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High-net-worth individuals

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  • 41%: Percentage of high-net-worth individuals without a primary financial advisor.
  • 50%: Percentage who are pessimistic about the economy in the next one or two years.
  • 22%: Percentage who have put off or delayed estate planning.
  • 49%: Percentage of investors who see real estate as a safer investment than the stock market; 45 percent see it as a better investment.
  • 50%: Percentage of investors who are worried about inflation eroding the value of their income.
  • 40%: Percentage of high-net-worth investors who are concerned they will not be able to live comfortably on their retirement income, or that assets will be depleted too quickly.
  • 50%: Percentage of high-net-worth individuals who said they rarely turn to professionals for financial advice.

Source: Phoenix Companies’ 2008 Wealth Survey


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