Converging industry trends create an unprecedented growth opportunity for wealth managers. However, the increasing complexity is exposing resource and capability gaps that may hinder wealth firms’ ability to scale and fully seize the opportunity before them.
This paper explores how industry trends and client demands are reshaping investment management. Importantly, it offers guidance on how wealth managers can partner to enhance scale, as well as add institutional-quality research and portfolio construction and management capabilities to help improve investor outcomes.
Key themes
- The convergence of demographic shifts and technology is accelerating complexity in client needs and investment solutions, making differentiated advisory a necessity for growth.
- Firms must now deliver tailored strategies, expanded investment universes, and robust access to private markets while overcoming operational and research resource constraints.
- Advisors are encouraged to rethink their business models, seek institutional-level scale, and receive guidance on how to select the right partners for tailored solutions that address today’s wealth management challenges.
- Institutional Wealth Advisory (IWA), as defined by WTW Investments Wealth Solutions, offers a flexible consulting and outsourcing model that enables wealth platforms to modernize investment operations and deliver institutional-quality solutions at scale.
Institutional Wealth Advisory
IWA was created to bring wealth platforms a flexible model for accessing a range of institutional wealth consulting services to address these new challenges. From turnkey fund solutions to individual services – such as manager research or asset allocation – to a complete end-to-end solution, this offering from WTW Investments Wealth Solutions enables wealth platforms and managers to provide differentiated solutions and drive more growth over time.
- Modernize and scale investment, research, and operations with the goal of increasing efficiency, reducing costs and improving client outcomes
- Eliminate distractions so wealth managers can do what they do best:
- growing their business
- building relationships with clients
- and focusing on the core needs of their clients
- Deliver investment management differentiation in an increasingly competitive space
For a more detailed exploration of these challenges and opportunities, you can download the full paper below.
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| Title | File Type | File Size |
|---|---|---|
| Scaling wealth management: Institutional wealth advisory_WTWPDF | 1.7MB |
