Amid global uncertainty, investors are more defensive and more demanding of advisors..!

Investment Guru Wednesday, October 08, 2025 0

Amid global uncertainty, investors are more defensive and more demanding of advisors..!

by Mr. S.Sridharan, Founder, https://www.walletwealth.co.in/

About 52% of the investors have contacted their advisor to discuss the impact of market events on their investment portfolios.

Global Wealth Research Report 2025..!

According to the Global Wealth Research Report 2025 published by EY, in response to market volatility, clients are actively increasing their engagement with financial advisors and relationship managers.

They are initiating more conversations, consulting more widely about market events and seeking more help to navigate increasing challenges and complexity.

In the wake of global volatility, 52% of the investors have contacted their advisor to discuss the impact of market events on their portfolio.

44% of the investors have increased the number of planning meetings with their advisor while a similar percentage of investors have exercised more control over their investment portfolio.

The EY report is based on the insights from approximately 3,600 wealthy clients worldwide, including greater representation of high net worth (HNW), very high net worth (VHNW) and ultra-high net worth (UHNW) clients. These clients are based in Southeast Asia, Europe, the Middle East and India.

Here are the other key findings of the report:

86% view preserving and protecting their wealth as extremely or very important in their financial planning.

79% gave importance to selecting investment strategy and portfolio allocation.

75% consider reviewing progress on a financial plan as important.

74% and 72% of the investors consider preparing for retirement and reducing tax burden, respectively, as necessary component of financial planning

44% of respondents discuss the implications of events on their personal situation.

38% of the respondents request to exercise more control over their investment portfolio and 35% of the respondents request additional planning meetings with advisors.

The report says that the trends for greater engagement, reassurance seeking and proactive involvement is predominant among younger and wealthier investors. And this will continue to push up levels of demand on relationship managers’ time and resources.

Apart from that, the firms should be mindful of heightened demand for advice among younger and wealthier investors. This is because the survey highlights that 53% of millennials increased the number of meetings with their financial advisor, compared to 23% of boomers.

Similarly, 54% of millennials have exercised more control over their portfolio, versus 26% for Boomers.

Further, the HNW clients are more likely to seek out additional support and reassurance than affluent investors. Among the very high net worth (VHNW) clients, 67% have discussed the impact of current events compared with 39% of the mass affluent, while 58% of VHNW clients have increased the number of advisor meetings compared with 29% of affluent investors.

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