2025 Global Wealth Research Report (EY Swiss Fintech / Banking Barometer)

Summary

• The research covers 30 key markets and approximately 3,600 wealthy clients worldwide, with a sample size increased by 900 participants.p.3
• Clients use an average of 2.3 wealth managers, and 32% plan to increase that number.p.5
• Worldwide, 29% of clients plan to switch their primary provider.p.5
• Globally, 45% of clients see investing as having become more complex.p.5
• 45% of clients plan to shift a quarter to a half of their assets.p.5
• 50% of clients feel underprepared for wealth transfers.p.6

Key insights

1. Older investors have fewer providers on average (1.6), and the wealthiest investors are most likely to consolidate their holdings.p.5
2. The full-service bank is the business model of choice, at 21%.p.5
3. Interest in alternative investments is rising above 75% among the wealthiest segments.p.6
4. Interest in digital assets and cryptocurrencies is growing, especially among younger and richer clients.p.6
5. While four in five clients say they are likely to use the same advisor as the grantors of inheritance, 48% say this is only somewhat likely.p.6
6. Tailored, professional advice remains the core driver of perceived net value for clients.p.6