World Wealth Report 2025

During 2024, growth in global high-net-worth individual (HNWI) wealth and population was robust – increasing by 4.2% and 2.6%, respectively.¹ But the wealth management landscape is facing a fundamental transformation, with the defining dynamic being an unprecedented “great wealth transfer” to Gen X, millennials, and Gen Z individuals – or “Next-gen HNWIs.” In fact, a staggering USD 83.5 trillion in wealth is set to be passed on to these younger individuals by 2048.²

The World Wealth Report 2025 reflects the views of 6,472 high-net-worth investors, including 5,473 Next-gen HNWIs, across four regions: Americas, Europe, Asia-Pacific, and the Middle East. We also collected insights from surveys of 141 wealth management executives and 1,306 wealth management relationship managers; responses to both of these surveys included geographic markets across the Americas, Europe, and Asia-Pacific. In addition, the report’s market-sizing model covers 71 countries, accounting for more than 98% of global gross national income and 99% of world stock market capitalisation.

Next-gen HNWIs have distinct investment priorities, strong preferences for digital engagement, and appetite for value-added services – presenting challenges and opportunities for wealth management providers. We’ve proposed a three-part strategy to help firms maintain their current business, while generating new revenue opportunities:

Boost engagement to drive growth by providing robust and tailored high-net-worth investment strategies that ensure the right mix of capital preservation and growth.
Delight Next-gen HNWIs by expanding personalised financial advice and wealth management offerings tailored to their needs, extending reach and fostering loyalty.
Empower relationship managers with capabilities and digital tools to facilitate optimal high-net-worth wealth management client service and retention.

Implementing this approach will allow firms to engage effectively with Next-gen high-net-worth investors, address their specific requirements, and cultivate lasting loyalty throughout the great wealth transfer period.³

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