Our recent "Invest to advance" survey shows that among US high net worth investors, Asian investors are particularly focused on growing their wealth. They want to see that investment growth extend to caring for their loved ones and the generations to follow.
Let’s talk about your financial goals and how your wealth can work for you.
Among US high net worth (HNW) investors, Asian investors are more focused on growing wealth, with more than half their portfolio in stocks. They also want to leave these growth investments to their heirs.
% of their portfolio in stocks
Asian
![Bar chart showing the Asian population of HNW investors hold 53% of their portfolio in stocks](/us/en/wealth-management/who-we-serve/specialized-advice/multicultural-investors/invest-to-advance/asian-investors/_jcr_content/mainpar/toplevelgrid_1615274845/col1/innergrid/xcol1/textimage_1419950690/image.580.png/1695067702797.png)
Overall
![Bar chart showing the overall population, holding 41% of their portfolio in stocks](/us/en/wealth-management/who-we-serve/specialized-advice/multicultural-investors/invest-to-advance/asian-investors/_jcr_content/mainpar/toplevelgrid_1615274845/col1/innergrid/xcol1/textimage_1419950690_371237417/image.580.png/1695291357170.png)
I learned about investing when I moved to the US and had my first job. I was offered a 401(k) that you could fund with your salary and invest in mutual funds or stocks.
![An Asian woman smiles with subtle confidence as she sits on a couch in her home or at a nice bed and breakfast](/us/en/wealth-management/who-we-serve/specialized-advice/multicultural-investors/invest-to-advance/asian-investors/_jcr_content/mainpar/toplevelgrid_1615274845/col1/innergrid_1286311328/xcol2/textimage/image.580.png/1694615854306.png)
% who expect to transfer investments
(e.g., stocks and bonds)
Asian
![Bar chart showing the percentage of the Asian population among HNW investors who expect to transfer investments to heirs is 89%](/us/en/wealth-management/who-we-serve/specialized-advice/multicultural-investors/invest-to-advance/asian-investors/_jcr_content/mainpar/toplevelgrid_1086381945/col1/innergrid_copy/xcol1/textimage_1419950690/image.580.png/1695067496794.png)
Overall
![Bar chart showing the overall population, where 81% expect to transfer investments to heirs](/us/en/wealth-management/who-we-serve/specialized-advice/multicultural-investors/invest-to-advance/asian-investors/_jcr_content/mainpar/toplevelgrid_1086381945/col1/innergrid_copy/xcol1/textimage_1419950690_961758185/image.580.png/1695067367482.png)
Where they plan to give their inheritance
![Pie charts showing that HNW Asian investors plan to bequeath 81% of their wealth to 'Family and friends'](/us/en/wealth-management/who-we-serve/specialized-advice/multicultural-investors/invest-to-advance/asian-investors/_jcr_content/mainpar/toplevelgrid_1086381945/col2/innergrid/xcol1/textimage/image.580.png/1694616500202.png)
![Pie charts showing that HNW Asian investors plan to bequeath 19% of their wealth to 'Important causes'](/us/en/wealth-management/who-we-serve/specialized-advice/multicultural-investors/invest-to-advance/asian-investors/_jcr_content/mainpar/toplevelgrid_1086381945/col2/innergrid/xcol2/textimage/image.580.png/1694616469289.png)
Family and friends
Important causes
What’s most important for wealth transfer
- 0 %
I want the transfer of my assets to go smoothly.
- 0 %
I’d like my heirs to use their inheritance wisely and not squander it.
Interested in leaving a legacy of growth? Learn more about family gifting.
% with SI in their portfolio is lower …
Asian
![Bar chart showing the amount of Asian HNW investors who have sustainable investments (SI) in their portfolio is 29%](/us/en/wealth-management/who-we-serve/specialized-advice/multicultural-investors/invest-to-advance/asian-investors/_jcr_content/mainpar/toplevelgrid_730648469/col1/innergrid/xcol1/textimage_1419950690/image.580.png/1695068616579.png)
Overall
![Bar chart showing the overall population, where 46% have SI in their portfolio.](/us/en/wealth-management/who-we-serve/specialized-advice/multicultural-investors/invest-to-advance/asian-investors/_jcr_content/mainpar/toplevelgrid_730648469/col1/innergrid/xcol1/textimage_1419950690_2122674717/image.580.png/1695068574930.png)
BUT… interest is high
- 0 %
with no SI want to know more
Top 3 areas of interest
- 0 %
Reducing pollution & waste
- 0 %
Managing climate change
- 0 %
Conserving water
Ready to get started with SI? Learn more about investing to drive change.
More than half of Asian investors feel the need to give back, and most give financial resources vs. their time.
- 0 %
I feel it is my responsibility to give back.
How they have given back over the last 2 years
Donated financial resources
![](/us/en/wealth-management/who-we-serve/specialized-advice/multicultural-investors/invest-to-advance/asian-investors/_jcr_content/mainpar/toplevelgrid_628127600/col1/innergrid/xcol1/textimage_900276025/image.580.png/1695068502695.png)
Volunteered time
![Bar chart showing how Asian investors have given back over the last 2 years; 41% have volunteered time](/us/en/wealth-management/who-we-serve/specialized-advice/multicultural-investors/invest-to-advance/asian-investors/_jcr_content/mainpar/toplevelgrid_628127600/col1/innergrid/xcol1/textimage_900276025_/image.580.png/1695068475039.png)
Top 3 areas of philanthropic interest
Helping the less fortunate
Preserving the environment
Supporting educational programs
Is philanthropy a part of your legacy? Engage the next generation in giving.
Experts working to create an inclusive investor experience
It's time to make your hard-earned wealth work for you, and UBS is here to support you.
![Portrait of Melinda Hightower](/us/en/wealth-management/who-we-serve/specialized-advice/multicultural-investors/invest-to-advance/_jcr_content/mainpar/toplevelgrid_1910262/col1/innergrid/xcol2/textimage_copy/image.580.png/1695934925516.png)
Melinda Hightower
Managing Director
Head, Multicultural Client Segment
Wealth Management USA