The statistic presents the factors affecting investment decisions of UHNWIs in North America in 2016. In that year, 70 percent of the surveyed private bankers and wealth advisors in North America admitted that wealth preservation had an effect on wealth management and investment decisions of their clients.
Which five factors are most important to your clients when it comes to the management of their wealth and their investment decisions?
Based on responses from almost 900 of the world’s leading private bankers and wealth advisors representing over 10,000 clients with a combined wealth of around 2 trillion U.S. dollars.
Multiple answers were possible.
Profit from the additional features of your individual account
Currently, you are using a shared account. To use individual functions (e.g., mark statistics as favourites, set
statistic alerts) please log in with your personal account.
If you are an admin, please authenticate by logging in again.
Learn more about how Statista can support your business.
Knight Frank. (March 1, 2017). Which five factors are most important to your clients when it comes to the management of their wealth and their investment decisions? [Graph]. In Statista. Retrieved November 21, 2024, from https://www.statista.com/statistics/718361/factors-affecting-investment-decisions-uhnwis-north-america/
Knight Frank. "Which five factors are most important to your clients when it comes to the management of their wealth and their investment decisions?." Chart. March 1, 2017. Statista. Accessed November 21, 2024. https://www.statista.com/statistics/718361/factors-affecting-investment-decisions-uhnwis-north-america/
Knight Frank. (2017). Which five factors are most important to your clients when it comes to the management of their wealth and their investment decisions?. Statista. Statista Inc.. Accessed: November 21, 2024. https://www.statista.com/statistics/718361/factors-affecting-investment-decisions-uhnwis-north-america/
Knight Frank. "Which Five Factors Are Most Important to Your Clients When It Comes to The Management of Their Wealth and Their Investment Decisions?." Statista, Statista Inc., 1 Mar 2017, https://www.statista.com/statistics/718361/factors-affecting-investment-decisions-uhnwis-north-america/
Knight Frank, Which five factors are most important to your clients when it comes to the management of their wealth and their investment decisions? Statista, https://www.statista.com/statistics/718361/factors-affecting-investment-decisions-uhnwis-north-america/ (last visited November 21, 2024)
Which five factors are most important to your clients when it comes to the management of their wealth and their investment decisions? [Graph], Knight Frank, March 1, 2017. [Online]. Available: https://www.statista.com/statistics/718361/factors-affecting-investment-decisions-uhnwis-north-america/
