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.
What the research reveals
Wealth professionals see AI as both essential and enabling
b. AI enables personalized service
c. Confident using AI tools
d. AI will benefit the industry
e. AI will become integral to my work
Avaloq 2026 industry survey (N = 480)
Advisers remain burdened by operational demands
b. Compliance requirements limit client focus
c. Insufficient automation limits client focus
d. Insufficient digital tools for client servicing
e. Time spent navigating different applications
Avaloq 2026 industry survey (N = 480)
Investors expect a blend of digital convenience and human advice
b. Prefer in-person support for taking out a mortgage
c. Prefer self-service for payments
d. Prefer self-service for balances
e. Access platforms weekly
Source: Avaloq 2026 investor survey (N = 4,256)
Alternative investments are moving into the mainstream portfolio
b. Hold private markets
c. Average allocation to alternative assets
d. Would invest in digital assets via traditional provider
e. Interested in private markets if offered access
Source: Avaloq 2026 investor survey (N = 4,256)
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.
Get the full report
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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.
4,256
investors surveyed
480
wealth professionals interviewed
21
wealth markets
6
years of investor research
