IDEAL ADVICE

Appendix 3 PwC/UCL Investor survey 2009

Figure 20

1%

15%

Continental Europe (Belgium, France, Germany, Switzerland)

Origin of participants

The survey was performed in 2009 by PwC in conjunction with students from the Université Catholique de Louvain (UCL). Participants were retail investors and HNWIs based in Belgium, France, Germany, Switzerland, UK and non European countries.The goal of this survey was to understand and analyse the advice and information needs of investors. The survey covers several areas, such as demographics, investment profile, investment advice, financial education, reporting and fees.

UK

Non European

84%

Source: PwC/UCL Investor survey 2009

38

Figure 21

Breakdown of participants by wealth segment

Retail

48%

52%

HNWI

Source: PwC/UCL Investor survey 2009