Wealth Management Trends 2025:
- 520 wealth executives across 20 countries shared how AI is set to reshape client services and operations
- 54% of wealth management executives believe AI would be a key driver to scale their business
- Firms were only at the early stages of AI adoption, with most yet to fully integrate capabilities
520 wealth executives across 20 countries shared views on AI’s role in wealth management
The 2025 Natixis Investment Managers Wealth Industry Survey gathered insights from 520 senior wealth professionals across 20 countries, including representatives from private banks, wealth advisory platforms, and registered investment advisors.
Respondents spanned regions such as North America (170), Europe (200), Asia-Pacific (50), Latin America (25), and the UK (75).
This global survey provided a detailed perspective on how wealth managers expect artificial intelligence to reshape both investment operations and client services in the coming years.
54% of wealth management executives believe AI would be a key driver to scale their business
A clear majority of wealth managers highlighted AI’s role in helping firms expand capacity, with 54% expecting it to improve scalability and 46% seeing it as an enabler of better personalisation for clients.
Another 42% anticipated AI would enhance strategic decision-making, while 38% linked it to greater profitability and 36% to improved investment outcomes.
Overall, 77% of respondents believed AI would support their growth goals by helping integrate a wider range of services, underscoring its centrality to the future of wealth management.
Firms saw potential but adoption was still at an early stage
Despite the optimism, the report found that most firms were still in the early phases of AI adoption.
Wealth managers reported applying AI most actively to office productivity (86%), investment research (83%), and performance and risk analytics (83%), though full integration remained rare.
Similarly, AI was being used in client-facing areas such as customer service (73%) and acquisition (64%), yet only 12% had fully embedded AI into service models such as chatbots.
This suggests that while AI was widely viewed as transformative, firms were only beginning to unlock its full potential.
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