The Trust Threshold: AI makes investors bolder, but they want human judgement to make decisions
you are currently viewing::The Trust Threshold: AI makes investors bolder, but they want human judgement to make decisionsJune 24, 2026-New global research shows affluent and high-net-worth investors use AI tools but rely on trusted professional advice when making financial decisions.
Gen Z and Millennials are leading the hybrid shift-consistently preferring AI and advisers working together across every major financial task. Investors are adopting AI tools to research and generate investment ideas, but they want the judgement of a professional adviser when it is time to act. A new survey of around 10,000 affluent and high-net-worth individuals across 10 markets1, commissioned by HSBC from Ipsos, shows AI is now a mainstream investor tool. Source: HSBC |
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