The global economy has opened up the entire world to investment possibilities, but wealthy investors still look to Europe and China more than any other region outside of the United States.
Spectrem’s Millionaire Corner study of investors – Asset Allocation, Product Ownership and Perception of Providers – examined the investment strategies of investors as they look to the world outside of the United States for products they can invest in.
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The study looked at investors from three different wealth segments – Mass Affluent (with a net worth between $100,000 and $1 million Not Including Primary Residence), Millionaire (net worth between $1 million and $5 million NIPR), and Ultra High Net Worth (net worth between $5 million and $25 million NIPR).
Mass Affluent investors show the greatest reluctance to invest outside the United States, with 74 percent saying they are unwilling to do so. Fifty-eight percent of Millionaires and 49 percent of UHNW investors said they were unwilling to go outside the U.S. borders for investment possibilities.
Ultra High Net Worth investors, with a net worth between $5 million and $25 million NIPR, had similar levels of interest in investing in Europe and China. Twenty-one percent said they would be willing to invest in Europe and 20 percent said they would be willing to invest in China.
Countries in the Western Hemisphere were a popular choice. Seventeen percent of UHNW investors said they would look to Canada and Brazil for investment possibilities.
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By GlobalDataJapan would attract 12 percent of UHNW investors, and Australia continues to climb in terms of global perceptions, with 11 percent of UHNW investors saying they would put a portion of their investable funds Down Under.
India and the United Kingdom would attract 8 percent of UHNW investors, the study showed.
There were differences based on age shown in the report, with younger investors showing more willingness to look outside the U.S. borders for investment possibilities. Thirty-three percent of investors 44 years of age or younger said they would invest in China or Europe, and 21 percent said they would invest in Japanese opportunities. Only 12 percent of that age group among UHNW investors said they had no interest in investing outside the U.S., while 55 percent of UHNW investors 65 and older said they would not invest outside American borders.
The global economy has opened up the entire world to investment possibilities, but wealthy investors still look to Europe and China more than any other region outside of the United States.Spectrem’s Millionaire Corner study of investors – Asset Allocation, Product Ownership and Perception of Providers – examined the investment strategies of investors as they look to the world outside of the United States for products they can invest in.
The study looked at investors from three different wealth segments – Mass Affluent (with a net worth between $100,000 and $1 million Not Including Primary Residence), Millionaire (net worth between $1 million and $5 million NIPR), and Ultra High Net Worth (net worth between $5 million and $25 million NIPR). Mass Affluent investors show the greatest reluctance to invest outside the United States, with 74 percent saying they are unwilling to do so. Fifty-eight percent of Millionaires and 49 percent of UHNW investors said they were unwilling to go outside the U.S. borders for investment possibilities.
Ultra High Net Worth investors, with a net worth between $5 million and $25 million NIPR, had similar levels of interest in investing in Europe and China. Twenty-one percent said they would be willing to invest in Europe and 20 percent said they would be willing to invest in China.
Countries in the Western Hemisphere were a popular choice. Seventeen percent of UHNW investors said they would look to Canada and Brazil for investment possibilities.Japan would attract 12 percent of UHNW investors, and Australia continues to climb in terms of global perceptions, with 11 percent of UHNW investors saying they would put a portion of their investable funds Down Under.
India and the United Kingdom would attract 8 percent of UHNW investors, the study showed.There were differences based on age shown in the report, with younger investors showing more willingness to look outside the U.S. borders for investment possibilities.
Thirty-three percent of investors 44 years of age or younger said they would invest in China or Europe, and 21 percent said they would invest in Japanese opportunities. Only 12 percent of that age group among UHNW investors said they had no interest in investing outside the U.S., while 55 percent of UHNW investors 65 and older said they would not invest outside American borders.
