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Asset allocation of high net worth individuals worldwide in 2025

© ÌÇÐÄÆƽâ°æ 2026
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Source

Release date

March 2026

Region

Worldwide

Survey time period

December 2025 to January 2026

Number of respondents

233 respondents

Special properties

HNWI`s had a total net worth ranging from one million U.S. dollars to 25 million U.S. dollars

Supplementary notes

Figures may deviate from 100 percent due to rounding. 

The survey sample is predominantly based in the United States, representing over 90 percent of all respondents. 

Citation formats

Asset allocation of high net worth individuals worldwide 2025

Published by ÌÇÐÄÆƽâ°æ Research Department, Mar 23, 2026

In 2025, investments in real estate equity accounted for ** percent of overall asset allocation of high-net-worth-individuals (HNWI`s) globally. Allocation to public company equity accounted for the largest portion of asset allocation, at over ** percent, while private company allocations accounted for **Ìý±è±ð°ù³¦±ð²Ô³Ù.

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Private wealth managementInvestment bankingMutual funds worldwidePrivate equity worldwidePrivate wealth management in China
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