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High Net Worth Individuals (HNWI) 1. how much cash are high net worth individuals holding? 2....

High Net Worth Individuals (HNWI)
1. how much cash are high net worth individuals holding?
2. how much do they have available for investments
3. what is their appetite for risk?
4. what is their horizon?

targetting High net worth individuals (for wealth management) in USA
how much cash are they holding?
what is their appetite for risk?
what is their horizon?
business   accounting   
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Answer #1

1. A high net worth individual (HNWI) would generally hold around $1 million in cash or assets that can be easily converted in cash.

2. A high net worth individual (HNWI) would generally have $3 million or more available for investments

3. A majority of HNWI would prefer a balanced approach towards investments i.e. seek reasonable risk with reasonable returns. They generally prefer slow and steady gains rather than risky investment opportunities. However, there are still some HNWI who would be prepared to assume high risk investment strategies in order to generate higher returns

4. The investing horizon for a high net worth individual (HNWI) can be broadly classified into 3 categories:

(a) Long term capital appreciation

(b) Current income

(c) Gaining a level of diversification

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