Direct vs Fund Investments: HNW Preferences published by Verdict Financial now available at Zursh

San Diego: Globally, 44% of HNW wealth is held via funds as opposed to directly. However, there are significant regional differences when it comes to investment preferences. For example, HNW investors in the US, and to a lesser extent in Western Europe, are significantly more likely to invest in funds than their peers in Central and Eastern Europe, Asia Pacific, and the Middle East.

While equity funds prevail across the globe, they are particularly prominent in the West. There are also strong differences across asset classes when it comes to the drivers to invest in funds.

While asset diversification benefits feature strongly across all asset classes, lack of time to research direct equity investments is a key driver for fund holdings in the equity space, while an expectation of better returns motivates HNW investors to opt for alternative investment funds as opposed to direct holdings.


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Simon Sliman
Simon Sliman (write to Simon)
Research Manager
Zursh Inc. www.zursh.com | reports.zursh.com
Email: reports(at)zursh(dot)com
Lloyd Chambers
Lloyd Chambers (write to Lloyd)
Research Manager
Zursh Inc. www.zursh.com | reports.zursh.com
Email: reports(at)zursh(dot)com

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