U.S. UHNWIs show the strongest risk appetite. 4 in 5 willing to ride out fluctuations. Investors in Asia are more risk averse & Europeans have a more moderate approach to risk
For more information, please reach out to James Gardner (james.gardner@wsjbarrons.com) or
Anaima Troncoso (anaima.troncoso@wsjbarrons.com)
Their outlook is supported by diversified, alternative-heavy portfolios and a risk-tolerant mindset that sees volatility as opportunity
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62% of UHNWIs expect to be financially better off a year from now, higher than any other wealth tier
GLOBAL UHNWIs SHARE WEALTH, NOT WORLDVIEW
UHNWIs Confident in Personal Financial Outlook
WSJ Intelligence surveyed 1,500 investors across three tiers, Emerging Affluent, High-Net-Worth, and Ultra-High-Net-Worth, in the U.S., APAC & Europe. The study explores their behavioral drivers, market reactions, and financial needs amid seismic economic, financial & societal shifts.
How Ultra-High Net Worth Investors Thrive in a Tumultuous Economy
3 IN 5
Key Findings
New Global Thought Leadership From WSJ Intelligence
Individual Stocks
85%
84%
International Equities & Mutual Funds
82%
Bonds/fixed Income, Commodities, Currencies, ETFs & ESG
81%
Crypto & Private equity
77%
Derivatives
UHNWIs DIVERSIFY ACROSS RISK & GROWTH OPPORTUNITIES
UHNWIs AGREE ON A GREATER NEED FOR ALTERNATIVE INVESTMENTS
Europe (74%) shows the highest regional demand for alternatives, compared to Asia (60%) & U.S. (49%)
UHNWIs involve heirs in wealth transfer plans, but only half have formalized them, leaving wealth at risk and opportunities for advisors
don’t have a formal documented wealth transfer plan
52%
of UHNWIs have proactively involved heirs in wealth succession conversations
81%
don’t have a formal documented wealth transfer plan
52%
of UHNWIs have proactively involved heirs in wealth succession conversations
81%
nearly 20 pts
The Ultra Wealthy & The Great Wealth Transfer
have not yet introduced heirs to their financial advisors, creating a strategic window of opportunity for firms to secure next-gen clients & formalize plans
58%
have not yet introduced heirs to their financial advisors, creating a strategic window of opportunity for firms to secure next-gen clients & formalize plans
58%
The Ultra Wealthy & The Great Wealth Transfer