--- title: "AI loses out to human wealth managers when the money actually moves, HSBC finds" url: https://daily.dev/posts/ai-loses-out-to-human-wealth-managers-when-the-money-actually-moves-hsbc-finds-ygizizbcu source_url: https://thenextweb.com/news/hsbc-survey-ai-human-wealth-managers type: article source: "The Next Web" published: 2026-06-24T11:10:10.395Z updated: 2026-06-24T11:10:30.107Z tags: ["ai", "llm", "fintech"] reading_time: 4 upvotes: 1 comments: 0 language: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # AI loses out to human wealth managers when the money actually moves, HSBC finds **[The Next Web](https://daily.dev/sources/tnw)** · 4 min read · 1 upvotes · 0 comments ## Summary 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. ## Full article daily.dev links to this article rather than hosting it. Read it at the original source: ## Similar posts on daily.dev - [Investec’s contrarian AI bet: people over machines](https://daily.dev/posts/investec-s-contrarian-ai-bet-people-over-machines-c0xmzungf) · TechCentral · 0 upvotes · 0 comments - [Big-brained execs are outsourcing decisionmaking to AI](https://daily.dev/posts/big-brained-execs-are-outsourcing-decisionmaking-to-ai-rjvxxsos4) · The Register · 0 upvotes · 1 comments --- Tags: [#ai](https://daily.dev/tags/ai), [#llm](https://daily.dev/tags/llm), [#fintech](https://daily.dev/tags/fintech) [View this post on daily.dev](https://daily.dev/posts/ai-loses-out-to-human-wealth-managers-when-the-money-actually-moves-hsbc-finds-ygizizbcu)