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March 2015
Global Wealth Monitor Insights
FOR MORE INFORMATION, PLEASE CONTACT DAVID THOMPSON AT DAVID M. THOMPSON
Following a high in January, economic sentiment dips in February
Affluent and HNW households were overwhelmingly positive regarding the U.S. economy at the onset
of 2015. In February, optimism declined for both affluent and HNW households (60% and 66%,
respectively). The change in economic outlook had minimal impact on investment plans in the overall
affluent market. However, there was a slight impact among HNW households, with a decline in
expected net increases to investments from the prior month (42% vs. 45% in January).
AFFLUENT INVESTORS - $100K+ INVESTABLE ASSETS
ECONOMIC SENTIMENT
80%
Pessimistic
Optimistic
70%
58%
40%
57%
53%
47%
45%
37%
37%
33%
29%
33%
30%
20%
Decrease
40%
35%
Nov Dec
Jan
59% 58% 58%
Increase
29% 28%
27%
No Change
32% 33% 32%
20%
0%
Oct
64% 64%
50%
10%
Aug Sep
65%
60%
30%
35%
In the next 3 months, which of the following changes
are you and your household likely to make regarding
your overall financial investments?
59%
60%
60%
80%
70%
65%
60%
50%
INVESTMENT SENTIMENT
How would you characterize your feeling about the
economic outlook in the U.S. over the next 3 months?
Feb
8%
Aug
6%
7%
8%
9%
9%
Sep
Oct
Nov
Dec
Jan
6%
Feb
HNW INVESTORS - $1MM+ INVESTABLE ASSETS
80%
Howwould
wouldyou
youcharacterize
characterizeyour
yourfeeling
feelingabout
aboutthe
the
How
economicoutlook
outlookininthe
theU.S.
U.S.over
overthe
thenext
next33months?
months?
economic
71% 71%
70%
65%
66%
65%
the
next
months,
which
the
following
changes
In In
the
next
33
months,
which
of of
the
following
changes
you
and
your
household
likely
make
regarding
areare
you
and
your
household
likely
to to
make
regarding
your
overall
financial
investments?
your
overall
financial
investments?
70%
Decrease
58%
61%
60%
80%
60%
58%
52% 52%
Increase
No Change
55% 53%
48%
51%
50%
Pessimistic
50%
Optimistic
40%
40% 40%
40%
30%
30%
35%
45%
42%
34%
20%
31% 30%
30%
22% 22%
20%
34%
38%
24%
10%
7%
8%
10%
8%
7%
7%
Aug Sep
Oct
Nov Dec
Jan
Feb
8%
0%
Aug Sep
Oct
Nov
Dec
Jan
Note: remainder were “Not Sure” in each period.
Feb
Note: remainder stated they “do not own any investments”
Copyright
© Phoenix
Marketing
International
2015.follow
All rights
To purchase Affluent
& High Net
Worth Market
Sizing
Extracts please
this link to our online store
Source: Phoenix reserved.
GWM-U.S. Tracking Program
Copyright © Phoenix Marketing International 2015. All rights reserved.
1
March 2015
Global Wealth Monitor Insights
FOR MORE INFORMATION, PLEASE CONTACT DAVID THOMPSON AT DAVID M. THOMPSON
Affluent households embrace technology to manage finances
Affluent households are fairly comfortable using online tools to manage their finances. Overall 44%
indicate a high degree of comfort. Households with members in the 35-44 year old age group indicate
the highest comfort level with online tools (59%). When it comes to using mobile apps for managing
finances, the youngest households (<35 years old) are the most comfortable (51%). These households
are also the most likely to demonstrate use of social media as a means to managing finances.
LEVEL OF COMFORT USING ONLINE TOOLS TO
MANAGE YOUR PERSONAL FINANCES BY AGE
65+
39%
61%
55-64
39%
61%
45-54
49%
35-44
51%
59%
< 35
41%
56%
Total
44%
44%
56%
Comfortable/ Very Comfortable
Not Comfortable
LEVEL OF COMFORT USING MOBILE APPS TO
MANAGE YOUR PERSONAL FINANCES BY AGE
65+
11%
89%
55-64
13%
87%
45-54
35-44
36%
Total
3%
< 35
28%
35-44
6%
45-54
3%
55-64
<1%
65+
1%
70%
51%
21%
Total
64%
30%
< 35
USE OF SOCIAL MEDIA
TO MANAGE
FINANCES/INVESTMENTS
49%
79%
Comfortable/ Very Comfortable
Not Comfortable
Copyright
© Phoenix
Marketing
International
2015.follow
All rights
To purchase Affluent
& High Net
Worth Market
Sizing
Extracts please
this link to our online store
Source: Phoenix reserved.
GWM-U.S. Tracking Program
Copyright © Phoenix Marketing International 2015. All rights reserved.
2