Le nombre de millionnaires dans le monde a augmenté de près de 2millions en 2025, porté par la forte performance des marchés boursiers

What we drew from this source

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• Clients, including younger HNWIs benefiting from wealth transfers, have high expectations: broader product access, greater personalization and advice genuinely aligned with their lifestyle. Players able to meet these expectations at scale, through AI-powered analytics and capabilities, will be the big winners in the next era of wealth management.

  60% confidence

• When client experience is successful, 53% of HNWIs recommend their wealth manager to others and 47% concentrate their assets with them, directly influencing wallet share

  60% confidence

• Only 17% of HNWIs describe their advisory experience as seamless and personalized, while 42% must repeat their objectives and preferences multiple times to the same firm

  60% confidence

• Global HNWI wealth grew 8.7% in 2025 to a record $98.3 trillion, the strongest annual increase since 2018

  60% confidence

• Almost all firms (97%) still segment their clients primarily based on assets under management, failing to capture behavioral nuances that truly define the HNWI client relationship

  60% confidence

• Two out of three HNWIs (68%) intend to increase their exposure to private equity

  60% confidence

• The top 1% of HNWIs by wealth hold 34.8% of total HNWI wealth

  60% confidence

• Since we have been observing HNWIs globally for 30 years, 2025 represents an exceptional moment in terms of the number and wealth they control. HNWIs now have access to more asset classes across markets, as well as a wider choice of advisors and expertise. For the industry, this is a clear inflection point: between 2022 and 2025, competitors to traditional players captured approximately $1.5 trillion in new assets.

  60% confidence

• 88% of HNWIs declare they work with multiple wealth management firms specifically to access better alternative investment opportunities

  60% confidence

• The bond market share in HNWI portfolios rose to 20% (up 2pp), recording its best performance since 2020

  60% confidence

• Equities represent 25% of HNWI portfolios as of January 2026, up three percentage points from the prior year, driven by strong corporate results and large gains in the technology sector

  60% confidence

• UHNWI wealth grew 9.7% year-on-year in 2025, faster than the overall HNWI segment, due to broader exposure to listed assets and high-performing private assets

  60% confidence

• More than half (60%) of wealth management executives acknowledge their organization lacks a unified client view, resulting in fragmented processes and redundant efforts

  60% confidence

• Advisors spend 41% of their time on operational tasks; three quarters (76%) want AI-driven systems to automate routine tasks, and 61% want access to an integrated specialist ecosystem

  60% confidence

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