Tulip: The Diversity of Multimillionaire Investment Strategies - UK - December 2009

INTRODUCTION
Figure 1: The 2008/09 distributions of liquid financial assets amongst the wealthiest 1% of individuals in the UK
EXECUTIVE SUMMARY
The multimillionaire market
Multimillionaires and the credit crunch
Who are the multimillionaires?
Multimillionaire investments
Allocation diversity amongst multimillionaires
THE MULTIMILLIONAIRE MARKET
Figure 2: The UK’s multimillionaires analysed by liquid wealth
Figure 3: The UK’s wealthiest 25,000 multimillionaires
THE MULTIMILLIONAIRE PROFILES
Occupational background
Figure 4: The UK’s multimillionaires: The occupational demographic
The age demographic of millionaires
Figure 5: The UK’s multimillionaires: The age demographic
The income demographic of millionaires
Figure 6: The UK’s multimillionaires: The income demographic
The regional demographics of multimillionaires
Figure 7: The UK’s multimillionaires: The regional demographic
THE MULTIMILLIONAIRE INVESTMENTS
Figure 8: The investments owned by the UK’s multimillionaires
Figure 9: Investment asset allocations of the UK’s’ multimillionaires
THE DIVERSITY OF MULTIMILLIONAIRE INVESTMENT ALLOCATIONS
Figure 10: The UK’s multimillionaires: Company share allocations
Figure 11: The UK’s multimillionaires: Cash allocations
Figure 12: UK multimillionaires’ asset allocations analysed within company share allocation levels
Figure 13: UK multimillionaires’ asset allocations analysed by cash allocation levels
APPENDIX ONE
The Tulip Wealth Model
APPENDIX TWO
Technical note
Figure 14: The UK’s multimillionaires: The Tulip sample and profile
APPENDIX THREE
About Tulip Financial Research
APPENDIX FOUR
Data tables 1-18
Table 1: Q1: For this survey we need to interview a wide range of investors. Would you tell me which of these best describes the value of the total investments held by you and your family?, by investments I mean things like unit trusts, bonds, company shares, ISAs, savings accounts and so on, including property bought as an investment, but excluding your main home or second home, is it... by profile
Table 2: Q2: Are you mainly or equally responsible for investment decisions made by your household?, by profile
Table 3: Q3: Which of these kinds of investment do you or your family currently own?, by profile
Table 4: Q4: Out of every £1,000 of your current investments, approximately about how much is invested in, by profile
Table 5: Q17: Are you…by profile
Table 6: Q18: Which of these best describes your occupation/your most recent occupation?, by profile
Table 7: Q19: Which of these age groups you fall into, by profile
Table 8: Q20: Respondents gender, by profile
Table 9: Q23: Region, by profile
Table 10: Q1: For this survey we need to interview a wide range of investors. Would you tell me which of these best describes the value of the total investments held by you and your family?, by investments I mean things like unit trusts, bonds, company shares, ISAs, savings accounts and so on, including property bought as an investment, but excluding your main home or second home, is it... by profile
Table 11: Q2: Are you mainly or equally responsible for investment decisions made by your household?, by profile
Table 12: Q3: Which of these kinds of investment do you or your family currently own?, by profile
Table 13: Q4: Out of every £1,000 of your current investments, approximately about how much is invested in, by profile
Table 14: Q17: Are you…by profile
Table 15: Q18: Which of these best describes your occupation/your most recent occupation?, by profile
Table 16: Q19: Which of these age groups you fall into, by profile
Table 17: Q20: Respondents gender, by profile
Table 18: Q23: Region, by profile