For decades private markets were a members-only club, accessible mainly to pensions, sovereign wealth funds, and the largest institutional players. That is changing fast. State Street’s fifth annual Private Markets Study, surveying 480 senior executives across asset...
The combination of portfolio personalisation and increasing account volumes is becoming a central challenge for wealth managers. 60% of wealth professionals expect their HNW clients to require some degree of personalisation, yet margin pressure and increasing...
For many years, operational transformation has been driven by efficiency programs, platform upgrades, regulatory remediation, and targeted automation. While still important, these no longer reflect the scale of the challenges underway. The industry is being rapidly...
Asset flows to managed accounts are surging, particularly for unified managed accounts (UMA). This expansion is driven by technology advancements and the increasing demand for personalized, complex portfolios. UMA has the ideal infrastructure to contend with this...
Private markets investment by wealth managers and their clients is accelerating at a rapid pace. However, this type of investment is complex and very different than investing in the public markets. The disparate and fragmented environment in private markets today...
Compliance and regulatory reporting have become increasingly complex and demanding for investment firms. Our digital transformation blog series has discussed three key benefits driving investment manager interest in transformation initiatives, namely, the ability to...
