Industry Surveys
Rise In ESG Investment Amongst HNWIs – Survey

A new Saltus Wealth Index Report has been published surveying respondents' attitudes towards the UK economy, their own wealth and lifestyles.
High net worth individuals are more likely to invest in green and
social impact funds now than they were six months ago, according
to a new Saltus Wealth
Index Report.
The report surveyed attitudes of over 1,000 people in the UK with
investable assets of over £250,000 ($286,029) to find out what
they felt about the UK economy, their own wealth and
lifestyles.
It shows that 73 per cent of respondents invest in ESG, up from
64 per cent six months ago.
Saltus’ data found that those respondents with the highest net
worth were the most likely to invest in ESG. Of those with assets
of £3 million or more, 84 per cent invest in ESG, up from 71 per
cent previously, while those with assets of between £250,000 and
£500,000 were the least likely to invest in ESG (63 per
cent) – the same as six months ago, the report
shows.
The research also revealed that the age group with the highest
increase in the percentage that invest in ESG is the over 65s.
Six months ago, 24 per cent said they invest in ESG funds or
stocks, now this figure is 42 per cent.
The research also found that there has been an increase in the
perceived impact that investing in ESG has, with 74 per cent of
respondents’ feeling that responsible investments make a tangible
difference to the environment or society in general, up from less
than half six months ago.
Almost one in five say they think ESG makes a ‘big impact’, up
from 15 per cent.
However, while ‘insufficient returns’ is the top reason why
respondents do not have any ESG funds, or are yet to invest, some
are sceptical of the impact and robustness of ESG.
Nevertheless, Michael Stimpson, partner at Saltus said: “It is really encouraging to see a marked increase in the number of respondents investing in ESG.”
“In the current energy crisis, green alternatives are high on the
agenda, and from an investment point of view more investors
choosing ESGs as part of a diversified portfolio can be very
impactful,” he said.
Saltus is a wealth management company, looking after over £2
billion for its clients.