Appendix 2

Market data

UHNW individuals' priorities and challenges

81% of UHNW individuals believe they have a responsibility to use their wealth to solve important real-world problems. They're focused on ESG considerations and actively identifying other opportunities to use their wealth as a force for good. But challenges remain. Dig into the data below to learn more about what drives this group of UHNW individuals, and what they have identified as their key priorities and challenges in the years ahead.

Market data in view

The world’s future-ready wealth creators

UHNW individuals in all markets are digital-savvy networkers with high levels of geopolitical awareness.

They are geopolitically astute, understand the impact those issues can have on their wealth and proactively seek advice to protect their wealth from those challenges.

UHNW individuals believe they have a responsibility to use their wealth to solve important real-world problems.

Investing for impact across the world

In all markets included in the study, UHNW individuals are engaged with ESG investing for both purpose and profit.

UHNW individuals across the world are also channelling capital toward specific causes, but some markets have much higher levels of engagement with global goals than others.

Wealth barriers and levers by market

UHNW individuals in all regions are spotting and grasping opportunities to grow their wealth, although UHNW individuals in some countries are more willing to go against the market than others.

UHNW individuals that say they take large stakes in start-ups to find the next unicorn company

For most countries, the greatest challenge to protecting wealth is the geopolitical environment, followed by increased tax legislation. But market volatility is a key concern in some regions.

Across the regions in our study, the top three major legal issues expected in the next three years are related to asset structuring, tax and disputes.