World Wealth
Report 2026

Wealth.AI: Unlocking personalization
through augmented intelligence

High-net-worth individuals increasingly expect advice that reflects their goals, preferences, life events, and changing needs. But many firms remain limited by legacy segmentation and operating models that hinder their ability to deliver truly personalized engagement at scale. For these firms, the shift requires a rethink of how intelligence, relationship managers, products, services, and engagement models work together.

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$98.3T

in global HNWI wealth in 2025, up 8.7% year on year

17%

of HNWIs say their wealth advisory experience has been seamless and personalized

97%

of wealth management firms still segment clients primarily by wealth bands

Now in its 30th edition, the report offers a practical view of how wealth management players can move toward an intelligence-led operating model. It sets out a clear roadmap for firms aiming to:

  • Broaden products and services to support more holistic client relationships
  • Supercharge relationship managers with intelligence-driven tools and timely insights
  • Enable an intelligence layer that connects data, orchestrates workflows, and supports personalization at scale
  • Move beyond incremental optimization and toward an intelligence-led model that compounds advantage over time

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