What Ultra-High-Net Worth Millennials Value Most
Ned Dane, Head of Private Client Group
Values-Based Investing: Interest vs. Knowledge
Millennials aim to be values-based investors, but their interest often exceeds their knowledge.
“ Money certainly can't buy you happiness. But if you're smart about it, patient and mindful of your goals, it can help you be the best version of you that you can be. ”
— North American, UHNW Millennial.
Impact Investing: What Interests Millennials Most
Millennials strive to earn long-term returns while focusing on basic human rights.
UHNW Millennials Rate their Advisors In These Categories
Millennials desire advice from advisors as long as it's personal, focused and communicated appropriately. Contact your OppenheimerFunds consultant to learn more.
- Goal Definition
- Impact Investing
- Conflict Resolution