Wealthy Investors Consumer Research Report 2018

The aim of this report is to study UK consumers with investible wealth of £75,000 and above. It considers how these individuals invest their money and obtain and judge the advice they receive when they make financial investments. Wealth in this context is taken to include money currently invested in risky investments products, money held as cash and money held in defined contribution pensions which can be accessed by the pension holder (i.e. the pension holder is aged 55+).

Report Price £1,700.00 (VAT 0%)

Report Highlights

The report considers what types of financial products wealthy investors hold, how much they understand about the investment process, their overall approaches to investing, the type of financial advice they want and how they access advice. It also considers how wealthy investor investment behaviour has been influenced by online developments such as fund platformsJust under one-third of Investors can be called Wealthy, having £75,000 or more spread across risky investment products, cash and/or defined contribution (DC) pensions which can be accessed by their owners. Relative to Investors with less wealth, Wealthy Investors are more likely to be male, mature and affluent (from professional occupations). Just over one-in-ten Wealthy Investors can be classified as Millionaires.

The briefing (89pp, PDF), is available directly from IRN Research, priced at £1,700. 

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Report Features

Type Consumer Research Report
Year of Publication 2018
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