A recent survey by crypto payments provider Zerohash highlights a generational shift in wealth management: younger, affluent investors are increasingly moving away from advisers who do not provide exposure to digital assets.

Key Findings from the Survey

• 35% of respondents aged 18–40, with incomes between $100,000 and $1 million, moved money away from advisers who lacked crypto offerings.
• More than half of those who shifted assets moved between $250,000 and $1 million.
• Investors with incomes above $500,000 were especially active, with 50% moving money due to the absence of crypto access.
• 84% plan to increase crypto holdings over the next year, nearly half intending to do so “significantly.”

Drivers of Confidence
Survey participants cited adoption by major financial institutions such as BlackRock, Fidelity, and Morgan Stanley as a major confidence booster for crypto investments.

Investor Expectations

• Wealthy young investors want insured, compliant crypto access integrated alongside traditional assets.
• 92% emphasized access to a broad range of digital assets, not just Bitcoin or Ethereum.
• Products that include altcoins like Solana (SOL), XRP, and Dogecoin (DOGE), as well as staking features, are becoming increasingly popular.

Implications for Wealth Advisers
Zerohash notes that advisers who adapt early can strengthen client loyalty and capture growth, while those who lag risk being left behind. Its recommended approach includes offering crypto alongside traditional assets on a unified dashboard, with secure and insured custody.

Market Trend
Institutional offerings are expanding: major asset managers are increasingly rolling out exchange-traded products (ETPs) with crypto exposure. BlackRock, for example, recently filed for a staked Ether ETF, signaling the growing mainstream integration of crypto in wealth management.

Conclusion
The survey underscores a clear message: crypto is now considered an essential component of modern portfolio strategy for younger, high-net-worth investors. Wealth advisers who fail to incorporate digital assets risk losing relevance with this fast-growing demographic.