The 2017 ultra high net worth survey reveals a year of robust growth in private wealth, driven by equity gains, favorable currency moves, and resilient investor confidence. Asset classes performed broadly well, pushing total investable balances to new highs among the world's wealthiest individuals.
Key Findings and Wealth Levels
Leaders in the 2017 ultra high net worth survey reported combined fortunes rising, with aggregate net worth climbing as markets extended their post crisis recovery. Geographic hotspots included North America and Asia, where capital gains and new entrepreneurial wealth expanded the ranks of individuals holding liquid assets above the ultra high threshold.
The survey highlighted widening gaps between regions, as currency appreciation and local market outperformance amplified balance sheets in certain jurisdictions. Policy uncertainty in some advanced economies tempered growth, yet capital mobility and portfolio rebalancing kept headline numbers trending upward throughout the year.
Investment Behavior and Allocation
Participants in the 2017 ultra high net worth survey increased allocations to equities, private investments, and real estate, reflecting confidence in continued economic expansion. Risk models shifted slightly toward growth sectors, with technology, healthcare, and infrastructure drawing larger commitments from family offices and independent teams.
Survey respondents emphasized liquidity management, using a mix of cash buffers and structured solutions to preserve optionality. Alternative strategies and direct private deals grew in popularity, as investors sought yield and diversification outside traditional public markets.
Regional and Sector Insights
Regional breakdowns in the 2017 ultra high net worth survey showed Asia Pacific capturing a larger share of total wealth, supported by entrepreneurial success and urban wealth concentration. Europe maintained stability, while North America contributed disproportionately through large exits and strong public market performance.
Conclusion
The 2017 ultra high net worth survey underscores a year of momentum for affluent investors, with rising assets, bold allocations, and regional shifts setting the stage for the next cycle of wealth creation. Understanding these dynamics helps advisors and families navigate evolving risks and opportunities in an increasingly interconnected global landscape.
