PwC Switzerland releases fifth edition of Wealth Management Insights 2026 in Zurich; investor optimism drops to 39% in 2026
Wealth Management Insights 2026 www.pwc.ch/wealthmanagement-report Resilience in shifting environments
We are pleased to introduce the fifth edition of our Wealth Management Insights report, prepared by PwC’s Wealth Management Centre of Excellence (WM CoE) in Zurich. The report offers a comprehensive view of the forces shaping the industry in 2026. This edition expands on key themes explored in earlier reports, examining shifting client sentiment, evolving portfolio construction and the accelerating impact of technology on the value chain in a time of increased uncertainty. Amid geopolitical tensions, market volatility and rapid technological disruption, investor optimism has moved markedly towards caution, prompting greater regional diversification and domicile mobility. At the same time, entrepreneurs are emerging as a strategically critical yet complex client segment, while alternative assets and technology- enabled offerings – especially AI, blockchain and tokenisation – are increasingly becoming core components of modern wealth solutions, requiring wealth managers to adapt their client segmentation, product architecture and digital ecosystems to build resilience and capture sustainable growth. Executive summary Patrick Akiki Partner, Financial Services Market Lead & Head of Wealth Management Center of Excellence, PwC Switzerland
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