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, an intelligence and productivity platform.
Phoebe Hodgson, banking and payments analyst at GlobalData, says: “This 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
