PwC Wealth Management Insights 2026: Top 3 Sectors Invested – Technology, Health Industries, Financial Services, Top 3 Most Interested Alternative Investment Products – Private Equity, Real Estate, Private Debt, Top 4 Factors Driving Client Investment Decisions – Geopolitical Tensions & Risks, Macroeconomic Environment, Increased Market Volatility, Emerging Technologies, Top 4 Industries of Entrepreneurs – Technology, Industrials, Financial Services, Consumer & Retail, Top 3 Client Segmentation Approach – Geography, Financial Metrics, Life Stage / Key Events, Top 3 Most Influential Technologies in Next 18 Months – Artificial Intelligence (AI) Gentic & Generative, Blockchain / Tokenisation / Distributed Ledger Technology (DLT), Quantum Computing
23rd April 2026 | Hong Kong
PwC has released the PwC Wealth Management Insights 2026, providing key investment & wealth insights from 500+ UHNW wealth & investment advisors. Top 3 Sectors Invested – Technology, Health Industries, Financial Services. Top 3 Most Interested Alternative Investment Products – Private Equity, Real Estate, Private Debt. Top Markets driving future wealth & investment growth for clients – North America, APAC, Europe. Top 4 Factors driving client investment decisions – Geopolitical Tensions & Risks, Macroeconomic Environment, Increased Market Volatility, Emerging Technologies. Top 3 Client Segmentation Approach – Geography, Financial Metrics, Life Stage / Key Events. Top 4 Industries of Entrepreneurs (In this survey) – Technology, Industrials, Financial Services, Consumer & Retail. Top 5 Reasons for Wealth Managers not prepared for entrepreneurs – Lack of specialised product and solutions, Insufficient digital or tech capabilities. Top 3 Most Influential Technologies in next 18 months – Artificial Intelligence (AI) Gentic & Generative, Blockchain / Tokenisation / Distributed Ledger Technology (DLT), Quantum Computing. See below for key findings & summary | View report here
“ PwC Wealth Management Insights 2026: Top 3 Sectors Invested – Technology, Health Industries, Financial Services, Top 3 Most Interested Alternative Investment Products – Private Equity, Real Estate, Private Debt, Top 4 Factors Driving cCient Investment Decisions – Geopolitical Tensions & Risks, Macroeconomic Environment, Increased Market Volatility, Emerging Technologies, Top 4 Industries of Entrepreneurs – Technology, Industrials, Financial Services, Consumer & Retail, Top 3 Client Segmentation Approach – Geography, Financial Metrics, Life Stage / Key Events, Top 3 Most Influential Technologies in Next 18 Months – Artificial Intelligence (AI) Gentic & Generative, Blockchain / Tokenisation / Distributed Ledger Technology (DLT), Quantum Computing “
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PwC Wealth Management Insights 2026: Top 3 Sectors Invested – Technology, Health Industries, Financial Services, Top 3 Most Interested Alternative Investment Products – Private Equity, Real Estate, Private Debt, Top 4 Factors Driving cCient Investment Decisions – Geopolitical Tensions & Risks, Macroeconomic Environment, Increased Market Volatility, Emerging Technologies, Top 4 Industries of Entrepreneurs – Technology, Industrials, Financial Services, Consumer & Retail, Top 3 Client Segmentation Approach – Geography, Financial Metrics, Life Stage / Key Events, Top 3 Most Influential Technologies in Next 18 Months – Artificial Intelligence (AI) Gentic & Generative, Blockchain / Tokenisation / Distributed Ledger Technology (DLT), Quantum Computing
PwC has released the PwC Wealth Management Insights 2026, providing key investment & wealth insights from 500+ UHNW wealth & investment advisors. See below for key findings & summary | View report here
PwC Wealth Management Insights 2026
Summary
- Profile – 500+ UHNW wealth & investment advisors
- Top 3 Sectors Invested – Technology, Health Industries, Financial Services
- Top 3 Most Interested Alternative Investment Products – Private Equity, Real Estate, Private Debt
- Top Markets driving future wealth & investment growth for clients – North America, APAC, Europe
- Top 4 Factors driving client investment decisions – Geopolitical Tensions & Risks, Macroeconomic Environment, Increased Market Volatility, Emerging Technologies
- Top 3 Client Segmentation Approach – Geography, Financial Metrics, Life Stage / Key Events
- Top 4 Industries of Entrepreneurs (In this survey) – Technology, Industrials, Financial Services, Consumer & Retail
