The evolving wealth ecosystem - 2023 and beyond
BlackRock shares insights from their global research
Watch: Global wealth trends in financial advice for 2023 and beyond
Watch, Chantal Giles, Managing Director and Head of Wealth, Australasia, BlackRock as she deep dives into BlackRock's global research providing an expose on different regions and what they tell us about the key trends advisers need to know:
- The new wealth portfolio is now possible: Technology and shift to fee-based have led to higher allocation to alternatives and index strategies
- Portfolios are getting personal: Investors want to collaborate to build a personal portfolio that solves for a specific problem (e.g., values, taxes)
- Sustainable portfolios are increasingly the default: although rate of adoption varies by region
- Digital players as credible alternative to traditional advice: COVID accelerated digital adoption, but those delivering digital and traditional advice combined will win
- International wealth centres are increasingly relevant: International wealth centres are now accessible to a broader set of investors beyond UHNW/HNW
- Crypto - a volatile opportunity: How you should look to participate in the growing crypto ecosystem
Speaker bio
Guest speaker
Chantal Giles, within the Client Business team at BlackRock is responsible for leading BlackRock's relationships with wealth whole portfolio clients, wealth management firms and platforms and for distributing BlackRock's alpha-seeking and iShares investment capabilities, and the adoption of BlackRock's portfolio construction capabilities. Over the past 15 years, Ms. Giles has also worked across BlackRock’s technology platform Aladdin, Operations & Institutional Client Business. Prior to joining BlackRock, Ms. Giles was employed with Financial Wisdom as a Financial Planner, assisting clients with their investment manager decisions and wealth creation strategies.
Resources
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