Around one third of private wealth is incorporated in conventional investment management (Pension funds, Mutual funds and Insurance assets).
^1
Many surveys systematically overestimate the global wealth pool. This is because they fail to separate out assets that are inaccessible for wealth management services (e.g. pension assets, real estate, dedicated liquidity, etc.)[11]
^2
AM —
Asset management firm
FOREX —
Foreign exchange reserves
HF —
Hedge fund
MF — (Exchange Traded)
Mutual fund
PEN —
Pension fund
PE —
Private equity firm
SWF —
Sovereign wealth fund
UHNWI — (Billionaire)
Ultra high-net-worth individual
Assets under management
IMF - Global asset allocation
TheCityUK - Fund management
Morgan Stanley - World's $165 trillion worth of traded securities
Archived 2009-08-20 at the Wayback Machine The Sovereign Investment Council, a trade group for sovereign investors and financial firms that serve sovereign investment funds.