HSBC’s new Affluent Investor Snapshot 2025 reveals affluent investors doubled their allocations to alternative investments during the past year. The trend looks set to continue, holding strong appeal into the future as investors seek to further diversify their portfolios.
Around half of the global affluent investors in the survey of 10,797 individuals in 12 markets say they plan to own alternative investments within the next 12 months, doubling the current ownership level. Multi-asset solutions, private market funds, mutual funds and hedge funds are the most popular investment products as investors seek broader diversification. Private market funds are particularly popular, with 29 percent of investors planning to add them to their portfolios, while 20 percent intend to invest in hedge funds.
Affluent investors globally have cut cash levels by nearly 40 percent during the past year, with younger generations driving the most significant reductions; Gen Z and millennia
