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Equities formed major portion of the HNWI’s investment in 2018 constituting 36.8% of their portfolio. The remaining portfolio was allocated to cash and cash equivalents (22.5%), fixed income (18.1%), real estate (12.4%) and alternative investments (10.2%).

Note: Asset classes include: cash/deposits; equities; real estate excluding primary residence; fixed income; and alternative investments which include structured products, hedge funds, derivatives, foreign currency, commodities, and private equity; Chart numbers may not add up to 100% due to rounding

Source: Global HNW Insights Survey 2018, Capgemini


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