9 Sep 2026

Avaloq wealth insights 2026

AI, changing investor expectations and growing demand for alternative assets 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

Global agreement with selected AI statements - this should be adjustable per tab

Source: Avaloq 2026 industry survey (N = 480) - this should be adjustable per tab.

As seen in:

Straits Times 

Finews

Citywire

Khaleej Times

Wealth Briefing

NZZ

Le Temps

The research behind the report

4,256

investors surveyed

480

wealth professionals interviewed

21

wealth markets

6

years of investor research

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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Report highlights

From experimentation to implementation

How wealth firms are turning AI from pilot projects into practical tools for efficiency, productivity and client service.

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Trust in a digital-first world
 

How investor expectations are evolving and why trust remains central to successful client relationships.

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Beyond traditional portfolios
 

How firms are preparing to meet growing demand for private markets and digital assets at scale.

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Regional spotlights

Discover how wealth management priorities and challenges differ across ten key markets.

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Preparing for what comes next

How firms are addressing complexity, improving efficiency and positioning themselves for future growth.

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Get the full report

Access the complete research, including in-depth analysis, market commentaries and expert perspectives.

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“As expectations continue to evolve, institutions need the flexibility to innovate continuously and refine the digital experience, without compromising the security and reliability that remain fundamental to client trust.”

 

Maxime Charton, Chief Digital and Information Officer, Crédit Agricole next bank