The survey showed younger investors are accelerating alternative allocations even as ultra-high-net-worth (UHNW) households adopt institutional-style practices across portfolios and planning.
The Bank of America Institute has released a report titled ‘ 2026 Study of Wealthy Americans’ on 17 June, which examined how individuals with at least US$3m in investable assets are navigating today’s wealth environment, revealing generational contrasts, evolving investment behaviours and the growing importance of advisory relationships. Younger investors were also redefining risk attitudes The report surveyed 1,431 respondents between January and February and offered a det