Avaloq wealth insights 2026
Changing client expectations, technology and AI adoption are reshaping wealth management
The industry is entering a new phase of transformation, driven by new technologies, shifting client behaviours and increasing complexity.
Based on insights from 4,256 investors and 480 wealth professionals across 21 markets, the report reveals how firms are adapting and where they can focus next to improve efficiency, strengthen trust and deliver greater value to clients.
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What the research reveals
Wealth professionals’ views on AI in wealth management
b. AI will benefit the industry in the next 2 years
c. AI could help me provide more personalized client service
d. I feel confident using AI-supported tools
e. Clients are open to using AI for investment decisions
Advisers’ biggest barriers to client focus
b. Time spent navigating different applications
c. Compliance requirements
d. Insufficient automation
e. Insufficient digital client-servicing tools
Investors’ preferred support models for different tasks
b. Self-service for payments/transfers
c. Self-service for placing trades
d. Digital support for receiving investment recommendations
e. In-person support for taking out a mortgage
As seen in:
Straits Times
Finews
Citywire
Khaleej Times
Wealth Briefing
NZZ
Le Temps
Straits Times
Finews
Citywire
Khaleej Times
Wealth Briefing
NZZ
Le Temps
Report highlights
From experimentation to implementation
How wealth firms are turning AI from pilot projects into practical tools for efficiency, productivity and client service.
Trust in a digital-first world
How investor expectations are evolving and why trust remains central to successful client relationships.
Beyond traditional portfolios
How firms are preparing to meet growing demand for private markets and digital assets at scale.
Regional spotlights
How local market dynamics are shaping wealth management priorities across ten key markets.
Preparing for what comes next
How firms are addressing complexity, improving efficiency and positioning themselves for future growth.
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The research behind the report
Based on two complementary global surveys, Avaloq wealth insights 2026 combines the perspectives of investors and wealth professionals across 21 wealth markets, providing a unique view of the trends shaping wealth management worldwide.
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4,256
investors surveyed
480
wealth professionals interviewed
21
wealth markets
6
years of investor research
