Alternatives in a New Wealth Management Era

If individuals allocate just 10% of their retirement savings to alternatives over the next decade, the industry could grow by as much as US$3 trillion in assets. This is just one of the key findings in a revealing new report produced by Alternatives Watch, in partnership with Jersey Finance, Convergence Inc. and Templum.

Download it now to understand the opportunities and boost your strategies.

Alternatives Watch is a popular news platform in the US focussed on alternative investments. The report, ‘Alts in the Wealth Management Era’, details what’s at stake for alternative asset firms looking to grow assets in the coming decades, amid regulatory shifts, evolving investor appetites and technological innovation.

Commenting on the report, Susan Barreto, Editor of Alternatives Watch, said:

“Our report details the readiness of an industry that has spent the last few years not only talking about democratisation but putting the ideals in place. The journey has not been easy, but the firms ready with product, platforms and performance stand to win out in the new wealth management era.”

With valuable insights for asset managers, investors, lawyers and other service providers, the report comprises the following contributions:

• Jersey Finance provides regulatory insight on how the wealth management trend in alternatives is expanding globally.
• Convergence provides data on private fund issuance and assets by these expanding retail offerings, providing an up-to-date snapshot of this rapidly growing segment of the alternative investment industry.
• Templum presents its findings from surveying wealth management firms directly about their evolving needs and how technology will play a role in future decision making.

Get a rundown on these themes. Read the report now: Alts in the Wealth Management Era