The Intelligent Investor
Explore how UHNW investors are incorporating AI into their life, work and investment decision-making in our inaugural report.
Get insights on AI-Forward investing.
For wealthy investors, AI has become part of their daily routine, helping them make more informed personal, business and investment decisions.
Investors are relying on AI for research, data analysis and assessing opportunities, thus helping them navigate the markets and maintain an edge.
Enthusiasm for AI is not without some reservations; investors see the potential, but transparency, security and governance are essential as well.
UHNW investors believe that human expertise, context and accountability remain an essential part of the investment decision-making process.
There is growing confidence in AI as an investment theme and UHNW investors favor advisors who use it for insights and to manage risk.
As AI has moved rapidly from emerging trend to utility, its adoption among UHNW individuals has become both broad and deeply embedded.
AI is no longer confined to experimentation. AI is reshaping how many UHNW investors assess investment opportunities and maintain an edge in volatile markets. BNY Wealth’s inaugural study offers key insights and views on how UHNW investors view AI today—and where they see it headed next.
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