Outlook / Wealth Management / Global
Global Wealth Outlook 2026
Published 2026-09-20 · BLOOMBERG WEALTH Research Desk
An annual outlook framework covering wealth growth, booking centers, private banking competition and client expectations.
Executive brief
Wealth growth and wealth-manager quality are different questions. Separate market appreciation, net new assets and currency translation before interpreting a headline wealth figure.
Questions for due diligence
Compare custody arrangements, service coverage and total fees consistently. Legal entities and investor protections vary by jurisdiction.
Scenario framework
- Base case: review the stated assumptions for wealth management and record which evidence would change the assessment.
- Stress case: consider weaker returns, reduced liquidity and higher costs together. An illustrative scenario is not a forecast.
Primary sources
Educational research brief. Scenarios are not forecasts or personalized advice. Follow the primary references for current data and methodology.