Overview

As new generations of investors, whose expectations have been shaped by newer regulation, technologies and living through a major financial crisis, the wealth management industry is undergoing significant change. Newer standards have been introduced to the industry both in terms of how advice and investment products are being delivered.

Family Offices are on the rise and investment opportunities are expanding beyond mainstream alternatives, such as hedge funds. Impact investing is the new buzz word within the portfolio mix as millennials aim to give back to good causes. Demographic shifts are taking place with aging advisors as well as a transfer of wealth from baby boomers to their children.

MarketCurrents Wealth Management focuses primarily on the global private wealth sector, with a primary focus on family offices-both single and multi. It delivers market-leading research and events offering unique insights into a traditionally eclipsed industry.


Research Reports

A series of research reports are published throughout the year. These reports cover emerging trends in the areas mentioned above. They are then circulated to firms around the world within the asset management sector. These include family offices, private equity firms, private banks, hedge funds, fund of funds, investors as well as service providers.

Our reports are supported by and built on an analysis of big data, data-driven trends, expert opinions and commentary from leading figures. This information is used by asset managers and investors to help them stay informed of their markets and what lies ahead in terms of opportunities and threats impacting their businesses and the industry as a whole. We also publish a series of guides in conjunction with top service providers including technology companies and law firms who outline approaches to upgrade their clients infrastructures. Regulatory updates or sophisticated software are just some of the ways for asset managers to stay ahead of the curve.

 

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