#Entrepreneurs
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
Elite entrepreneurs and
multi-generational families interviewed
From
continents (USA, Europe, Middle East, Asia)
spanning 19 countries
$.4 million
average investable wealth
Discover the future investment strategies of successful entrepreneurs and leading families
Key Findings
Equities
have topped US and European entrepreneurs’ portfolio allocations for the third year
Private equity and real estate
had enduring appeal to Ultrapreneurs during the COVID-19 crisis
25%
are holding more cash than required right now
52%
are more likely now than 6-12 months ago to consider credit
Inflation volatility, the changing tax environment and corporate debt
are the biggest threats
Smart technology, portfolio diversification and energy transition
are the most popular investment themes for 2021
Learn more ∨
DISCOVER OUR 2021 INVESTMENT THEMES
LEARN MORE
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.