WealthLens™ 2026/27
Understand tomorrow's private wealth client today.
The definitive intelligence platform decoding HNW and UHNW individuals, combining a comprehensive annual report, a live DataVault™ dashboard, and real LuxeTalk™ panel sentiment across 15+ global markets.
One platform, built at global scale
Fielded among HNW (US$1M+ investable assets, excl. primary residence) and UHNW (US$25M+ net worth) individuals. Full market list and sample details available on request.
One platform. Three ways to understand your private wealth client.
WealthLens™ 2026/27 is our intelligence platform for private banking, wealth management and insurance brands engaging HNW and UHNW individuals. It combines a comprehensive annual report with DataVault™ dashboard access and LuxeTalk™ panel sentiment across 15+ markets, giving subscribers a full view of how affluent clients build, manage and transfer wealth.
Comprehensive Annual Report
A full report with persona‑based segmentation and affinity brand rankings, plus clear recommendations on marketing, segmentation and media strategy.
DataVault™ Live Dashboard
Dynamic cross‑tab, filter and explore dashboards, letting you drill into segments by wealth tier, age, gender and region in minutes.
LuxeTalk™ Panel Access
A verified HNWI & UHNWI research community, giving you a direct line of sentiment from an audience that is notoriously hard to reach.
Fluent across private wealth
Built for private banking leaders, insurance providers, wealth management firms and payment & card issuers.
Understand wealth behaviour
See how and why wealthy clients build, manage and transfer wealth.
Reach the next generation
Identify the needs, digital‑first preferences and financial goals of under‑35 clients.
Uncover switching triggers
Understand segment‑level triggers for switching providers or choosing investment partners.
Align to what's next
Match brand strategy to expectations around sustainability, AI and legacy planning.
A typical report, cover to cover
- 01
Methodology & Sample Profile
Survey scope, sample breakdown and the wealth profiles behind the data.
- 02
Confidence, Stability & the Market Anchor
Macro sentiment, risk appetite, onshore vs. offshore allocation and relocation intent.
- 03
Wealth Structure, Diversification & Protection
Investment goals, target returns, portfolio composition and multi‑banking behaviour.
- 04
Purpose, Control & the Human Side of Wealth
Wealth purpose, financial attitudes, retirement priorities, lifestyle, hobbies and philanthropy.
- 05
Advice, Relationships & Decision Power
Advisor types, bank choice, RM loyalty and what really drives the relationship.
- 06
The Next Phase: Technology, Next Gen & the Future Model
Tax and succession planning, Next Gen attitudes, digital security, AI and robo‑advice.
- 07
Brand Affinity Rankings
How banks and wealth management brands stack up against each other, client by client.
- 08
Strategic Recommendations
Learning sources, digital engagement and the channel mix that actually converts.
- 09
Appendix: Insurance & Credit Card Solutions
Product ownership, switching intent and the benefits that drive card and policy choice.
A peek at a real WealthLens™ report
Real, blinded excerpts from our 2026 UAE Wealth report, illustrative of the depth and design inside every WealthLens™ deliverable. Click any excerpt to view it full size.
Every WealthLens™ report profiles who this client is (age, city, source of wealth, inheritance vs. self‑made, business size), how they think (economic confidence, financial goals, investment strategy, risk appetite), how they bank and spend (private bank usage, insurance ownership, switching intent, digital‑first engagement), how they live and how to reach them (hobbies, wellness, luxury, global mobility, preferred channels), and the 2026 edge: ESG, succession planning, AI advisory and crypto/tokenised asset interest.
Multi-Banking Behaviour
How many private bank relationships HNW and UHNW clients keep, and where they hold offshore accounts.
Openness to AI Advisory
Whether digital and AI‑driven advice models are gaining ground against the traditional human relationship.
What Makes a Credit Card Attractive
The benefits that most influence card selection and loyalty, ranked by segment.
Go beyond the PDF with DataVault™
DataVault™ is WealthLens's proprietary analytics layer, turning static report data into a living dashboard your whole team can query.
- ✓Dynamic cross‑tab, filter and explore dashboards
- ✓Drill down by wealth tier, age, gender, region & more
- ✓Add custom questions for tailored insights
- ✓Dashboard licenses scale with your subscription plan
15+ markets, with room to grow
Core coverage spans four regions, with add‑on countries and sectors available on request.
Asia
China · Hong Kong · Taiwan · Singapore · Japan · South Korea · India · Malaysia · Thailand · Indonesia · Philippines · Vietnam · Australia
Europe
France · Germany · United Kingdom
Americas
United States
Middle East
United Arab Emirates · Saudi Arabia
Not quite what you need?
TrendLens™ 2026/27
The leading data and insights solution for luxury brands seeking to understand and engage the world's affluent and high‑net‑worth (HNW) consumers.
Explore TrendLens™ →Let's elevate your strategy
Speak with our team for a confidential discussion on how WealthLens™ 2026/27 can power your private wealth strategy.
Prefer email? Reach us directly at jason@agility-research.com, or sign up for our Monthly Monitor for a running pulse on the affluent consumer.