Natixis Wealth Transfer Report 2026: Top 5 Trusted Sources by Investors – My Financial Advisor, Own-Self, Family, Financial Advisors, Close Friends, Financial Advisor Recommending Private Assets to Type of Investors – Millennials 62%, Gen X 53%, Baby Boomers 38%, Investors Allocate to Sustainable Investments – Millennials 35%, Gen X 28%, Baby Boomers 21%, Top Investment Approach by Men – Comfortable Taking Risks to Get Ahead, Top Investment Approach by Women – Will Take Miracle to Achieve Retirement Security, Missing Out on Best Opportunities in Private Assets – Millennials 44%, Gen X 36%, Baby Boomers 23%, Top Reason for Staying with Benefactor Advisor – Already Knew Them & Trust Their Advice, Top Reason for Leaving Benefactor Advisor – Already Have Own Advisor, Top Advisor Client Retention Strategy – Long-term Relationship Building Across The Family
14th May 2026 | Hong Kong
Natixis Investment Managers ($1.6 trillion AUM) has released the Natixis Wealth Transfer Report 2026, providing key insights on investors wealth & investments. Top 5 Trusted Sources by Investors – My Financial Advisor, Own-Self, Family, Financial Advisors, Close Friends. Investors Profile – Millennials (Age 30 to 45), Gen X (Age 46 to 61), Baby Boomers (Age 62 to 80). Financial Advisor Recommending Private Assets to Type of Investors – Millennials 62%, Gen X 53%, Baby Boomers 38%. Investors Allocate to Sustainable Investments – Millennials 35%, Gen X 28%, Baby Boomers 21%. Investors Worried on Investment Fees – Millennials 57%, Gen X 54%, Baby Boomers 47%. Top Investment Approach by Men – Comfortable taking risks to get ahead. Top Investment Approach by Women – Will take a miracle to achieve retirement security. Top Reason for Staying with Benefactor Advisor – Already knew them & trust their advice. Top Reason for Leaving Benefactor Advisor – Already have own advisor. Will Leave Parent / Benefactor Advisor – Millennials 50%, Gen X 52%, Baby Boomers 66%. Top Advisor Client Retention Strategy – Long-term relationship building across the family. Missing out on best opportunities in Private Assets – Millennials 44%, Gen X 36%, Baby Boomers 23%. Want to invest in private assets after reading – Millennials 55%, Gen X 46%, Baby Boomers 29%. Interested in private assets but worried about liquidity – Millennials 62%, Gen X 58%, Baby Boomers 47%. Fees are worthwhile for returns on private assets – Millennials 59%, Gen X 53%, Baby Boomers 38%. AI is the biggest investment opportunity of my lifetime – Millennials 51%, Gen X 43%, Baby Boomers 30%. AI financial advice will drive returns – Millennials 56%, Gen X 48%, Baby Boomers 34%. Investors allocate to sustainable investments – Millennials 35%, Gen X 28%, Baby Boomers 21%. Retired Women biggest financial concern – Healthcare / long-term-care costs are higher than expected. See below for key findings & summary | View report here
“ Natixis Wealth Report 2026: Top 5 Trusted Sources by Investors – My Financial Advisor, Own-Self, Family, Financial Advisors, Close Friends, Financial Advisor Recommending Private Assets to Type of Investors – Millennials 62%, Gen X 53%, Baby Boomers 38%, Investors Allocate to Sustainable Investments – Millennials 35%, Gen X 28%, Baby Boomers 21%, Top Investment Approach by Men – Comfortable Taking Risks to Get Ahead, Top Investment Approach by Women – Will Take Miracle to Achieve Retirement Security, Missing Out on Best Opportunities in Private Assets – Millennials 44%, Gen X 36%, Baby Boomers 23%, Top Reason for Staying with Benefactor Advisor – Already Knew Them & Trust Their Advice , Top Reason for Leaving Benefactor Advisor – Already Have Own Advisor, Top Advisor Client Retention Strategy – Long-term Relationship Building Across The Family “
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Natixis Wealth Report 2026: Top 5 Trusted Sources by Investors – My Financial Advisor, Own-Self, Family, Financial Advisors, Close Friends, Financial Advisor Recommending Private Assets to Type of Investors – Millennials 62%, Gen X 53%, Baby Boomers 38%, Investors Allocate to Sustainable Investments – Millennials 35%, Gen X 28%, Baby Boomers 21%, Top Investment Approach by Men – Comfortable Taking Risks to Get Ahead, Top Investment Approach by Women – Will Take Miracle to Achieve Retirement Security, Missing Out on Best Opportunities in Private Assets – Millennials 44%, Gen X 36%, Baby Boomers 23%, Top Reason for Staying with Benefactor Advisor – Already Knew Them & Trust Their Advice, Top Reason for Leaving Benefactor Advisor – Already Have Own Advisor, Top Advisor Client Retention Strategy – Long-term Relationship Building Across The Family
Natixis Investment Managers ($1.6 trillion AUM) has released the Natixis Wealth Transfer Report 2026, providing key insights on investors wealth & investments. See below for key findings & summary | View report here
Natixis Wealth Transfer Report 2026
Summary
- Top 5 Trusted Sources by Investors – My Financial Advisor, Own-Self, Family, Financial Advisors, Close Friends
- Investors Profile – Millennials (Age 30 to 45), Gen X (Age 46 to 61), Baby Boomers (Age 62 to 80)
- Financial Advisor Recommending Private Assets to Type of Investors – Millennials 62%, Gen X 53%, Baby Boomers 38%
