Securing their families’ financial security
ranks higher to ultra high net worth clients (UHNW) than charitable
activities, ethical investing and environmental responsibility,
according to a poll of 60 international advisors in the UK for UHNW
clients.
Environmental responsibility was ranked at the
lowest priority in the research, which was conducted by Kaiser
Partner and Scorpio Partnership. Securing financial security for
the family came top.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The poll also predicted that the financial
centres of the future will be led by Asian markets including
Singapore, Hong Kong and Shanghai.
Among the traditional jurisdictions including
Switzerland and the Channel Islands, financial professionals
selected Liechtenstein as an up-and-coming centre that has been
rebuilding its capacity to service UHNW clients
Fritz Kaiser, executive chairman of Kaiser
Partner, said the professionals’ perceptions was surprising given
that in its engagement with private client investors, issues such
as responsible investing and philanthropic uses for their personal
fortunes are high up on the agenda.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
