Wealth & asset management
Advisory models, robo-platforms, private banking, direct indexing and where client assets are flowing next.
Private banks are quietly rebuilding around model portfolios
The shift from bespoke mandates to scaled advisory is changing how private banks price relationships.
Robo-advisors add human hand-offs back into the flow
Pure self-serve investing is giving way to hybrid models that route complex clients to advisors.
Fee compression reaches discretionary mandates
The pressure that hit passive investing years ago is now reaching bespoke discretionary portfolios.
Private markets access widens for mass-affluent clients
Feeder funds and interval funds are opening private equity and credit to a much broader client base.
Succession planning becomes a growth product, not a service line
Wealth managers are packaging estate and succession planning as a client-acquisition tool.
Direct indexing goes mainstream below the $1M threshold
Tax-loss harvesting at scale is now available well below the account minimums of a few years ago.
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