- Top 5 Reasons for Wealth Managers not prepared for entrepreneurs – Lack of specialised product and solutions, Insufficient digital or tech capabilities
- Top 3 Most Influential Technologies in next 18 months – Artificial Intelligence (AI) Gentic & Generative, Blockchain / Tokenisation / Distributed Ledger Technology (DLT), Quantum Computing
PwC Wealth Management Insights 2026
1) Investments
Top Sectors Invested:
- Technology – 35%
- Health Industries – 14%
- Financial Services – 14%
- Other / Diversified – 12%
- Industrials – 9%
- Materials – 7%
- Consumer & Retail – 4%
- Entertainment, Media & Telco – 3%
Most Interested Alternative Investment Products:
- Private Equity – 34%
- Real Estate – 15%
- Private Debt – 14%
- Digital Assets – 12%
- Infrastructure – 8%
- Commodities – 7%
- Hedge Funds – 7%
- Collectibles – 2%
Top Markets driving future wealth & investment growth for clients
- North America – 34%
- APAC – 30%
- Europe – 18%
- Middle East & Africa – 13%
- Latin America – 5%
- Oceania – 1%
Top Factors driving client investment decisions:
- Geopolitical Tensions & Risks – 30%
- Macroeconomic Environment – 17%
- Increased Market Volatility – 15%
- Emerging Technologies – 15%
- Inflation / Interest Rates – 10%
- Regulation – 10%
- Environmental Risks – 2%
2) Clients & Entrepreneurs
Client Segmentation Approach:
- Geography (e.g. domestic vs international clients) – 30%
- Financial metrics (e.g. AUM) – 29%
- Life stage / key events (e.g. liquidity events) – 19%
- Source of wealth (e.g. self-made) – 11%
- Client persona (e.g. High Earners Not Rich Yet) – 7%
Industries of Entrepreneurs (In this survey):
- Technology – 23%
- Industrials – 19%
- Financial Services – 16%
- Consumer & Retail – 12%
- Other / Diversified – 11%
- Health Industries – 8%
- Materials – 6%
- Entertainment, Media & Telco – 5%
Top 5 Reasons for Wealth Managers not prepared for entrepreneurs:
- Lack of specialised product and solutions – 40%
- Insufficient digital or tech capabilities – 25%
- Difficulty in addressing succession and intergenerational transfer – 15%
- Limited expertise in entrepreneurial dynamics – 15%
- Compliance or regulatory complexity – 5%
3) Technology & AI
Top 3 Most Influential Technologies in next 18 months:
- Artificial Intelligence (AI) Gentic & Generative
- Blockchain / Tokenisation / Distributed Ledger Technology (DLT)
- Quantum Computing
Types of Artificial Intelligence (AI):
- Artificial Intelligence (AI) – The field of computer science that seeks to create intelligence machines that can replicate or exceed human intelligence.
- Machine Learning – Subset of AI that enables machines to learn from existing data and improve upon that data to make decisions or predictions.
- Deep Learning – A machine learning technique in which layers of neural networks are used to process data and make decisions.
- Generative AI – Type of deep learning that creates new written, visual and auditory content given prompts or existing data.
- Agentic AI – Autonomous decision-making, self-driven goal pursuit, and adaptive behaviour. Operates as an independent agent.
Wealth Management functions expected to use Artificial Intelligence (AI):
Front Office:
- Client onboarding and account set-up
- Client relationship management
- Client preferences and personalisation tools
- Advisory engagement and digital collaboration
- Authentication and biometric solution
Middle Office:
- AML and KYC compliance
- Fraud and risk management
- 3rd party data integration and analytics
- Legal and compliance
- Regulatory and tax advisory services
Back Office:
- Integrated reporting and analysis
- Portfolio management
- Client portals and self-service advisory tools
- Financial planning
- Trading and transactions
- Wealth structure and estate planning
- Lending and underwriting
- ESG and impact investing advisory
PwC Wealth Management Insights 2026
The playing field for wealth managers and their clients is shifting profoundly. PwC’s fifth Wealth Management Insights report reveals how client sentiment, portfolio strategies and the use of technology are evolving amid geopolitical tensions, market volatility and tech disruption.
The Survey – Between October and November 2025, we conducted a global survey of UHNWI advisors to understand how their clients’ economic outlook and demand for investment products are evolving. The questionnaire comprised 17 questions and was distributed to more than 500 wealth and investment advisors worldwide.
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