13 Sep 23
Avaloq 2023 investor survey
The five dimensions of investor behaviour
The Avaloq 2023 investor survey uncovers the key factors influencing investment decisions, from motivations and methods to risk attitudes and preferred investment types. Discover how investors are navigating today’s complex financial landscape and what this means for the future of wealth management.
53%
of investors rely on an industry professional to make investment decisions
50%
of those surveyed use advisory services for their investments
50%
of respondents invest to generate additional income
53%
of investors rely on an industry professional to make investment decisions
50%
of those surveyed use advisory services for their investments
50%
of respondents invest to generate additional income
53%
of investors rely on an industry professional to make investment decisions
50%
of those surveyed use advisory services for their investments
50%
of respondents invest to generate additional income
About the report
The report is based on Avaloq’s annual investor survey. In February and March 2023, we conducted an online survey of 3,000 affluent to ultra-high net worth individuals aged 18 and above in Germany, Switzerland, the United Kingdom, Hong Kong, Japan and Singapore to understand what motivates them, which investment methods they use, what their attitude to risk is, which types of investment they favour and which sources inform their investment decisions.
57% of respondents were affluent (with investable assets of USD 250,000 to USD 1 million) while 37% fell within the high net worth segment (with investable assets of USD 1 million to USD 50 million) and 6% within the ultra-high net worth bracket (with investable assets above USD 50 million).
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