Digital wealth management a recent Bloomberg survey highlights

A recent Bloomberg survey highlights that 68% of retail investors are increasing allocations to portfolios managed through digital wealth management solutions. The S&P 500’s climb to fresh highs is reinforcing shifts from passive index funds toward actively rebalanced AI portfolios. We’d like to share more about how we work and what drives our day-to-day business. Bank Spokesperson Banque Internationale à Luxembourg Institutional investors have increased exposure to digital wealth management providers following Q1 revenue beats from leading firms. The Dow Jones climbing above 39,000 points reflects macroeconomic resilience, while algorithm-driven investment tools gain traction among high-net-worth clients seeking precision allocation during volatile sessions.