{"id":31738,"date":"2026-05-18T10:54:31","date_gmt":"2026-05-18T10:54:31","guid":{"rendered":"https:\/\/assetphysics.com\/?p=31738"},"modified":"2026-05-18T10:57:27","modified_gmt":"2026-05-18T10:57:27","slug":"private-markets-reshape-wealth-management-as-alternatives-drive-portfolio-diversification-and-revenue-growth-says-globaldata","status":"publish","type":"post","link":"https:\/\/assetphysics.com\/de\/private-markets-reshape-wealth-management-as-alternatives-drive-portfolio-diversification-and-revenue-growth-says-globaldata\/","title":{"rendered":"Private markets reshape wealth management as alternatives drive portfolio diversification and revenue growth, says GlobalData"},"content":{"rendered":"\n\t<section class=\"snk-section snk-section_xs\" >\n\t\t<div class=\"container container-xs\">\n\n\t\t\t\n\n\t\t\t\n\t\t\t\t<div class=\"row snk-textColumns\">\n\t\t\t\t\t\n\t\t\t\t\t\t<div class=\"col col-12 snk-textColumn\">\n\t\t\t\t\t\t\t<div class=\"snk-textBlock\">\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>Alternative investments are rapidly transforming global wealth management, as private markets move from niche offerings to core portfolio allocations. Wealth managers are expanding access to private equity, private credit, infrastructure, and real assets to meet rising demand for diversification, resilience, and long-term returns. This structural shift is also strengthening revenue models by reducing reliance on traditional market-linked investment fees, according to GlobalData, a leading intelligence and productivity platform.<\/p>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/section>\n\n\n\n\t<section class=\"snk-section snk-section_xs\" >\n\t\t<div class=\"container container-xs\">\n\n\t\t\t\n\n\t\t\t\n\t\t\t\t<div class=\"row snk-textColumns\">\n\t\t\t\t\t\n\t\t\t\t\t\t<div class=\"col col-12 snk-textColumn\">\n\t\t\t\t\t\t\t<div class=\"snk-textBlock\">\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>Phoebe Hodgson, Banking and Payments Analyst at GlobalData, says: \u201cThis shift reflects a changing market environment where traditional public equities and fixed income are no longer sufficient to meet client expectations for performance and resilience. As a result, portfolios are becoming more institutional in nature, with a greater focus on long-term and less correlated sources of return. This benefits clients to be sure but also provides revenue for wealth managers less tied to the gyrations of the financial markets.\u201d<\/p>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/section>\n\n\n\n\t<section class=\"snk-section snk-section_xs\" >\n\t\t<div class=\"container container-xs\">\n\n\t\t\t\n\n\t\t\t\n\t\t\t\t<div class=\"row snk-textColumns\">\n\t\t\t\t\t\n\t\t\t\t\t\t<div class=\"col col-12 snk-textColumn\">\n\t\t\t\t\t\t\t<div class=\"snk-textBlock\">\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>GlobalData\u2019s report, \u201c<a href=\"https:\/\/u7061146.ct.sendgrid.net\/ls\/click?upn=u001.gqh-2BaxUzlo7XKIuSly0rC502qyvSaH8suunkkct0v9mQHYoL1-2Bp6ahcv9DOa-2FFF0JhITh8Mz1MlCJrIYvAAJJZAtgUPn2ehrGe52dKVKGWk5UJFH321ybePlx9RTM60Sm5x0O6QuvjjfQCXmPQrpofGQ6mNOOKHg1GdusSbqMlOE-2BTZnsv5C-2BjmziTlcZI1NQRH5zVcU8JVlZz47yVL0ZCoQuVb-2BioBvUMi5TPgH-2BWHXz0VGgZlfXnP-2Fbn5tKR4DJFnZWHriIsZJAR-2BxW1Nlp0qdSBeb2YrRPjx35hW5iJwEY5WQD-2BeDVGFknP0lbRnHV-rH_sq-2BlObBZTal7XxWb37cPgTFwcXr8ZCguLZqvjiU1XIrJqXSdhcCn0UOpsKHaO3s5cbtxvS6KbLzsKlvQbB2KCewVrEZcHhFhZAme19nh82EfGULExDGaMY105GmxZFpFHCV1u96yzCCV9d9-2B-2FbVpFEZl4TAa6YCcdiwxKjvqd74BM6YxnCUeS7TZP2U-2BTa22OS2Vp7t9m6gisCNA8mzznxDaaCIfJA8lUu-2BJDxRdp7bdFWuvVBysG4DWqQHVDEnBjsPb6Ymlf58O59R1MmFCSq-2BlU8tkIkOodrvQO3dJ2rzl-2Biyb3o5f-2BhRSTAtT5Xt3fmvFgwl2SNIIWkh0VzKlRmuF2Ll1O7nv1r243IkQ8wk-3D\" target=\"_blank\" rel=\"noopener\">Global Wealth Management Competitive Dynamics 2026,<\/a>\u201d details how wealth managers have been increasingly differentiating themselves by offering unique opportunities, including direct co-investments and niche thematic funds. This means that private markets have played a central role in driving revenue, with clients seeking alternatives, such as direct co-investments and ESG-focused funds.<\/p>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/section>\n\n\n\n\t<section class=\"snk-section snk-section_xs\" >\n\t\t<div class=\"container container-xs\">\n\n\t\t\t\n\n\t\t\t\n\t\t\t\t<div class=\"row snk-textColumns\">\n\t\t\t\t\t\n\t\t\t\t\t\t<div class=\"col col-12 snk-textColumn\">\n\t\t\t\t\t\t\t<div class=\"snk-textBlock\">\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>For example, the prominence of private equity markets, particularly in cities such as London, Paris, and Frankfurt, has bolstered Europe\u2019s reputation as a leading wealth management hub and boosted European wealth managers\u2019 revenues. In Switzerland, global private banks, including UBS, emphasized alternatives and bespoke lending to UHNW clients. Lombard lending and private market feeder funds increased wallet share while reinforcing recurring advisory