AFFLUENTIAL WealthLens™ 2025
The Definitive Intelligence Platform for Engaging High-Net-Worth and Ultra High-Net-Worth Individuals.
WealthLens™ by AFFLUENTIAL is the essential intelligence solution for private banking, wealth management firms and insurance brands looking to engage High-Net-Worth (HNW) and Ultra High-Net-Worth (UHNW) individuals.
Now in its 2025 edition, WealthLens™ delivers sharper insights, generational perspectives, and investment behavior analysis—empowering decision-makers to anticipate financial trends and align strategies with the evolving priorities of affluent consumers worldwide.
What is WealthLens™?
TrendLens™ is a data & insights program combining:- Comprehensive Annual Report: Explore global and market-specific insights into the goals, behaviors, and preferences of HNW and UHNW individuals.
- Access to DataVault™: Our proprietary dashboard enables deep-dive analytics by wealth tier, age, gender, and region—perfect for custom segment targeting.
- LuxeTalk™ Panel Access: Tap into our affluent community for fresh sentiment data on wealth planning, digital finance, and legacy goals.
- Understand how and why wealthy clients build, manage, and transfer wealth
- Identify next-gen (<35yo) client needs, digital-first preferences, and financial goals
- Uncover segment-level triggers for switching providers or choosing investment partners
- Align brand strategy with the new expectations around sustainability, AI, and legacy planning
Inside a WealthLens™ Report
Each report includes country-specific deep dives (e.g., China, Singapore, UAE) covering:
- Wealth Distribution & Asset Allocation
Understand how affluent individuals allocate capital across asset classes, including niche and alternative investments. - Investment Goals & Satisfaction
Dive into expectations around yield, satisfaction with past performance, and strategies for portfolio optimization. - Succession & Inheritance Planning
Learn how HNW/UHNW consumers prepare to transfer wealth—via insurance, trusts, or family offices. - Digital & AI-Driven Finance Behavior
Track adoption of robo-advisors, AI tools, and digital channels in wealth decision-making. - Private Banking & Insurance Preferences
Uncover drivers of loyalty, service channel preferences, and triggers for switching providers. - Geo-Mobility & Relocation Trends
Discover where the wealthy are moving, investing, and sending their children for education. - Philanthropy, Lifestyle & Purpose
Learn how passions, values, and legacy priorities shape wealth usage today
Global Reach with Local Precision
WealthLens™ spans 15+ markets across Asia, Europe, the Middle East, and North America, including:- Covered markets: China, Hong Kong, Singapore, UAE, India, Saudi Arabia, and more
- Flexible modules for custom questions and client-specific analyses
- 3-year subscription option with year-on-year tracking
Let’s Elevate Your Strategy – Contact Us Now
Other AFFLUENTIAL Reports:
TrendLens™ by AFFLUENTIAL, is the leading data and insights solution for luxury brands seeking to understand and engage the world’s affluent and high-net-worth (HNW) consumers: CLICK HERE
