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Natixis Wealth Industry Survey 2025: $159 Trillion Global Advisory Industry AUM, Top 3 Wealth Management Markets are United States $92.5 Trillion, United Kingdom $11.6 Trillion & Canada $10 Trillion, Portfolio Allocation for 2025 (Moderate-Risk) are Equities 44%, Fixed Income 33%, Alternatives 17%, Cash 5%, Other 1%, Long-Term Investment Return Assumption for 2025 is +7.4% Return, Top 5 Biggest Economic Threats in 2025 are New Geopolitical Conflicts, Inflation, Escalation of Current Wars, United States-China Relations, Tech Bubble, Top 6 Increase Investment in Thematic Strategies are AI / Robotics, Sustainable Strategies, Cloud Infrastructure, Biotech / Healthcare Innovation, Safety, Water, Top 5 Emerging Market Opportunities in 2025 are Asia ex-China Equities 51%, Latam Equities 31%, China-Specific Equities 23%, Eastern Europe Equities 23%, Africa-Specific Equities 13%
24th April 2025 | Hong Kong
Natixis Investment Managers has released the Natixis Wealth Industry Survey 2025, providing key insights from 520 investment professionals on managing investments & the wealth management industry. Global Advisory Industry AUM in 2024 – $159 trillion. Top 3 Wealth Management Markets AUM – United States $92.5 trillion, United Kingdom $11.6 trillion, Canada $10 trillion. Top 10 Wealth Management Markets – United States, United Kingdom, Canada, France, Germany, Japan, China, Switzerland, Netherlands, Italy. Outlook on Economy in 2025 – Soft Landing 50% / No Landing 24% / Stagflation 18% / Hard Landing 8%. Top 5 Biggest Economic Threats in 2025 – New Geopolitical Conflicts, Inflation, Escalation of Current Wars, United States-China Relations, Tech Bubble. Top 5 Portfolio Risks for 2025 – Market Volatility, Inflation, Valuations, Interest Rates, Concentration Risk. Portfolio Allocation for 2025 (Moderate-Risk) – Equities 44%, Fixed Income 33%, Alternatives 17%, Cash 5%, Other 1%. Long-Term Investment Return Assumption for 2025 – Long-Term +7.4% return. Top 6 Increase Investment in Thematic Strategies – AI / Robotics, Sustainable strategies, Cloud infrastructure, Biotech / healthcare innovation, Safety, Water. Top 5 Emerging Market Opportunities in 2025 – Asia ex-China Equities 51%, Latam Equities 31%, China-Specific Equities 23%, Eastern Europe Equities 23%, Africa-Specific Equities 13%. Top 7 Addition to Portfolio Model – Asset Allocation Models with Liquid Alternatives, Tactical Allocation Models, Thematic Sleeves, High-Net-Worth Models, ESG-Focused Models, Alternative Sleeves, Tax-Managed Models. Top 3 3rd-Party Model Management Requirements – Competitive Fee Structure, Active Risk Management, Ability to Customize for Firm. Top 3 Artificial Intelligence (AI) benefits for Wealth Management Business – Improve ability to scale the business 54%, Personalize services for clients 46%, Enhance strategic decision making 42%. See below for key findings & summary | View report here
“ Natixis Wealth Industry Survey 2025: $159 Trillion Global Advisory Industry AUM, Top 3 Wealth Management Markets are United States $92.5 Trillion, United Kingdom $11.6 Trillion & Canada $10 Trillion, Portfolio Allocation for 2025 (Moderate-Risk) are Equities 44%, Fixed Income 33%, Alternatives 17%, Cash 5%, Other 1%, Long-Term Investment Return Assumption for 2025 is +7.4% Return, Top 5 Biggest Economic Threats in 2025 are New Geopolitical Conflicts, Inflation, Escalation of Current Wars, United States-China Relations, Tech Bubble, Top 6 Increase Investment in Thematic Strategies are AI / Robotics, Sustainable Strategies, Cloud Infrastructure, Biotech / Healthcare Innovation, Safety, Water, Top 5 Emerging Market Opportunities in 2025 are Asia ex-China Equities 51%, Latam Equities 31%, China-Specific Equities 23%, Eastern Europe Equities 23%, Africa-Specific Equities 13% “
