2021 Global Entrepreneur & Family Report Part 1
Global Overview for Entrepreneurial Investments
How the Covid-19 has affected their investment decisions?
What are the new factors in their portfolio strategy?
Based on the voices of 920 Elite entrepreneurs and multi-generational families handling average investable assets of $17.2million, spanning 19 countries across Europe, Asia, the United States and the Middle East, this exclusive report offers a deep-dive to uncover the investment strategies that has driven their portfolio allocation in 2021 and beyond!
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.