Findings from the 2022 Global Wealth Management Investment Survey
Wealth managers face a combination of issues as global markets enter yet another period of uncertainty while their clients demand sustainable returns – so how are they meeting these challenges?
Our 2022 Wealth Management Survey, which canvassed the views of providers all around the world, found a push into alternative and private markets is high on our investors’ agendas as a way to generate new returns along with a focus on new approaches to sustainability. However, paramount to the majority of respondents was a commitment to raising service levels to clients. Find out how wealth managers around the world are gearing up to the next step on their client and growth journey.
57% believe diversifying away from traditional asset classes is their main investment opportunity.
85% say search for better yields or enhanced investment returns as the main reason for making allocations to illiquid assets.
78% say their priority over the next two years is to improve client experience.
Only 20% of respondents believe strengthening their exposure to ESG investments will enhance opportunities to generate active return.
57% believe diversifying away from traditional asset classes is their main investment opportunity.
Action points
85% say search for better yields or enhanced investment returns as the main reason for making allocations to illiquid assets.
Action points
78% say their priority over the next two years is to improve client experience.
Action points
Only 20% of respondents believe strengthening their exposure to ESG investments will enhance opportunities to generate active return.
Action points
Findings from the 2022 Global Wealth Management Investment Survey
Africa
