We are proud to present our fifth annual Financial Wellbeing research report. The research provides an insight into the pressing issues facing High Net Worth Individuals (HNWIs), particularly those with backgrounds in professional and financial services.

For the first time since our research began, a long-term rise in inflation is the primary financial worry among HNWIs and geopolitical instability has risen to second place.

We noticed a “palpable sense of anxiety” among clients this year and our focus groups suggested HNWIs were still uncertain about what the macroeconomic situation means for them, as our research was conducted against the backdrop of the war in Ukraine, inflation, skyrocketing energy prices and political turmoil.

Some trends remain a constant such as the desire for mental and physical wellbeing. So too the desire to support beneficiaries financially but not in a way that demotivates them, and the ongoing scepticism around the ESG industry.

For more trends and insights, please download the full report by clicking the button below:




This note is for general guidance only and does not constitute, and should not be construed as, investment advice or a recommendation to engage in any investment activity. Detailed advice should be taken before entering any investment activity. Any opinions stated in the corresponding article reflect the views of the individuals surveyed for research purposes and any further individuals referenced. These views may differ from the views of other individuals/teams at Saunderson House.

 Saunderson House, a wholly-owned subsidiary of Rathbones Group Plc, is authorised and regulated by the Financial Conduct Authority. Rathbones Group Plc, through its subsidiaries, is a leading provider of high-quality, personalised investment and wealth management services for private clients, charities and trustees. Our services include discretionary investment management, unit trusts, banking and loan services, financial planning, unitised portfolio services and UK trust, legal, estate and tax advice.

Rathbones Group Plc is independently owned, is the sole shareholder in each of its subsidiary businesses and is listed on the London Stock Exchange.

About The Author

Olly Cheng
Olly started at Saunderson House in 2008, following the completion of an M.Phil in Social and Economic History from ...
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