What is the Millennial investing identity?

To answer this question, we partnered with Campden Wealth once again to study this rising generation. In our latest report, we focus on the investment behaviors of ultra-high-net-worth (UHNW) Millennials, whom we define as individuals born between 1980 and 1995, and coming from families with a net worth of at least $35 million.

Our report, “Coming of Age: The Investment Behaviors of Ultra-High-Net-Worth Millennials,” provides an in-depth look at what they want to change in how their family’s assets are managed. It also reveals the asset classes that interest them most, the investment topics they want to learn more about and what their current personal allocation looks like.

Here are some additional key findings from the report.

  • UHNW Millennials enjoy growing influence in managing the family wealth, but plan to make big changes in how the investments are managed when they assume control.
  • They are hungry for deals and have an appetite for calculated risks.
  • Many are planning to incorporate environmental, social, and governance (ESG) standards to their family portfolios, and increase allocations to impact investments.
  • A clear majority of the Millennials we surveyed seek professional advice before making investment decisions. But they have misgivings about the value advisors provide, and a cynical view towards fees and product recommendations.

View the Interactive

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