Wealth and Digital Behaviour
95% of high net worth individuals (HNWIs) are investing some of their money digitally, making them even more digital than global retail investors.
The latest in our Decoding Digital Investment series dives into the behaviours of HNWIs, to explore how providers across the industry can adapt to serve the new generation of digital wealth client.
In our Wealth and Digital Behaviour report we explore how HNWI choose to invest, where they go for advice, where their wealth comes from, how much of their portfolio is invested digitally, and what improvements they look for in a provider.
Importantly we also unearthed the significance of human interaction alongside the convenience of digital – with 92% of HNWIs still choosing to seek professional human advice.
Digital & Wealth Behaviour
HNWIs Investors
8 MarketsOver the world
€1m +Over €1m to invest
Decoding Digital Investment 2025: Embracing the new digital norm
Half of all retail investor portfolios are now being held on digital platforms and apps. But is this universal across different countries and demographic groups? And what does this mean for how you should try to reach new or inactive clients?
Our research captures the behaviours and trends of almost 11,500 retail investors in 25 countries, exploring key themes of digitalization, education, advice and goals and engagement.
Our Decoding Digital report provides actionable insights that can help banks increase reach, and tailor their products and services to communicate with end investors in a more compelling way and ultimately build greater trust.
