Ebook

North American Wealth Managers Adoption of Personalization at Scale: Alternative Assets

North American Wealth Managers Adoption of Personalization at Scale: Alternative Assets

Pages 6 Pages

Wealth managers in North America are increasingly adopting alternative assets to personalize client portfolios at scale. Wirehouses lead in access and allocation, particularly in natural resources, digital assets, and hedge funds. Larger firms with over $50 billion AUM show significantly broader adoption than smaller ones. While hedge funds and digital assets remain limited outside wirehouses, allocations across all segments are projected to grow in the next three years. This growth is fueled by client demand and tech platforms like iCapital, CAIS, and TAMPs that streamline alternative asset distribution and democratize access across firm sizes.

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