An HSBC survey of nearly 10,000 affluent and high-net-worth investors across 10 markets finds that while 73% use AI for finance research, only 12% name it as their primary decision-making influence. Most investors use AI early in the process to compare options and summarize research, then defer to human advisers for the final call. HSBC frames this as a 'Human-AI Advantage' and has launched its own LLM-based platform called Wealth Intelligence, built with Google Cloud, to equip relationship managers with AI-generated briefings before client meetings. The survey's commercial angle is noted — a finding that clients want both AI and human advisers conveniently supports HSBC's product offering.
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