What matters to affluent investors worldwide?How do their views differ from region to region — and from country to country? Do millennial investors truly view the world differently? For insight, see highlights below from our 4th annual survey — asking affluent investors in 19 countries about their current investments and future opportunities.
A quantitative online survey methodology was used to conduct the study, with a total of 5,370 high-net worth investors across 19 markets completing the questionnare.
|United States||N = 458|
|Europe (UK, France, Spain, Italy, Germany, Switzerland, Belgium, Sweden)||N = 1,600 (200 per market)|
|Asia (Hong Kong, Singapore, Japan, Taiwan, China, South Korea)||N = 1,150 (150-200 per market)|
|Latin America (Brazil, Chile, Mexico, Colombia)||N = 800 (200 per market)|
|Australia||N = 200|
Respondents had to meet the following screening criteria:
Field work for the survey was conducted between December 3, 2015 and January 8, 2016. In each market, sample included roughly equal numbers of respondents for the $200K-$999K group and $1M+ group; the data was then weighted to be representative of the $200K-$999K and $1M+ household total investable assets populations. Global investor figures are composites based on weighted average of country specific findings; the weighting is by relative incidence of qualified investors in each country. Note: Because of rounding, percentages may not add up to 100%.
The research was conducted by Northstar Research Partners, an independent global marketing research firm with offices in New York, Atlanta, Toronto, London and Jakarta (www.northstarhub.com). Northstar conducts research across a wide range of industry sectors and is a recognized leader in financial services marketing research.
The main sample for comparisons to last year's data includes only high net worth investors aged 40-75, with Millennial data providing an additional data set that serves as a supplement to this year's study.
In retirement questions (G12 and G13) that asked for a numeric amount needed to enjoy retirement, respondents were asked to give a figure in their home currency, which was later converted to US dollars for comparison purposes. Medians were used to report averages in order to lessen the impact of extremely high answers on the data.
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