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Affluent Investors Double Allocations to Alternative Investments, HSBC Investor Snapshot Finds
NEW YORK, July 07, 2025--HSBC’s new Affluent Investor Snapshot 2025 reveals that affluent investors doubled their allocations to alternative investments over the past year. The trend looks set to continue, holding strong appeal into the future as investors seek to further diversify their portfolios.
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[{"type":"list","items":[{"val":[{"type":"text","content":"Allocations to gold and alternative investments see 120% and 100% year over year increases, respectively.","length":105,"tagName":"p","attribs":{}}]},{"val":[{"type":"text","content":"Half of affluent investors plan to own alternatives within the next 12 months – double the current ownership level.","length":115,"tagName":"p","attribs":{}}]},{"val":[{"type":"text","content":"Global affluent investors have put their cash to work, reducing cash allocations by 40% in the past year.","length":105,"tagName":"p","attribs":{}}]}],"tagName":"ul","bulletedList":true,"length":325,"olType":false},{"type":"text","content":"NEW YORK, July 07, 2025--(BUSINESS WIRE)--HSBC’s new Affluent Investor Snapshot 2025 reveals that affluent investors doubled their allocations to alternative investments over the past year. The trend looks set to continue, holding strong appeal into the future as investors seek to further diversify their portfolios.","length":317,"tagName":"p"},{"type":"text","content":"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% of investors planning to add them to their portfolios, while 20% intend to invest in hedge funds.","length":516,"tagName":"p"},{"type":"text","content":"Affluent investors globally have cut cash levels by nearly 40% over the past year, with younger generations driving the most significant reductions; Gen Z and millennials have cut their cash holdings from 31% to 17%. Younger generations are also leading the adoption of alternative investments, tripling their allocation to alternative investments within the past 12 months.","length":374,"tagName":"p"},{"type":"text","content":""As technology evolves and information becomes more readily available, investors report that social media platforms and banks remain their top information channels," said HSBC U.S. Head of Wealth and Global Private Banking Racquel Oden. "As individuals rank wealth advisors and family members as their top choices for investment ...