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2 clusters · 6 sources · 9 days · First seen · Last updated

High-net-worth investor shift to alternative assets

Overview

High-net-worth and affluent investors are increasingly diversifying their portfolios away from traditional stock and bond models toward alternative assets.

Research from Goldman Sachs indicates that 80% of investors with over $10 million in assets have shifted toward alternatives, such as gold and real estate, as the traditional 60/40 portfolio faces scrutiny during market volatility.

This trend extends into digital assets. A CoinShares survey across several major markets shows that cryptocurrency ownership among affluent investors ranges from 54% to 70%. In the United States, United Kingdom, and Germany, 91% of current holders intend to increase their digital asset holdings in 2026. While Bitcoin is the most widely held asset, many investors noted a lack of expertise, with 88% admitting they lack sufficient knowledge to invest with full confidence.

Entities

Goldman Sachs · Morningstar · Vardaxoglou Advisory · S&P 500 · CAIS

Timeline

  1. [BUSINESS] 4 sources
    Affluent investors increase cryptocurrency holdings across major markets

    Wealthy investors in seven major markets are increasing cryptocurrency exposure, with 70% ownership in the US, UK, and Germany, driven by long-term diversification rather than speculation.

  2. [BUSINESS] 2 sources
    Goldman Sachs: Ultra-wealthy investors shifting to alternative assets

    High-net-worth investors are increasingly pivoting to alternative assets like gold and real estate, with 80% of those holding over $10 million in assets moving away from traditional stock and bond portfolios.

Sources

cnbce.com · crypto-news-flash.com · dunya.com · financieportal.com · kryptomagazin.cz · tokenpost.com