High Net Worth Individual (HNI)

The Hindu Business Line  Dec 13  Comment 
CapitaWorld, a Mumbai-based company helping small businesses and micro-entrepreneurs get loans without hassle from banks, has raised an undisclosed amount of equity from high net-worth individual inv...
Motley Fool  Sep 8  Comment 
Working with high-net-worth clients involves much more than just managing investments.
Motley Fool  Jul 22  Comment 
Here are some smart ways to reduce taxes, protect your savings, and boost returns.
Clusterstock  Jun 9  Comment 
Brands can be powerful. Everyone knows that one person who  drinks Starbucks' coffee just so they can be seen holding a white cup with a green mermaid on it. On Wall Street, brands can carry similar weight. Many high-net-worth investors give...
Insurance Journal  Apr 11  Comment 
Chubb has appointed Ana Robic to chief operating officer, North America Personal Risk Services. In her new role, she will be responsible for strategies and activities relating to profitable growth for Chubb’s high-net-worth personal insurance...
Insurance Journal  Mar 17  Comment 
More than half (54 percent) of high-net-worth individuals (HNWIs) are concerned that they are underinsured, with many worried their coverage is inadequate for their needs, according to new research published by Chubb. Despite this concern, out of...
MarketWatch  Nov 7  Comment 
A wealth manager whose firm has $6.5 billion under management is also trying to keep his clients calm ahead of the election. Here’s what he’s telling them.
Clusterstock  Aug 24  Comment 
The majority of affluent and high-net-worth individuals recognize the potential of robo advisors and automated investment services to add value to their wealth management services. This is a main finding of MyPrivateBanking’s recent...
The Hindu Business Line  Jul 26  Comment 
Indian economy's attractiveness to foreign brands and investors is justified yet again. According to Kotak Wealth Management’s Top of the Pyramid 2016 report, the number of ultra high networth ind...
The Economic Times  May 19  Comment 
These HNIs in their written reply have claimed they have shut the companies long back and do not have any data on the transactions of the companies.


High net worth individual (HNI) is a classification used by the financial services industry to denote an individual or family with high net worth. The cutoff for this designation is imprecise i.e. some companies use the term to denote individuals with over $100,000 in assets, while other companies use $500,000. Although there is no precise definition of how rich somebody must be to fit into this category, high net worth is generally quoted in terms of liquid assets over a certain figure. The categorization is relevant because high net worth individuals generally qualify for separately managed investment accounts instead of regular mutual funds. HNIs are in high demand by private wealth managers. The more money a person has, the more work it takes to maintain and preserve those assets. These individuals generally demand (and can justify) personalized services in investment management, estate planning, tax planning etc.

Wikinvest © 2006, 2007, 2008, 2009, 2010, 2011, 2012. Use of this site is subject to express Terms of Service, Privacy Policy, and Disclaimer. By continuing past this page, you agree to abide by these terms. Any information provided by Wikinvest, including but not limited to company data, competitors, business analysis, market share, sales revenues and other operating metrics, earnings call analysis, conference call transcripts, industry information, or price targets should not be construed as research, trading tips or recommendations, or investment advice and is provided with no warrants as to its accuracy. Stock market data, including US and International equity symbols, stock quotes, share prices, earnings ratios, and other fundamental data is provided by data partners. Stock market quotes delayed at least 15 minutes for NASDAQ, 20 mins for NYSE and AMEX. Market data by Xignite. See data providers for more details. Company names, products, services and branding cited herein may be trademarks or registered trademarks of their respective owners. The use of trademarks or service marks of another is not a representation that the other is affiliated with, sponsors, is sponsored by, endorses, or is endorsed by Wikinvest.
Powered by MediaWiki