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Expectations of young wealth executives in terms of investment

88 Pages

French

PDF

Release :

2023-11-15

When it comes to investment, are young wealth executives sensitive to the notion of sustainability?

AUTHOR

Bertrand MINOT

Studies project manager

  • Determine whether young wealth executives are indeed looking for meaning in terms of investment and on what themes.

  • How do they perceive the collection of their sustainability preferences?

  • What is their feeling about the communication regarding sustainability of their heritage stakeholders?

  • What knowledge and perceptions do they have of labels?

  • Assess their interest in investing in crypto-assets.

  • Raise their attractiveness for investment in real estate.

  • Know their mindset and readiness for retirement.