Clients of wealth managers and financial advisors are widening their investment horizons by turning to alternative assets as well building more diversified and international portfolios, new global research from Ortec Finance, the leading global provider of risk and return management solutions for professional investors, shows.
More than four out of five (81 percent) questioned in the study with wealth managers and financial advisors, whose organizations collectively manage approximately £1.207 trillion ($1.5 trillion), said clients have been investing in a wider range of asset classes than normal during the past 12 months.
Key Findings:
Diversification Trend: More than four out of five (81%) wealth managers and financial advisors report that clients are investing in a broader range of asset classes than usual over the past 12 months. The survey, involving organizations managing approximately £1.207 trillion ($1.5 trillio
