A father and young daughter are all smiles as they run together on a secluded beach

Growing wealth for future generations

How Asian families invest to advance

Our recent "Invest to advance" survey shows that among US high net worth investors, Asian investors are particularly focused on growing their wealth. They want to see that investment growth extend to caring for their loved ones and the generations to follow.

Let’s talk about your financial goals and how your wealth can work for you.

Leaving a legacy of growth

Among US high net worth (HNW) investors, Asian investors are more focused on growing wealth, with more than half their portfolio in stocks. They also want to leave these growth investments to their heirs.

% of their portfolio in stocks

Asian

Bar chart showing the Asian population of HNW investors hold 53% of their portfolio in stocks

Overall

Bar chart showing the overall population, holding 41% of their portfolio in stocks
I learned about investing when I moved to the US and had my first job. I was offered a 401(k) that you could fund with your salary and invest in mutual funds or stocks.
Grace, 55
An Asian woman smiles with subtle confidence as she sits on a couch in her home or at a nice bed and breakfast

% who expect to transfer investments

(e.g., stocks and bonds)

Asian

Bar chart showing the percentage of the Asian population among HNW investors who expect to transfer investments to heirs is 89%

Overall

Bar chart showing the overall population, where 81% expect to transfer investments to heirs

Where they plan to give their inheritance

Pie charts showing that HNW Asian investors plan to bequeath 81% of their wealth to 'Family and friends'
Pie charts showing that HNW Asian investors plan to bequeath 19% of their wealth to 'Important causes'

Family and friends

Important causes

What’s most important for wealth transfer

  • 0 %
I want the transfer of my assets to go smoothly.
  • 0 %
I’d like my heirs to use their inheritance wisely and not squander it.

Interested in leaving a legacy of growth? Learn more about family gifting.

Looking for sustainable returns

% with SI in their portfolio is lower …

Asian

Bar chart showing the amount of Asian HNW investors who have sustainable investments (SI) in their portfolio is 29%

Overall

Bar chart showing the overall population, where 46% have SI in their portfolio.

BUT… interest is high

  • 0 %
    with no SI want to know more

Top 3 areas of interest

  • 0 %

Reducing pollution & waste

  • 0 %

Managing climate change

  • 0 %

Conserving water

Ready to get started with SI? Learn more about investing to drive change.

Giving back. Making a difference.

More than half of Asian investors feel the need to give back, and most give financial resources vs. their time.

  • 0 %
I feel it is my responsibility to give back.

How they have given back over the last 2 years

Donated financial resources

Volunteered time

Bar chart showing how Asian investors have given back over the last 2 years; 41% have volunteered time

Top 3 areas of philanthropic interest

Helping the less fortunate

Preserving the environment

Supporting educational programs

Is philanthropy a part of your legacy? Engage the next generation in giving.

A young Asian woman sips a coffee in the back seat of a car, taking in the view at sunrise or sunset

We want to hear from you

When it comes to building wealth, what have your experiences been? What’s important to you? How well has the financial industry met your needs and what could they do better?

 

Connect with us

Experts working to create an inclusive investor experience

It's time to make your hard-earned wealth work for you, and UBS is here to support you.

Portrait of Melinda Hightower

Melinda Hightower

Managing Director

Head, Multicultural Client Segment

Wealth Management USA

(888) 660 5750

Expiration: 9/30/2024 Approval date: 9/28/2023 Review Code: IS2305819