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Equities formed a major portion of the HNWIs’ investment, constituting 37.7% of their portfolio. The remaining portfolio was allocated to cash and cash equivalents (21.2%), fixed income (19.7%), real estate (10.6%) and alternative investments (10.8%).

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 2021, Capgemini


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