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UBS Investor Watch Survey – Life to Change after Pandemic

17th July 2020 | Hong Kong

UBS, one of the world’s leading wealth manager has released the latest UBS Investor Watch survey which surveyed more than 3,750 wealthy investors globally on their views on the pandemic and how the pandemic has impacted the way they think about money.  

” 75% of respondents think life will be changed forever after the pandemic “

UBS Investor Watch Survey

  • 3,750 wealthy investors’ view on the pandemic
  • How it has impacted how they think about money

Respondents from 15 countries

  • 25-30 year olds with at least $250k in investable assets
  • 31-39 year olds with at least $500k in investable assets
  • 40 or above with at least $1 million in investable assets.

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The UBS survey report is titled Setting a new course: Rethinking health and wealth in a post-COVID world.


1. Life after Pandemic – A New Normal

Travel Luthansa Airlines
Luthansa Airlines

3 in 4 (75%) of the investors in the survey think life will be changed forever after the pandemic.

Survey: Life after Pandemic

  • 75% – life will be forever changed
  • 70% – will travel less
  • 67% – plan to work remotely more
  • 52% – intend to move closer to family
  • 46% – consider to move to less populated areas


2. By Region – Life will Change 

Banker In Distress 2
Banker in Deep Thought

Survey: Life will change after Pandemic – By Region

  • Asia Pacific – 71%
  • United States – 82%
  • Latin America – 84%
  • Europe (exclude Switzerland) – 74%
  • Switzerland- 56%
  • Global Average – 75%


3. What are they thinking of?

Family Home 1
Wealthy Asian Family

Survey: What are they thinking of?

  • 81% – A sense of fear will remain for a long time
  • 75% – Will reassess what is most important
  • 73% – Realize that life is short


4. Focus on Family, Health and Safety

International Banker 5
Relationship Manager with Family

Survey: What they think of Family, Health and Safety?

  • 88% – Top priority is to stay healthy
  • 82% – Protect family more
  • 80% – Protect themselves more
  • 77% – Spend more time with loved ones


5. Financial Impact caused by Pandemic

Financial Crisis 101
Financial crisis. Unemployment. Young businessman holding sign Need Job outdoors

Survey: Financial Impact caused by Pandemic

  • 70% – Financially impacted by Pandemic
  • 25% – Significantly impacted by Pandemic
  • 45% – Somewhat impacted by Pandemic


6. How they think about Money

Unit Trust 7
Portfolio Allocation

Survey: How they think about money

  • 67% – Impacted about how they think about money
  • 56% – Insufficient savings if there is another pandemic
  • 51% – Healthcare cost increasing
  • 65% – Retirement savings impacted
  • 58% – Work longer to make up for retirement losses
  • 60% – Becoming a financial burden to family if they get sick
  • 54% – Not leaving money for next generation


7. How they think about Investing

Hong Kong Stock Exchange 1
Hong Kong Stock Market

Survey: How they think about the investing

  • 81% – fear further market decline
  • 79% – see volatility as an opportunity
  • 83% – want more guidance from their advisor


8. Millennial Investors vs Baby Boomers

Professional Work 3
Independent Financial Advisory

Millennials investors surveyed are more affected financially than older generations (Baby Boomers).  

Survey: Impact on Millennials and Boomers ()

  • 73% (66%) – Financially impacted by the pandemic
  • 74% (55%) – Pandemic had impacted the way they think about their money
  • 71% (34%) – Having to work longer
  • 68% (38%) – Not enough savings for another pandemic
  • 45% (30%) – Losing job



  • Baby boomers: Born 1946 to 1964 (Age 56-76)
  • Gen X: Born 1965 – 1979 (Age 41-55)
  • Millennials / Gen Y: Born 1980 – 1994 (Age 26 – 40)
  • Gen Z: Born 1995 – 2015 (Age 5 to 25)


9. Millennial Investors – Social Impact

Electric Car
Electric Car

Millennials are concerned about making social impact

Survey: Millennials vs Boomers ()

  • 34% (17%) – Increased financial support for family & friends
  • 69% (44%) – Interested in sustainable investing
  • 60% (35%) – Interested in philanthropy



Tom Naratil, Co-President of UBS Global Wealth Management and President of UBS Americas:

“As investors navigate the COVID-19 crisis, they are seeking the latest insights and more tailored advice on how to achieve their financial goals. The pandemic is causing many of them to rethink how they’ll fund their liquidity, longevity, and legacy needs. That means wealth managers have an opportunity to play an even more important role in their clients’ lives and prepare them for the post-pandemic environment.”

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About the UBS Investor Watch survey: 

UBS surveyed more than 3,750 investors. They were made up of 25-30 year olds with at least $250k in investable assets, 31-39 year olds with at least $500k in investable assets, and those 40 or above with at least $1 million in investable assets. The global sample was split across 15 markets: Argentina, Brazil, mainland China, France, Germany, Hong Kong, Italy, Japan, Mexico, Singapore, Switzerland, Taiwan, the UAE, the UK and the US. The research was conducted in May 2020.


About UBS

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UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS’s strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook. 

UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 31% of its employees working in the Americas, 32% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 18% in Asia Pacific. UBS Group AG employs over 67,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE). 

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