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Planned and taken wealth management actions by billionaires globally 2020

Wealth management actions planned and taken by billionaires around the world in 2020

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Release date

September 2020



Survey time period

July 31, 2020

Number of respondents

84 respondents

Special properties

Partners who work with billionaire clients

Supplementary notes

The source adds the following information: "This is the seventh of our reports on billionaire wealth, continuing our investigation into this historic era of wealth generation. Our research universe covers more than 2,000 billionaires from 43 markets in the Americas, EMEA and APAC, looking back over more than two decades. Our database includes the 43 largest billionaire markets, which account for around 98% of global billionaire wealth. Further, we’ve conducted about 60 conversations with billionaires. Our research sources include PwC billionaire data and UBS sustainability ratings."

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Statistics on "Private wealth management"

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