fees. <\/p>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/section>\n\n\n\n\t<section class=\"snk-section snk-section_xs\" >\n\t\t<div class=\"container container-xs\">\n\n\t\t\t\n\n\t\t\t\n\t\t\t\t<div class=\"row snk-textColumns\">\n\t\t\t\t\t\n\t\t\t\t\t\t<div class=\"col col-12 snk-textColumn\">\n\t\t\t\t\t\t\t<div class=\"snk-textBlock\">\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>Additionally, in Singapore, banks such as DBS embedded alternatives and cross-border wealth solutions into advisory propositions for regional family offices; capitalizing on rising Asian wealth and demand for global diversification. <\/p>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/section>\n\n\n\n\t<section class=\"snk-section snk-section_xs\" >\n\t\t<div class=\"container container-xs\">\n\n\t\t\t\n\n\t\t\t\n\t\t\t\t<div class=\"row snk-textColumns\">\n\t\t\t\t\t\n\t\t\t\t\t\t<div class=\"col col-12 snk-textColumn\">\n\t\t\t\t\t\t\t<div class=\"snk-textBlock\">\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>Hodgson explains: \u201cAcross both these markets, adding lending, structured products, and private assets reduced reliance on traditional equity and bond fees. The result was a richer revenue mix, stronger client stickiness, and improved resilience against market volatility.\u201d <\/p>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/section>\n\n\n\n\t<section class=\"snk-section snk-section_xs\" >\n\t\t<div class=\"container container-xs\">\n\n\t\t\t\n\n\t\t\t\n\t\t\t\t<div class=\"row snk-textColumns\">\n\t\t\t\t\t\n\t\t\t\t\t\t<div class=\"col col-12 snk-textColumn\">\n\t\t\t\t\t\t\t<div class=\"snk-textBlock\">\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>For clients, the rise of accessibility to alternatives is improving diversification and enhancing portfolio construction. Private markets can offer access to growth opportunities that are not available in public markets, as well as potential protection against volatility and inflation, such as that being caused by the ongoing conflict between the US and Iran in the Middle East. <\/p>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/section>\n\n\n\n\t<section class=\"snk-section snk-section_xs\" >\n\t\t<div class=\"container container-xs\">\n\n\t\t\t\n\n\t\t\t\n\t\t\t\t<div class=\"row snk-textColumns\">\n\t\t\t\t\t\n\t\t\t\t\t\t<div class=\"col col-12 snk-textColumn\">\n\t\t\t\t\t\t\t<div class=\"snk-textBlock\">\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>At the same time, the development of more flexible investment structures is making these assets increasingly accessible, allowing a broader range of investors to participate. <\/p>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/section>\n\n\n\n\t<section class=\"snk-section snk-section_xs\" >\n\t\t<div class=\"container container-xs\">\n\n\t\t\t\n\n\t\t\t\n\t\t\t\t<div class=\"row snk-textColumns\">\n\t\t\t\t\t\n\t\t\t\t\t\t<div class=\"col col-12 snk-textColumn\">\n\t\t\t\t\t\t\t<div class=\"snk-textBlock\">\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>Hodgson concludes: \u201cOverall, the rise of alternatives marks a structural transformation in wealth management. As client demand continues to grow, private markets are set to play an increasingly important role in both portfolio construction and long-term growth strategies of wealth managers.\u201d<\/p>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Alternative Anlagen werden zum Kern des Wealth-Managements. Laut GlobalData erh\u00f6hen Private Equity, Private Credit, Infrastruktur und Real Assets Diversifikation und Resilienz und st\u00e4rken wiederkehrende Ertr\u00e4ge \u2013 sichtbar in Europa und Singapur.<\/p>\n","protected":false},"author":395,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"_co_authors":[],"footnotes":""},"categories":[8,24,16,31,10],"tags":[],"type_content":[659],"class_list":["post-31738","post","type-post","status-publish","format-standard","hentry","category-infrastructure","category-markets","category-private-debt","category-private-equity","category-real-estate","type_content-analysis"],"acf":{"homepage_featured_article":false},"_links":{"self":[{"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/posts\/31738","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/users\/395"}],"replies":[{"embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/comments?post=31738"}],"version-history":[{"count":2,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/posts\/31738\/revisions"}],"predecessor-version":[{"id":31760,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/posts\/31738\/revisions\/31760"}],"wp:attachment":[{"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/media?parent=31738"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/categories?post=31738"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/tags?post=31738"},{"taxonomy":"type_content","embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/type_content?post=31738"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}