Middle East investor views 2022.

What’s driving the investment decisions of high-net-worth investors in the Middle East today? What are their plans for the future and how do attitudes differ between younger and older investors? Download our incisive reports to understand all these issues and more.

Lombard Odier 2022 survey: What’s driving high-net-worth investment decisions in the Middle East?

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 high-net-worth (HNW) business owners1 in the Middle East to understand their views and insights on four key topics: succession planning, values-based investing, asset allocation and the next generation.

Discover our findings on values-based investing and succession planning


Are you ready to leave your legacy to your heirs?

Survey report: Succession planning

How prepared are wealthy families and business owners to transfer their wealth and their business?

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?

Part 1: Values-based investing

Why is appetite for Islamic and sustainable investments surging across the Middle East?

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 sharia 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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This content is issued by Bank Lombard Odier & Co Ltd or an entity of the Group (hereinafter “Lombard Odier”). It is not intended for distribution, publication, or use in any jurisdiction where such distribution, publication, or use would be unlawful, nor is it aimed at any person or entity to whom it would be unlawful to address such a document.

 

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