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Natixis Wealth Industry Survey 2025: $159 Trillion Global Advisory Industry AUM, Top 3 Wealth Management Markets are United States $92.5 Trillion, United Kingdom $11.6 Trillion & Canada $10 Trillion, Portfolio Allocation for 2025 (Moderate-Risk) are Equities 44%, Fixed Income 33%, Alternatives 17%, Cash 5%, Other 1%, Long-Term Investment Return Assumption for 2025 is +7.4% Return, Top 5 Biggest Economic Threats in 2025 are New Geopolitical Conflicts, Inflation, Escalation of Current Wars, United States-China Relations, Tech Bubble, Top 6 Increase Investment in Thematic Strategies are AI / Robotics, Sustainable Strategies, Cloud Infrastructure, Biotech / Healthcare Innovation, Safety, Water, Top 5 Emerging Market Opportunities in 2025 are Asia ex-China Equities 51%, Latam Equities 31%, China-Specific Equities 23%, Eastern Europe Equities 23%, Africa-Specific Equities 13%
Natixis Investment Managers has released the Natixis Wealth Industry Survey 2025, providing key insights from 520 investment professionals on managing investments & the wealth management industry. See below for key findings & summary | View report here
Natixis Wealth Industry Survey 2025
Summary
- Global Advisory Industry AUM in 2024 – $159 trillion
- Top 3 Wealth Management Markets AUM – United States $92.5 trillion, United Kingdom $11.6 trillion, Canada $10 trillion
- Top 10 Wealth Management Markets – United States, United Kingdom, Canada, France, Germany, Japan, China, Switzerland, Netherlands, Italy
- Outlook on Economy in 2025 – Soft Landing 50% / No Landing 24% / Stagflation 18% / Hard Landing 8%
- Top 5 Biggest Economic Threats in 2025 – New Geopolitical Conflicts, Inflation, Escalation of Current Wars, United States-China Relations, Tech Bubble
- Top 5 Portfolio Risks for 2025 – Market Volatility, Inflation, Valuations, Interest Rates, Concentration Risk
- Portfolio Allocation for 2025 (Moderate-Risk) – Equities 44%, Fixed Income 33%, Alternatives 17%, Cash 5%, Other 1%
- Long-Term Investment Return Assumption for 2025 – Long-Term +7.4% return
- Top 6 Increase Investment in Thematic Strategies – AI / Robotics, Sustainable strategies, Cloud infrastructure, Biotech / healthcare innovation, Safety, Water
- Top 5 Emerging Market Opportunities in 2025 – Asia ex-China Equities 51%, Latam Equities 31%, China-Specific Equities 23%, Eastern Europe Equities 23%, Africa-Specific Equities 13%
- Top 7 Addition to Portfolio Model – Asset Allocation Models with Liquid Alternatives, Tactical Allocation Models, Thematic Sleeves, High-Net-Worth Models, ESG-Focused Models, Alternative Sleeves, Tax-Managed Models
- Top 3 3rd-Party Model Management Requirements – Competitive Fee Structure, Active Risk Management, Ability to Customize for Firm
- Top 3 Artificial Intelligence (AI) benefits for Wealth Management Business – Improve ability to scale the business 54%, Personalize services for clients 46%, Enhance strategic decision making 42%
Natixis Wealth Industry Survey 2025
Profile:
- Respondents – 520 investment professionals
Region:
- North America – 170
- Latin America – 25
- United Kingdom – 75
- Europe – 200
- APAC – 50
Verticals:
- Private banks
- Wire-houses
- Independent financial advisors
- Wealth advisory platforms
- Registered investment advisors
1) Industry Overview
Global Advisory Industry AUM:
- 2024 – $159 trillion
- 2029 – $178 trillion
Top 10 Wealth Management Markets AUM:
- United States – $92.5 trillion
- United Kingdom – $11.6 trillion
- Canada – $10 trillion
