbes Insights in partnership with Manulife Singapore, nearly all respondents said health is their most important priority. We surveyed respondents across three age groups—young adults (18 to 40-years-old), middle-age adults (41 to 60-years-old) and older adults (61-years-old and up)—all based in Singapore, Hong Kong or mainland China to examine how they're managing both their wealth and health to set themselves up for fulfilling, long lives. How are affluent individuals investing in their wellness? Where do longevity and financial planning intersect? And what are the common barriers they face as they aim to optimize each? Read on to explore five top trends revealed by our research. In our survey, 96% of respondents agreed that 'nothing is more important than health' and 80% said financial wealth is key to a healthier, longer life. And they're putting these core beliefs into practice by actively working toward specific wellness objectives. Here's what respondents cited as top health and longevity goals: Most respondents express some level of confidence about their future health—perhaps due in part to their financial status, their wealth management approach and access to solid health insurance. And as they look ahead, they feel at least somewhat prepared to help their families and handle both expected and unforeseen medical expenses. However, when we dig deeper to examine just how health-assured respondents feel, we see that confidence in long-term health is less likely to reach very strong—and especially unshakeable—levels: Since 80% of respondents agreed that financial wealth is essential to longevity, you might expect higher wealth to correlate with greater health confidence. However, as we examined wealth levels more closely, our research exposed a confidence gap: Health and longevity goals also differed across wealth level: Mark Czajkowski, chief marketing officer of Manulife Singapore and chief analytics officer for Manulife Asia, found these insights striking. 'It challenges the assumption that greater wealth automatically translates to greater peace of mind,' he said. 'It suggests that even those with significant financial means remain uncertain about their long-term health, highlighting the need for more integrated longevity planning.' When studying how health confidence differs across generations, another gap emerged. Older respondents expressed less certainty about remaining physically active and healthy after their working years: Health and longevity goals also diverge with age: As does the value surveytakers placed on health insurance: What's preventing people from feeling more assured about their future health? While many respondents feel secure in their financial ability to pursue their wellness goals, the results highlighted key barriers that may be weakening their sense of longevity security and optimism: The good news? Despite their frustration with healthcare complexity, respondents are still taking initiative to achieve their longevity goals—from maintaining preventative care and wellness visits and subscribing to state-of-the-art health insurance plans to living healthy lifestyles that include a focus on nutrition and movement. Ready to take control of your future? Download the full report to uncover deeper insights into how high-net-worth individuals are preparing for longer, healthier lives—and learn how Manulife can help you build a financial strategy that supports your longevity goals.
Yahoo
23-05-2025
- Business
- Yahoo
UK HNW Investors Wealth Management Report 2025: Rising Demand for Robo-Advice, Targeting UK Female HNWs and Entrepreneurs
Explore the investment preferences of UK HNW individuals with insights from the Global Wealth Managers Survey. Discover key demographics, portfolio allocations, and offshore investment trends. Uncover growth opportunities in robo-advice, equities, and retirement planning services. Learn strategies to effectively target HNW expats and develop tailored investment products to meet future demands in this dynamic market. Dublin, May 23, 2025 (GLOBE NEWSWIRE) -- The "UK Wealth Management: HNW Investors 2025" has been added to offering. This report provides essential information for wealth managers seeking to refine their service offerings and capture a larger share of the UK HNW market by aligning with emerging trends and client expectations. The report offers an in-depth examination of the investment preferences among UK's High Net Worth (HNW) individuals, illustrating demographic details, portfolio allocations, offshore investment trends, and demand for various financial products and services. Drawing from the proprietary Global Wealth Managers Survey, this analysis equips financial advisors with critical insights to better serve this lucrative market. UK's HNW segment is largely dominated by professional and high-earning males. However, the rise of female HNW individuals and entrepreneurs marks an evolving market dynamic, presenting wealth managers with significant client engagement opportunities. In a competitive landscape, where advisory mandates command high interest, wealth managers are urged to create a multi-service proposition. This must be supported by sophisticated investment strategies to meet emerging client needs. Notably, the growth of robo-advice services, combined with a rising focus on equities and pension planning, positions these areas as vital growth sectors for wealth management in the near future. Scope: Expats form 14.8% of the local HNW demographic, offering a market ripe with opportunities due to their complex service requirements. Robo-advice currently makes up 12.3% of UK HNW portfolios, evidencing strong demand for tech-driven advisory solutions. On average, UK HNW investors allocate 41.8% of their wealth offshore, with expectations for this figure to rise within the next year. Reasons to Buy: Gain a nuanced understanding of the UK HNW wealth market, including their distinct investment preferences and behaviors. Enhance client targeting strategies using insightful data on HNW demographics and wealth sources. Adapt your investment product offerings to align with current and projected demands across diverse asset classes favored by HNW individuals. Key Topics Covered: 1. Demographics2. Expats3. Investment Style Preferences4. Asset Allocation Preferences5. Offshore Investment Preferences6. Products and Services7. AppendixA selection of companies mentioned in this report includes, but is not limited to: Barclays NatWest Lloyds Bank St. James's Place Revolut Standard Chartered Global Private Bank Moneyfarm Invesco Nutmeg Netwealth Utmost International Lombard International For more information about this report visit About is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends. CONTACT: CONTACT: Laura Wood,Senior Press Manager press@ For E.S.T Office Hours Call 1-917-300-0470 For U.S./ CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900
