Copilot cut

Leading Asset Management & Wealth Brands in AI Search in the United Kingdom

The same monthly sample, re-ranked using only Copilot answers.

October 2026 edition

Across the six months through October 2026, Stonehage Fleming leads AI search visibility in Asset Management & Wealth on Copilot in United Kingdom with a Goodie visibility score of 80.5, ahead of Merrill (78.1) and Wahed (75.5). The median score across the 10 ranked brands is 74.1, and a score above 68.7 reaches the top ten. The most-cited source grounding these answers is blackrock.com at 5.5% of all citations, while brand-owned pages account for just 24.8%.

35k prompts · 2.6m AI answers · 11.4m citations · Goodie AI Visibility Index

Industry Benchmarks

October 2026 · Asset Management & Wealth · Copilot
What good looks like in this category. Read a brand's own score against these before looking at who is winning.
Median visibility score
74.1
Half of the 10 ranked asset management & wealth brands score below this. The midpoint, not the average, so a few dominant brands do not distort it.
Index-wide median is 72.2
Score to enter the top 10
68.7
Clearing 68.7 puts a brand in the category top ten. The bar sits 5.4 points below the midpoint, so the leaderboard is closely contested.
Brands named per answer
6.5
A typical answer names seven brands, so the consideration set is wide and a mention is comparatively easy to earn.
Index-wide average is 7.0
Citation mix
  • UGC 1%
  • Editorial 6%
  • Reference 5%
  • Retail 1%
  • Other 87%
Other leads the third-party sources grounding asset management & wealth answers. Brand-owned citations sit in the next cell and are not counted here. “Other” covers domains we have not classified into a type yet.
Brand-owned citation share
24.8%
Owned content sits below the index-wide average here: third-party sources decide most of these answers.
Index-wide average is 26.8%
Industry sentiment
64/100
Mean tone of mentions across the ranked brands that carry a measured value. Per-brand sentiment sits on each brand profile.
Prompts sampled
35k
Real buyer phrasing, 4 models
AI answers analysed
2.6m
320k in October · ▲ 9.2% vs September
Citations parsed
11.4m
1m in October · ▼ 0.4% vs September
Brands observed
970
10 ranked here · 960 unranked

Brand Visibility Leaderboard

Brand visibility leaderboard for Asset Management & Wealth, ranked by six-month average AI visibility score
#BrandVisibility scoreShare of voiceModelsΔ vs last monthSentimentTop cited source
01Stonehage Fleming
80.5
10.8%Copilot▼ 4.972spearswms.com
02Merrill
78.1
10.5%Copilot—58forbes.com
03Wahed
75.5
10.1%Copilot▼ 7.356zakatinvest.com
04Deutsche Bank
74.7
10.0%Copilot▼ 4.970spearswms.com
05BlackRock
74.3
10.0%Copilot▼ 5.665altss.com
06Vanguard
73.9
9.9%Copilot▼ 6.167forbes.com
07SP Funds
73.5
9.9%Copilot▼ 8.460zakatinvest.com
08UBS
73.1
9.8%Copilot—57spearswms.com
09HSBC
72.0
9.7%Copilot▲ 0.560cambridge-ifa.net
10InvestEngine
68.7
9.2%Copilot—78forbes.com
10 ranked · visibility is a six-month averageTop source = most frequent source in answers mentioning the brand · Δ compares Oct with Sep

Most-Cited Domains

The answer supply chain
Most-cited domains in AI answers for Asset Management & Wealth
#DomainCitation shareΔ vs last month
01blackrock.com
5.5%
—
02spearswms.com
4.3%
▼ 0.7
03fidelity.co.uk
3.6%
—
04ubs.com
2.3%
—
05forbes.com
2.0%
▼ 1.8
06bestinlondon.london
1.8%
—
07deloitte.com
1.8%
—
08euromoney.com
1.8%
—
09hnwranking.com
1.8%
—
10kiplinger.com
1.8%
—
Top 10 of 1k domains observedΔ compares Oct with Sep, in percentage points

Prompts, Topics & Movers

What's driving this month's answers

Sampled prompts

Prompts sampled for Asset Management & Wealth, with distinct brands named and sources cited
#PromptBrandsSources
01What are the best robo advisors for long term investing?1227
02Wealth advisors used by family offices5223
03Islamic investment funds with solid track records2322
04Which investment firms manage ETFs best?1919
05Wealth management firms trusted by high net worth clients4118
5 of 35k sampledDistinct brands named & sources cited

Biggest movers

Oct vs Sep
Rising
HSBCscore 72.0
▲ 0.5
Falling
SP Fundsscore 73.5
▼ 8.4
Wahedscore 75.5
▼ 7.3
Vanguardscore 73.9
▼ 6.1
7 ranked brands scored in both Sep and OctIndustry avg ±5.4/mo

Global Search Demand

Where this industry's questions originate
23,810 searches sampled
Tracked markets for Asset Management & Wealth, by sampled search volume
#CountrySearch volume
01United States11K
02Japan4K
03United Kingdom3K
04Italy2K
05Germany1K
06Australia857
07Saudi Arabia572
08Canada479
09Singapore409
10France346
11Egypt343
12United Arab Emirates195
12 tracked markets
This edition

What Changed This Month

Stonehage Fleming leads Asset Management & Wealth this edition with a visibility score of 80.5, ahead of Merrill at 78.1.

blackrock.com is the most-cited source grounding asset management & wealth answers, at roughly 5.5% of citations. Brand-owned pages account for 24.8% — the rest of the answer supply chain runs through third-party sources.

The median visibility score across ranked asset management & wealth brands is 74.1, and a score above 68.7 reaches the industry top ten.

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Where Does Your Brand Stand in AI Search?

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31 industries4 models355m+ citation observationsFree unlimited checks
What you get
  • Visibility score
  • Industry rank
  • Brands ahead of you
  • Model and source gaps
Our Methodology

Our Approach to Gathering AI Visibility Data

We process millions of real prompts across AI Mode, ChatGPT, Copilot and Perplexity, then track which brands, products, and domains show up in the answers. That's the raw data behind every score in the Index.

Real Intent Capture

This data results from processing millions of real user prompts. We use advanced semantic and agentic processing to categorize them and define intent, filtering out noise to focus on high-value queries.

Global Model Interrogation

We run these prompts across the tracked models and across every market we cover, so each market is scored on its own answers rather than on a global average applied everywhere.

Attribution Mapping

We analyze the generated answers to capture the "Kingmaker" domains: the specific sources models cite most often in the answers that name a brand, so you can see which sources the models lean on where you appear and where you do not.

Three-dimensional logo of Goodie, an end-to-end AI search visibility platform.
FAQ · Asset Management & Wealth

Questions?
We Have
the Answers.

Stonehage Fleming currently leads AI search visibility in asset management & wealth with a Goodie visibility score of 80.5, measured across the tracked AI models.

blackrock.com is the most-cited source in asset management & wealth AI answers, grounding roughly 5.5% of citations in this industry.

The median score among ranked asset management & wealth brands is 74.1. A score above 68.7 places a brand in the industry top ten.

Each edition samples the same tracked prompt set across the models Goodie follows, then ranks brands by how often they are named in those answers.

Monthly. Each edition re-samples the tracked prompt set so month-over-month figures are directly comparable.