HSBC Survey: US Investors Use AI
Analysis based on 6 articles · First reported Jun 24, 2026 · Last updated Jun 24, 2026
The survey results from HSBC indicate a growing trend among U.S. investors to use AI for financial research while still relying on human advisors for critical decisions. This suggests a potential shift in the financial advisory industry towards hybrid models, which could impact the strategies of financial institutions like HSBC and technology providers. The findings also highlight the importance of trust and personalized advice in wealth management.
HSBC commissioned a survey conducted by Ipsos Asia Limited, which found that 57% of U.S. affluent investors use AI for financial tasks, primarily for research and analysis. However, only 7% consider AI the most influential factor in their investment decisions, with 59% citing financial professionals. The survey, involving nearly 10,000 investors across 10 markets, including over 1,000 in the United States, indicates a strong preference for a hybrid approach where AI assists with discovery and research, and human advisors provide judgment and validation. Racquel Oden of HSBC emphasized that the future of wealth management lies in combining AI's power with human insight and trust.
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