critical thinking℠
Wealth Management Briefing
We decode the trends and analyze the emerging opportunities and challenges reshaping wealth management portfolios today.
From shifting asset allocations and the democratization of private markets to evolving client expectations and growing regulatory complexity. With a focus on delivering clear, strategic insights, designed to help wealth managers navigate complexity and seek to position portfolios for long-term success.
Latest episodes
The future of wealth management: Balancing innovation, regulation, and client expectations | April 2025
Wealth management is evolving as client expectations shift, technology advances, and private markets become more accessible.
In this episode of Critical Thinking, Amit Popat, Global Head of Financial Institutions at Mercer, speaks with Han Dieperink, Chief Investment Officer of Auréus, and Richard De Groot, Head of Global Investment Center at ABN AMRO Bank. Live from Mercer’s Global Investment Forum, they discuss how wealth managers can navigate these changes, balance regulatory demands, and leverage AI and innovation to deliver value to clients.
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Alternative investmentsOur investment solutions and OCIO services are designed to help you address risk and governance concerns, invest sustainably and diversify with alternatives.
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Portfolio strategies
Why wealth managers should consider hedge fund liquidity waterfalls
Self-imposed constraints on allocations can diminish the returns of hedge fund allocations. We recommend a flexible liquidity profile for semi-liquid allocations -
A partner to your portfolio
Discover how we can partner with you to build agile and more resilient portfolios, designed to deliver your individual governance and investment needs.
Related insights
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Alternative investments
Outsourced CIO (OCIO)
Our investment solutions and OCIO services are designed to help you address risk and governance concerns, invest sustainably and diversify with alternatives. -
Portfolio strategies
Why wealth managers should consider hedge fund liquidity waterfalls
Self-imposed constraints on allocations can diminish the returns of hedge fund allocations. We recommend a flexible liquidity profile for semi-liquid allocations -
Portfolio strategies
Achieving a total portfolio approach for family offices
Aim to maximise long-term wealth for families with a strategic, four-stage total portfolio approach—integrating objectives, asset allocation, and manager selection.