2024 HNWI asset mix is rebalancing between preservation and growth
Source: Capgemini Research Institute for Financial Services Analysis, 2024; World Wealth Report 2024 Global High Net Worth Insights Survey, N=3119.
Notes:
Chart numbers and quoted percentages may not total 100% due to rounding. The allocations are as of January of each year.
Alternative investments include commodities, currencies, private equity, hedge funds, structured products, and digital assets.
Fixed income includes bonds, fixed annuities.
Cash and cash equivalents include savings deposits, money market funds.