AI and alternatives: How are asset and wealth management leaders adapting to game-changing trends?

During uncertain market conditions, asset and wealth management firms must plot their next steps carefully and with awareness to a wide array of risks. How are firms’ leaders ensuring business longevity?

In this article, we hear from six business leaders who share their approach to meeting market challenges and their views on alternatives and private markets. Discover new strategies to thrive in an uncertain market.

Portfolio diversification amid geopolitical tensions

Nancy Curtin, Head of Investments & Chief Investment Officer at AlTi Tiedemann Global, highlights the importance of capitalising on mega trends, the impact of energy security on investments, and the opportunities in infrastructure. She discusses strategies to protect and grow client portfolios using alternatives such as private credit, commodities, and hedge funds.

Additionally, Nancy addresses the significant influence of AI and cloud computing on technology investments and underscores the relevance of aligning wealth with personal values to create lasting legacies.

Key trends in hedge funds and private equity

Marcus Storr, Head of Alternative Investments at FERI, dives into the general move towards alternatives to avoid drawdowns in equities and fixed income, the rise of hedge funds in Central Europe, and the complexities of manager selection. He also compares the investment preferences and regulatory constraints of institutional investors and ultra-high-net-worth family offices, emphasising the greater degree of freedom in capital allocation within family offices.

Private infrastructure investment opportunities

Tara Davies, Co-Head of EMEA at KKR, delves into the evolving landscape of private infrastructure investment, discussing the resilience of infrastructure as an asset class, its comparison to credit and private equity, and the surge in interest from both institutional and private wealth investors.

She highlights key trends such as digitisation and energy security, and how these areas represent significant growth opportunities. Additionally, she emphasises the adaptation of investment structures to meet changing investor demands and the increasing collaborations with governments to facilitate local infrastructure projects.

New strategies in private partnership investments

Peter Beske Nielsen, Partner & Global Head of Private Wealth at EQT, gives us the latest on the evolving landscape of private wealth partnerships.

Discover insights on the increasing interest in alternative investments among private wealth investors and the emerging structures like LTIF and lux part two that cater to this demand. Peter also shares innovations in investment platforms, the importance of geographical considerations, and provides cautionary advice for individual investors venturing into private markets.

Creating a competitive advantage in asset management

Francesca McDonagh, CEO of Universal Investment, discusses significant trends in the asset management industry.

Francesca highlights the market's shift towards passives, increasing regulatory burdens, and the growing interest in alternative investments. She also delves into the importance of internationalisation, diversification, and the role of technology, particularly AI, in providing competitive advantages. Additionally, Francesca emphasises the significance of maintaining strong corporate culture and innovation in driving organisational success.

The future of asset and wealth management

In this interview, Jose Minaya, Global Head of Investments & Wealth at BNY, discusses the urgency for diversification, liquidity, and income amid today's volatility and uncertainty. He highlights the importance of scale, technology, and active management in serving client needs and explores how the industry is adapting to rapid changes. Discover what leaders should prioritise, the role of AI and technology, and what the next 12 to 24 months hold for the sector.

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