Download your free copy of Delio's research report
From top-tier Private Banks to Financial Advisory Groups, Delio's research report explores the current landscape of the wealth management sector and the growing role that alternative investments are playing in clients' investment strategies.
Over the years, Delio has discussed private markets with over 200 wealth managers and private banks across the globe and has noticed a significant shift in the conversation. This report addresses the structural changes within the industry that are encouraging wealth managers to tap into private markets. It focuses on four themes: client demand, the rise of investment clubs, the evolution of the private market, and obstacles that wealth managers face when starting or scaling their proposition.
Through structured research, surveys and interviews, this report provides an invaluable insight in the critical role private markets will play in wealth management strategies of the future.