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We are at an unprecedented time in our industry – volatility has returned to global markets, technological advancements and innovation are forming a more competitive landscape, and the needs of tomorrow’s clients are continuously evolving.
There are two pivotal trends centered around evolving client needs that are currently influencing the broader wealth industry.
To navigate the new market regime, the traditional 60/40 portfolio is evolving, and new sources of returns and diversification are needed. More advisers are redesigning portfolios with alternative strategies to provide this element of diversification or seeking access to private markets to amplify returns.
Source: SPDR ETFs / Investment Trends 2023 Managed Accounts Report, April 2023. Based on a quantitative online survey of Australian advisers.
Source: Praemium 2022, The High Net Worth Investor 2022, all in AUD.
Introduce more scalable, off-the-shelf solutions to help scale and simplify your practice to free up more time to spend with clients.
We have distilled three underlying themes that successful adviser teams share: a streamlined investment approach, increased business efficiency, and psychological safety among their team and clients
The clients you serve tomorrow will be different from those you serve today. BlackRock can help you earn tomorrow’s clients and grow your business for the future.
1. Praemium 2021, The High Net Worth Investor 2021 “Understanding the Australian $5-$70m investor segment” all in AUD.
2. Barclay Pearce Capital, “Australia's largest wealth transfer in history; ESG,” 2022.
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