Engaged but restless: why highly active investors switch and how banks can keep them

Wealthy investors are engaged, digitally confident and, in many cases, willing to switch providers when their expectations are not met. Avaloq’s 2025 survey of more than 3,800 affluent to ultra-high-net-worth investors reveals several behavioural differences between clients who remain with their provider and those who have switched or may switch. Understanding these patterns can help banks and wealth managers strengthen long-term relationships with valuable clients.