New priorities for family offices and UHNW clients revealed in global survey

Private market investments reign supreme with a sharp increase in interest in this area over the past five years to top position of importance, according to Global wealth manager Julius Baer's just published 2nd Annual Family Barometer 2021 which highlights the top priorities for UHNW families right now. The survey covered more than 800 wealth management industry experts who work with and advise UHNW clients and their families. However, it is sustainable and impact investing and ESG-related topics which have grown the most (17%) in terms of importance over the past five years when it ...