Setting a new course

Italian investors rethink health and wealth in a post-COVID world

Amid the confinement of the pandemic – and facing threats to their lives and livelihoods – investors looked inward.

Most rediscovered the joy of family, the importance of feeling safe and secure, and the value of health.

Now, emerging from lockdowns and still grappling with COVID-19, investors find themselves in a world that may have changed forever.

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Italian investors believe that things will never be the same ...

76%

The old way of life will be forever changed

85%

A sense of fear will remain for a long time

... and want to focus on family, health and safety.

“Staying healthy is my top priority.”

“I want to protect my family more.”

“I want to spend more time with loved ones.”

Italian investors were impacted financially by COVID-19 ...

28%

Noimpact

46%

Somewhatimpacted

26%

Significantlyimpacted

...and many have financial concerns.

“I worry about not having enough saved if there is another pandemic.”

"I worry about working longer to make up for retirement losses."

“I worry about being a financial burden to my family if I get sick.”

Italian investors want to protect their wealth, but also see opportunities ahead.

Advice is key for Italian investors.

Want to know more?

Learn more about the findings in other regions

Want to discuss opportunities in the current environment?

Talk to your UBS client advisor today.

About the survey: For this edition of UBS Investor Watch, we surveyed more than 3,750 investors. They were made up of 25-30 year olds with at least $250k in investable assets, 31-39 year olds with at least $500k in investable assets, and those 40 or above with at least $1 million in investable assets. The global sample was split across 15 markets: Argentina, Brazil, mainland China, France, Germany, Hong Kong, Italy, Japan, Mexico, Singapore, Switzerland, Taiwan, the UAE, the UK and the US. The research was conducted in May 2020.

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