Proving Worth – The Values of Affluent Millennials in North America

This Oppenheimer Funds/Campden Wealth research report examines the values of UHNW millennials. 

It provides unique analysis on individuals who are set to play an ever-increasing role in how their family wealth is managed. Using quantitative and qualitative research it uncovers the values that millennials hold towards investments and advisors, and the nature of their decision-making. The research was conducted among ultra-high-net-worth millennials, born between 1980 and 1995, who are based in North America.  

 

Click here to read the press release of the report

 

Click here to read an executive summary of the report