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?
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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Bank of America ((U.S.Trust)). (June 21, 2014). When it comes to managing your wealth and investment portfolio, which of the following is closest to your investment priority? [Graph]. In Statista. Retrieved January 06, 2025, from https://www.statista.com/statistics/281528/wealth-management-priority/
Bank of America ((U.S.Trust)). "When it comes to managing your wealth and investment portfolio, which of the following is closest to your investment priority?." Chart. June 21, 2014. Statista. Accessed January 06, 2025. https://www.statista.com/statistics/281528/wealth-management-priority/
Bank of America ((U.S.Trust)). (2014). When it comes to managing your wealth and investment portfolio, which of the following is closest to your investment priority?. Statista. Statista Inc.. Accessed: January 06, 2025. https://www.statista.com/statistics/281528/wealth-management-priority/
Bank of America ((U.S.Trust)). "When It Comes to Managing Your Wealth and Investment Portfolio, Which of The following Is Closest to Your Investment Priority?." Statista, Statista Inc., 21 Jun 2014, https://www.statista.com/statistics/281528/wealth-management-priority/
Bank of America ((U.S.Trust)), When it comes to managing your wealth and investment portfolio, which of the following is closest to your investment priority? Statista, https://www.statista.com/statistics/281528/wealth-management-priority/ (last visited January 06, 2025)
When it comes to managing your wealth and investment portfolio, which of the following is closest to your investment priority? [Graph], Bank of America ((U.S.Trust)), June 21, 2014. [Online]. Available: https://www.statista.com/statistics/281528/wealth-management-priority/
