Over the past decade, many wealth managers successfully built and supported a technology-driven personalization revolution in product and service delivery. This revolution has allowed them to tailor offerings to their high-net-worth and mass-affluent clients that were once the sole province of the ultra-high-net-worth and family offices.

This report reviews how wealth management firms in the U.S. and Canada are approaching the adoption of alternative investments as a component of client portfolios and projects what those allocations will look like in the next three years. It is based on responses to a quantitative survey posed to 80 North American wealth management practitioners in Q3 2023.

Clients of Datos Insights’ Wealth Management service can download this report.

This report mentions AllianceBernstein, CAIS, Envestnet, Halo, and iCapital.