Report published May 28, 2026

2026 FTSE Russell Wealth Pulse Survey: Private Markets Awareness and Adoption

FTSE Russell · May 28, 2026

The 2026 FTSE Russell survey highlights a surge in private market interest among affluent investors, led by Millennials, and emphasizes the critical role of financial advisors and standardized benchmarks in driving adoption.

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Finvaulta summarizes FTSE Russell's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.

Key Takeaways

1.Private market adoption is heavily stratified by generation, with 67% of Millennials invested compared to just 11% of Baby Boomers.
2.Financial advisors act as the primary gatekeepers; 89% of affluent investors would invest in private markets if given a strong recommendation.
3.There is a significant communication gap between advisors and clients regarding private markets, as only 26% of advisors have discussed the topic in detail.

Executive summary
Key messages
ADOPTION AND GENERATIONAL SHIFT
ADVISOR INFLUENCE
A ROLE FOR BENCHMARKS
WORKPLACE PLAN PARTICIPANTS
Conclusion
Introducing FTSE Stepstone Global Private Markets Indices
A few facts about our research

Report data

Investor openness based on advisor recommendation

Metric	Estimate	Context
Affluent investors allocated to private markets	32%	Current ownership among survey respondents with $500k+ assets.
Millennial ownership of private markets	67%	Contrast with Gen X (30%) and Baby Boomers (11%).
Advisor recommendation conversion	89%	Investors who would allocate based on a strong advisor recommendation compared to 55% general interest.
Importance of Benchmarks	92%	Respondents who believe it is crucial to benchmark performance.