LOWAi
Global

Capgemini: Personalisation lags in wealth management, reaching just 17% of HNWIs

·Source: Finextra

Updated:

Executive Summary

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 a

Analysis

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.
Source Attribution

Originally published by Finextra on Jun 4, 2026.

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