Helping Advisers Reach High-Net-Worth Investors

In light of COVID-19, high-net-worth (HNW) advisers are relying on asset management partners more heavily for strategic solutions and capital markets guidance, according to the latest Cerulli Edge-U.S. Asset and Wealth Management Edition.

According to surveyed HNW practices, access to portfolio managers/product specialists (57%), economic/market commentary (46%), and portfolio construction tools (44%) rank among the most valuable resources that asset managers provide, according to Cerulli Associates.

What’s more, Cerulli Associates noted that advisers are proactively approaching asset managers for capital markets insights, innovative products, and portfolio construction support. Read more…..


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