AT A GLANCE

Welcome to the 2021 Global Entrepreneur & Family Report
by BNP Paribas Wealth Management

PART 1: Global Overview for Entrepreneurial Investments

BNP Paribas Wealth Management has interviewed 920 of the most successful entrepreneurs and multi-generational families from around the world to uncover the investment strategies that have driven their portfolio allocation in 2021 and beyond!

Methodology

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Elite entrepreneurs and
multi-generational families interviewed

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From

continents (USA, Europe, Middle East, Asia)
spanning 19 countries

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$.4 million

average investable wealth

Discover the future investment strategies of successful entrepreneurs and leading families

Key Findings

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Equities

have topped US and European entrepreneurs’ portfolio allocations for the third year

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Private equity and real estate

had enduring appeal to Ultrapreneurs during the COVID-19 crisis

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25%

are holding more cash than required right now

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52%

are more likely now than 6-12 months ago to consider credit

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Inflation volatility, the changing tax environment and corporate debt

are the biggest threats

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Smart technology, portfolio diversification and energy transition

are the most popular investment themes for 2021

Learn more ∨
2020 Investment Themes

DISCOVER OUR 2021 INVESTMENT THEMES

LEARN MORE
Our Solutions Dedicated To Entrepreneurs

LEARN MORE ABOUT OUR SOLUTIONS DEDICATED TO ENTREPRENEURS

LEARN MORE

 

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and on Twitter with #GEFRWealth2021 and at @BNPP_Wealth

 

More findings on the “Voice of Wealth” app on the App Store or on Google Play Store.

Aon’s client Insight team

Owned by Aon plc, Aon’s Client Insight team is a leading insight and strategy consultancy to the global wealth industry. We specialise in understanding ultra/high net worth individuals and the financial institutions with which they interact, sharing our expertise with business leaders to enable them to drive business growth and performance. As a global team of consultants, we have a deep understanding of the challenges facing the wealth management sector and the opportunities for growth. We have a passion for improving client outcomes. Our

core competencies are client engagement studies, thought leadership, brand tracking assessments and strategic consulting. To date, we have collected more than 150,000 individual client responses globally – providing unparalleled insight to the institutions we work with. This research in this report was conducted and written by Aon UK Limited, part of Aon plc. Aon UK Limited is authorised and regulated by the Financial Conduct Authority.

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