A shift in conversation: Private Markets in Wealth Management

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From top-tier Private Banks to Financial Advisory Groups, “Private Markets in Wealth Management” explores the current landscape of the market.

Over the years, Delio discussed private markets with over 200 Wealth Managers and Private Banks across the globe and has noticed a significant shift in the conversation. 

This report addresses the structural changes within the industry that are encouraging Wealth Managers to tap into private markets. It focuses on four themes: client demand, a rise of investment clubs, the evolution of the private market, and obstacles that Wealth Managers face when starting or scaling their proposition.

Through structured research, surveys and interviews, this report captures the state of private markets in wealth management.