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Change of UHNWIs' asset allocation in 2014, by asset class and region
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Change of UHNWIs' asset allocation in 2014, by asset class and region
Do you expect your clients' allocations to the following asset classes to increase or decrease in 2014?
by Statista Research Department,
last edited
Mar 5, 2014
The statistic presents the projected changes in the ultra high net worth individuals' asset classes allocations in 2014, by asset class and region. It was found that the majority of the UHNWIs in Latin America (net balance of responses equal to 90 percent) planned to increase their exposure to the equity markets in 2014.
Do you expect your clients' allocations to the following asset classes to increase or decrease in 2014?
| Africa | Asia | Australasia | Europe | Latin America | Middle East | North America | Russia/CIS | |
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| - | - | - | - | - | - | - | - | - |
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| Africa | Asia | Australasia | Europe | Latin America | Middle East | North America | Russia/CIS | |
|---|---|---|---|---|---|---|---|---|
| - | - | - | - | - | - | - | - | - |
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by Statista Research Department,
last edited
Mar 5, 2014
The statistic presents the projected changes in the ultra high net worth individuals' asset classes allocations in 2014, by asset class and region. It was found that the majority of the UHNWIs in Latin America (net balance of responses equal to 90 percent) planned to increase their exposure to the equity markets in 2014.
- Show sources information
- Show publisher information
- Release date
- March 2014
- Region
- Worldwide
- Survey time period
- 2013
- Number of respondents
- 600 private bankers and wealth advisors worldwide
- Special properties
- Results represent the view of over 23,000 UHNWIs with an average of 68 million U.S. dollars in assets.
- Supplementary notes
-
* Net balance of responses - difference between the percentage of survey respondents providing a positive and a negative answer (see the source).
UHNWI is an abbreviation for ultra high net worth individual.
The source adds the following information: UHNWI is a person with 30 million U.S. dollars or more in net assets excluding their principle residence.
The survey results were obtained basing on the opinions of the private bankers and wealth advisors about their UHNWI clients' points of view.
The source does not specify the type of survey used.
Source
- Show sources information
- Show publisher information
- Release date
- March 2014
More information
- Region
- Worldwide
- Survey time period
- 2013
- Number of respondents
- 600 private bankers and wealth advisors worldwide
- Special properties
- Results represent the view of over 23,000 UHNWIs with an average of 68 million U.S. dollars in assets.
- Supplementary notes
-
* Net balance of responses - difference between the percentage of survey respondents providing a positive and a negative answer (see the source).
UHNWI is an abbreviation for ultra high net worth individual.
The source adds the following information: UHNWI is a person with 30 million U.S. dollars or more in net assets excluding their principle residence.
The survey results were obtained basing on the opinions of the private bankers and wealth advisors about their UHNWI clients' points of view.
The source does not specify the type of survey used.
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