Find out what is driving investor behaviour in the affluent to ultra-high net worth segments and how advisers’ and other professionals’ experience of serving clients and using technology is evolving. The report synthesizes global and regional findings from Avaloq’s annual investor and wealth industry surveys and includes insights and perspectives from the wider Avaloq community.
Download our report to discover how the latest insights and innovations can help you stay ahead in the competitive wealth management landscape.
57%
of professionals need to use too many systems to complete tasks
41%
of professionals cite the inaccessibility of client data as a barrier
31%
of investors value clear communication most highly
The report is based on two unique surveys commissioned by Avaloq, namely an investor survey and a wealth management professionals survey, both of which were conducted in February and March 2024.
The investor survey included 3,012 affluent to ultra-high net worth investors aged 18 and above in 11 European, Asian, and Middle Eastern markets: Germany, Switzerland, the United Kingdom, the Netherlands, Belgium, Luxembourg, Hong Kong, Japan, Thailand, Singapore, and the United Arab Emirates.
The industry survey targeted 341 wealth management professionals, including relationship managers, investment advisers and portfolio managers, in the same 11 markets. Screening criteria included a minimum of five years’ industry experience and being in full-time employment at private banks, family offices, wealth managers, or the wealth management arm of commercial banks, with a minimum of USD 5 billion in assets under management.
“Wealth management firms are no longer looking for a tech kit with multiple pieces; they seek the entire platform as a service to simplify adviser practices, create efficiencies, and leverage investment expertise.”
Venu Krishnamurthy, Global Head of Aladdin Wealth, BlackRock
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