- Investors Allocate to Sustainable Investments – Millennials 35%, Gen X 28%, Baby Boomers 21%
- Investors Worried on Investment Fees – Millennials 57%, Gen X 54%, Baby Boomers 47%
- Top Investment Approach by Men – Comfortable taking risks to get ahead
- Top Investment Approach by Women – Will take a miracle to achieve retirement security
- Top Reason for Staying with Benefactor Advisor – Already knew them & trust their advice
- Top Reason for Leaving Benefactor Advisor – Already have own advisor
- Will Leave Parent / Benefactor Advisor – Millennials 50%, Gen X 52%, Baby Boomers 66%
- Top Advisor Client Retention Strategy – Long-term relationship building across the family
- Missing out on best opportunities in Private Assets – Millennials 44%, Gen X 36%, Baby Boomers 23%
- Want to invest in private assets after reading – Millennials 55%, Gen X 46%, Baby Boomers 29%
- Interested in private assets but worried about liquidity – Millennials 62%, Gen X 58%, Baby Boomers 47%
- Fees are worthwhile for returns on private assets – Millennials 59%, Gen X 53%, Baby Boomers 38%
- AI is the biggest investment opportunity of my lifetime – Millennials 51%, Gen X 43%, Baby Boomers 30%
- AI financial advice will drive returns – Millennials 56%, Gen X 48%, Baby Boomers 34%
- Investors allocate to sustainable investments – Millennials 35%, Gen X 28%, Baby Boomers 21%
- Retired Women biggest financial concern – Healthcare / long-term-care costs are higher than expected
Natixis Wealth Transfer Report 2026
Investors Profile:
- Millennials – Age 30 to 45
- Gen X – Age 46 to 61
- Baby Boomers – Age 62 to 80
1) On Investments
Trusted Sources by Investors:
- My financial advisor
- Own-self
- Family
- Financial advisors
- Close friends
- Financial media
- Algorithms / AI
- Social Media
Financial Advisor Recommending Private Assets to Type of Investors:
- Millennials – 62%
- Gen X – 53%
- Baby Boomers – 38%
Investors Allocate to Sustainable Investments:
- Millennials – 35%
- Gen X – 28%
- Baby Boomers – 21%
Investors Worried on Investment Fees:
- Millennials – 57%
- Gen X – 54%
- Baby Boomers – 47%
Investment Approach by Men:
- Comfortable taking risks to get ahead – 59%
- Will take a miracle to achieve retirement security – 39%
- Important for an advisor to help them understand investing – 37%
- Conservative – 32%
- Aggressive investors – 19%
Investment Approach by Women:
- Will take a miracle to achieve retirement security – 48%
- Comfortable taking risks to get ahead – 45%
- Conservative – 41%
- Important for an advisor to help them understand investing – 41%
- Aggressive investors – 10%
2) Advisor Selection
Top 5 Reasons for Staying with Benefactor Advisor:
- Already knew them & trust their advice – 30%
- Managed parent / benefactor money well – 23%
- More cost effective to stay with advisor – 17%
- Easier to keep money with advisor – 16%
- Already my advisor – 14%
Top 5 Reasons for Leaving Benefactor Advisor:
- Already have own advisor – 29%
- No connection to advisor – 25%
- Do not trust advisor – 13%
- Located far from advisor – 12%
- Do not offer required services – 11%
- Did not manage parent / benefactor money well – 8%
Will Leave Parent / Benefactor Advisor:
- Millennials – 50%
- Gen X – 52%
- Baby Boomers – 66%
Top 5 Advisor Client Retention Strategies:
- Long-term relationship building across the family – 76%
- Offering ancillary services (trust, estate planning, insurance, college planning) – 54%
- Offering personalized services (career planning, networking) – 47%
- Running financial boot camps for next-generation heirs – 33%
- Implementing unified managed accounts – 30%
3) Private Assets
Missing out on best opportunities (SpaceX, OpenAI) by investing only in public markets:
- Millennials – 44%
- Gen X – 36%
- Baby Boomers – 23%
Advisor is recommending private assets:
- Millennials – 62%
- Gen X – 53%
- Baby Boomers – 38%
Want to invest in private assets after reading:
- Millennials – 55%
- Gen X – 46%
- Baby Boomers – 29%
Interested in private assets but worried about liquidity:
- Millennials – 62%
- Gen X – 58%
- Baby Boomers – 47%
Fees are worthwhile for returns on private assets:
- Millennials – 59%
- Gen X – 53%
- Baby Boomers – 38%
4) Artificial Intelligence (AI)
AI is the biggest investment opportunity of my lifetime:
- Millennials – 51%
- Gen X – 43%
- Baby Boomers – 30%
AI financial advice will drive returns:
- Millennials – 56%
- Gen X – 48%
- Baby Boomers – 34%
5) Sustainable investments
Allocate to sustainable investments:
- Millennials – 35%
- Gen X – 28%
- Baby Boomers – 21%
Do not allocate to sustainable investments but interested:
- Millennials – 41%
- Gen X – 39%
- Baby Boomers – 32%
Not interested in sustainable investments:
- Millennials – 17%
- Gen X – 24%
- Baby Boomers – 33%
6) Women
Retired Women biggest financial concerns:
- Healthcare / long-term-care costs are higher than expected – 34%
- Worried will outlive assets – 28%
- Uncertainty on government retirement benefits – 25%
Investment Approach by Women:
- Will take a miracle to achieve retirement security – 48%
- Comfortable taking risks to get ahead – 45%
- Conservative – 41%
- Important for an advisor to help them understand investing – 41%
- Aggressive investors – 10%
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