AFFLUENTIAL WealthLens™ 2026
The Definitive Intelligence Platform for Engaging High-Net-Worth and Ultra High-Net-Worth Individuals.
WealthLens™ 2026 is our intelligence platform for private banking, wealth management and insurance brands engaging HNW and UHNW individuals. It combines a comprehensive annual report with Data Vault™ dashboard access and LuxeTalk™ panel sentiment across 15+ markets, including China, Hong Kong, Singapore, UAE, India and Saudi Arabia. Coverage spans wealth distribution and asset allocation, succession and inheritance planning, digital and AI-driven finance behaviour, private banking and insurance preferences, and geo-mobility and philanthropy trends – giving subscribers a full view of how affluent clients build, manage and transfer wealth.
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
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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