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Wealth management actions planned and taken by billionaires around the world in 2020

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Source

Release date

September 2020

Region

Worldwide

Survey time period

July 31, 2020

Number of respondents

84 respondents

Special properties

Partners who work with billionaire clients

Supplementary notes

The source adds the following information: "This is the seventh of our reports on billionaire wealth, continuing our investigation into this historic era of wealth generation. Our research universe covers more than 2,000 billionaires from 43 markets in the Americas, EMEA and APAC, looking back over more than two decades. Our database includes the 43 largest billionaire markets, which account for around 98% of global billionaire wealth. Further, we’ve conducted about 60 conversations with billionaires. Our research sources include PwC billionaire data and UBS sustainability ratings."

Citation formats

Planned and taken wealth management actions by billionaires globally 2020

Published by K. Scholle, Aug 18, 2021
The most common action taken by billionaires worldwide in 2020 to manage their wealth was changes to their investment strategy. The most common planned action to take the coming 12 months, as of July 2020, was to accelerate succession planning, which almost ** percent stated they were planning, a significant increase compared to only ** percent who actually did so in the previous 12 months.
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