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OppenheimerFunds

April 7, 2017

Wealthy North American Millennials intend to make “significant changes” to the way family investments are managed once they assume control, notably increasing ‘risk on’ allocations to values-based and illiquid investments, new research suggests.

Wealthy North American Millennials intend to make “significant changes” to the way family investments are managed once they assume control, notably increasing ‘risk on’ allocations to values-based and illiquid investments, new research suggests.

Coming of age: The investment behaviours of ultra-high net worth Millennials in North America found only one-fifth (21%) are fully satisfied with the current objectives and guidelines of their families’ portfolios, despite 65% having a say in their family’s allocations.

September 2, 2016

North American ultra-high net worth Millennials have only the first half of September remaining to declare their own unique attitudes to wealth investment in cutting-edge research by Campden Wealth.

North American ultra-high net worth Millennials have only the first half of September remaining to declare their own unique attitudes to wealth investment in cutting-edge research by Campden Wealth.

The Campden Research team has already surveyed dozens of eligible Millennials but more are urged to take part to make the eagerly awaited report as robust and authoritative as possible.

May 3, 2016

Their outlook shaped by the global financial crisis, Millennials have a cautious outlook but are keen to have a positive effect on the world. Advisers have to engage these upcoming members of ultra-high net worth families on their terms, explains Ned Dane, senior vice president and head of OppenheimerFunds’ Private Client Group

Their outlook shaped by the global financial crisis, Millennials have a cautious outlook but are keen to have a positive effect on the world. Advisers have to engage these upcoming members of ultra-high net worth families on their terms, explains Ned Dane, senior vice president and head of OppenheimerFunds’ Private Client Group

What was the purpose of carrying out this study?

April 28, 2016

The new generation of ultra-high net worth family members wants to do more than just see their fortunes grow. A new study by OppenheimerFunds and Campden Research has found that these ‘Millennials’ want to make a dent in the world’s problems, but not the way their parents did it. 

The new generation of ultra-high net worth family members wants to do more than just see their fortunes grow. A new study by OppenheimerFunds and Campden Research has found that these ‘Millennials’ want to make a dent in the world’s problems, but not the way their parents did it. 

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