Investment priority for managing wealth in the United States, 2014

The statistic shows the results of a survey carried out among wealthy Americans in 2014. This statistic deals with investment priorities when it comes to managing wealth and investment portfolios. For 61 percent of those surveyed, asset growth was the main priority when it came to managing wealth.

When it comes to managing your wealth and investment portfolio, which of the following is closest to your investment priority?

Investment priorityShare of respondents
Preserve assets39%
Grow assets61%
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Release date

June 2014


United States

Survey time period

February and March 2014

Number of respondents

680 respondents

Age group

18 years and older

Method of interview

Online survey

Supplementary notes

Age of respondents: Average 53 years old
-Age 18-33: 13 percent (Gen Y or Millennials)
-Age 34-49: 22 percent (Gen X)
-Age 50-68: 45 percent (Baby Boomers)
-Age 69+: 20 percent.

- 57 percent men
- 43 percent women.

The 680 people interviewed for this nationwide survey were high net worth or ultra high net worth individuals.

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Statistics on "Private wealth management"

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