The 30th edition of the Capgemini World Wealth Report 2026 draws data from 6,510 high-net-worth individuals (HNWIs) across 27 markets, 144 senior wealth management executives across 24 markets, and 1,317 relationship managers across 24 markets, who were asked about investment preferences and priorities, client experience expectations, advisory relationships, and the adoption of AI and digital tools in wealth management.
Only 17% of HNWIs get personalized service — a direct opening for AI-native wealth platforms to poach the other 83%.
Regulated debit rails are a near-free alternative to unregulated ones — most fintechs routing around Durbin are leaving serious margin on the table.
The firm that built its identity on small, disciplined funds is chasing late-stage deals — signaling even the best seed investors fear missing the next scaling winners.
Simulcasting to 2,500 HNW clients across 90 branches is JPMorgan weaponizing its physical network in ways digital-only wealth platforms simply cannot match.
AI-powered acquisition playbooks in fragmented real estate signal a new template — operational alpha through automation, not just financial engineering.
UMA overriding market consensus on a technicality exposes a fundamental trust problem in prediction market dispute resolution that could curb institutional adoption.
Get this in your inbox every morning.
Daily fintech briefing for founders and operators.