Although worried they will not retain assets from client’s spouses or children, financial advisers remain optimistic about client growth.
Category: Studies
Goldman Sachs: optimism grows for alts despite valuation gaps
LPs are broadening their private markets portfolios, often with co-investments and secondaries, a survey by the bank finds.
BlackRock: insurers will increase private market allocations
BlackRock’s annual global insurance report found that most insurers surveyed plan to increase their investments to private assets in the next two years.
Asian HNWIs favour alternatives – Oaktree
Brookfield Oaktree Wealth Solutions canvassed the views of HNWIs in Hong Kong, Singapore and Taiwan.
Morningstar: Active managed portfolios now make up less than half of offerings
Managed portfolio services labelled by their providers as active have declined to 48% of Morningstar’s database at the end of July 2024.
Report: Apac family offices are planning for growth
The Deloitte Private and RFO report finds that Apac family offices are optimistic despite uncertainties.
Q2 dividends flat in Apac – Janus Henderson
Dividends in Asia Pacific ex-Japan rose just 1.1% during the second quarter, according to the latest Janus Henderson Global Dividend index.
Survey: Hong Kong’s rich ready for AI to guide wealth decisions
Digital technologies and channels promise new growth opportunities for Hong Kong’s wealth managers.
Singapore funds enjoy strong inflows in second quarter of year
Bond funds remain Singapore investors’ favourite asset class, Morningstar finds.
Allocations to fixed income soar in Asia – Calastone
Allocations to fixed income strategies among Asian investors during the first half almost doubled compared with last year.
