United States Wealth Report 2015 infographic highlights the key findings of the report sections - Market Sizing, HNWI Behaviors and the Spotlight on Automated Advice

1. Copyright ©2015 Capgemini. All rights reserved.
U.S. HNWI1
Wealth Grows
to $15.2 Trillion
up more than 9% in 2014
+ $1trillion
98k
12.1% 13.3%
348bn
SEATTLE
222k
11.2% 12.3%
794bn
SAN FRANCISCO
136k
11.4% 12.5%
505bn
SAN JOSE
364k
10.4% 11.5%
1,335bn
LOS ANGELES
162k
9.7% 10.8%
618bn
BOSTON
282k
6.7% 7.8%
1,163bn
CHICAGO
963k
7.7% 8.8%
3,528bn
NEW YORK
116k
7.4% 8.5%
468bn
DETROIT
146k
7.9% 9.0%
600bn
PHILADELPHIA
236k
7.0% 8.1%
957bn
WASHINGTON D.C.
150k
14.0% 15.2%
572bn126k
11.2% 12.4%
513bn
DALLAS
Under-30 HNWIs have lower levels of trust, loyalty and
satisfaction, and are more likely to have relationships with
many wealth management firms
HOUSTON
14%
With the 19k new HNWIS,
Houston moves up to 7th place
Texas and West Coast home to greatest number
of new HNWIs thanks to real estate growth
and other factors
U.S. HNWI Behaviors
are becoming more segmented by age and gender
The Rise of Automated
Advisors
Female HNWIs are more concerned about...
and they allocate investments differently than male HNWIs
HNWIs are willing to allocate $1.5 trillion
in assets to automated advisors by 2017
Under 30 Over 60
Female Male
47%
Trust and Confidence in
Wealth Management Firm
Satisfaction with
Wealth Manager75%
67%
Multiple Relationships
(Relationships with Five or More Firms)
70%
Wealth Manager
Understanding of Needs 86%
3%
82%
87%
29.3%
25.5%
18.4%
13.1%
13.7%
Equities
Fixed Income
Cash and Cash Equivalents
Real Estateb
Alternative Investmentsa
39.8%
21.3%
17.5%
11.2%
10.3%
U.S. HNWIs are showing
increasing interest in
automated advisors, and
the younger HNWIs
demonstrated significantly
high interest in automated
advisors as compared to
older HNWIs
identity
theft
12%
the
environment
10%
their income keeping
up with inflation
10%
www.us-wealthreport.com
a. Includes structured products, hedge funds, derivatives, foreign currency, commodities, private equity b. Excludes primary residence
1 High Net Worth Individuals (HNWIs) are defined as those having investable assets of US$1 million or more, excluding primary residence, collectibles,
consumables, and consumer durables
17.6%
28.3%
43.1%
68.9%
86.7%
60 and
Above
Under 30
Respondents
30–39 40–49 50–59
Willingness to Use Automated
Advisory Services
U.S. Wealth Report
2015