Coming of Age – The Investment Behaviors of Ultra-High Net Worth Millennials in North America

Campden Wealth has once again partnered with OppenheimerFunds to produce a study examining ultra-high net worth (UHNW) Millennials. It explores the attitudes and investment behaviors of UHNW Millennials. 

From the research it emerges that UHNW Millennials are values-minded and knowledge seeking in their actions. The report examines what changes they would make as they gain more control and responsibility of their family wealth. As well as this, the report considers how Millennials view their advisors: who is most important to them? who they trust the most? and who they trust the least?