Sixty percent of ultra-high-net-worth investors with a net worth between US$5 million and US$25 million are going to invest in equities in the next 12 months, a Spectrem’s Millionaire Corner study reports.
Only 51% of ultra-high-net-worth investors plan to put additional funds into checking or savings accounts over the same period.
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Mass Affluent investors with a net worth between US$100,000 and US$1 million, 57% plan to go with the more conservative choice of putting their money in checking and savings accounts while 31% plan to invest in equities.
Among ultra-high-net-worth investors, 37% plan to invest international investments such as stocks, mutual funds or other products based outside the US and 37% also say they will invest in money market funds. In both cases, those objectives are higher than investment plans for Millionaires or the Mass Affluent.
The UHNW investors also favor fixed income investments such as individual bonds or bond mutual funds (32%) and certificates of deposit (23%).
Following checking and savings accounts and equities, Millionaires are next most likely to go for money market funds (36%) and international investments (28%).
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By GlobalDataThe Mass Affluent investors usually make different choices than the wealthier investor, but 29% are going to invest in money market funds and 26 percent in certificates of deposit.
