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Change of UHNWIs' asset allocation in 2014, by asset class and region

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?

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Release date

March 2014



Survey time period


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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