Wealthy Investors Want AI-Driven Financial Guidance, New Data Shows
Among the 71% who use an advisor, only a third are completely satisfied with their advisor's performance in the last year, according to the Forbes Research 2025 High Net Worth Survey, which was fielded between April and May. The study surveyed 250 people globally with over $2 million in investable assets.
New Forbes survey data reveals that high-net-worth individuals are seeking AI-driven tools and ... More high-tech financial advice.
So, which investing skills and tools do the wealthy value now? For one thing, they're looking for advisors who leverage advanced technology, such as artificial intelligence.
Ahead, explore the survey's key findings on how HNWIs' investing and financial advisor priorities are changing.
What's Driving The Decline In Investor Confidence?
Forbes asked respondents if recent market volatility has increased their trust in their financial advisor to take a more active role in managing their portfolio. A little over half of respondents said yes, down from 89% last year.
In addition to decreased trust, overall investor dissatisfaction extends to other areas of HNWIs' wealth strategies, with respondents expressing lower confidence in their estate plans (down 24%), tax efficiency (down 28%) and inflation-proofing (down 41%), compared to 2024.
The Edge For Investors: Innovation As The New Standard
The data revealed that HNWIs are recalibrating their definition of a 'good financial advisor,' with innovation influencing their new standard.
Among the wealthy, the modern expectation for financial expertise is increasingly AI-driven, forward-looking and proactive.
HNWI are also integrating AI into their own strategies to stay ahead of market trends and make more informed decisions. A staggering 97% now use AI-driven tools in their investment strategies, up from 74% in 2024.
Wealthy investors are not only placing trust in disruptive technologies; they also view innovation as essential to keeping up in today's uncertain economic times.
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