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Wealth Management: Charts and Tables


Starting in January, 2017, the Phoenix Wealth & Affluent Monitor moved from a Q4 to Q3 offset survey cycle to a calendar year cycle. This move aligns more accurately with reporting needs of most clients, and provides a more succinct frame of reference.

The Phoenix Wealth & Affluent Monitor Wealth Management reports are intended to provide a yearly trended summary of affluent and high net worth households’ investment, financial, and lifestyle behaviors, needs and attitudes. The report is in two parts: Key Findings & Trends, which highlights the key findings and implications of the current year’s data; and Charts & Tables, which includes all supporting data.

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