Expectations of young wealth executives in terms of investment
88 Pages
French
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.
Objectives of the study
Companies analyzed
Study methodologies
Notre méthodologie ne requiert pas d'analyse de sociétés pour cette étude
Qualitative study, 20 individual telephone interviews
Interviews carried out from September 18 to 29, 2023 with:
20 young asset managers between 25 and 40 years old,
all active employees with financial assets of at least 100,000 euros with a majority on products submitted to the markets.
Two targets interviewed
10 Active and autonomous alerts (free management)
10 Passive and dependent neophytes (delegated management)
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Study plan
