Understanding Today's Global Investors with Ipsos Global Influentials
Discover how to enhance financial strategies and engagement among high-net-worth individuals with Ipsos Global Influentials
Your data tells what investors do. This report reveals why.
Financial institutions excel at personalisation, leveraging transactional data, behavioural insights, and sophisticated CRM strategies. Yet the attitudes, motivations, and lifestyle factors that truly drive investment decisions often remain hidden in internal datasets. The Ipsos Global Influentials 2026 Investment Report, 'Understanding Today's Global Investors', bridges that gap, delivering a comprehensive view into investor mindsets, financial behaviours, spending patterns, and media consumption across 43 markets.
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Six Investor Personas Decoded
Based on nearly 93,000 interviews with high-net-worth individuals across 43 markets, our proprietary Investment Segmentation identifies six distinct investor profiles based on mindset, risk appetite, and financial priorities: 'Security Seekers', 'Pragmatists', 'Unengaged', 'Optimisers','Impact Investors' and 'Risk-Takers'
What’s Inside the Report
- In-depth segmentation: Understand investors by motivation and uncover what truly drives their financial decisions.
- Global financial outlook: Discover how Global Influentials are shaping market trends, trading habits, and ESG policies.
- Actionable strategies: Engage with clients based on their attitudes, motivations, and financial priorities, developing mindset-led approaches that address their needs and aspirations.
Why Buy this Report?
The Ipsos Global Influentials 2026 Investment Report complements and sharpens your existing retention and acquisition strategies with external, robust and independent data that only Ipsos can provide. Ipsos Global Influentials' rich source of insights enables you to gain stronger client relevance, retention, and growth.
The report is available now as an off-the-shelf report for immediate insight.
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Need a custom analysis? Contact our regional experts for bespoke, market-specific insights:
- APAC: Mavise Lo
- Europe: Nathalie Sodeike
- North America: Matt Maimone
- UK: Tracy Allnutt
About Ipsos Global Influentials
The Ipsos Global Influentials survey is Ipsos’ exclusive resource for understanding the behaviours and attitudes of the world's most affluent consumers and company leaders. Representing 322 million influential individuals in households in the top 20% of income across 43 markets, IGI covers 1,500 products, 800 media brands, and over 150 psychographic measures.