Global insights from over 3,500 wealthy clients
The 2025 edition of the EY Global Wealth Research Report provides a detailed view of client sentiment, behaviour, product preferences and strategic expectations. This year’s research includes expanded coverage across 30 markets and enhanced profiling of HNW, VHNW and UHNW investors.
Download the 2025 research
Explore the full findings from our global research to uncover key shifts in client expectations, behaviours and strategic preferences. Use these insights to shape your firm’s strategy, enhance client engagement, and guide innovation across your products, services and digital experiences.
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What’s inside the report
| Topic | Insight |
|---|---|
| Client Sentiment | 84% are satisfied with investment performance, but 45% find investing more complex than before. |
| Behaviour Trends | 32% plan to increase provider relationships, with 29% likely to switch primary advisors. |
| Product Preferences | 51% already invest in alternatives, but a gap remains in advisor-led conversations. |
| Service Gaps | Only 42% fully satisfied with service scope. Demand rising for additional services like eldercare. |
| AI and Digital Tools | 43% open to AI-only financial planning. 71% believe AI is already being used. |
Why this matters for the industry
This research aligns with the EY Global Wealth Management Industry Report to identify opportunities for profitable growth, sustainable efficiency, and stronger client engagement. It outlines how wealth managers can respond to changing expectations and stay competitive.
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