US-based wealth managers plan to extend their allocations to different investments, notably non-public belongings, from 12.8 per cent to 14.5 per cent in 2025.
In line with the most recent Natixis Funding Managers Wealth Trade Survey, 55 per cent of those managers intend so as to add non-public credit score choices within the 12 months forward.
Three quarters of wealth managers mentioned that they incorporate non-public market belongings for diversification, although 66 per cent cited liquidity issues as a problem.
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The survey additionally discovered that market disruption stays a priority for 2025, with US wealth managers going through unsure financial situations, speedy technological developments, regulatory modifications and a wave of business consolidation.
59 per cent of the wealth managers surveyed cited excessive valuations and inflation as their high portfolio threat issues.
Virtually half (45 per cent) of US wealth managers now plan to increase their service choices, together with non-public belongings, direct indexing and energetic ETFs to bolster development within the 12 months forward.
In the meantime, 82 per cent of US wealth managers are embracing mannequin portfolios to enhance effectivity and shopper retention.
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“Following a 12 months of contentious nationwide elections within the US and different main economies, wealth managers are shifting to adapt to coverage modifications, financial uncertainty, technological advances, and business consolidation,” mentioned Dave Goodsell, government director of the Natixis Heart for Investor Perception.
“To safe each short-term asset development and long-term prosperity, wealth managers acknowledge that broadening their service choices and delivering extra subtle funding choices to purchasers might be essential.”
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