Capgemini: Personalisation lags in wealth management, reaching just 17% of HNWIs

The Capgemini World Wealth Report 2026 reveals that only 17% of high-net-worth individuals (HNWIs) feel their wealth management services are personalized. The comprehensive study, involving thousands of respondents across various markets, underscores a significant gap between what clients expect and what wealth managers deliver in terms of personalization. This lack of tailored services could impact client satisfaction and retention, highlighting a crucial area for improvement in the wealth management industry to better meet client needs and enhance engagement.