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Looking ahead: What 2027 might hold for wealth managers and advisors

December 02 | 2:00 PM ET

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The Wealth Managers and Advisors Quarterly is a recurring webinar series designed to support informed dialogue around markets, portfolios, and evolving investment considerations.

Overview

As private markets mature, AI reshapes investment landscapes, and operational complexity increases, wealth managers and advisors are evolving their approach to portfolio construction and risk management.

Join us for an upcoming webinar where we'll share findings from our comprehensive research with over 100 wealth managers and discuss strategies for exploring more selective, coordinated, and resilient portfolios in 2027.

Topics to be discussed:

  • Managing private markets more selectively: pacing, valuations, manager selection, and exit strategies
  • Translating AI and structural themes into portfolio considerations with discipline
  • Combining internal control with strategic external expertise for specialized capabilities
  • Building a coordinated portfolio-construction framework with integrated risk analysis
  • Upgrading investment engine: practical AI adoption with effective governance and controls
Register now
Please see important notices.

Speakers

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