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Wealth Manager Investment Survey
Featuring data from 120 wealth managers around the globe, identifies significant changes in investment capabilities, ESG integration and strategy.
Evolving challenges
Amid an increasingly competitive and price-conscious market, wealth managers are innovating in order to enhance product offerings, develop capabilities and grow market share.
The demands of UHNW/HNW/affluent clients are changing, with rising interest in alternative investments and ESG themes, as well as a greater willingness to enter specific investment opportunities on an ad hoc basis alongside conventional discretionary mandates.
Meanwhile, an increasingly diverse investment opportunity set across developed and emerging markets can create difficult decisions around capacity and resourcing.
Supporting wealth manager clients
Wealth managers and multi family offices represent a substantial (>15%) and growing proportion of bfinance’s client base. These partnerships have been founded on a highly flexible, modular, customisable service model: bfinance works as an appropriate extension of the specific wealth manager’s team.
Manager research and selection continues to be the most popular service for this group of clients, followed by strategic portfolio design (particularly in private markets), performance monitoring and fee reviews.
In the case of manager selection, wealth managers are seeking institutional-quality managers at highly competitive fees—whether they are replacing incumbents or entering new asset classes. In the case of newer investment strategies we note particularly strong current demand among this group for private markets, liquid alternatives and ESG-oriented solutions.
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What our clients say
Working with bfinance gives us an advantage that we wouldn’t have had with a traditional consultant.
bfinance is very responsive, proactive, and show a strong focus on customer orientation. They always appear as a partner and shared their extensive expertise.
They are a good partner, supportive, cooperative, and professional.
