17 Sep 25

Avaloq wealth insights 2025

Global perspectives on investor behaviour and wealth management trends

The Avaloq wealth insights 2025 report delivers a data-driven analysis of investor behaviour and wealth management trends across 15 global markets. Drawing on insights from over 3,800 affluent to ultra-high-net-worth investors and 450 wealth professionals, the report explores how digital transformation, alternative investments and evolving client expectations are shaping the future of wealth management.

As digital-native investors rise and competition intensifies, wealth managers must embrace innovation to stay competitive.

Download the Avaloq wealth insights 2025 report to access key findings, regional insights and expert commentary on the future of wealth management.

  • 38%

    wealth professionals cite lack of time as a barrier to providing personalized advisory services

  • 38%

    of investors wish their adviser could react more quickly to changes in the market

  • 85%

    of wealth professionals view AI as essential to their work

The Avaloq wealth insights 2025 report delivers a data-driven analysis of investor behaviour and wealth management trends across 15 global markets. Drawing on insights from over 3,800 affluent to ultra-high-net-worth investors and 450 wealth professionals, the report explores how digital transformation, alternative investments and evolving client expectations are shaping the future of wealth management.

As digital-native investors rise and competition intensifies, wealth managers must embrace innovation to stay competitive.

Download the Avaloq wealth insights 2025 report to access key findings, regional insights and expert commentary on the future of wealth management.

“By unifying our operations on a single, intelligent platform, we reduce complexity, accelerate decision-making and enhance adviser productivity.”

Samer Obaid, Managing Director, Information Technology, Gulf Capital Investment Company K.S.C.C. (InvestGB)

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