- France – $9.6 trillion
- Germany – $8.9 trillion
- Japan – $6.3 trillion
- China – $5.9 trillion
- Switzerland – $5.5 trillion
- Netherlands – $2.7 trillion
- Italy – $2 trillion
2025 AUM Growth Forecast:
- North America – 17.6%
- United Kingdom – 16.2%
- Europe – 11.2%
- Latin America – 9.8%
- APAC – 8.3%
- Global – 13.7%
2) Outlook on Economy, Interest Rate & Risks
Outlook on Economy in 2025:
- Soft Landing – 50%
- No Landing – 24%
- Stagflation – 18%
- Hard Landing – 8%
United States Fed Interest Rate Outlook in 2025:
- Below 2.5% – 9%
- 2.5% to 3.49% range – 38%
- 3.5% to 4.49% range – 44%
- 4.5% & above – 7%
Top 5 Biggest Economic Threats in 2025:
- New Geopolitical Conflicts
- Inflation
- Escalation of Current Wars
- United States-China Relations
- Tech Bubble
Top 5 Portfolio Risks for 2025:
- Market Volatility – 54%
- Inflation – 54%
- Valuations – 43%
- Interest Rates – 38%
- Concentration Risk – 29%
3) Portfolio Allocation & Expected Returns
Portfolio Allocation for 2025 (Moderate-Risk):
- Equities – 44%
- Fixed Income – 33%
- Alternatives – 17%
- Cash – 5%
- Other – 1%
Long-Term Investment Return Assumption for 2025:
- Global: +7.4%
- APAC: +8.5%
- Europe: +6.8%
- Latin America: +6.4%
- North America: +7.7%
- United Kingdom: +7.8%
Change in Long-Term Investment Return Assumption for 2025 (Global):
- Higher – 18%
- Same – 68%
- Lower – 14%
4) Preferred Investments
Top 7 Increase Investment in Thematic Strategies:
- AI / Robotics – 68%
- Sustainable strategies – 45%
- Cloud infrastructure – 45%
- Biotech / healthcare innovation – 40%
- Safety – 27%
- Water – 26%
- Blockchain – 17%
- Other – 2%
Top 5 Emerging Market Opportunities in 2025:
- Asia ex-China Equities – 51%
- Latam Equities – 31%
- China-Specific Equities – 23%
- Eastern Europe Equities – 23%
- Africa-Specific Equities – 13%
Wealth Managers Preferred Vehicles for Private Assets:
- Traditional Drawdown Funds – 51%
- Evergreen Funds / Open-End Funds – 48%
- Semi-liquid Funds / Interval Funds – 35%
- Feeder / Access Funds – 28%
- Liquid Alternatives – 27%
5) Portfolio Model Preferences & Requirements
Addition to Portfolio Model:
- Asset Allocation Models with Liquid Alternatives – 37%
- Tactical Allocation Models – 36%
- Thematic Sleeves – 35%
- High-Net-Worth Models – 33%
- ESG-Focused Models – 32%
- Alternative Sleeves – 31%
- Tax-Managed Models – 31%
- Other – 1%
3rd-Party Model Management Requirements:
- Competitive Fee Structure – 43%
- Active Risk Management – 42%
- Ability to Customize for Firm – 40%
- Tactical Asset Allocation – 36%
- Diverse Range Of Fund Managers -29 %
- ESG Integration – 21%
- Tax Management – 20%
6) Artificial Intelligence
On Artificial Intelligence (AI):
- AI will be a loyal & capable assistant for mankind – 39%
- Good versions of AI will save humanity from bad versions of AI – 25%
- AI will become so focused on achieving its goals that it will seek to achieve them no matter what the cost – 20%
- AI become empathetic and care enough to save humanity – 10%
- AI will seek to destroy humanity – 6%
Artificial Intelligence (AI) to benefit Wealth Management Business:
- Improve ability to scale the business – 54%
- Personalize services for clients – 46%
- Enhance strategic decision making – 42%
- Increase profitability – 38%
- Improve investment outcomes – 36%
- No significant benefits to their business – 8%
Natixis Wealth Industry Survey 2025
The 2025 Natixis Investment Managers Wealth Industry Survey was conducted in December 2024 and January 2025 and included 520 individuals in 20 countries throughout North America, Latin America, the United Kingdom, Continental Europe, Asia and the Middle East.
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