At Lombard Odier, we believe that we need to be constantly proactive to offer the best possible service to our clients. That’s why we commissioned a comprehensive survey of established and younger HNW individuals from across the Middle East¹ to understand their views and insights. We addressed three key topics:

• The next generation
• Succession planning
• Values-based investing (Islamic and sustainable investing)

How does the next generation wish to manage their wealth?

Wealthy millennials have been the focus of considerable research at a global level, but what about younger HNW investors, entrepreneurs and heirs in the Middle East? Where do they see the best investment opportunities, what are their wealth priorities and how do they plan their future, what is their appetite for Islamic and sustainable investments and are they looking to relocate outside of the Middle East?

Are you ready to leave your legacy to your heirs?

Implementing an effective and transparent succession plan that future-proofs your wealth and business can be challenge. Nearly 90% of our respondents in the Middle East think that their business is set-up for an effective wealth transfer, but do they really have an estate plan in place? Have they considered the geographical set-up of their family?

Learn about our wealth planning expertise
 

How do your values guide your investment decisions?

With values-based investing garnering significant investor attention globally, we wanted to find out how values are shaping investors’ decisions across the Middle East. Have attitudes to Islamic and sustainable investing changed since the pandemic? Do investors already reflect these factors in their investments and do they plan on increasing allocations?

Learn about our shariah offering

¹ This survey gathered the views of 300 HNW individuals from across the Middle East. Participants were from the United Arab Emirates, Saudi Arabia, Kuwait, Oman, Qatar, Bahrain, Egypt and Lebanon. The research took place in December 2021.

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