Global wealth management investment survey 2023 

Mercer’s 2023 Global wealth management investment survey seeks to advance discussion and collaboration around the asset allocation decisions, risk management and governance practices of wealth managers. This year’s study illustrates how wealth managers globally remain dedicated to delivering excellent client service. They continue to innovate, exploring new areas of investment to generate better risk-adjusted returns and help clients achieve their financial goals.

The economic backdrop of the past year has given wealth managers plenty to consider. According to our panel of nearly 100 financial intermediaries surveyed in 2023, investors expect their wealth managers to protect them from the impact of higher inflation and geopolitical events, while simultaneously finding investment opportunities in a low-growth global economy.