UBS Investor Watch—Choosing to delegate:
Why millionaires seek professional advice
Our latest issue of UBS Investor Watch discovers that, while millionaires understand the importance of saving and investing, their financial acumen varies widely. Despite this, they have little interest in becoming financial experts, citing busy lives and information overload.
Ultimately, our research shows it is the principles of financial discipline that impact investor success. Millionaires understand this, and prefer to work with financial advisors to set goals, develop a plan and stick to it.
We also looked across generations—from WWII to Millennials. Of all those surveyed, we found that Millennials are the least likely to plan ahead, and they know the least about investing. However, they are also the most open to learning more.
To understand how the right advice can help give you more confidence in reaching your goals, connect with your UBS Financial Advisor or find a UBS Financial Advisor.
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