Hnwi wealth management in the current macro climate

In the current macro climate, HNWI wealth management firms report increased allocations to gold and short-duration Treasuries. This defensive posture aligns with volatility readings, as the VIX hovers around 15, signaling moderate risk appetite among affluent investors. “We have also seen probably a shift away from that more conservative investment profile into some more growth vehicles.” -- Adam M Jones, managing director – private wealth financial advisor Consumer confidence index at 108 suggests resilient spending trends, leading HNWI wealth management strategies to focus on retail and luxury equities. Seasonal sales data is expected to drive Q4 earnings upgrades.