Insights on Affluent Millennials


We provide an in-depth look for advisors at the investing needs and intentions of the next generation of wealthy families. Learn what we believe advisors must do to cultivate high-net-worth Millennial clients; explore the asset classes that are most appealing to young investors; and gain perspective on the investing decisions of wealthy young adults. We’ve also developed an interactive experience for advisors that examines the unique perspectives of ultra-high-net-worth (UHNW) Millennials, who come from families with a net worth of at least $35 million.

Campden Wealth Interactive Experience

OppenheimerFunds and Campden Wealth examine how ultra-high-net-worth Millennials approach to investing.

Overview: View on Wealth

Nature: Trying to Do Good

Decision Making

The Right Advice

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