Avaloq wealth insights 2026
As digital-native investors rise and competition intensifies, wealth managers must embrace innovation to stay competitive.
A data-driven look at investor behaviour and wealth management trends. The report explores how digital transformation, alternative investments and evolving client expectations are shaping the future of wealth management.
Download the Avaloq wealth insights 2026 report to access key findings, regional insights and expert commentary on the future of wealth management.
3,800+
Investors surveyed
450
Wealth professionals interviewed
15
Global markets covered
2026
New key findings
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
Three shifts every wealth manager needs to plan for
85%
of wealth professionals view AI as essential
69%
of investors want faster reactions to market changes
38%
of professionals cite lack of time as the main barrier to personalisation
Download the Avaloq wealth insights 2026 report to access key findings, regional insights and expert commentary on the future of wealth management.
What's inside
The Digital-Native Investor
How a new generation of affluent investors is reshaping expectations around digital access, self-directed tools, and real-time portfolio transparency across 15 global markets.
FREE PREVIEW
AI, Trust and the Advisory Relationship
The tension between algorithmic efficiency and human connection. What 3,800+ investors told us about where they want AI - and where they want their adviser instead.
FREE PREVIEW
Alternative Assets and Portfolio Evolution
Private markets, digital assets and ESG: how allocations are shifting among UHNW clients and what wealth managers must do to remain relevant in portfolio construction.
FREE PREVIEW
Regional Spotlights: 15 Markets
Private markets, digital assets and ESG: how allocations are shifting among UHNW clients and what wealth managers must do to remain relevant in portfolio construction.
LOCKED CONTENT
reduce complexity, accelerate decision-making
Private markets, digital assets and ESG: how allocations are shifting among UHNW clients and what wealth managers must do to remain relevant in portfolio construction.
LOCKED CONTENT
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